NAPFA Spring 2024 National Conference Agenda
Wednesday May 8, 2024
12:00 PM – 6:00 PM
Registration Opens
Location:
Fort Worth Ballroom Foyer1:00 PM – 4:00 PM
Preconference: Essential IRA Tips for Saving Taxes and Avoiding Penalties
Member: $199/Non-member: $249
Speakers:
Denise ApplebyLocation:
Stockyards 1Educational Credits
3
3
3
Specialized Knowledge
4:30 PM – 5:30 PM
Genesis Community Meeting
Location:
Fort Worth 4/5Large Firm Community Meeting
Location:
Stockyards 1Mid-Size Community Meeting
Location:
Fort Worth 1-3Solo Firm Community Meeting
Location:
Fort Worth 6-86:00 PM – 7:00 PM
7:30 PM – 9:30 PM
Thursday May 9, 2024
7:00 AM – 8:00 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer8:30 AM – 9:30 AM
The Connection Code
Keynote, Sponsored by: Flourish
Speakers:
Jonathan SprinklesLocation:
Fort Worth 4/5Educational Credits
1
1
Communications & Marketing
9:45 AM – 10:45 AM
Economic Realities in 2024: Inflation & Interest Rates and the "Illusion" of a Soft Landing
Sponsored by: Piper, Sandler & Company
Speakers:
Dimitri DelisLocation:
Stockyards 1Educational Credits
1
1
1
Specialized Knowledge
How to Find, Hire, Train, and Retain Top Talent for Your Firm
Speakers:
Caleb BrownLocation:
Fort Worth 6-8Educational Credits
1
1
Personnel & Human Resources
Rollover and Transfer Rules for Beneficiaries
Speakers:
Denise ApplebyLocation:
Fort Worth 4/5Educational Credits
1
1
1
Specialized Knowledge
The Unprecedented Insurance Crisis: Increased Rates & Non-Renewals
Speakers:
Ryan CoonLocation:
Fort Worth 1-3Educational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:15 PM
Common Tax Planning Pitfalls
Speakers:
Lawrence PonLocation:
Fort Worth 6-8Educational Credits
1.5
1.5
1.5
Taxes
How to Automate Your Client Journey
Speakers:
Charesse SpillerLocation:
Stockyards 1Educational Credits
1.5
1.5
1.5
Information Technology
Social Security and Medicare: Help Clients Maximize Benefits and Avoid Mistakes
Speakers:
Elaine FloydLocation:
Fort Worth 4/5Educational Credits
1.5
1.5
1.5
Specialized Knowledge
Turn Down for DIVERSIFICATION: Strategies for managing and unwinding concentrated stock positions
Speakers:
John OwensLocation:
Fort Worth 1-3Educational Credits
1.5
1.5
1.5
Specialized Knowledge
12:15 PM – 1:15 PM
Lunch with Exhibitors
Location:
Texas Ballroom1:30 PM – 2:30 PM
AI Applications in Financial Planning and Education
Location:
Fort Worth 4/5Educational Credits
1
1
1
Information Technology
Future Insights: Bridging Life Insurance and AI in Life Insurance Underwriting
Sponsored by: LLIS
Speakers:
Jennifer StilesLocation:
Stockyards 1Educational Credits
1
1
1
Specialized Knowledge
Navigating Career Paths: Setting Expectations and Engaging Employees
Location:
Fort Worth 6-8Educational Credits
1
1
Personnel & Human Resources
1:30 PM – 3:30 PM
Mastering the Art of Business Owner Financial Planning
Speakers:
Rob SchulzLocation:
Fort Worth 1-3Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Artificial Intelligence - Compliance Concerns
Speakers:
Jim CullenLocation:
Fort Worth 4/5Educational Credits
1
1
1
Information Technology
Beyond Donor-Advised Funds: Exploring Tax-Efficient Giving and Philanthropic Strategies
Location:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
Is Today's Older Homeowner Sitting on a Gold Mine?
Sponsored by: Longbridge Financial
Location:
Stockyards 1Educational Credits
1
1
1
Specialized Knowledge
3:45 PM – 4:30 PM
Break with Exhibitors
Location:
Texas Ballroom3:45 PM – 4:45 PM
DEI Conversation and Connection
Location:
Sundance 35:00 PM – 6:00 PM
Mastering the Human Side of Advice
Speakers:
Brendan FrazierLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
Navigating the Future: Technology and Cybersecurity for Regulatory Compliance in Wealth Management
Speakers:
Steven RyderLocation:
Fort Worth 4/5Educational Credits
1
1
1
Specialized Knowledge
Running a Firm: Is it Different for Female Advisors
Location:
Fort Worth 1-3Educational Credits
1
1
Personal Development
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
Location:
Texas Ballroom7:30 PM – 9:30 PM
Friday May 10, 2024
7:00 AM – 7:45 AM
7:00 AM – 8:00 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer8:05 AM – 9:05 AM
Long-Run & Near-Term Perspectives on the US Economy
Keynote
Speakers:
Jim DolmasLocation:
Fort Worth 4/5Educational Credits
1
1
1
Economics
9:20 AM – 10:20 AM
High-Trust Client Meetings: Using Behavioral Science to Make Meetings More Meaningful
Speakers:
Dan SmaidaLocation:
Fort Worth 1-3Educational Credits
1
1
1
Specialized Knowledge
How to Include Disability Planning for Special Needs Families into your Practice
Speakers:
Cortney HeykoopLocation:
Fort Worth 4/5Educational Credits
1
1
1
Specialized Knowledge
Understanding the Value of Your Business
Location:
Stockyards 1Educational Credits
1
1
Specialized Knowledge
10:20 AM – 11:00 AM
Break with Exhibitors
Location:
Texas Ballroom10:25 AM – 10:40 AM
Technology Showcase - Wealthteamwork
Connecting your client's financial lives.
