2022 Spring Conference Agenda

Thursday May 5, 2022

8:30 AM – 9:30 AM

Keynote - Creating Wow Service Moments

Speakers:

Educational Credits

NAPFA CE Credit: 1

9:45 AM – 10:45 AM

10 Skills of the Service Superhero

Speakers:

Educational Credits

NAPFA CE Credit: 1

Helping Clients Address the “Conservative” Part of Their Portfolio

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

LGBTQIA Alphabet Soup and other trends in American Families

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Trusts as Beneficiaries of IRAS

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

11:00 AM – 12:15 PM

A Cybersecurity Audit by SEC: What to Expect

Speakers:

Educational Credits

NAPFA CE Credit: 1.5

CFP® CE Credit: 1.5

Leadership & Motivation: Strategies to Boost Your Bottom Line

Speakers:

Educational Credits

NAPFA CE Credit: 1.5

Tax Efficient Withdrawal Strategies in Retirement

Speakers:

Educational Credits

NAPFA CE Credit: 1.5

CFP® CE Credit: 1.5

Understanding the U.S. Taxation of Cross-Border Individuals

Speakers:

Malissa Marshall

Educational Credits

NAPFA CE Credit: 1.5

CFP® CE Credit: 1.5

1:30 PM – 2:30 PM

Effectively Communicate your Sustainable Investing POV

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

How to Grow as a Fee-Only Advisor in 2022

Speakers:

Educational Credits

NAPFA CE Credit: 1

The Eight Essential Elements of Special Needs Planning

Speakers:

Michael Walther

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

1:30 PM – 3:30 PM

Using Digital Assets to Gain Clients & AUM

Speakers:

Educational Credits

NAPFA CE Credit: 2

CFP® CE Credit: 2

2:45 PM – 3:45 PM

Good, Bad, or Lucky? Evaluating Manager Performance

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

The Five Levels of Utilization: Driving Business Value from Your Technology Stack

Speakers:

Educational Credits

NAPFA CE Credit: 1

The Tools of Domestic and International Asset Protection

Speakers:

Elizabeth Morgan

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

4:30 PM – 5:30 PM

Continuity Planning for Solo Practitioners

Speakers:

Educational Credits

NAPFA CE Credit: 1

Eldercare: Long-Term Care Financing Solutions

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Spring into Insurance

Speakers:

Jill MacNeil Taylor West

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

The Art of Giving & Receiving Feedback

Speakers:

Shannon O'Toole

Educational Credits

NAPFA CE Credit: 1

6:00 PM – 7:00 PM

Cocktail Reception in the Solutions Exchange

7:30 PM – 9:00 PM

The National Center for Civil and Human Rights - Private, Guided Tour

Registration Fee: $23 per person

7:30 PM – 9:30 PM

Genesis Social

By Invitation Only

Friday May 6, 2022

7:15 AM – 8:00 AM

CFP Board Update

Speakers:

Kamila Elliot Kevin Keller

8:15 AM – 9:15 AM

Keynote - Communicating is a Contact Sport

Speakers:

Educational Credits

NAPFA CE Credit: 1

9:30 AM – 10:30 AM

A Practical Approach to Access Client Goals and Money Messages

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending Plan

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Diversity, Inclusion, and Bias: Awareness to Action

Speakers:

Educational Credits

NAPFA CE Credit: 1

The I Dos and Don’ts of Family Law

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

11:30 AM – 12:30 PM

Helping Clients Develop a Giving Strategy

Speakers:

Alexandria Hamlette

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Innovative Retirement Plan Design Strategies

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Overwhelmed & Burned Out: Working with Clients Even When You Don't Feel Like It

Speakers:

Kristy Archuleta

Educational Credits

NAPFA CE Credit: 1

Preparing for the Rebound: A New Discovery in Risk Reduction

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

1:45 PM – 2:45 PM

Interpreting Financial Aid Award Letters - Creating Transparency for Families

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Meeting the Needs of Women Investors

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

1:45 PM – 3:45 PM

Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies

Speakers:

Educational Credits

NAPFA CE Credit: 2

CFP® CE Credit: 2

3:00 PM – 4:00 PM

Discovering Financial Purpose

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Guiding Clients Through Public Offerings – Direct Listings & IPOs

Speakers:

Russell Kroeger

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Strategies for Managing Growth

Speakers:

Educational Credits

NAPFA CE Credit: 1

5:00 PM – 6:00 PM

Keynote - The Outward Mindset: Seeing Beyond Ourselves

Speakers:

Educational Credits

NAPFA CE Credit: 1

7:30 PM – 9:30 PM

Closing Party

Saturday May 7, 2022

8:30 AM – 9:30 AM

Buying or Selling a Financial Services Business

Speakers:

Educational Credits

NAPFA CE Credit: 1

Help Your Clients Capitalize on the Reshaped Real Estate Market

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

How to Build on Your Best for Sustainable Success

Speakers:

Educational Credits

NAPFA CE Credit: 1

Ruminations on Tax Strategy

Speakers:

David Hultstrom

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

9:45 AM – 10:45 AM

Dress for Success: The Power of Your Professional Presence

Speakers:

Educational Credits

NAPFA CE Credit: 1

Employee Stock Ownership Plan (ESOP): An Overview

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

9:45 AM – 11:45 AM

Ethics CE: CFP® Board's Revised Code and Standards

Speakers:

David Mannaioni

Educational Credits

NAPFA CE Credit: 2

11:00 AM – 12:00 PM

A Space for Dialogue: Discussing DE&I in the Workplace

Educational Credits

NAPFA CE Credit: 1

Financial Decisions Through a Generational Lens

Speakers:

Educational Credits

NAPFA CE Credit: 1

CFP® CE Credit: 1

Tuesday May 17, 2022

12:00 PM – 4:00 PM

Virtual Experience Add-On