| 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 |