NAPFA Spring 2024 National Conference Agenda

Wednesday May 8, 2024

12:00 PM – 6:00 PM
Registration Opens
Location:
Fort Worth Ballroom Foyer
1:00 PM – 4:00 PM
Preconference: Essential IRA Tips for Saving Taxes and Avoiding Penalties

Member: $199/Non-member: $249

Location:
Stockyards 1
Educational Credits
3
3
3
Specialized Knowledge
4:30 PM – 5:30 PM
Genesis Community Meeting
Location:
Fort Worth 4/5
Large Firm Community Meeting
Location:
Stockyards 1
Mid-Size Community Meeting
Location:
Fort Worth 1-3
Solo Firm Community Meeting
Location:
Fort Worth 6-8
6:00 PM – 7:00 PM
Welcoming Reception

Sponsored by Heifer Foundation

Location:
Texas Ballroom
7:30 PM – 9:30 PM
NAPFA Pride Kick-Off Social

Offsite Social

Location:
Bearded Lady

Thursday May 9, 2024

7:00 AM – 8:00 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer
8:30 AM – 9:30 AM
The Connection Code

Keynote, Sponsored by: Flourish

Location:
Fort Worth 4/5
Educational Credits
1
1
Communications & Marketing
9:45 AM – 10:45 AM
Economic Realities in 2024: Inflation & Interest Rates and the "Illusion" of a Soft Landing

Sponsored by: Piper, Sandler & Company

Speakers:
Dimitri Delis
Location:
Stockyards 1
Educational Credits
1
1
1
Specialized Knowledge
How to Find, Hire, Train, and Retain Top Talent for Your Firm
Speakers:
Caleb Brown
Location:
Fort Worth 6-8
Educational Credits
1
1
Personnel & Human Resources
Rollover and Transfer Rules for Beneficiaries
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Specialized Knowledge
The Unprecedented Insurance Crisis: Increased Rates & Non-Renewals
Speakers:
Ryan Coon
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:15 PM
Common Tax Planning Pitfalls
Speakers:
Lawrence Pon
Location:
Fort Worth 6-8
Educational Credits
1.5
1.5
1.5
Taxes
How to Automate Your Client Journey
Location:
Stockyards 1
Educational Credits
1.5
1.5
1.5
Information Technology
Social Security and Medicare: Help Clients Maximize Benefits and Avoid Mistakes
Speakers:
Elaine Floyd
Location:
Fort Worth 4/5
Educational Credits
1.5
1.5
1.5
Specialized Knowledge
Turn Down for DIVERSIFICATION: Strategies for managing and unwinding concentrated stock positions
Speakers:
John Owens
Location:
Fort Worth 1-3
Educational Credits
1.5
1.5
1.5
Specialized Knowledge
12:15 PM – 1:15 PM
Lunch with Exhibitors
Location:
Texas Ballroom
1:30 PM – 2:30 PM
AI Applications in Financial Planning and Education
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Information Technology
Future Insights: Bridging Life Insurance and AI in Life Insurance Underwriting

Sponsored by: LLIS

Location:
Stockyards 1
Educational Credits
1
1
1
Specialized Knowledge
Navigating Career Paths: Setting Expectations and Engaging Employees
Location:
Fort Worth 6-8
Educational Credits
1
1
Personnel & Human Resources
1:30 PM – 3:30 PM
Mastering the Art of Business Owner Financial Planning
Speakers:
Rob Schulz
Location:
Fort Worth 1-3
Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Artificial Intelligence - Compliance Concerns
Speakers:
Jim Cullen
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Information Technology
Beyond Donor-Advised Funds: Exploring Tax-Efficient Giving and Philanthropic Strategies
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
Is Today's Older Homeowner Sitting on a Gold Mine?

Sponsored by: Longbridge Financial

Location:
Stockyards 1
Educational Credits
1
1
1
Specialized Knowledge
3:45 PM – 4:30 PM
Break with Exhibitors
Location:
Texas Ballroom
3:45 PM – 4:45 PM
DEI Conversation and Connection
Location:
Sundance 3
5:00 PM – 6:00 PM
Mastering the Human Side of Advice
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
Navigating the Future: Technology and Cybersecurity for Regulatory Compliance in Wealth Management
Speakers:
Steven Ryder
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Specialized Knowledge
Running a Firm: Is it Different for Female Advisors
Location:
Fort Worth 1-3
Educational Credits
1
1
Personal Development
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
Location:
Texas Ballroom
7:30 PM – 9:30 PM
Genesis Social Event

Sponsored By: LLIS

Location:
Offsite - Top Golf

Friday May 10, 2024

7:00 AM – 7:45 AM
CFP Board Update
Location:
Fort Worth 4/5
7:00 AM – 8:00 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer
8:05 AM – 9:05 AM
Long-Run & Near-Term Perspectives on the US Economy

Keynote

Speakers:
Jim Dolmas
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Economics
9:20 AM – 10:20 AM
High-Trust Client Meetings: Using Behavioral Science to Make Meetings More Meaningful
Speakers:
Dan Smaida
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Specialized Knowledge
How to Include Disability Planning for Special Needs Families into your Practice
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Specialized Knowledge
The Future of Intelligence
Speakers:
Hamiz Awan
Location:
Fort Worth 6-8
Educational Credits
1
Understanding the Value of Your Business
Location:
Stockyards 1
Educational Credits
1
1
Specialized Knowledge
10:20 AM – 11:00 AM
Break with Exhibitors
Location:
Texas Ballroom
10:25 AM – 10:40 AM
Technology Showcase - Wealthteamwork

Connecting your client's financial lives.

