Join us for the Second Annual
NAPFA Large Firm Forum
February 5-7, 2019
Hotel del Coronado
San Diego, California

The Hotel del Coronado in San Diego will be the site of the NAPFA Large Firm Forum. Gather with your peers for three days of workshops, roundtables and networking with other large firm leaders.

This is an exclusive event for shareholders and principals from large financial planning firms with $950 AUM and up. Attendance is by invitation only.

While NAPFA National Conferences focus on the broad professional development of all NAPFA members, the firm leaders who attend the Large Firm Forum are a select group of individuals who face unique challenges each day as they guide their firms into the future.

Large Firm Forum attendees will participate in programs on building credible leadership through consistent behavior, creating strategic relationships and achieving disciplined growth, as well as other leadership and firm management issues that enterprise-level financial planning leaders wrestle with regularly. Sessions will be enhanced by opportunities for networking with your peers, invited guests, and industry thought leaders.

Optional roundtable discussions and a networking reception will open the Forum on the evening of February 5. Formal full-day programs are scheduled for February 6 and 7.

Please consider joining your colleagues for this one-of-a-kind experience.

Large Firm Forum Program

The program for the 2019 Large Firm Forum was curated by an esteemed group of financial planning leaders. Members of the Planning Committee include:

  • Michael Chasnoff, Co-chair, Truepoint Wealth Counsel, LLC
  • Eric Hehman, Co-Chair, Austin Asset
  • Will Beamer, Dowling & Yahnke, LLC
  • Yonhee C. Gordon, JMG Financial Group, Ltd
  • Becky Krieger, Accredited Investors Wealth Management
  • Rob Ragsdale, Balentine

The Planning Committee has engaged leading thinkers in business, academia, and financial advise to help guide participants on a journey to explore some of the most pressing business issues facing large firms.

Confirmed Large Firm Forum speakers include:

  • John Choate, SA-720TM and former Navy SEAL
  • Gregory Cleary, Certified EOS Implementer
  • Stephen M.R. Covey, CoveyLink and the FranklinCovey Speed of Trust Practice
  • Michelle Donovan, Author and referral coach
  • Michelle Thetford, Schwab Advisor Services
  • Mark Tibergien, Pershing Advisor Solutions

Registration and Hotel Information

Registration fees for the Large Firm Forum are $945 for NAPFA members and $1095 for non-members. Send three or more of your colleagues, and attendees #3 and up will each receive a $100 reduction on their registration fee.

Large Firm Forum Hotel

The Hotel Del Coronado offers an excellent venue for the unique learning and networking focus of the 2019 Large Firm Forum.

Cancellation Policy

Cancellation and refund requests must be made in writing by January 8, 2019. A refund of the conference fee - minus a $100 administrative fee - will be given for cancellations received by that date. No refunds will be granted for requests received after January 10th. Submit all requests to Robin Gemeinhardt. NAPFA regrets that refunds cannot be given for no-shows.