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Tuesday, December 15
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11:00 a.m. - 12:00 p.m.
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Exhibitors Opens
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12:00 p.m. - 12:15 p.m.
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Welcome
Jack Brod, CFP® Board Chair, CFP Board
Kevin Keller, CAE, CEO, CFP Board
Mary Kay Svedberg, Ph.D., Director of Education, CFP Board
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12:15 p.m. – 1:00 p.m.
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Opening General Session
CFP Board, Exams, and Practice Analysis Update
Speakers:
Ibi Layi-Ojo, Director of Examinations, CFP Board
John Loper, CFP®, Managing Director, Professional Practice, CFP Board
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1:00 p.m. - 1:45 p.m.
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General Session
Building a Diverse and Inclusive Program
Presentation, 2019 Excellence in Pro Bono Award
Speakers:
D.A. Abrams, CAE, Managing Director, CFP Board Center for Financial Planning
Danny Harvey, Program Director, Prairie View A&M University
Jon Dauphiné, Esq., Chief Executive Officer, Foundation for Financial Planning
Mary Kay Svedberg, Ph.D., Director of Education, CFP Board
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1:45 p.m. - 2:00 p.m.
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Break
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2:00 p.m. - 3:00 p.m.
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Concurrent Sessions; Student Track
Experiential Learning Through Pro Bono Financial Planning Consulting
Speakers:
Chia-Li Chien, CFP®, Ph.D., Assistant Professor, California Lutheran University
John Thiel, CFP®, Graduate Student & Advisor, California Lutheran University
Disrupters & Difference Makers
Speaker:
Lori Lothringer, Ph.D., Dean of Business, Metropolitan Community College
Diversity Enrollment in Times of Crisis
Speakers:
Tao Guo, CFP®, Ph.D., Assistant Professor, William Paterson University of New Jersey
Lawrence Verzani, Ph.D., Associate Professor, William Paterson University of New Jersey
Student Track - The Path to Becoming a CFP® Professional
Speakers:
Morgan Graham, Registered Programs Administrator, CFP Board
Amanda Zapata, Senior Marketing Specialist, CFP Board<
Nikki Palluzzi, Director, Member Services & Experience, National Association of Personal Financial Advisors (NAPFA)
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3:00 p.m. - 4:00 p.m.
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General Session; Student Track
Panel, Program Recruitment + Retention
Speakers:
John Lopez, CFP®, Senior Professor of Practice, University of Houston
Bethany Rose, Academic Advisor – Finance, University of Houston
Student Track - Developing YOUR Study Plan for CFP® Exam Success
Speaker:
Eric Smith, CFP®, Instructor, Florida Atlantic University
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4:00 p.m. - 4:15 p.m.
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Break
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4:15 p.m. - 5:00 p.m.
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General Session; Student Track
Shift Happens - Best Practices for Transitioning Financial Planning Instructional Modalities During Times of Crisis: A Panel Discussion from Faculty Who Did It
Speakers:
Martin Seay, Ph.D., CFP®, Department Head and Associate Professor, Kansas State University
Blain Pearson, Ph.D., CFP®, Instructor, Kansas State University
Megan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice, Kansas State University
Sandra Huston, Ph.D., Professor, Texas Tech University
Jennifer Wilson, MS, AFC®, Instructor, Texas Tech University
Kaplan Sanders, CFP®, Instructor, Texas Tech University
Student Track - Are you Dreaming of Success or is Success a Goal?
Speaker:
Danny Harvey, Program Director, Prairie View A&M University
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5:00 p.m. - 6:00 p.m.
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Breakout Discussion by Program Academic Level
Certificate, Baccalaureate, Graduate
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Wednesday, December 16
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11:00 a.m. - 1:00 p.m.
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Networking with Financial Services Firms and Exhibitors
Gift cards will be awarded to attendees who interact with all firms and exhibitors. Students who visit every firm during the networking hours will be entered into a drawing for one of four Amazon gift cards!
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1:00 p.m. - 1:15 p.m.
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Break
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1:15 p.m. - 2:00 p.m.
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General Session
Panel, Recruitment of NextGen Financial Planners
Speakers:
Laura A. Beddor, CFP®, CRPC®, AWMA®, Manager, Ameriprise Advisor Center
Jayla Blakemore, Account Executive, New Planner Recruiting
Tim Gillespie, Managing Director, Wealth Management Development Executive, Merrill
Alan Moore, MS, CFP®, CEO & Co-Founder, XY Planning Network
Mary Kay Svedberg, Ph.D., Director of Education, CFP Board
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2:00 p.m. - 2:15 p.m.
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Break
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2:15 p.m. - 3:00 p.m.
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Concurrent Sessions; Student Track
Role of Financial Designations in Diversity and Success in CFP® Certification Education
Speaker:
David Mannaioni, CFP®, Dean of Academic Programs, College for Financial Planning
Criteria for Evaluating Preferred Employers
Speaker:
Tom Warschauer, Ph.D., CFP®, Professor Emeritus, San Diego State University
Student Track - Tax Tips for Pros: How to Make the Most of Recent Changes
Speaker:
Heather C. Liston, CFP®, EA, Vice President and Financial Advisor at Hargrave Fiduciary Advisors; Instructor at UC Berkeley Extension and Golden Gate University
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3:00 p.m. - 3:45 p.m.
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Concurrent Sessions; Student Track
Accelerating the Next Generation of Financial Planners
Speaker:
Hannah Moore, CFP®, Financial Planner/Investment Advisor, Guiding Wealth Management
Online Learning Beyond Technology: How Must Educators' Skill Sets Adjust?
Speakers:
Cindy R. Riecke, CFP®, MSF, CRPC®, FPQP™, ChFC®, CLU®, Professor, College for Financial Planning
Jim Maher, MBA, APMA®, CFP®, Professor and Chair, College for Financial Planning
Student Track - The Financial Planning Profession in 2030 - The NextGen Opportunity
Speaker:
Brent M. Weiss, CFP®, ChFC®, Co-Founder & Chief Evangelist, Facet Wealth
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3:45 p.m. - 4:00 p.m
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Break
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4:00 p.m. - 5:00 p.m.
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General Session
Candidate Research on Barriers to CFP® Certification and Keys to Exam Success
Speakers:
Jason Gudenius, Director of Marketing, CFP Board
Peter Fondulas, President, Fondulas Strategic Research
Tony Rossell, Senior Vice President, Marketing General Incorporated
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