2017 National Spring Conference Agenda

Wednesday May 17, 2017

7:00 AM – 8:00 AM
Networking Breakfast
Small Firm Experienced Community Meeting
Large Firm Experienced Community Meeting
First Time Attendee Breakfast
8:15 AM – 9:30 AM
Keynote: Building on What’s Good -A New Way to Fight Poverty
Educational Credits
L (1)
9:45 AM – 10:35 AM
Re-Thinking the Piggy Bank: A Savings Workshop

Sponsored by Zeo Capital

Speakers:
Venk Reddy
Educational Credits
C (1)
C (1)
Innovations in Practice:

An Introduction to Financial Therapy

Educational Credits
J (1)
J (1)
Featured Speaker: Building a Better Business - Incorporating Diversity into Your Client Base & Staff

Sponsored by NAPFA Women’s Initiative

Educational Credits
K (1)
Financial Aid and Paying for College – What Advisors Need to Know
Speakers:
Paula Bishop
Educational Credits
D (1)
D (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
J (1.5)
J (1.5)
Getting Back to Basics - Planning for Retirement Control in the Current Climate
Educational Credits
E (1.5)
E (1.5)
Integrating Charitable and Family Legacies
Educational Credits
F (1.5)
F (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
Succession Planning, Mergers, and Acquisitions- One Firm’s Journey
Speakers:
Ray Padron
Educational Credits
K (1)
2:15 PM – 3:05 PM
How to Choose the Right Disability Insurance Protection for Your Clients
Speakers:
John Ryan
Educational Credits
B (1)
B (1)
1:10 PM – 2:00 PM
How Insurance Planning Would Change Our Favorite TV Shows and Movies

Sponsored by LLIS

Speakers:
Mark Maurer
Educational Credits
B (1)
B (1)
Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages:
Educational Credits
E (1)
E (1)
Disruptive Change - Areas of investment opportunity in 2017 and Beyond
Speakers:
Jim Callinan
Educational Credits
C (1)
C (1)
2:15 PM – 3:05 PM
From Assets to Income: A goals-based approach to retirement spending

Sponsored by Vanguard

Educational Credits
C (1)
C (1)
Understanding your Clients: The Investor Survey

Sponsored by Dimensional Fund Advisors

Speakers:
Jeff Pierce
Educational Credits
J (1)
J (1)
3:20 PM – 3:50 PM
Technology Showcase
3:10 PM – 4:00 PM
Office Hours
Break with Exhibitors
4:10 PM – 5:00 PM
Risk Tolerance is Broken: Manage the Psychology of Risk, Don’t Avoid it
Speakers:
Ryan Murphy
Educational Credits
J (1)
J (1)
Tax-Focused Financial Planning
Speakers:
Troy Thompson
Educational Credits
D (1)
D (1)
The Lay of the Land in the U.S. Stock Market

Sponsored by Smead Capital Management

Speakers:
William Smead
Educational Credits
C (1)
C (1)
Thriving in Turbulent Times: Why Leadership Outperforms Management
Speakers:
Tracy Beckes
Educational Credits
K (1)
5:10 PM – 5:15 PM
NCEF Update
5:20 PM – 6:20 PM
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

7:30 AM – 8:00 AM
CFP Board Update
7:15 AM – 8:00 AM
Networking Breakfast
8:30 AM – 9:45 AM
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
The Democratization of Private Equity for Well-Constructed Portfolios

Sponsored by Pomona Investment Fund

Educational Credits
C (1)
C (1)
Featured Speaker: Strategies For Managing Sequence Of Return Risk In Retirement
Educational Credits
E (1)
E (1)
The Trends that Shape the Financial Planning Industry

Results of the Investment News/Ensemble Practice Survey

Speakers:
Brandon Odell
Educational Credits
K (1)
11:45 AM – 12:35 PM
Information Security Threats: What You Need To Know To Protect Your Firm

Sponsored by TD Ameritrade Institutional

Educational Credits
M (1)
M (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 Allison
Educational Credits
K (2)
11:45 AM – 12:35 PM
Practice Foundation: Marketing
Educational Credits
K (1)
“O Vol, Where Art Thou?”

Sponsored by The Arbitrage Fund / Water Island Capital

Speakers:
Ted Chen
Educational Credits
C (1)
C (1)
Featured Speaker: Rethinking Risk Tolerance for Retiring Clients
Educational Credits
E (1)
E (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

Educational Credits
K (1.5)
What do Breadwinner Women Want?

Sponsored by TD Ameritrade Institutional

Educational Credits
K (1.5)
Developing the Next Generation (G2)
Educational Credits
K (1.5)
Practice Foundation: Compliance
Speakers:
Cindi Hill
Educational Credits
K (1.5)
3:05 PM – 4:00 PM
Break with Exhibitors
Office Hours
Large Firm Early Community Meeting
Small Firm Early Community Meeting
3:15 PM – 3:45 PM
Technology Showcase
4:15 PM – 5:15 PM
Keynote: Technology and the Future Ready Advisor
Educational Credits
M (1)
5:30 PM – 6:15 PM
West Region Membership Meeting
Midwest Region Membership Meetings
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
9:35 AM – 10:30 AM
Brunch with Exhibitors
8:15 AM – 10:30 AM
Practice Foundation: Capstone

moderated by Robert Maloney

Educational Credits
A (2)
A (2)
8:15 AM – 9:30 AM
A Tech-Savvy Panel Speaks on the Client Experience
Educational Credits
M (1.5)
Continuing Care Community "CCRC"
Educational Credits
E (1.5)
E (1.5)
An Economic & Housing Market Forecast
Educational Credits
I (1.5)
10:40 AM – 11:30 AM
Targeting the Rich: Liability Lawsuits and the Need for Protection
Educational Credits
B (1)
B (1)
10:40 AM – 11:55 AM
Secrets of Successful Families
Speakers:
Justin Miller
Educational Credits
F (1.5)
F (1.5)
Featured Speakers: Stopping Financial Elder Abuse
Educational Credits
J (1.5)
J (1.5)

Register for this Conference

Get ready for one of the largest networking events of the year