Certified Financial Planner Board of Standards Inc.

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2005 Meeting Schedule

SCHEDULE
Thursday, August 4, 2005
7:00 - 8:00	Continental Breakfast and Registration
8:00 - 8:30	Welcome and Introductions
8:30 - 9:00	Update on SEC Ruling Sarah Ball Teslik, CEO, CFP Board
9:00 - 10:00	Educating and Training Financial Advisors Panel Discussion led by Firm Representatives Firm Representatives and educators shared what's working for them - and what isn't.
10:00 - 10:30	Break
10:30 - 12:00	New Ways of Interacting with CFP Board Attendees reviewed CFP Board's new processes & procedures - including a demonstration of our new online capabilities and a primer on CFP Board's CE requirements - and explored ways that firms and CFP Board might interact in the future to better serve your certificants and your clients.
12:00 - 1:30	Luncheon
1:30 - 3:00	Best Practices Panel Discussion led by Firm Representatives How are firms approaching financial planning now - and what's on the horizon?
3:00 - 3:30	Break
3:30 - 4:30	Guest Presentation - Financial Reporting and Disclosures: Highlights, Trends and Developments for Investors Mr. Lynn Turner, managing director of research, Glass Lewis & Co. Mr. Turner has the unique perspective of having been the Chief Accountant of the Securities and Exchange Commission, a professor of accounting, a corporate board member, a partner in one of the major international accounting firms, the managing director of a research firm and a chief financial officer and executive in industry.
5:00 - 7:00	Reception Joint with Program Directors
Friday, August 5, 2005
7:00 - 8:00	Breakfast
7:00 - 8:00	Registration
8:00 - 8:40	Welcome Sarah Ball Teslik, CFP Board's CEO. Attendees heard perspectives on the industry and plans and agenda for the coming year.
8:40 - 9:30	Keynote Presentation Mr. Steven M.H. Wallman - Implications of the Changing Demographic Environment Mr. Wallman is a former SEC commissioner with 20+ years experience in the financial services industry who has given serious thought to the implications of the demographic changes in our society.
9:30 - 10:00	Break
10:00 - 11:00	General Session The Next Generation of Financial Planners? Panel discussion moderated by Neil Brown, CFP®, CPA, Midlands Technical College; panelists include Kevin Ruth, CFP® , Director of Financial Planning for UBS Financial Services and Michael Kitces, CFP® , founder of NexGen, a group of young financial planners. How is the next generation of financial planners faring in today's environment? Is CFP Board's educational requirement meeting their needs or the needs of their future employers?
11:10 - 12:00	Breakout 1: Ethics: from Practice to Paper James Brennan, director, professional review, CFP Board; James Spencer, CFP®, Charles Schwab; Lori Lothringer, Metropolitan Community College Ateendees learned how the most common professional review cases are handled in a corporate environment and discussed novel approaches for incorporating these cases in the teaching environment.
	Breakout 2: Online Educational Programs/Challenges and Opportunities/Marketing Issues Somnath Basu, California Lutheran University; Keith Fevurly, Kaplan University Are there opportunities for synergies by sharing resources in this increasingly popular delivery channel?
	Breakout 3: Islamic Finance David Upton, Virginia Commonwealth University There is a growing Muslim community in the U.S. and Muslims represent about 20% of the world's population. David presented an overview of the differences between Islamic and traditional finance, and the new Shari'ah compatible instruments that have been developed for investors and consumers.
12:15 - 1:30	Lunch
1:30 - 3:00	Breakout 1: Innovative Approaches to Make Financial Planning Relevant to Students Tony Emmanuel, Franklin University, and Ira Fateman, UC - Berkeley The presenters emphasized the points in a person's life when financial planning is most relevant - and how knowing this can help make the classroom experience more relevant to the student.
	Breakout 2: Improving your Investment Courses David Cordell, CFP®, Texas Tech; Mike Cates, CFP®, College for Financial Planning; Norman Boone, CFP® and Linda Lubitz, CFP® David Cordell facilitated this session on the Model Curriculum, good assessment practices and how the development of an Investment Policy Statement can add value to an investment course.
	Breakout 3: Lost (and Found) in Translation Noel Maye, CEO, Financial Planning Standards Board (FPSB), and Mr. Feng Liu, Financial Planning Standards Council of China It's not business as usual for those teaching, accessing or delivering financial planning internationally. Attendees learned about the similarities and differences in financial planning across cultures and borders, and about Financial Planning Standards Board's efforts to establish a global profession.
3:00 - 3:30	Break
6:30 - 7:30	Cocktail Reception
7:30- 10:00	Dinner and Evening at the Carnival