Thursday, August 9 | |
12:30 - 5:30 p.m. | Registration/Info Desk Open |
1:00 - 5:00 p.m. | Exhibits Open |
3:00 p.m. | Opening Session: Building for the Future: Engagement; Application; Assessment Dr. Charles Chaffin, CFP Board Download presentation (PPT; 2.06MB) |
5:00 p.m. | Welcome Reception
Graduate Research Poster Session |
Friday, August 10 | |
7:00 a.m. | Breakfast and Exhibits Open |
8:00 a.m. - 9:15 a.m. | Keynote Session: From Content to Competency: Incorporating the CFP Board Student-Centered Learning Objectives in your classroom and online learning platform Dr. Jesse Arman, College for Financial Planning Michael Cates, CFP®, College for Financial Planning Dr. Michael Gutter, University of Florida Adam Kashuba, Northwestern University Dr. Peter Kaye, Northwestern University Dr. Charles Chaffin, CFP Board |
9:30 - 10:15 a.m. | General Session with CFP Board's Leadership Alan Goldfarb, CFP®, 2012 Chair, Board of Directors Kevin R. Keller, CAE, CFP Board CEO
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10:30 - 11:15 a.m. | Capstone Course: Now that I've taught it, what have I learned? Edward Hutton, Niagara University Tom Ricks, CFP®, Southern Methodist University Dr. James Benton, CFP®, Shippensburg University Delivering Personal Financial Planning Education Using a PC Tablet Dr. Hyrum Smith, CFP®, Virginia Tech |
11:30 a.m. - 12:15 p.m. | Formal and Informal Student Assessment Methods in the Financial Planning Classroom Charles Moran, CFP®, State University of New York at Cobleskill Dr. Sam Basu, William Paterson University The Case-based Classroom: Bringing the Harvard Approach into Your Capstone Course Dr. Ruth Lytton, Virginia Tech Derek Klock, Virginia Tech |
12:30 - 1:30 p.m. | Lunch and Exhibits |
1:30 - 2:15 p.m. | Perils and Pitfalls of Case Development Dr. Ruth Lytton, Virginia Tech Derek Klock, Virginia Tech Dr. John Grable, CFP®, University of Georgia Using Tobin’s Q to Conquer Investor’s Greed and Fear
Dr. Peter Chen, Youngstown University Financial Planning Association: Student Chapters Marvin Tuttle, Executive Director and CEO of FPA Lauren Schadle, Associate Executive Director and COO of FPA |
2:30 - 3:15 p.m. | Facilitating Student Engagement: High/Low Cost Curriculum Ideas Dr. Vickie Hampton, CFP®, Texas Tech University
Deena Katz, CFP®, Texas Tech University Improving Student Retention Rates Joyce Schnur, CFP®, Kaplan University Capstone Course: Now that I've taught it, what have I learned? Dr. Tom Warschauer, CFP®, San Diego State University Dr. Michael Dalton, CFP®, Georgetown University Harry Starn, Jr., CFP®, California Lutheran University |
3:30 - 4:15 p.m. | Hands On Financial Planning: Educating Beyond the Classroom Dr. Jacob Sybrowsky, Utah Valley University Dr. Jerry Mason, Utah Valley University Dr. Lukas Dean, William Paterson University Dr. Hyrum Smith, CFP®, Virginia Tech Relationships Matter: The Power of Student and Alumni Engagement An Essential Component to Maintaining a Dynamic Program Dr. Erroline Williams, Duquesne University Ooze Your Confidence: Teaching Practical Client Communication Skills for the 21st Century CFP® Professional Ron Rhoades, CFP®, Alfred State University |