Join us for the inaugural
The Fairmont Scottsdale Princess in Scottsdale, Arizona will be the setting of the 2018 NAPFA Large Firm Forum. Gather with your peers for three days of workshops, roundtables and networking with other large firm leaders.
This is an exclusive event for leaders from large Fee-only financial planning firms of $750 million in AUM and up, and their invited guests. While other NAPFA conferences focus on the issues faced by Fee-only financial planners, the firm leaders invited to attend the Large Firm Forum are a select group of individuals who face special challenges each day as they take their firms into the future. Attendees will participate in programs on authentic leadership, corporate governance and leadership, mergers & acquisitions, and other business issues that enterprise-level financial planning firms must confront.
These sessions will be interspersed with informal and formal opportunities to network with your peers – exercise, cooking demonstrations, early morning yoga classes are some of the possibilities.
The location, the Fairmont Scottsdale Princess, is a highly-acclaimed resort offering world-class hospitality, and the perfect setting to learn with your professional peers and enjoy the Sonoran Desert.
Please consider joining your colleagues for this one-of-a-kind experience.
Large Firm Forum Program
The program for the 2018 Large Firm Forum was curated by an esteemed group of financial planning leaders. Members of the Planning Committee include:
- Michael Chasnoff, Truepoint Wealth Counsel, LLC
- W. Eric Hehman, Austin Asset Management
- Cheryl Holland, Abacus Planning Group, Inc., LFF Co-Chair
- Joel Isaacson, Joel Isaacson & Co., LLC, LFF Co-Chair
- Barry Kaplan, Modera Wealth Management, LLC
- Samantha Macchia, Summit Financial Strategies, Inc.
The Planning Committee has engaged leading thinkers in business, academia, and financial advice to help guide participants on a journey to address some of the most pressing business issues facing large firms. Confirmed Large Firm Forum speakers include:
- Philip Palaveev, The Ensemble Practice
- David Nour, Nour Group
- Suzanne Peterson, Arizona State University, Thunderbird School of Global Management
- Mark Hurley, Fiduciary Network
- Mohan Sawhney, Northwestern University, Kellogg School of Management
- Mark Tibergien, Pershing Advisor Solutions
Registration and Hotel Information
Registration fees are $849 for NAPFA Members and $995 for non-members through January 11th. After January 11th, fees will increase to $925 for NAPFA members and $1070 for non-members.
Firms: Send three or more of your colleagues, and attendees #3 and up will each receive a $100 reduction on their registration.
Fairmont Scottsdale Princess
Hotel Website: www.scottsdaleprincess.com
Rate: $339 per night through January 11, 2018
Cancellation and refund requests must be made in writing by January 10, 2018. A refund of the conference fee - minus a $100 administrative fee - will be given for cancellations received by that date. No refunds will be granted for requests received after January 10th. Submit all requests to Robin Gemeinhardt. NAPFA regrets that refunds cannot be given for no-shows.