NAPFA Conversation Circles

NAPFA's Conversation Circle series served hundreds of members in 2020 as a way to connect with other peers, discuss topics of importance, and foster community and collaboration. We're hoping the 2021 series is even more successful. Each session is one hour in length, facilitated by a NAPFA member or expert in the topic area, and is designed to be an interaction and lively discussion. See below for information on upcoming sessions and we hope to see you on a Thursday afternoon soon.


Women's Initiative Conversation Circle- Helping Women Avoid the Burden of a Mental Load at Work

Thursday, September 30 @ 12:00pm CT- Jen Dawson, Hemington Wealth Management

Join the Women's Initiative to discuss how to lessen the mental load in the workplace for women. We know that women tend to take on too much office housework- how can we help them to lessen this load and instead support women by reframing delegation, taking on responsibilities outside of their comfort zones, and listening and addressing any challenges associated with this.

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DEI Toolkit Conversation Circle

Thursday, October 7 @ 12:00pm CT- Philip Gibson, Winthrop University

Join Philip Gibson, founding member of NAPFA's DEI Committee and participant in the NAPFA DEI toolkit, to discuss the toolkit. Has your firm been able to utilize the written guide? Did you find one of the videos to be especially helpful as your organization tackled culture changes or evolved its hiring practices? Have you not yet had a chance to use the toolkit and need ideas for adoption? Do you have ideas on what tools would help you in your DEI journey? We're looking forward to having this conversation and furthering NAPFA's role in the work our members are doing in the DEI space to become a welcoming profession for all.

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Employee Lifecycle Series- Rescheduled

Employee Lifecycle Series- Recruiting

Thursday, October 28 @ 12:00pm CT- Bethany Griffith, Abacus Planning Group

Join us to discuss recruiting strategies, successes, and challenges with NAPFA members.

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Employee Lifecycle Series- Onboarding

Thursday, November 4 @ 12:00pm CT- Karla McAvoy, HC Financial Advisors, Inc.

Join us to discuss leading practices for onboarding new employees, challenges you've worked through, and collaborate with other NAPFA members on solutions.

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Employee Lifecycle Series- Training

Thursday, November 11 @ 12:00pm CT- Jessica Hovis-Smith, Longview Financial Advisors, Inc.

Join us to discuss your current training for new employees and what processes are working well, presenting challenges, and where you could use advice from other NAPFA members.