Abstract:  Join us for this month’s meeting of the Financial Service Advisors Council—a dynamic forum where relationships are built and ideas come to life.

Abby will kick things off with practical, no-fluff networking tips you can put to use right away. Then, Bernie and Gregg will share real-world insights on how—and why—Council membership is a game-changer for your business and leadership growth. Don’t miss this engaging session packed with value, perspective, and next-step ideas.

There is no CE for this course.

7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
8:20 am Presentation

Speakers: 

Abby Donnelly

Abby Donnelly, President of The Leadership & Legacy Group, specializes in guiding business owners and C-Suite leaders through the complex leadership, business, and strategic dynamics of CEO succession and exit.

Abby’s career began at Procter & Gamble, where she honed her skills in manufacturing management and strategic consulting. After 14 successful years, she launched her own consulting firm, later merging with a Sandler Training franchise, and eventually founded The Leadership & Legacy Group. Abby's journey reflects her deep expertise and commitment to helping owners and their leadership teams succeed.

Abby is known for her unique ability to work through challenging emotional dynamics. Described as focused, intuitive, and insightful, she provides powerful insights, fresh perspectives, and greater awareness, enabling leaders to make better decisions and get better outcomes.

Abby’s leadership extends to her service on several prominent boards including: First Bank (FBNC), ABCO Automation and Cone Health. Abby also served on the board of the Society of Financial Service Professionals (SFSP)/FSAC as a board member for 10 years and as and Secretary for 2 years. She is the 2022 recipient of the prestigious SFSP Moyer-Schaaf award.

Abby is originally from Poughkeepsie, NY. She has been married to Jim Donnelly for over 36 years, and she loves dancing to Motown!

Bernie Franko

Bernie Franko is a Financial Advisor with Edward Jones. With over 25 years of experience, Bernie works with professionals and business owners to simplify their complex finances and make smart decision with their money.

Bernie has a BSBA in Business Administration for the University of North Carolina at Chapel Hill. His wife Edna is a Registered Dietician and works as a diabetes specialist for Cecilia Health. Their daughter Avery is a freshman in the honors program at Appalachian State University.

Gregg Schlaudecker

Gregg Schlaudecker is a seasoned executive and financial services leader based in Jamestown, North Carolina. As Chief Operating Officer at AdaptFirst Tax and Investments, Gregg drives operational excellence and strategic direction for a mid-sized CPA firm. His career includes influential roles such as Executive Director for The Financial Service Advisors Council and Director at the Society of Financial Service Professionals, where he led regional chapters and advanced the profession through innovative leadership and collaboration.

Gregg’s expertise spans financial planning, risk management, and education—evidenced by his founding of Smart College Funding, helping families strategize college affordability. He has managed comprehensive financial planning operations and led large insurance sales departments, leveraging knowledge gained from diverse roles including military service as a U.S. Navy Captain. Known for his technology savvy and commitment to professional development, Gregg also enjoys cycling, bird watching, boating, and mentoring others in finance and technology both inside and outside the office.