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:
Orchestra Ballroom (CD)Educational Credits
3
3
Specialized Knowledge
4:30 PM – 5:30 PM
NEMA Reception
Location:
Orchestra Ballroom (CD)South Reception
Location:
Symphony Ballroom (III)West Reception
Location:
Orchestra Ballroom (AB)6:00 PM – 7:30 PM
Opening Reception
Location:
Minneapolis Grand Ballroom7:30 PM – 9:30 PM
Genesis Social | Sponsored by LLIS
Location:
Brit's PubPride Social | Sponsored by Ethic
Location:
Devil's AdvocateThursday May 7, 2026
1:00 AM – 2:00 PM
Solutions Exchange
9:00 AM – 10:30 AM
Welcome and Keynote: Building the Fiduciary Planning Firm of the Future
Speakers:
AJ AyersLocation:
Marquette BallroomEducational Credits
1
1
Specialized Knowledge
9:30 AM – 10:30 AM
Building the Fiduciary Planning Firm on the Future
Opening Keynote Session
Speakers:
AJ AyersLocation:
Marquette Ballroom10:45 AM – 11:45 AM
Are You Prepared? Cybersecurity Threats and Incident Response Strategies for 2026
Speakers:
Stephen Galletto Location:
Marquette BallroomEducational Credits
1
1
1
Information Technology
Beyond the Spreadsheet: Relationship-Centered Strategies for Couples’ Financial Success
Location:
Symphony Ballroom (III)Educational Credits
1
1
1
Specialized Knowledge
Roundtable Discussion with Brett Danko
Location:
Directors 4Values-Based Planning in Action: Case Studies in Charitable Planning and Impact
Educational Credits
1
1
1
Specialized Knowledge
What Advisors Miss When Working With Foreign-Born Families
Speakers:
Jane MephamLocation:
Symphony Ballroom (I&II)Educational Credits
1
1
1
Specialized Knowledge
Student Loan Planning Reloaded: Your OBBBA Roadmap for 2026 and Beyond
Sponsored by NAPFA Foundation
Speakers:
Kathleen BoydLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
1
Specialized Knowledge
11:45 AM – 1:00 PM
Lunch with Exhibitors
2:40 PM – 3:40 PM
A New World of Qualified Opportunity Zone Fund Investing
Speakers:
Scott JensenLocation:
Symphony Ballroom (III)Educational Credits
1
1
1
Specialized Knowledge
Building $50 Million of New AUM By Helping Your Clients Sell Their Businesses
Speakers:
Ted JenkinEducational Credits
1
1
1
Specialized Knowledge
How to Address Underappreciated Risks in Social Security Planning
Speakers:
Justin FitzpatrickLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
1
Specialized Knowledge
Staying Compliant Worldwide: FBAR, FATCA, and Foreign Trust Reporting for High-Net-Worth Clients
IAR Session
Location:
Marquette BallroomEducational Credits
1
1
1
1
Specialized Knowledge
4:00 PM – 5:00 PM
Changing Client Behavior with Your CRM
Speakers:
Will KaplanLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
Specialized Knowledge
Navigating Small Business Health Insurance
Speakers:
Matt AllenEducational Credits
1
1
1
Specialized Knowledge
Open Coaching Real Estate Financial Planning
Open Coaching Real Estate Financial Planning
Location:
Directors 4State Estate and Inheritance Taxes
Location:
Marquette BallroomEducational Credits
1
1
1
Specialized Knowledge
4:00 PM – 5:30 PM
OBBBA Tax Law Update: What Advisors Need to Know
Speakers:
Ben BirkenLocation:
Symphony Ballroom (III)Educational Credits
1.5
1.5
1
1.5
Specialized Knowledge
5:00 PM – 6:00 PM
Reception with Exhibitors
Location:
Solutions Exchange7:00 PM – 10:00 PM
Friday May 8, 2026
9:00 AM – 9:30 AM
9:30 AM – 10:30 AM
10:30 AM – 10:45 AM
Coffee Break in Solutions Exchange
10:45 AM – 11:45 AM
Elevating the Client Experience with Charitable Planning
Sponsored by NAPFA Foundation
Speakers:
Erinn AndrewsLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
1
Specialized Knowledge
Fiduciary Financial Planning: Estate Planning
Location:
Directors 4Tax Planning Under OBBBA
Speakers:
Lawrence PonLocation:
Symphony Ballroom (I&II)Educational Credits
1
1
1
1
Specialized Knowledge