Location:
Texas Ballroom
10:45 AM – 11:00 AM
Technology Showcase - Asset Dedication

Automating Trading and Operations

Location:
Texas Ballroom
11:15 AM – 12:15 PM
Estate Planning Towards a New Horizon
Speakers:
Ryan Heath
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Specialized Knowledge
Fixed Income Markets & Portfolio Construction
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
Tax Efficient Retirement Planning with Reverse Mortgages

Sponsored by Finance of America Reverse

Speakers:
Stephen Resch
Location:
Stockyards 1
Educational Credits
1
1
1
Specialized Knowledge
The Inclusive Advisory Team: Building Stronger Client Connections with Intentional Communication
Speakers:
Jordan Dyson
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Communications & Marketing
12:15 PM – 1:15 PM
Lunch with Exhibitors
Location:
Texas Ballroom
1:00 PM – 1:15 PM
Technology Showcase - Zocks Communications

The 2x Advisor

Location:
Texas Ballroom
1:30 PM – 2:30 PM
Building Your Offering Starts with Your Team
Speakers:
Erin Voisin
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Specialized Knowledge
Essentials of Private Markets
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
How Advisors Use Safe AI to Take Meeting Notes, Organize Tasks, Update CRM, Write Recap Emails, and

Sponsored By Jump

Speakers:
Parker Ence
Location:
Stockyards 1
Educational Credits
1
1
Information Technology
1:30 PM – 3:30 PM
Sunset of TCJA
Speakers:
Lawrence Pon
Location:
Fort Worth 4/5
Educational Credits
2
2
2
Taxes
2:45 PM – 3:45 PM
Becoming Succession Ready: the Journey Before the Destination
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Specialized Knowledge
Understanding and Trading Active ETFs
Speakers:
Rob Harvey
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
Using Donor Advised Funds (DAFs) to Advance a Philanthropic Strategy

Sponsored by: Heifer Foundation

Location:
Stockyards 1
Educational Credits
1
1
1
Specialized Knowledge
3:50 PM – 4:05 PM
Technology Showcase - Advyzon
Location:
Texas Ballroom
3:50 PM – 4:30 PM
Break with Exhibitors
Location:
Texas Ballroom
5:00 PM – 6:00 PM
Recognizing and Managing Physiological Stress

Keynote, Sponsored by: Yrefy

Speakers:
Sonya Lutter
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Communications & Marketing
6:30 PM – 7:30 PM
NEMA Region Networking Reception
Location:
Fort Worth 6
South Region Networking Reception
Location:
Stockyards 1
West Region Networking Reception
Location:
Fort Worth 7
7:30 PM – 9:30 PM
Closing Party
Location:
Fort Worth 4/5

Saturday May 11, 2024

7:30 AM – 8:30 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer
8:30 AM – 9:30 AM
Facing the Challenges of Caregiving
Location:
Fort Worth 4/5
Educational Credits
1
1
1
Specialized Knowledge
Inclusive and Equitable by Design: How to Embed DEIB Into Your Financial Service Organization's DNA
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Behavioral Ethics
Let’s Talk About Sex: An Overview of Sexual Orientation, Gender Identity, and LGBTQ+ Planning Issues
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Personnel & Human Resources
9:45 AM – 10:45 AM
Childfree and Permanently Childless people
Speakers:
Jay Zigmont
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Specialized Knowledge
Supporting Clients Through Aging and Loneliness
Speakers:
Philip Gibson
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 11:45 AM
Ethics CE: CFP Board's Revised Code and Standards
Speakers:
Linda Leitz
Location:
Fort Worth 4/5
Educational Credits
2
2
2
Behavioral Ethics
11:00 AM – 12:00 PM
Keep Clients Forever: Accelerate your Success with the Multigenerational Planning Conversation
Speakers:
Cindy Arledge
Location:
Fort Worth 1-3
Educational Credits
1
1
1
Communications & Marketing
Working With Pro Bono Clients In Financial Stress

Sponsored by: NAPFA Foundation

Speakers:
Cynthia Meyer
Location:
Fort Worth 6-8
Educational Credits
1
1
1
Specialized Knowledge

Tuesday May 21, 2024

12:00 PM – 3:15 PM