There is still time to register for this event by calling FPA Member Services at 1-800-322-4237
2017 FPA Knowledge Circle Summit in Nashville, TN
Where:
Omni Hotel - 250 Fifth Avenue South, Nashville, TN 37203 (next to Music City Center)
Telephone: +1 (615) 782-5300
When:
Sunday, October 1, 2017– in Omni Nashville Hotel - Legends Ballroom F
9:30 am – 10:00 am
Knowledge Circle Summit, Check-In
Coffee and tea with small snacks and fruit will be served upon check in.
10:00 am – 12:00 pm
Case Study with lead, Mark Prendergast, CPA, CFP®, CDFA
This year’s Knowledge Circle Summit will kick off with a complex case study exercise. Financial Planning participants will join Knowledge Circle Hosts in roundtables as we deconstruct and analyze the challenge based on different specialties represented, including retirement planning, investment planning, special needs, tax and estate planning.
*Please see attached case study.
12:00 pm – 1:00 pm
Lunch
1:00 pm – 2:15 pm
Supporting & Strengthening the Profession – Let’s Get Tactical
Join us at an interactive symposium designed to approach the future of the financial planning profession from three unique perspectives, Practical Implementation, Academic and Industry:
Practical Implementation Perspective with panelists: Molly Balunek, CFP®, Sara Kantor, CFP® and Hannah Moore, CFP®
- What concrete things can I do as a planner to help grow my small business and the financial planning profession?
- How to onboard newly minted CFP® professionals and Personal Financial Planning degree students
- How to be open as a business owner and optimize/utilize the skills and passion new planners bring to the profession/your practice?
- Where do I find the resources to bring on the new planners for my practice?
- How to be successful while growing a small business and allay fears/risk of the financial and time investment into new staff
- How to create a strategic Career Path for new hires? How do I define roles and salaries?
Participants will gather in roundtable groups to work on answering some of these important questions. Leaders will gather shared resources and practical guidelines for attendees, to ensure discussions are both engaging and actionable. Knowledge and next steps will be shared among participants during the session and online.
2:15 pm – 2:30 pm
Coffee & Tea Break
Coffee and tea with small snacks and fruit will be served.
2:30 pm – 4:00 pm
Academic Perspective with leaders: Jocelyn Wright, CFP®, Laura Mattia, Ph.D., MBA, CFP® and Barbara O’Neill, , CRPC, CFEd
- How to create liaisons and grow the personal financial planning degree program with universities?
- How to promote and create recognition of the financial planning profession to students and faculty?
- How can we best support students, faculty, financial planning programs and the onboarding of those new to the profession?
- Which local programs are available and how effective are they at educating and building awareness?
- As students prepare to select a university and degree program, how can we increase the number of individuals interested in a financial planning route?
- Let’s create unified resources for CFP®s and Program Directors to use when they speak at their schools/institutions.
Industry Perspective
- How to get organizational funding for financial planning programs?
- What can big financial firms do help further promote the profession, and how can we engage these organizations?
- What can individual financial planners do to advocate for their own value as well as for the value of the profession overall?
- How do we address the large number of industry individuals nearing retirement? How do we ensure that we fill those positions with skilled and trained individuals?
- Which companies have programs that are trying to answer these questions, and what are a few successful examples?
Participants will gather in roundtable groups to work on answering some of these important questions. Leaders will gather shared resources and practical guidelines for attendees, to ensure discussions are both engaging and actionable. Knowledge and next steps will be shared among participants during the session and online.
6:00 pm – 8:00 pm
Reception – Knowledge Circle Summit & International Summit Attendees in Omni Nashville - Legends Ballroom D