2017 National Spring Conference Agenda
Tuesday May 16, 2017
Wednesday May 17, 2017
7:00 AM – 8:00 AM
First Time Attendee Breakfast
Large Firm Experienced Community Meeting
Networking Breakfast
Small Firm Experienced Community Meeting
8:15 AM – 9:30 AM
Keynote: Building on What’s Good -A New Way to Fight Poverty
Speakers:
Jose QuiñonezEducational Credits
1
9:45 AM – 10:35 AM
Featured Speaker: Building a Better Business - Incorporating Diversity into Your Client Base & Staff
Sponsored by NAPFA Women’s Initiative
Speakers:
Mark TibergienEducational Credits
1
Financial Aid and Paying for College – What Advisors Need to Know
Speakers:
Paula BishopEducational Credits
1
1
Re-Thinking the Piggy Bank: A Savings Workshop
Sponsored by Zeo Capital
Speakers:
Venk ReddyEducational Credits
1
1
10:45 AM – 12:00 PM
Featured Speakers: Be Ready for the Silver Tsunami:
Increase Your Expertise in Managing Clients with Diminished Capacity
Educational Credits
1.5
1.5
Getting Back to Basics - Planning for Retirement Control in the Current Climate
Speakers:
Ilene McCauleyEducational Credits
1.5
1.5
Practice Foundation: Technology
Educational Credits
1.5
Recruiting and Retaining Female Advisors
Sponsored by TD Ameritrade Institutional
Educational Credits
1.5
12:00 PM – 1:00 PM
Genesis Meeting
12:05 PM – 1:00 PM
Lunch with Exhibitors
12:15 PM – 12:45 PM
Technology Showcase
1:10 PM – 2:00 PM
Disruptive Change - Areas of investment opportunity in 2017 and Beyond
Speakers:
Jim CallinanEducational Credits
1
1
How Insurance Planning Would Change Our Favorite TV Shows and Movies
Sponsored by LLIS
Speakers:
Mark MaurerEducational Credits
1
1
Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages:
Educational Credits
1
1
Succession Planning, Mergers, and Acquisitions- One Firm’s Journey
Speakers:
Ray PadronEducational Credits
1
1:10 PM – 3:05 PM
Practice Foundation: Business Models, Fees, and Profitability
Educational Credits
2
2:15 PM – 3:05 PM
Are We Gender Aware? A discussion of gender issues in wealth management
Educational Credits
1
From Assets to Income: A goals-based approach to retirement spending
Sponsored by Vanguard
Speakers:
Garrett HarbronEducational Credits
1
1
How to Choose the Right Disability Insurance Protection for Your Clients
Speakers:
John RyanEducational Credits
1
1
Understanding your Clients: The Investor Survey
Sponsored by Dimensional Fund Advisors
Speakers:
Jeff PierceEducational Credits
1
1
3:10 PM – 4:00 PM
Break with Exhibitors
Office Hours
3:20 PM – 3:50 PM
Technology Showcase
4:10 PM – 5:00 PM
Risk Tolerance is Broken: Manage the Psychology of Risk, Don’t Avoid it
Speakers:
Ryan MurphyEducational Credits
1
1
The Lay of the Land in the U.S. Stock Market
Sponsored by Smead Capital Management
Speakers:
William SmeadEducational Credits
1
1
Thriving in Turbulent Times: Why Leadership Outperforms Management
Speakers:
Tracy BeckesEducational Credits
1
5:10 PM – 5:15 PM
NCEF Update
5:20 PM – 6:20 PM
Keynote: Uncharted Territory: Navigating the Changing Landscape of Family Life
Speakers:
Stephanie CoontzEducational Credits
1
6:30 PM – 7:30 PM
Cocktail Reception in Exhibit Hall
7:30 PM – 9:00 PM
Genesis Social - "Invitation Only"
9:30 PM – 11:00 PM
Hospitality Suite
Thursday May 18, 2017
7:15 AM – 8:00 AM
Networking Breakfast
7:30 AM – 8:00 AM
CFP Board Update
8:30 AM – 9:45 AM
Keynote: How America is Reinventing Itself and Innovation is Globalizing
Speakers:
Vivek WadhwaEducational Credits
1.5
9:50 AM – 10:30 AM
Break with Exhibitors
Office Hours
10:00 AM – 10:30 AM
Technology Showcase
10:40 AM – 11:30 AM
Featured Speaker: Strategies For Managing Sequence Of Return Risk In Retirement
Speakers:
Michael KitcesEducational Credits
1
1
The Democratization of Private Equity for Well-Constructed Portfolios
Sponsored by Pomona Investment Fund
Educational Credits
1
1
The Trends that Shape the Financial Planning Industry
Results of the Investment News/Ensemble Practice Survey
Speakers:
Brandon OdellEducational Credits
1
10:40 AM – 12:35 PM
Featured Speaker: Super Session-A Professional Approach to Earning Referrals
“Growing a Business That Grows Itself”
Speakers:
Dan AllisonEducational Credits
2
11:45 AM – 12:35 PM
Featured Speaker: Rethinking Risk Tolerance for Retiring Clients
Speakers:
Michael KitcesEducational Credits
1
1
Information Security Threats: What You Need To Know To Protect Your Firm
Sponsored by TD Ameritrade Institutional
Educational Credits
1
1
“O Vol, Where Art Thou?”
Sponsored by The Arbitrage Fund / Water Island Capital
Speakers:
Ted ChenEducational Credits
1
1
12:40 PM – 1:40 PM
Lunch with Exhibitors
12:45 PM – 1:15 PM
Technology Showcase
1:45 PM – 3:00 PM
How to Recruit & Compensate Top Talent
Sponsored by Griffin Capital Securities
Speakers:
Kelli CruzEducational Credits
1.5
The Importance of Long-Term Care (LTC) Planning and How to Spur such Planning
Educational Credits
1.5
1.5
3:05 PM – 4:00 PM
Break with Exhibitors
Large Firm Early Community Meeting
Office Hours
Small Firm Early Community Meeting
3:15 PM – 3:45 PM
Technology Showcase
4:15 PM – 5:15 PM
5:30 PM – 6:15 PM
Midwest Region Membership Meetings
West Region Membership Meeting
7:00 PM – 9:00 PM
Spring Conference Closing Party
9:30 PM – 11:00 PM
Hospitality Suite
Friday May 19, 2017
7:30 AM – 8:10 AM
Networking Coffee
8:15 AM – 9:30 AM
8:15 AM – 10:30 AM
9:35 AM – 10:30 AM
Brunch with Exhibitors
10:40 AM – 11:30 AM
Targeting the Rich: Liability Lawsuits and the Need for Protection
Educational Credits
1
1
10:40 AM – 11:55 AM
Featured Speakers: Stopping Financial Elder Abuse
Educational Credits
1.5
1.5