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.


Marketing through Story Telling

Thursday, July 29 @ 12:00pm CT/Tiffany Charles, Destiny Capital

Join Tiffany Charles, Chief Growth Officer, for a conversation about marketing your firm and how you can use story telling as a vehicle to do it successfully.

Register Here

Employee Lifecycle Series

Feel free to join one or all of NAPFA's first conversation circle series, focusing on recruitment to training new employees. We look forward to seeing you there!

Employee Lifecycle: Recruiting

Thursday, August 5 @ 12:00pm CT/Jessica Hovis Smith, Longview Financial Advisors

This conversation will focus on recruiting successes, challenges, and conversation around employee recruitment experiences.

Register Here

Employee Lifecycle: Onboarding

Thursday, August 12 @ 12:00pm CT/Abby Hasling, HC Financial Advisors

This conversation will focus on onboarding successes and challenges, and an open conversation about employee onboarding at NAPFA firms.

Register Here

Employee Lifecycle: Training

Thursday, August 19 @ 12:00pm CT/Bethany Griffith, Abacus Planning Group

This conversation will focus on new employee training and experiences of several firms. Join to discuss challenges, successes, and best practices for employee training.

Register Here

Looking Forward...

August 26 Genesis Community Conversation Circle

September 2 Small Firm Community Conversation Circle

September 16 Large Firm Community Conversation Circle