Fran Skinner | SpeakerHub

Personal Details

Bio

As a partner with AUM Partners, Fran regularly works with and makes presentations to senior leaders of Wall Street firms. As one of her clients said, “you’ve sat in a lot of our chairs - you speak our language”. She is co-author of the book "High Performing Investment Teams" (Wiley, 2006). In addition to her high-impact consulting work “developing leaders at every level” of firms, Fran is also a director on the corporate boards of Peoples Bank (ticker: PEBO) and Fenimore Asset Management, on the board of non-profit Women Investment Professionals, and a contributor to Barron’s since 2016.

Prior to returning to AUM Partners in 2019, Fran had finance, consulting, corporate board, and senior leadership positions with Mellon Bank, Allstate Investments, Focus Consulting and Diamond Hill Capital Management. From 2010 - 2018, Fran was an independent director on the corporate board of Diamond Hill Investments, a publicly-traded investment firm headquartered in Columbus, Ohio. She was Chair of the Compensation Committee from 2011 - 2017 and a designated Financial Expert member of the Audit committee from 2010 - 2018.

Current position (3)

Board Member / Consultant / Author

AUM Partners, LLC

Board Member

Fenimore Asset Management/Peoples Bank (ticker: PEBO)

Contributor

Barron’s

Degrees (1)

MBA - Finance and Marketing

University of Illinois - Chicago

1999 to 2002

Presentations

Presentations (6)

Advocates: How to Find One / How to be One

In this interactive session, Fran Skinner will briefly share her unusual journey towards achieving her CFA designation, which changed her career trajectory in positive but unexpected ways. Through an interactive exercise, participants will learn practical ways to achieve “next level” success and to help others achieve success in all aspects of life by leveraging existing relationships. This session will explore:
 Being open to new possibilities regardless of prior career and education decisions
 How to be that person in others’ lives that drives creation of “Leaders at Every Level”
 Simple questions that can immediately reveal specifics about where your “next level” success may be

Three Traits that Distinguish Top Investment Leaders in These Dynamic Times

This session discusses the following points:

How to understand what motivates and retains your highest performers, who are the engine driving your firm’s success in these dynamic times.
How to focus your time on those activities that are top leaders’ highest value-added contributions to achieving firm goals.
How to improve communication throughout your firm

Fair Pay and Total Rewards for Your High Performers

What are the tools, beyond simply compensation, that motivates and retains high performers? Learn the keys to attracting, engaging and retaining top talent in every seat of your investment organization.

Delegation: Professional Velcro that may be holding you back

Lack of Delegation has been called the Velco that holds back people and companies from even greater success. In this session, Fran Skinner, CFA, CPA will share the personality traits common among successful investment advisers that are frequently the same traits holding them back from delegating responsibilities to others. In addition, she will provide the specific steps advisers can take to determine the best person on your team to delegate a task to and execute a delegation strategy that will allow everyone to maximize their contribution and increase your firm’s capacity.

Interviewing for High-Performers that Fit Your Culture and Position

Using her analysis from assessments of successful Teams over the years, Fran Skinner has observed there are some common traits among the high performers. In this practical and interactive session, Fran will share her findings for various roles on teams and the techniques your interviewing team can incorporate into your recruiting process to significantly increase the predictability of job candidate performance. With practice, this can help hiring managers separate true high performers from average performers, and minimize performance-related post-employment surprises.

Recruiting, Developing and Retaining a High Performance Team in 2021

The world has changed over the last two years, and so have the best practices for building and retaining a top team. This session looks at recruiting practices, development and how understanding communication differences makes the difference between top teams and average teams.
Learning Objectives:
How to identify the specific attributes to look for in future job candidates for all roles on your team.
The keys to being a nimble team focused on learning and being ready for whatever comes next.
The attributes of employees who don’t just survive, but excel in the quickly-evolving investment advisory industry, and how to determine if your next job candidate has them.
The behavior that, when embraced by all team members, can help team members achieve their potential and maximize their contributions.
How including or avoiding specific words can transform teams and interactions, and help firms retain top performers in this challenging environment.

Workshops (2)

Building "A" Game Teams

90 minutes

An Interactive session that helps attendees get clarity around what makes an "A" Player on their team. With this new awareness, attendees can focus on being in their own "A" Game, support others to move toward their "A" game and look for specific attributes of fit when recruiting future team members.

Achieving “Next-Level” Success by Leveraging Advocates

1 hour

Past talks (12)

Recruiting, Developing and Retaining a High Performance Team in 2021

Bob Veres Insiders Forum: Opening Keynote

Nashville, TN

October 7, 2021

Leadership Forum: Developing Leaders at Every Level

Bob Veres Insiders Forum: Leadership Forum

Nashville, TN

October 7, 2021

Achieving Next Level Success by Leveraging Relationships