Courtenay Shipley

Out of Office: Can’t Come Back; I Drowned in Email

By Courtenay Shipley | 6/23/2021

Remember the old days of the advisory firm? All employees are in the office at their desks and can ask each other questions, hand off work, get instructions, or discuss current projects with each other. Now, Nancy is pulling three shifts of work in 3-hour blocks throughout the day to accommodate... READ MORE

NAPA Connect: Overcoming Barriers to the C-Suite

By Courtenay Shipley | 6/28/2017

The statistics are grim in McKinsey’s 2016 Women in the Workplace Study.Julie Norseen of McKinsey reported key findings from the study, based on data from 132 companies employing 4.6 million people: Women remain underrepresented at every level in the corporate pipeline. Corporate America promotes... READ MORE

Stressed Out? Try Combating Stress Using Resiliency

By Courtenay Shipley | 6/26/2017

The NAPA Connect conference kicked off on Sunday, June 25th with a focus on resiliency.We all know the difference between a smooth-running life and the frantic one that revolves around caffeine, sugar, fat, and ending the day in front of the TV to unwind. We also know the latter is not sustainable... READ MORE

What Did You Say? Differences in Male/Female Communication

By Courtenay Shipley | 7/1/2016

Need a quick lesson in some of the socialized norms of how women communicate versus men? Audrey Nelson, Ph.D, well-known speaker, consultant, researcher, and author, relayed this story at the NAPA Connect conference: Woman and Man come home from work.Woman says to Man, “Honey, how do you feel... READ MORE

Do Women Advisors Face Unique Challenges?

By Courtenay Shipley | 6/28/2016

As women in the financial services/retirement plan industry, there is great debate on whether we, as women, need separate time and attention. I mean, it’s 2016, right? Why are we singling out women to give them their own conference? Women’s Lib was 40 years ago! Ironically enough, the women at... READ MORE

The Language You Use DOES Matter

By Courtenay Shipley | 9/7/2015

I sat there stammering, “No, now, that’s not true,” while everyone in the room stared at me. Color welled up in my face and I wanted to yell, “What does it even matter?!”This was last night, at a dinner party hosted by a well-known investment company and I'd been singled out. In explaining a point... READ MORE

Report from the Hill: NAPA’s DC Fly-In Forum

By Courtenay Shipley | 7/24/2015

Plan advisors from Virginia had a great time as part of NAPA’s D.C. Fly-In Forum talking with Sen. Warner’s staffer about tweaking the DOL's proposed fiduciary regulation. I thought others would like to hear what we said while packed in the tiny conference room!First off, it comes as no surprise to... READ MORE

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Courtenay Shipley

NAPA's 401(k) Rollover Specialist (k)RS Credential

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