2020 Spring Conference Agenda
Wednesday May 6, 2020
4:30 PM – 5:30 PM
Large Firm Community Meeting
Small Firm Community Meeting
6:30 PM – 7:15 PM
First Time Attendee Reception
6:30 PM – 8:00 PM
Networking Reception Supporting Women in Financial Planning
Sponsored by the NAPFA Women’s Initiative
Thursday May 7, 2020
7:00 AM – 8:00 AM
Networking Breakfast
8:15 AM – 8:30 AM
Conference Welcome and Opening Remarks
8:30 AM – 9:45 AM
Keynote - 5 High-Value Retirement Tax Planning Conversations …After the SECURE Act
Ed Slott’s 2020 Business-Building IRA Strategy Session
Speakers:
Ed SlottEducational Credits
1.5
1.5
10:00 AM – 11:00 AM
5 High-Value Retirement Tax Planning Conversations …After the SECURE Act - Continued Discussion
Speakers:
Ed SlottEducational Credits
1
1
Featured Speaker - An Advisor’s Guide to the New 20% Pass-Through Deduction
Speakers:
Jeff LevineEducational Credits
1
1
Understanding How Artificial Intelligence Will Transform Wealth Management
Speakers:
Andrew AltfestEducational Credits
1
1
11:15 AM – 12:30 PM
Featured Speaker - Purposeful Trusts & Legacies
How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”
Speakers:
John WarnickEducational Credits
1.5
1.5
12:30 PM – 1:30 PM
Lunch with Exhibitors
12:35 PM – 1:30 PM
NAPFA Genesis Lunch
1:40 PM – 2:40 PM
1:40 PM – 3:50 PM
Super Session & Featured Speaker - Critical Planning Strategies for Families with Special Needs
Speakers:
Mary Anne EhlertEducational Credits
2
2
2:50 PM – 3:50 PM
3:50 PM – 4:40 PM
Break in Exhibit Hall
4:50 PM – 5:50 PM
Keynote - The Power of American Businesses and Entrepreneurs
Speakers:
Maria Contreras-SweetEducational Credits
1
1
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
6:40 PM – 9:40 PM
Optional Activity - Colorado Rockies Baseball Game
Price: $31/person
7:30 PM – 9:30 PM
NAPFA Genesis Social
By Invitation Only
Friday May 8, 2020
7:15 AM – 8:15 AM
Networking Breakfast
CFP Update 7:30 AM - 8:15 AM
8:30 AM – 9:30 AM
Keynote - The Hacker’s Blacklist: 7 Ways to Keep Hackers Out of Your Practice and Protect Clients
Speakers:
John SileoEducational Credits
1
1
9:40 AM – 10:40 AM
Media Training 101: Become a media source by owning your expertise
Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative
Speakers:
Laura FisherEducational Credits
1
10:45 AM – 11:25 AM
Break in Exhibit Hall
11:35 AM – 12:35 PM
Featured Speaker - Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay MoorelandEducational Credits
1
1
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
Speakers:
Amy MullenEducational Credits
1
1
12:40 PM – 1:40 PM
Lunch with Exhibitors
1:45 PM – 2:45 PM
Featured Speaker - Differentiating Yourself as a Financial Professional
Speakers:
Jay MoorelandEducational Credits
1
1:45 PM – 3:55 PM
Super Session - LinkedIn in 15 Minutes per Day for Huge Sales and Referrals Success!
Speakers:
Kevin KneblEducational Credits
2
Super Session - XY2020 – How to Re-Boot, Re-Build and Ramp-Up your Advice offer to ‘XY’ Generations
Speakers:
Steve CrawfordEducational Credits
2
2:55 PM – 3:55 PM
Featured Speaker - Health Care / Long Term Care Mashup
Specific Problems Clients Face in Health Care and Long Term Care
Speakers:
Carolyn McClanahanEducational Credits
1
1
4:00 PM – 4:45 PM
Break in Exhibit Hall
4:50 PM – 5:50 PM
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
7:00 PM – 8:00 PM
Regional Networking Receptions
8:00 PM – 10:00 PM
Conference Closing Party
Saturday May 9, 2020
7:30 AM – 8:20 AM
Networking Breakfast
7:30 AM – 8:30 AM
Small Firm Community Meeting
8:30 AM – 9:30 AM
Beyond the Math
Succession, Continuity and the Wealth of Considerations Beyond “How Much Is My Firm Worth?”
Educational Credits
1
Life Insurance Advice Under New CFP Practice Standards
New Requirements & New Client Engagement Opportunities
Educational Credits
1
1
9:40 AM – 10:40 AM
Navigating the Global Marketplace in an Era of Heightened Volatility
Educational Credits
1
1
Personal Insurance: Homeowners and Personal Liability
How to identify and address the “Knowledge Gap"
Speakers:
Thomas KammererEducational Credits
1
1
9:40 AM – 11:40 AM
CFP Ethics CE: CFP Board's Revised Code and Standards
Speakers:
David MannaioniEducational Credits
2
2
10:50 AM – 11:50 AM
Attracting and Retaining Female Clients
Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative
Speakers:
Cathy CurtisEducational Credits
1
Personal Insurance: Automobile, Cyber Crime and Personal Liability
How to identify and address the “Knowledge Gap”
Speakers:
Thomas KammererEducational Credits
1
1
