2017 Registered Program Conference Agenda | CFP Board

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2017 Registered Program Conference Agenda

Please see below for the agenda from the CFP Board 2017 Registered Program Conference.

The Academic Research Colloquium for Financial Planning and Related Disciplines, organized by the CFP Board Center for Financial Planning, took place immediately prior to the Registered Program Conference. View the Colloquium agenda.

2017 CFP Board Registered Program Conference
February 9-10, 2017

Sponsored By
Merrill Lynch


11:15 a.m. Registration Opens
1:00 p.m. Exhibits Open
1:00 p.m. Firms' Day
3:45 p.m. Refreshment Break
Sponsored by Ken Zahn
4:00 p.m.

Opening General Session

CFP Board Registered Programs
Dr. Charles Chaffin
CFP Board

5:00 p.m. Executive Roundtable

Ted Gaskamp, CFP®, CWS®, Charles Schwab & Company
Matthew Gibson, Fidelity
Kate Healy, TD Ameritrade Institutional
Frank Kolimago, Vanguard
Tracy B. Mazzoni, Merrill Lynch
Paul Shane, MBA, Northwestern Mutual
Jennifer J. Westpfahl, Morgan Stanley
Moderator: Kevin Keller, CFP Board
6:15 p.m. Evening Reception


7:00 a.m. Breakfast
7:00 a.m. Registration Desk
8:00 a.m. – 2:00 p.m. Exhibits Open
8:00 a.m.

General Session
Workforce Development: The Pathway from Awareness to Employment
Joseph Maugeri, CFP®
CFP Board

Dr. Charles Chaffin
CFP Board

Matthew Gibson, Fidelity Investments
Jack Logan, Merrill Lynch
Todd McClain, CFP®, Plante Moran Financial Advisors

9:15 a.m. Break
9:30 a.m. General Session
Financial Planning Challenge Winners Presentations

Kansas State University
University of Akron
William Paterson University
Financial Planning Association
CFP Board
10:45 a.m. Refreshment Break
Sponsored by Edward Jones
11:00 a.m. General Session
CFP Board Leadership Update
Kevin Keller
11:45 a.m. Lunch
1:00 p.m.  
Concurrent Sessions CFP® Certification Examination Updates: Exam Development Process and Results
Dr. Isabelle Gonthier
CFP Board

Creating an Integrated Cross-Disciplinary Course – Evidence and Lessons Learned from Building and Teaching Two Graduate-Level, Inter-Disciplinary Seminar Courses
Harry Starn, Jr., CFP®

2:00 p.m.  
Concurrent Sessions CFP Board Marketing Update
Gail Reisman
CFP Board
Learn How NAPFA Can Work for You: Fee-Only Planning Resources
Nicole Palluzzi

Dr. Nathan Harness
Texas A&M University

Certificate Program Student Orientation: What should we tell them and What do they want to hear?
Mike McCarthy
DePaul University

Carolynn Tomin
Boston University

Mr. Rich Burnes

Ms. Jan Dupont

 3:00 p.m.
Concurrent Sessions  Financial Planning Association:
Bringing the Financial Planning Profession to Life for Students
George Bradley

Dr. Dave Yeske, CFP®

Game-Based Learning – Bringing Fun to Personal Finance!
Jeanna Nation, CFP® 
Iowa State University 

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