NAPFA Spring 2026 National Conference Agenda
Wednesday May 6, 2026
1:00 PM – 4:00 PM
Preconference: Build Belonging - How Client Experience Drives Revenue, Loyalty, and Referrals
Speakers:
Dennis Moseley-WilliamsLocation:
RochesterEducational Credits
3
3
Specialized Knowledge
5:30 PM – 7:00 PM
Region & Networking Reception
Location:
Directors Row - 3rd Floor7:30 PM – 9:30 PM
Genesis Social | Sponsored by LLIS
Location:
Brit's PubPride Social | Sponsored by Ethic
Location:
Devil's AdvocateThursday May 7, 2026
9:00 AM – 10:30 AM
Welcome and Keynote: Building the Fiduciary Planning Firm of the Future
Speakers:
AJ AyersLocation:
Minneapolis Grand Ballroom (ABC)Educational Credits
1
1
Specialized Knowledge
10:30 AM – 11:00 AM
Networking Break in Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)11:00 AM – 12:00 PM
Are You Prepared? Cybersecurity Threats and Incident Response Strategies for 2026
IAR Session
Speakers:
Stephen Galletto Location:
DuluthEducational Credits
1
1
1
Information Technology
Beyond the Spreadsheet: Relationship-Centered Strategies for Couples’ Financial Success
Location:
RochesterEducational Credits
1
1
1
Specialized Knowledge
Roundtable Discussion with Brett Danko
Speakers:
Brett DankoLocation:
Director's Row 3Educational Credits
1
Student Loan Planning Reloaded: Your OBBBA Roadmap for 2026 and Beyond | NAPFA Foundation
Sponsored by NAPFA Foundation
Speakers:
Kathleen BoydLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
Values-Based Planning in Action: Case Studies in Charitable Planning and Impact | Heifer Foundation
Location:
Director's Row 4Educational Credits
1
1
1
Specialized Knowledge
What Advisors Miss When Working With Foreign-Born Families
Speakers:
Jane MephamLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
12:00 PM – 1:00 PM
Lunch in the Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)1:00 PM – 2:00 PM
Dedicated Solutions Exchange Hour
Location:
Minneapolis Grand Ballroom (DE)2:00 PM – 3:00 PM
A New World of Qualified Opportunity Zone Fund Investing
Speakers:
Scott JensenLocation:
RochesterEducational Credits
1
1
1
Specialized Knowledge
Bringing AI into Your Firm and What to Look Out For
Speakers:
Daleele AlisonLocation:
Director's Row 3Educational Credits
1
Building $50 Million of New AUM By Helping Your Clients Sell Their Businesses
Speakers:
Lee HeismanLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
How to Address Underappreciated Risks in Social Security Planning
Speakers:
Justin FitzpatrickLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
Out-of-this-World Annuity Benefits | LLIS
Speakers:
Jerry SkapyakLocation:
Director's Row 4Educational Credits
1
1
Staying Compliant Worldwide: FBAR, FATCA, and Foreign Trust Reporting for High-Net-Worth Clients
IAR Session
Speakers:
Alicea CastellanosLocation:
DuluthEducational Credits
1
1
1
1
Specialized Knowledge
3:00 PM – 3:30 PM
Networking Break in Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)3:00 PM – 4:30 PM
OBBBA Tax Law Update: What Advisors Need to Know
Speakers:
Ben BirkenLocation:
RochesterEducational Credits
1.5
1.5
1
1.5
Specialized Knowledge
3:30 PM – 4:30 PM
Analyzing 1040s for Financial Planning Opportunities
IAR Session
Speakers:
Lawrence PonLocation:
DuluthEducational Credits
1
1
1
1
Specialized Knowledge
Changing Client Behavior with Your CRM
Speakers:
Will KaplanLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
Specialized Knowledge
Navigating Small Business Health Insurance
Speakers:
Matt AllenLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
Session Sponsored by Advisor Jetpack
Location:
Director's Row 44:30 PM – 5:30 PM
Networking Reception in Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)7:00 PM – 10:00 PM
SOLD OUT--NAPFA Experience: Hosted by the Midwest Region
Location:
Clubhouse Social - MN HiltonFriday May 8, 2026
9:00 AM – 10:15 AM
Updates from the CFP Board, NAPFA, and the NAPFA Foundation
Location:
Minneapolis Grand Ballroom (ABC)Educational Credits
1.5
10:15 AM – 10:45 AM
Networking Break in Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)10:45 AM – 11:45 AM
Elevating the Client Experience with Charitable Planning
Sponsored by NAPFA Foundation
Speakers:
Erinn AndrewsLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
Fiduciary Financial Planning: Estate Planning
Location:
Director's Row 3From Scattered to Systematic: Building a Scalable Prospect Process
Location:
Director's Row 3Educational Credits
1
1
Communications & Marketing
Session Sponsored by The Kimbrough Team
Location:
Director's Row 4Tax Planning Under OBBBA
Speakers:
Lawrence PonLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
1
Specialized Knowledge