Location:
Texas Ballroom10:45 AM – 11:00 AM
11:15 AM – 12:15 PM
Estate Planning Towards a New Horizon
Speakers:
Ryan HeathLocation:
Fort Worth 4/5Educational Credits
1
1
1
Specialized Knowledge
Fixed Income Markets & Portfolio Construction
Speakers:
Mauricio Cortes ResendizLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
Tax Efficient Retirement Planning with Reverse Mortgages
Sponsored by Finance of America Reverse
Speakers:
Stephen ReschLocation:
Stockyards 1Educational Credits
1
1
1
Specialized Knowledge
The Inclusive Advisory Team: Building Stronger Client Connections with Intentional Communication
Speakers:
Jordan DysonLocation:
Fort Worth 1-3Educational Credits
1
1
1
Communications & Marketing
12:15 PM – 1:15 PM
Lunch with Exhibitors
Location:
Texas Ballroom1:00 PM – 1:15 PM
1:30 PM – 2:30 PM
Building Your Offering Starts with Your Team
Speakers:
Erin VoisinLocation:
Fort Worth 1-3Educational Credits
1
1
1
Specialized Knowledge
Essentials of Private Markets
Speakers:
Nicholas MormandoLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
How Advisors Use Safe AI to Take Meeting Notes, Organize Tasks, Update CRM, Write Recap Emails, and
Sponsored By Jump
Speakers:
Parker EnceLocation:
Stockyards 1Educational Credits
1
1
Information Technology
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
Becoming Succession Ready: the Journey Before the Destination
Speakers:
Brooklyn BrockLocation:
Fort Worth 1-3Educational Credits
1
1
1
Specialized Knowledge
Understanding and Trading Active ETFs
Speakers:
Rob HarveyLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
Using Donor Advised Funds (DAFs) to Advance a Philanthropic Strategy
Sponsored by: Heifer Foundation
Speakers:
Debbie McCulloughLocation:
Stockyards 1Educational Credits
1
1
1
Specialized Knowledge
3:50 PM – 4:05 PM
Technology Showcase - Advyzon
Location:
Texas Ballroom3:50 PM – 4:30 PM
Break with Exhibitors
Location:
Texas Ballroom5:00 PM – 6:00 PM
Recognizing and Managing Physiological Stress
Keynote, Sponsored by: Yrefy
Speakers:
Sonya LutterLocation:
Fort Worth 4/5Educational Credits
1
1
1
Communications & Marketing
6:30 PM – 7:30 PM
Midwest Region Networking Reception
Location:
Fort Worth 8NEMA Region Networking Reception
Location:
Fort Worth 6South Region Networking Reception
Location:
Stockyards 1West Region Networking Reception
Location:
Fort Worth 77:30 PM – 9:30 PM
Closing Party
Location:
Fort Worth 4/5Saturday May 11, 2024
7:30 AM – 8:30 AM
Networking Breakfast
Location:
Fort Worth Ballroom Foyer8:30 AM – 9:30 AM
Facing the Challenges of Caregiving
Speakers:
Carolyn McClanahanLocation:
Fort Worth 4/5Educational Credits
1
1
1
Specialized Knowledge
Inclusive and Equitable by Design: How to Embed DEIB Into Your Financial Service Organization's DNA
Location:
Fort Worth 6-8Educational Credits
1
1
1
Behavioral Ethics
Let’s Talk About Sex: An Overview of Sexual Orientation, Gender Identity, and LGBTQ+ Planning Issues
Location:
Fort Worth 1-3Educational Credits
1
1
1
Personnel & Human Resources
9:45 AM – 10:45 AM
Childfree and Permanently Childless people
Speakers:
Jay ZigmontLocation:
Fort Worth 1-3Educational Credits
1
1
1
Specialized Knowledge
Supporting Clients Through Aging and Loneliness
Speakers:
Philip GibsonLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 11:45 AM
Ethics CE: CFP Board's Revised Code and Standards
Speakers:
Linda LeitzLocation:
Fort Worth 4/5Educational Credits
2
2
2
Behavioral Ethics
11:00 AM – 12:00 PM
Keep Clients Forever: Accelerate your Success with the Multigenerational Planning Conversation
Speakers:
Cindy ArledgeLocation:
Fort Worth 1-3Educational Credits
1
1
1
Communications & Marketing
Working With Pro Bono Clients In Financial Stress
Sponsored by: NAPFA Foundation
Speakers:
Cynthia MeyerLocation:
Fort Worth 6-8Educational Credits
1
1
1
Specialized Knowledge
Tuesday May 21, 2024
12:00 PM – 3:15 PM
CFP® CE Add-On for Post-Conference Session Recordings
Member: $99/Non-member: $149
Thank you for attending!
