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

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CFP Board's 2008 Program Directors' Conference will be held at the historic Mayflower Hotel in Washington, DC from August 7-9, 2008. The Conference will include sessions by and for Program Directors and features Michael E. Kitces, CFP® as keynote speaker, as well as a session with CFP Board's newly-formed Council on Education. Catch up with your colleagues from around the country as you learn about the latest methods and research related to providing and managing financial planning education programs.

Registration for the 2008 Program Directors' Conference is $395.

New Program Directors are encouraged to attend the Pre-Conference lunch and orientation. At the orientation, new Program Directors will have the opportunity to meet CFP Board representatives and learn more about the education component of CFP® certification.

Conference attendees are responsible for their own transportation and lodging. A group discount rate of $239.00 per night is available at the Conference hotel, the historic Renaissance Mayflower Hotel.

The Renaissance Mayflower Hotel
1127 Connecticut Avenue NW
Washington, DC 20036
http://www.marriott.com/hotels/travel/wassh-renaissance-mayflower-hotel/

Below is a tentative schedule of events. Additional details will be added as they become available.

Thursday, August 7
8:30 a.m. - 12:00 a.m.	CFP® Certification Exam Field Test
		4 CE Hours - Limited registration*
11:30 a.m. - 1:00 p.m.	Luncheon for New Program Directors
1:30 p.m. - 4:00 p.m.	Orientation for New Program Directors
5:00 p.m.	Opening Reception

Friday, August 8
7:00 a.m. - 8:00 a.m	Registration & Breakfast (in Exhibit Hall)
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
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®*
10:00 a.m. - 10:30 a.m.	Refreshment Break (in Exhibit Hall)
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*
	Trademark Fundamentals - Afraid of the Little ®?
		*Chris Beall, Esq.*
11:30 a.m. - 1:00 p.m.	Lunch (in Exhibit Hall)
1:00 p.m. - 1:50 p.m.	General Session
	We've Hired More Staff, Now What Are Your Marketing Needs?
		*CFP Board Staff*
2:00 p.m. - 2:50 p.m.	General Session
	Ethics: Teach Your Students Well
		*Jay Knight, Esq. - Director of Professional Review, CFP Board*
3:00 p.m. - 3:30 p.m.	Refreshment Break (in Exhibit Hall)
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
6:30 p.m. - 9:00 p.m.	Cocktails/Dinner

Saturday, August 9
7:30 a.m. - 8:30 a.m.	Breakfast (in Exhibit Hall)
8:30 a.m. - 9:20 a.m.	Concurrent Breakout Sessions
	Paper is Good but Software is Better: Software for Students
		*Craig Lemoine - The American College*
	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
	What Have Your Students Really Learned?
		*Dr. Vance Grange, CFP® - Utah State University*
9:30 a.m. - 10:00 a.m.	Refreshment Break (in Exhibit Hall)
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*
	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
	Let None of Them be Missed: Addressing the Addendum Items to the Topic List
		*Dr. David Lazenby*
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®
12:00 a.m. - 1:20 p.m.	Lunch (in Exhibit Hall)
1:30 p.m. - 1:50 p.m.	Product Showcase Sessions
2:00 p.m. - 2:20 p.m.	Product Showcase Sessions
2:30 p.m. - 3:00 p.m.	Refreshment Break (in Exhibit Hall)
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
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

* To be considered as a participant in the CFP® Certification Exam Field Test, contact fbergmeister@CFPBoard.org

Sponsors of CFP Board's 2008 Program Directors' Conference will receive prominent signage, premier ad placement in the program workbook and acknowledgement at the general sessions.

All sponsors will receive the following benefits:

Listed by level on Sponsor Board in the Exhibit Hall
Event signage or item imprint
Program book listing with contact information
Program book advertisement at no charge
Website listing with link (through April 2009)

Sponsors also receive discounted or free exhibit space, based on their selected sponsorship level. Sponsorship benefits can be tailored to your organization's needs.

For more information about sponsorship activities, consult the Opportunities Brochure or contact Asha Williams at 202-379-2250.

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

CFP Board's Program Directors' Conference brings together key decision makers from the leading programs across the country that satisfy the education coursework requirement for CERTIFIED FINANCIAL PLANNER™ certification. Organizations with services or products of interest to Program Directors have the chance to increase their visibility through the following exhibitor opportunities:

Advertisements in program book (Download the Program Workbook Advertising Insertion Order Form)
Exhibit space in high-traffic location
Product showcase sessions: 20-minute breakout sessions that offer you the opportunity to showcase your products and services in depth (Download the Exhibitor and Product Showcase Session Registration Form)

For more information about sponsorship activities, consult the Opportunities Brochure or contact Asha Williams at 202-379-2250.