The “Other Side” of Estate Planning: Advisors Roles in Estate and Trust Administration
Speakers:
George ReillyLocation:
RochesterEducational Credits
1
1
1
Specialized Knowledge
Understanding the Social Security Disability Determination Process
IAR session
Speakers:
Alexandra BaigLocation:
DuluthEducational Credits
1
1
1
Specialized Knowledge
11:45 AM – 1:00 PM
Lunch in the Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)12:30 PM – 2:00 PM
FLPs and LLCs in Estate and Asset Protection Planning
Speakers:
Alan Gassman JD, LL.M., AEP®Location:
RochesterEducational Credits
1.5
1.5
1.5
Specialized Knowledge
1:00 PM – 2:00 PM
Behind the Numbers: How Advisors Can Read Business Financials That Drive Better Planning
Speakers:
John BohnsackLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
How to Build a Weekly "Content Marketing Machine"
Speakers:
Michael ReynoldsLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
Specialized Knowledge
Wealth in the Middle Lane: Estate Planning for the Middle Rich
IAR session
Location:
DuluthEducational Credits
1
1
1
Specialized Knowledge
Win Clients and Grow Your Business with a Bestselling Book in 90 Days
Sponsored by Million Dollar Author
Speakers:
Steve GordonLocation:
Director's Row 4Educational Credits
1
1
Communications & Marketing
2:00 PM – 2:15 PM
Transition Break
2:15 PM – 3:15 PM
Building a Strong Bench to Scale Your Business
Speakers:
Sarah MouserLocation:
RochesterEducational Credits
1
1
Personnel & Human Resources
Business Owner Financial Planning Roundtable
Location:
Director's Row 3Continuity in Crisis
Speakers:
Wayne ZellLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
From Passwords to Crypto: What Every Advisor Must Know About Digital Legacy Planning
IAR session
Speakers:
Kate HufnagelLocation:
DuluthEducational Credits
1
1
1
Specialized Knowledge
Private Investments for RIAs 101
Speakers:
Matt AndrulotLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
Session Sponsored by Jump
Location:
Director's Row 43:15 PM – 3:45 PM
Networking Break in Solutions Exchange
Location:
Minneapolis Grand Ballroom (DE)3:45 PM – 4:15 PM
Advisor Exchange: OBBBA Tax Law, Continuing the Conversation
Speakers:
Ben BirkenLocation:
Director's Row 2Educational Credits
0.5
0.5
Specialized Knowledge
Industry Consolidation’s Effect on Fee-Only Advisors
Speakers:
Jessica PolitoLocation:
Minneapolis Grand Ballroom (F)Educational Credits
0.5
0.5
Specialized Knowledge
The AI Confessional: What People Really Ask About Their Money
Speakers:
Michael BabiczLocation:
Minneapolis Grand Ballroom (G)Educational Credits
0.5
0.5
0.5
Specialized Knowledge
4:15 PM – 4:30 PM
Transition Break
4:30 PM – 5:45 PM
Ask Like you Mean It: 25 Questions that Spark Client Connection
Speakers:
Meghaan LurtzLocation:
Minneapolis Grand Ballroom (ABC)Educational Credits
1.5
1.5
1.5
Communications & Marketing
5:45 PM – 6:45 PM
Ask an Advisor | Hosted by Genesis
Location:
Director's Row 4M&A Community Meeting
Location:
RochesterWomen's Initiative Community Meeting
Location:
Director's Row 27:00 PM – 9:00 PM
Closing Reception
Location:
Minneapolis Grand Ballroom (ABC)Saturday May 9, 2026
7:30 AM – 9:00 AM
Networking Breakfast
Location:
Directors Row - 3rd FloorWomen's Initiative Breakfast with Heifer Foundation
Location:
Minneapolis Ballroom E9:00 AM – 10:00 AM
Build Your Firm Like You’re Selling It: Lessons from Scaling a $10B Fee-Only RIA
Speakers:
Ben LittmanLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
Specialized Knowledge
Sudden Wealth Framing: What Advisors Must Know to Guide Client Decisions & Protect Long-Term Wealth
Speakers:
Charlotte IngramLocation:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
Winning Through Advisor Incentives That Strengthen Retention, Succession and Value
Speakers:
Corey KupferLocation:
RochesterEducational Credits
1
1
Personnel & Human Resources
9:00 AM – 11:00 AM
CFP Ethics: A Practical Application of CFP Board's Code and Standards
IAR course
Speakers:
Linda Leitz PhD, CFP, EA, CDFALocation:
DuluthEducational Credits
2
2
2
Behavioral Ethics
10:00 AM – 10:15 AM
Transition Break
10:15 AM – 11:15 AM
Preserve Your Culture: A Blueprint for Internal Succession
Speakers:
Rob SchulzLocation:
RochesterEducational Credits
1
1
Personnel & Human Resources
Teaching Clients to Avoid Scams in the Golden Age of Fraud
Speakers:
Robert PersichitteLocation:
Minneapolis Grand Ballroom (G)Educational Credits
1
1
1
Specialized Knowledge
The Financial Advisor’s Role in Aging Readiness: How to Navigate Senior Living, Care Needs & Timing
Location:
Minneapolis Grand Ballroom (F)Educational Credits
1
1
1
Specialized Knowledge
11:10 AM – 11:10 AM
IAR CE Add-On Package
Add on up to 8 IAR CEs to your conference experience!
