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.


Internships/ Patrick Rohe, Rockbridge Investment Management, LLC

Thursday, April 22 @ 12:00 pm CT

Join Patrick Rohe to discuss the best way to set up an internship for success. Patrick will give his input on the program implemented by Rockbridge Investment Management, LLC, and will facilitate a conversation about what's working and what's not for other advisors as they consider an internship program.

Register Here

Be sure to submit your discussion questions when you register.


Using Traction® to Execute Strategy/ Ron Levene, Patrick Rohe, Rockbridge Investment Management, LLC, JJ Williams, Williams Financial LLC

Thursday, May 13 @ 12:00pm CT

Register Here

Investments/ Mario Nardone, CFA, East Bay Financial Services, LLC

Thursday, May 20 @ 12:00pm CT

Register Here

Women's Initiative- Negotiation/ Danika Waddell, Xena Financial Planning

Thursday, June 3 @ 12:00pm CT

Did you know that only 12.5% of women negotiate their starting salary, versus 52% of men? Men are also 4x more likely to ask for a raise. When women do ask, we request 30% less than men. This leads to as much as $1.5 million in lost income over a woman’s career. How can we advocate for ourselves to ensure we are paid what we're worth? And should we be having these conversations with female clients?

Register Here

Looking Forward...

June 10 Genesis Community

June 17 Small Firm Community

June 24 Large Firm Community

July 1 DEI Initiative