The “Other Side” of Estate Planning: Advisors Roles in Estate and Trust Administration
Speakers:
George ReillyLocation:
Symphony Ballroom (III)Educational Credits
1
1
1
Specialized Knowledge
Understanding The Social Security Disability Determination Process
IAR session
Speakers:
Alexandra BaigLocation:
Marquette BallroomEducational Credits
1
1
1
Specialized Knowledge
11:45 AM – 1:00 PM
Lunch with Exhibitors
1:00 PM – 2:00 PM
Behind the Numbers: How Advisors Can Read Business Financials That Drive Better Planning
Speakers:
John BohnsackLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
1
Specialized Knowledge
How to Build a Weekly "Content Marketing Machine"
Speakers:
Michael ReynoldsLocation:
Symphony Ballroom (I&II)Educational Credits
1
1
Specialized Knowledge
Million Dollar Author - Sponsored Session
Wealth in the Middle Lane: Estate Planning for the Middle Rich
IAR session
Location:
Marquette BallroomEducational Credits
1
1
1
Specialized Knowledge
1:00 PM – 2:30 PM
FLPs and LLCs in Estate and Asset Protection Planning
Speakers:
Alan Gassman JD, LL.M., AEP®Location:
Symphony Ballroom (III)Educational Credits
1.5
1.5
1.5
Specialized Knowledge
2:15 PM – 3:15 PM
Building a Strong Bench to Scale Your Business
Speakers:
Sarah MouserLocation:
Symphony Ballroom (III)Educational Credits
1
1
Personnel & Human Resources
Continuity in Crisis
Speakers:
Wayne ZellLocation:
Orchestra Ballroom (CD)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:
Marquette BallroomEducational Credits
1
1
1
Specialized Knowledge
Private Investments for RIAs 101
Speakers:
Matt AndrulotLocation:
Symphony Ballroom (I&II)Educational Credits
1
1
1
Specialized Knowledge
3:15 PM – 3:45 PM
Coffee Break in Solutions Exchange
3:45 PM – 4:15 PM
Industry Consolidation’s Effect on Fee-Only Advisors
Speakers:
Jessica PolitoLocation:
Symphony Ballroom (I&II)Educational Credits
0.5
0.5
Specialized Knowledge
The AI Confessional: What People Really Ask About Their Money
Speakers:
Michael BabiczEducational Credits
0.5
0.5
0.5
Specialized Knowledge
4:30 PM – 5:45 PM
Ask Like you Mean It: 25 Questions that Spark Client Connection
Speakers:
Meghaan LurtzLocation:
Marquette BallroomEducational Credits
1.5
1.5
1.5
Communications & Marketing
5:45 PM – 6:45 PM
Ask an Advisor | Hosted by Genesis
Location:
Orchestra Ballroom (AB)Genesis Community Meeting
Location:
Symphony Ballroom (III)M&A Community Meeting
Location:
Orchestra Ballroom (CD)Women's Initiative Community Meeting
Location:
Symphony Ballroom (I&II)7:00 PM – 9:00 PM
Closing Reception
Location:
Marquette BallroomSaturday May 9, 2026
7:30 AM – 9:00 AM
9:00 AM – 10:00 AM
Build Your Firm Like You’re Selling It: Lessons from Scaling a $10B Fee-Only RIA
Speakers:
Ben LittmanLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
Specialized Knowledge
Sudden Wealth Framing: What Advisors Must Know to Guide Client Decisions & Protect Long-Term Wealth
Speakers:
Charlotte IngramLocation:
Symphony Ballroom (I&II)Educational Credits
1
1
1
Specialized Knowledge
Winning Through Advisor Incentives That Strengthen Retention, Succession and Value
Speakers:
Corey KupferLocation:
Symphony Ballroom (III)Educational 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:
Marquette BallroomEducational Credits
2
2
2
Behavioral Ethics
10:10 AM – 11:10 AM
Preserve Your Culture: A Blueprint for Internal Succession
Speakers:
Rob SchulzLocation:
Symphony Ballroom (III)Educational Credits
1
1
Personnel & Human Resources
Teaching Clients to Avoid Scams in the Golden Age of Fraud
Speakers:
Robert PersichitteLocation:
Orchestra Ballroom (CD)Educational Credits
1
1
1
Specialized Knowledge
The Financial Advisor’s Role in Aging Readiness: How to Navigate Senior Living, Care Needs & Timing
Location:
Symphony Ballroom (I&II)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!
