Special Events

Enhance your conference experience with a variety of special events designed to educate, connect, and inspire. From deep-dive pre-conference sessions to regional outings, networking opportunities, and social gatherings, there's something for everyone. Don’t miss these chances to learn, engage, and make lasting connections!

If you would like to bring a guest, please email conferene@napfa.org for ticketing assistance.

Wednesday, May 7, 2025

1:00 - 3:00 PM

Preconference Session: Ethics

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

Tickets: complimentary with conference registration.

1:00 - 3:00 PM

Preconference Session: Become a Certified College Financial Consultant (CCFC)

The Advanced Education Planning pre-conference workshop is designed to equip advisors working with clients from all generations with advanced knowledge and practical skills in education funding, financial aid planning, and student loan advising. This half-day program will cover key concepts, strategies, and case studies to provide attendees with a comprehensive understanding of effective advanced education planning techniques. Presented by the NAPFA Foundation.

Tickets: Free for CCFC designees; contact Nick Casas for promo code.

1:00 - 4:00 PM

Preconference Session: Diversity, Inclusion and Bias: Awareness to Action™

The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion. This program was designed by financial advisors for financial advisors and was created so that participants could have a deeper understanding of how they can contribute to growing diversity, equity, and inclusion in the financial planning profession.

4:15 - 5:15 PM

Transitions Community Meeting

Connect with peers to discuss firm transitions, including buying, selling, and succession planning. Share best practices, gain expert insights, and explore strategies for long-term business continuity.

Women’s Initiative Community Meeting

Engage with NAPFA’s Women’s Initiative on mentorship, leadership development, and advocacy for female advisors. Network with peers, share insights, and support the growth of women in the profession.

DEI Community Meeting

Join a conversation on enhancing diversity, equity, and inclusion while upholding the fiduciary standard. Hear updates from NAPFA’s DEI Committee and explore ways to foster a more inclusive profession.

Genesis Community Meeting

Designed for advisors under 33, this session offers career resources, mentorship, and peer connections. Discuss challenges, share insights, and shape the future of Fee-Only financial planning.

4:45-10:45 PM

West Region Experience: Sunset Jeep Tour

Join fellow West Region members for a Sunset Jeep Tour through the Sonoran Desert, the most bio-diverse desert in North America. Transportation will leave from the Sheraton Hotel at 4:45 PM and include an opportunity for CE while on your way to the desert. Water bottles will be provided to ensure everyone stays cool and hydrated. Please be advised that all guests must be under 275 lbs and wear closed-toed shoes. After the tour, the group will go out for a casual dinner.

Tickets: $200.

5:00 - 8:00 PM

Welcome Reception

Kick off the conference by reconnecting with colleagues and meeting new peers in a relaxed setting. Enjoy beverages and light refreshments as you mingle and get ready for an exciting event ahead!

Thursday, May 8, 2025

7:00 - 8:00 AM

Networking Breakfast

8:00 - 9:30 AM

General Session - Opening Remarks and Keynote

9:50 - 12:00 PM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

12:00 - 1:00 PM

Womens Initiative luncheon

Join the NAPFA Women’s Initiative for a luncheon dedicated to fostering community, mentorship, and leadership among women in the fee-only financial advisory profession. With extensive experience in strategic planning and relationship building, Debbie McCullough, Vice President of Planned Giving with Heifer Foundation, will be our featured speaker. While this luncheon is open to all NAPFA members, women and non-binary folks are especially encouraged to attend. Capacity is limited to the first 100 registrants, so reserve your spot early!

Tickets: complimentary with conference registration.

12:00 - 1:30 PM

Lunch with Exhibitors in the Solutions Exchange

12:00 - 4:30 PM

Solutions Exchange

1:00 - 1:30 PM

Tech Showcases and Express Talks

1:30 - 3:45 PM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

3:45 - 4:15 PM

Networking Break, Tech Showcases, and Express Talks

4:15 - 5:15 PM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

5:15 - 6:15 PM

Cocktail Reception with Exhibitors

Wrap up the day with drinks, light bites, and great conversations. Connect with exhibitors, explore innovative solutions, and network with fellow advisors in a lively, relaxed setting.

8:40 PM

Midwest Region Experience: Arizona Diamondbacks Game

Decompress after the first full day of top-notch education by enjoying a baseball game with your fellow NAPFA members! Cost includes your ticket to the Los Angeles Dodgers at Arizona Diamondbacks game at Chase Field, as well as All-You-Can-Eat ballpark fare (i.e., hotdogs, popcorn, peanuts, chips, water, and Pepsi products). The game starts at 8:40 PM. Additional details regarding ticket redemption to follow.

Tickets: $65.

Friday, May 9, 2025

7:00 - 8:00 AM

Networking Breakfast with Exhibitors

8:00 - 9:30 PM

General Session - Keynote and NAPFA/CFP Update

9:30 AM - 4:30 PM

Solutions Exchange

10:00 - 11:00 AM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

11:00 AM - 12:30 PM

Networking Break, Tech Showcases, and Express Talks

12:30 - 1:30 PM

Networking Lunch with Exhibitors

1:30 - 2:30 PM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

2:30 - 3:15 PM

Networking Break, Tech Showcases, and Express Talks

3:30 - 4:30 PM

Panel Discussions, Breakouts, Roundtables, and Workshop Sessions

4:30 - 5:30 PM

Closing Keynote

5:45 - 6:45

Regions Networking Receptions

7:00 - 9:00 PM

Closing Party

End the conference on a high note with an evening of dinner, music, and great company. Enjoy a festive atmosphere, connect with fellow attendees, and celebrate a successful event!

Saturday, May 10, 2025

7:30 - 8:30 AM

Networking Breakfast

8:30 AM - 12:00 PM

Breakout Sessions