Certified Financial Planner Board of Standards Inc.

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2007 Program Directors Conference
SCHEDULE
Thursday, September 6, 2007
5:30 – 7:30	Evening Reception Odyssey Maritime Museum

Friday, September 7, 2007
LOCATION	Washington State Convention and Trade Center 800 Convention Pl (intersection of 7th & Pike Streets) Seattle, WA 98101-2350 (206) 694-5000 Download Rooms Map
7:00 – 8:00	Breakfast View the Exhibits Location: Room 6C
8:00 – 8:40	Opening Remarks Karen P. Schaeffer, CFP®, 2007 Chair, Board of Directors, CFP Board Nicholas A. Nicolette, CFP®, 2007 President, Board of Directors, FPA Location: Room 6A
8:40 – 9:40	Keynote Presentation Pat Heim, Ph.D. Location: Room 6A Download Handout
9:40 – 10:10	Break View the Exhibits Location: Room 6C
10:10 – 10:50	Changes at CFP Board and Opportunities with FPA Kevin Keller, CAE, CEO, CFP Board Download Handout Marvin W. Tuttle, Jr., CAE, Executive Director/CEO, FPA Location: Room 6A
11:00 – 11:50	Breakout 1: Balance of Exam Content and Practical Knowledge Panel discussion on how programs find balance between not teaching to the exam and giving students the best possible chance for success Tom Couch, University of Georgia Rosilyn Overton, CFP®, Ph.D., New Jersery City University John Clark, CFP®, Ph.D., University of Southern Mississippi David Ashby, CFP®, Ph.D., Southern Arkansas University Location: Room 611
	Breakout 2: Technical Content on Retirement Income David Littell, The American College Walt Woerheide, CFP®, Ph.D., The American College Location: Room 612 Download Handout
	Breakout 3: Orientation for New Programs and New Program Directors Overview of CFP Board's policies and procedures as they relate to CFP Board-Registered Programs Colleen McArdell, CFP Board Location: Room 613-614 Download Handout
12:00 – 1:30	Lunch Keynote Presentation Ted Beck, President/CEO, NEFE Location: Room 6C Download Handout
1:40 – 2:20	Breakout 1: Attracting and Retaining Instructors for Certificate Programs Presentation on how to attract properly-accredited instructors to teach in certificate programs Carol Lee Roberts, CFP®, DePaul University Location: Room 611 Download Handout
	Breakout 2: Marketing Your Program Presentation on best practices when marketing CFP Board-registered programs Jeff Lambert, CFP®, University of California - Davis Steve Larson, CFP®, Ph.D., Minnesota State University Location: Room 612 Download Handout
	Breakout 3: Research and Academic Journals A panel of representatives from multiple journals will discuss the types of research they would like to see coming from the academic community Tom Warschauer, CFP®, Ph.D., San Diego State University Maureen Peck, Journal of Financial Planning Stuart Michelson, Financial Services Review Ruth Lytton, Ph.D., Journal of Personal Finance Harold Evensky, CFP®, Evensky & Katz Location: Room 613-614 Download Handout
2:30 – 3:30	CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards Presentation on the newly revised Standards of Professional Conduct, followed by a discussion on the practical side of these topics Marilyn Dimitroff, CFP®, Board of Directors, CFP Board Charles Moran, CFP®, SUNY-Cobleskill Nancy Johnson Jones, CFP®, Board of Directors, CFP Board Location: Room 6A Download Handout
3:30 – 4:00	Break View the Exhibits Location: Room 6C
4:00 – 4:50	Breakout 1: An Empirical Study of Financial Planning Theory and Practice Discussion on the sequential, exploratory mixed-methods study which identifies foundational theories of financial planning and the theories’ applications and disciplines of origin Rosilyn Overton, CFP®, Ph.D., New Jersey City University Location: Room 611 Download Handout
	Breakout 2: Best Practices of Online Learning Discussion on best practices when beginning or adding online learning to financial planning curricula Somnath Basu, Ph.D., California Lutheran University Location: Room 612 Download Handout
	Breakout 3: Technical Content on Withdrawal Portfolio Gene Stout, CFP®, Ph.D., Central Michigan University Location: Room 613-614 Download Handout
5:30 - 6:30	Cocktails Location: Sheraton Metropolitan Ballroom B – Foyer
6:30 - 10:00	Dinner Location: Sheraton Metropolitan Ballroom B

Saturday, September 8, 2007
LOCATION	Washington State Convention and Trade Center 800 Convention Pl (intersection of 7th & Pike Streets) Seattle, WA 98101-2350 (206) 694-5000 Download Rooms Map
7:00 – 8:00	Breakfast View the Exhibits Location: Room 6C
8:00 - 8:50	Breakout 1: Adding New Content to Curricula Discussion on best practices when adding new content, ideas and/or courses to existing financial planning curricula Sharon DeVaney, Ph.D., Purdue University Location: Room 611 Download Handout
	Breakout 2: Competency Standards Panel discussion on International Competency Standards Noel Maye, CEO, FPSB Denny Smith, Ph.D., Director of Certification, FPSB International Advisory Panel Location: Room 612 Download Handout
	Breakout 3: CFP® Certification Exam Colleen McArdell, CFP Board Randy Gardner, CFP®, University of Missouri – Kansas City Location: Room 613-614 Download Handout Reprinted with permission by the Financial Planning Association, Journal of Financial Planning, 2001 November Issue - Article 13 , J. David Ashby, DBA, CFP®, CPA, Taking (Some of) The Mystery Out of The CFP® Certification Examination. For more information on the Financial Planning Association, please visit www.fpanet.org or call 1-800-322-4237
9:00 – 10:00	Careers and Internships Panel discussion focusing on how schools can best leverage local and national resources when promoting job and internship opportunities Jean Cantey, FPA Carol Lee Roberts, CFP®, DePaul University Victor A. Puleo, CFP®, Ph.D., University of Central Arkansas Deena Katz, CFP®, Texas Tech University Location: Room 6A
10:00 - 10:30	Break View the Exhibits Location: Room 6C
10:30 – 11:20	Breakout 1: Community Building Discussion on building the program director community at a local and national level, and with local FPA chapters and other institutions Somnath Basu, Ph.D., California Lutheran University John Brennan, FPA Julie Massaro, FPA Location: Room 611
	Breakout 2: Bridging the Gap – From Student to Practitioner A panel discussion on how schools and employers bridge the gap between the information taught in school and the needs of the workplace Kyra Morris, CFP®, Morris Financial Concepts Joe Goetz, Ph.D., University of Georgia Vickie Hampton, CFP®, Ph.D., Texas Tech University Dandan Zhu, CFP®, Financial & Investment Management Group Location: Room 612 Download Handout
	Breakout 3: Increase Visibility of Programs on Campus Presentation on how to increase the visibility of programs throughout the entire campus to attract existing students and others to the program Bill Gustafson, Ph.D., Texas Tech University Tom Johansen, Ph.D., Fort Hays State University Location: Room 613-614
11:30 – 12:00	Closing Remarks Kevin Keller, CAE, CEO, CFP Board Marvin W. Tuttle, Jr., CAE, Executive Director/CEO, FPA Location: Room 6A
12:00 – 1:30	Lunch View the Exhibits Location: Room 6B