Certified Financial Planner Board of Standards Inc. - 2008 Program Directors' Conference Overview

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CFP Board's 2008 Program Directors' Conference took place at the historic Mayflower Hotel in Washington, DC from August 7-9, 2008. The Conference included sessions by and for Program Directors and featured Michael E. Kitces, CFP® as keynote speaker, as well as a session with CFP Board's newly-formed Council on Education.

Below is the 2008 Program Directors' Conference agenda, including presentation materials, where provided.

Thursday, August 7
8:30 a.m. - 12:00 a.m.	CFP® Certification Exam Field Test
1:30 p.m. - 4:00 p.m.	Orientation for New Program Directors
		>> Download the Orientation Handout
		>> Download the Orientation Presentation
5:00 p.m.	Opening Reception

Friday, August 8
7:00 a.m. - 8:00 a.m	Registration & Breakfast (in Exhibit Hall)
		*Sponsored by the Financial Planning Association*
8:00 a.m. - 8:45 a.m.	CFP Board & New Partnerships with Education
		David G. Strege, CFP®, CFA® - Chair, CFP Board's Board of Directors Kevin Keller, CAE - CEO, CFP Board
		>> Download the Presentation
9:00 a.m. - 10:00 a.m.	General Session - Keynote Address
	From the Classroom to the Client Meeting: Improving the Path for Student Success
		*Michael Kitces, CFP®*
		>> Download the Presentation Handout
10:30 a.m. - 11:20 a.m.	Concurrent Breakout Sessions
	FPA: Helping Your Students Before the Exam
		*Julie Massaro*
	Adapting the Model Curriculum to Certificate and Degree Programs
		*Dr. Tom Warschauer, CFP® - San Diego State University*
		>> Download the Presentation
		>> View the Model Curriculum
	Trademark Fundamentals - Afraid of the Little ®?
		*Chris Beall, Esq.*
		>> Download the Presentation
		>> Download the Guide to Use of the CFP® Certification Marks
1:00 p.m. - 1:50 p.m.	General Session
	Best Practices in Program Marketing
		*CFP Board's Communications and Marketing Staff*
		>> Download the Presentation
2:00 p.m. - 2:50 p.m.	General Session
	Ethics: Teach Your Students Well
		*Jay Knight, Esq. - Director of Professional Review, CFP Board*
		>> Download the Presentation
		>> View and Download Materials on CFP Board's Updated Standards of Professional Conduct
3:30 p.m. - 5:30 p.m.	General Session
	Joint Initiatives: CFP Board and Registered Programs
		Moderator: Jeff Lambert, CFP®
		Participants: Marilyn Capelli Dimitroff, CFP® - 2008 Chair-Elect, CFP Board's Board of Directors Kevin Keller, CAE - CEO, CFP Board Carol Lee Roberts, CFP® - Managing Director, Examination and Education, CFP Board

Saturday, August 9
7:30 a.m. - 8:30 a.m.	Breakfast (in Exhibit Hall)
		*Sponsored by the College for Financial Planning*
8:30 a.m. - 9:20 a.m.	Concurrent Breakout Sessions
	Paper is Good but Software is Better: Software for Students
		*Craig Lemoine, CFP® - The American College*
		>> Download the Presentation
	Getting to Know About Grants & Publications
		Dr. David Cordell, CFP® - University of Texas at Dallas Randy Gardner, CFP® - University of Missouri, Kansas City Dr. Bill Gustafson - Texas Tech University Dr. Karen Eilers Lahey - University of Akron Tim Stifel, Director of Stakeholder Communications - CFP Board Kenn Tacchino, J.D., LL.M - Widener University
		>> Download the Presentation
	What Have Your Students Really Learned?
		*Dr. Vance Grange, CFP® - Utah State University*
		>> Download the Presentation
10:00 a.m. - 10:50 a.m.	Concurrent Breakout Sessions
	FPA: Helping Your Students After the Exam Panel
		*Marv Tuttle, Jr., CAE - CEO, The Financial Planning Association*
		>> Download the Presentation
	Many Designations & Much Confusion: The Public's Reaction & Consequences
		Dr. Jesse B. Arman, CFP® Dr. Walt Woerheide, CFP® - The American College Michael Shaw, Esq. - Managing Director, Professional Review and Legal, CFP Board
		>> Download a Presentation on the Current State of Financial Designations
		>> Download a Presentation on State Regulation of Designations
	Let None of Them be Missed: Addressing the Addendum Items to the Topic List
		*Dr. David Lazenby*
		>> Download the Presentation
11:00 a.m. - 11:50 a.m.	General Session
	More on the Pathways to Success: The Journey from Students to Professionals
		Kacy Gott, CFP® Mark Kordes, CFP® Carolynn Tomin, CFP®
		>> Download the Presentation
1:30 p.m. - 1:50 p.m.	Product Showcase Session
		*Kaplan Schweser*
2:00 p.m. - 2:20 p.m.	Product Showcase Session
		*ScenarioNow, Inc.*
3:00 p.m. - 3:50 p.m.	General Session
	Tales from the Front: Did They Really Make the Exam Easier?
		Gary Englund, CFP® Randy Gardner, CFP® - University of Missouri, Kansas City Richard Ploss, CFP® Carol Lee Roberts, CFP® - Managing Director, Examination and Education, CFP Board
		>> Download the Presentation
4:00 p.m. - 4:50 p.m.	General Session
	Education: From Task Force to Council
		Dr. Ivan Roten, CFP® - Appalachian State University CFP Board's Council on Education

CFP Board sincerely thanks the College for Financial Planning, the Financial Planning Association, Kaplan Schweser and ScenarioNow, Inc. for their sponsorship of events at the 2008 Progran Directors' Conference


	ScenarioNow, Inc.

CFP Board thanks the following exhibitors for their support of the 2008 Program Directors' Conference: