NAPFA Large Firm Forum - 2020

February 11 - 13, 2020

Mountain Shadows Resort

Scottsdale, AZ

NAPFA’s Large Firm Forum is an exclusive event for shareholders and principals from large financial planning firms with $950 million AUM and up. Attendance is by invitation only.

Attendees participate in programs on building credible leadership through consistent behavior, creating strategic relationships and achieving disciplined growth, as well as other leadership and firm management issues that enterprise-level financial planning leaders wrestle with regularly. Sessions are enhanced by opportunities for networking with your peers, invited guests, and industry thought leaders.

While NAPFA National Conferences focus on the broad professional development of all NAPFA members, the firm leaders who attend the Large Firm Forum are a select group of individuals who face unique challenges each day as they guide their firms into the future.

Large Firm Forum Program

The Planning Committee will engage leading thinkers in business, academia and financial advice to help guide participants on a journey to explore some of the most pressing business issues facing large firms. A full program agenda will be announced in fall 2019.

Past speakers included:

  • John Choate, SA-720TM and former Navy SEAL
  • Gregory Cleary, Certified EOS Implementer
  • Stephen M.R. Covey, CoveyLink and the FranklinCovey Speed of Trust Practice
  • Michelle Donovan, Author and referral coach
  • Michelle Thetford, Schwab Advisor Services
  • Mark Tibergien, Pershing Advisor Solutions