AICPA Honors Susan Tillery with the Personal Financial Planning Distinguished Service Award

Tillery Recognized for years of dedication to the CPA financial planner profession

June 11, 2019

LAS VEGAS (June 11, 2019) – The American Institute of CPAs (AICPA) is pleased to announce that Susan Tillery, CPA/PFS has received the AICPA’s 2019 Personal Financial Planning (PFP) Distinguished Service Award. The award is granted annually to an AICPA member whose volunteer efforts have made significant contributions to the personal financial planning profession.  

Over the course of nine years as a volunteer at AICPA, Tillery’s input and thought leadership have been crucial to the success of numerous personal financial planning initiatives. She led the revamping of the AICPA PFP Body of Knowledge which highlights the strengths of CPAs. She worked tirelessly writing content to create the AICPA’s university curriculum in financial planning and the five-part financial planning certificate program which provides education to professionals in bite-sized pieces. And her efforts have resulted in more than thirty colleges and universities adopting the AICPA’s financial planning course.

“All CPAs who provide personal financial planning services can thank Susan for her unwavering dedication to moving the profession forward,” said Andrea Millar, CPA/PFS, Association of International Certified Professional Accountants Director of Financial Planning. “When Susan talks about her role as a CPA financial planner, her enthusiasm and genuine desire to help mentor other CPAs is infectious.”

Tillery began volunteering with the AICPA in 2010. She has dedicated herself to helping CPAs build and grow their financial planning practices through her involvement in the Building a Tax & Financial Planning Business workshop as well as many conferences, webcast and podcast presentations. She currently serves as chair of the PFP Executive Committee. Over the years, she has served as a key member of various AICPA groups including the PFS Credential Committee, PFP/Tax Strategy Advisory Group, PFP Advisory Task Force, PFP Firm Strategy Task Force, PFS Education Task Force, PFP Pathway Task Force, and the PFP Publications & Education Task Force.

Tillery also has had extensive involvement advancing personal financial planning efforts in her home state of Georgia where she is a member of the Georgia Society of CPAs. In addition to her passion for the CPA profession, she is involved in multiple philanthropic efforts, with a focus on helping women. She is currently writing a book to empower women to take control of their personal finances, and she teaches personal finance courses in her church.