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Conferences FAQ


Our most frequently asked questions:

General


General
How many conferences does NAPFA have a year?
NAPFA holds five events a year.  NAPFA National is in the spring and NAPFA Connections and NAPFA Practice Management and Investments are in the fall.  In addition, NAPFA's Core Competency event will be held in the summer of 2011 and Larger Firm Exchange is scheduled for February 2012.
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Are non-members permitted to attend NAPFA conferences?
Absolutely (unless otherwise specified), but there is a $200 differential in cost. The incentive for non-members is that if they join within a few months after the conference the difference in the fee will be rebated to them.
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What are the highlights of the NAPFA conferences?
Typically all conferences have choices between General Sessions and breakout sessions. Many also have roundtable discussions.   There is one session held for a NAPFA business meeting.   In addition there is time available to spend in the Exhibitor Hall where you can network with others who have the investment products, software and other services to share with you. Most would agree, however, that the best part of our conferences is the networking with like-minded professionals. In addition to all the education, there are usually one or two festive social events that everyone enjoys.
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How many continuing education credits are typically offered?
Most conferences offer approximately 15 - 17 credits.  All attendees have access to the recorded sessions following the conference, so additional NAPFA CE credit may be available.
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Does NAPFA help me network with people at the conferences?
Our popular Buddy Program will assign you to a veteran member who will answer your questions and point you in the right direction.
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How much time is spent in the Advisor Resource Center (ARC) at NAPFA meetings?
To make sure you have enough time to visit and chat with our many exhibitors we schedule many meals and breaks in the Exhibitor Hall.  We also offer a Cocktail Reception in the hall at most conferences.
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Where are NAPFA conferences held?
We alternate amongst different parts of the country to be fair to all attendees.   Even within regions different cities are chosen with easy access always a consideration.  For some of our more niche conferences like the Larger Firm Exchange, we focus on resort locations.
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How is Practice Foundation incorporated into your conferences?
Practice Foundation is generally a two-day event.   One day is spent in hourly sessions focused on practice management issues facing new Fee-Only planning firms.  The other day is devoted to analyzing a Case Study. You have the option of going to any of the hourly sessions at Practice Foundation or the regular offerings.   If you decide you want to go to the Case Study we ask that you remain there all day for the sake of consistency.
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What is the dress code?
Business casual - unless otherwise stated.
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How do I obtain the written material I need for the conference?
All conference handouts are available on the NAPFA website in advance of the conference in your "My Account" area.
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Can I go to a conference outside of my region?
Absolutely, and we hope that you do.   This is a great way to meet new people and to enjoy another part of the country.
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