2018 Registered Program Conference Agenda | CFP Board

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2018 Registered Program Conference Agenda

The CFP Board Registered Program Conference takes place on February 22-23, 2018, immediately following The Academic Research Colloquium for Financial Planning and Related Disciplines organized by the CFP Board Center for Financial Planning.


10:00 a.m. Registration Opens
10:00 a.m. Exhibits Opens
12:00 p.m. Academia and Firms Meetings
1:30 p.m. Opening General Session; CFP Board "State of the Union"

Mary Kay Svedberg, Ph.D., Director of Education, CFP Board
Richard Salmen, CFP®, Chair of the Board of Directors
Kevin Keller, CAE, CEO of CFP Board
2:20 p.m.

General Session: Demonstration of the Registered Programs Portal

Morgan Graham, Registered Programs Administrator, CFP Board

3:00 p.m.  Break 
3:15 p.m. Concurrent Sessions

The Next Step: Your Students’ Career Paths
Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie/Program Director, Golden Gate University
Hannah Moore, CFP®, Guiding Wealth Management

Another Case to Make for a Financial Planning Internship
Joanna Truitt, Manager, Continuing Education and Experience, CFP Board 
4:15 p.m.  General Session: Executive Roundtable

Panel moderated by John Loper, CFP®, Managing Director, Professional Practice, CFP Board
5:00 p.m. Break (and change for reception - casual dress)
5:30 p.m.  Evening Reception and Networking

Represent your university and registered program by wearing your university gear and join us for the first CFP Board Registered Program Tailgate Party.


7:00 a.m. Exhibits Open
7:30 a.m.  Breakfast 
8:30 a.m.

General Session: Pro Bono Work and Service Learning at Registered Programs
Panel moderated by Jon Dauphiné, Esq., Chief Executive Officer, Foundation for Financial Planning

9:25 a.m.  General Session: Center for Financial Planning Update
Marilyn Mohrman-Gillis, Executive Director
9:45 a.m. Break
10:00 a.m. Concurrent Sessions

TD Ameritrade Probes Academia on how RIAs Can Bridge the Talent Gap
Kate Healy, Managing Director, Generation Next

National Association of Personal Financial Advisors (NAPFA) Update
Nicole Palluzzi, Sr. Manager of Members Services, NAPFA
11:00 a.m. Concurrent Sessions

Student Success through Student Learning Data (SLD)
Ruth Ann Murray, PhD, Associate Dean of Programs, Southern New Hampshire University

CFP Board of Standards Examination Update
Paulette Anthony, Director, Examinations, CFP Board 
Eric Nepomuceno, Examinations Manager, CFP Board 
12:00 p.m. Registered Programs Conference Concludes

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