| Thursday, August 11 | |
| 1:30 – 6:30 p.m. | Registration Open |
| 2:00 p.m. | Exhibits Open |
3:00 – 4:30 p.m.
| Opening General Session
CFP Board Registered Programs: Registration Criteria, Capstone Course Development, and Avenues for Improving both Program Effectiveness and Overall Sustainability
Dr. Charles Chaffin, CFP Board |
| 4:45 – 6:00 p.m. | Keynote Session I:
Avenues for Facilitating Higher Order Thinking for all Program Types and Delivery Methods in Financial Planning Education
Dr. Vickie L. Bajtelsmit, Colorado State University
Dr. Somnath Basu, California Lutheran University
Dr. Sharon Burns, Purdue University
Dr. John Grable, CFP®, Kansas State University
Dr. Vickie Hampton, CFP®, Texas Tech University
Dr. Tom Warschauer, CFP®, San Diego State University
Dr. Charles Chaffin, CFP Board
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| 6:00 – 7:30 p.m. | Welcome Reception and Graduate Research Poster Session |
| |
| Friday, August 12 | |
| 7:00 – 8:00 a.m. | Breakfast and Exhibits Open |
| 8:00 – 9:30 a.m. | Keynote Session II:
Student-Centered Learning Objectives based upon CFP Board Principal Topics
Dr. Vickie L. Bajtelsmit, Colorado State University
Dr. Somnath Basu, California Lutheran University
Dr. Sharon Burns, Purdue University
Dr. John Grable, CFP®, Kansas State University
Dr. Vickie Hampton, CFP®, Texas Tech University
Dr. Tom Warschauer, CFP®, San Diego State University
Dr. Charles Chaffin, CFP Board
|
9:45 – 10:30 a.m.
| General Session with CFP Board's Leadership
Charles A. Moran, J.D., CFP®, 2011 Chair, Board of Directors
Alan K. Goldfarb, CFP®, 2011 Chair-Elect, Board of Directors
Kevin R. Keller, CAE, CFP Board CEO
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10:45 – 11:30 a.m. | The Development of a Campus-Based Clinical Practicum in Financial Planning
Dr. Joseph W. Goetz, University of Georgia
Martin Seay, University of Georgia
Dr. Jerry Gale, University of Georgia
Evolution of an Online Financial Plan Development Course - From Group to Individual Format with Oral and Written Assignment Components
Elizabeth Jetton, CFP®, California Lutheran University
Harry Starn Jr., California Lutheran University
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| 11:30 a.m. – 12:30 p.m. | Lunch and Exhibits Open |
12:30 – 1:15 p.m. | Real Time or Not: Do Case Details Matter?
Dr. Ruth H. Lytton, Virginia Tech
Derek D. Klock, Virginia Tech
Dr. John Grable, CFP®, Kansas State University
A Course Management System Template for Teaching Financial Planning
Dr. Christopher Coyne, CFP®, St. Joseph's University
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1:30 – 2:15 p.m. | Best Practices for Teaching in an Asynchronous Online Learning Environment
Caroline S. Fulmer, CFP®, University of Alabama
Eve Pentecost, CFP®, University of Alabama
Black-Litterman Model Exercise Using Excel: A Classroom Experiment
Dr. Leon Chen, Minnesota State University
Personal Finance 101: The Dream Course for Recruiting Personal Financial Planning Majors on a College Campus
Dr. James E. Benton, CFP®, Shippensburg University
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2:30 – 3:15 p.m. | Implementing Professional Sales Training into the Financial Planning Curriculum
Dr. Lukas R. , William Paterson University
Dr. Bill Healy, William Paterson University
Dr. Sam N. Basu, William Paterson University
Using Real Clients in a Capstone Financial Planning Class
Dr. Sherman D. Hanna, Ohio State University
Dr. Michael S. Gutter, University of Florida
Benefits to Faculty from Collaboration with NAPFA and FPA
Ron Rhoades, CFP®, NAPFA, Alfred State University
Jean Cantey Segal, Managing Director of Knowledge and Learning, Financial Planning Association
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3:30 – 4:15 p.m. | A Client Relationship Management Course: Integrating Science, Art and Professional Practice
Dr. Ruth H. Lytton, Virginia Tech
Derek D. Klock, Virginia Tech
A Thousand Voices: Efficiently and Effectively Managing Financial Planning and Investments Courses in Online Environments
Craig Lemoine, CFP®, The American College
Dr. Walt Woerheide, CFP®, The American College
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