NAPFA Large Firm Forum 2019 | NAPFA | 5 February 2019 | Hotel del Coronado, 1500 Orange Ave, Coronado, CA 92118, USA

This is an exclusive event for shareholders and principals from large financial planning firms with $950 AUM and up. Attendance is by invitation only.

While NAPFA National Conferences focus on the broad professional development of all NAPFA members, the firm leaders who attend the Large Firm Forum are a select group of individuals who face unique challenges each day as they guide their firms into the future.

Large Firm Forum attendees will participate in programs on building credible leadership through consistent behavior, creating strategic relationships and achieving disciplined growth, as well as other leadership and firm management issues that enterprise-level financial planning leaders wrestle with regularly. Sessions will be enhanced by opportunities for networking with your peers, invited guests, and industry thought leaders.

Optional roundtable discussions and a networking reception will open the Forum on the evening of February 5. Formal full-day programs are scheduled for February 6 and 7.

Attendees at NAPFA National Conferences experience:
• Broad-based education on a variety of planning topics
• The latest information in industry and regulatory trends and issues
• Greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards
• Exposure to the best minds in financial planning, economics, and investments
• Interaction opportunities with a peer group committed to putting client’s interests first
• An event in a major metropolitan area

2019 Speakers

Jon Beatty
Senior Vice President, National Sales and Relationship Management, Schwab Advisor Services™ Charles Schwab & Co., Inc.

David Canter
Executive Vice President, Fidelity Clearing & Custody Solutions

John Choate
Managing Director, SA-720(TM)

Gregory Cleary
Certified EOS Implementer, Get Traction MN

Stephen M. R. Covey
Co-founder of CoveyLink and the FranklinCovey Speed of Trust Practice

Michelle Donovan
Referral & Productivity Coach for Financial Advisors, Productivity Uncorked

Eric Hehman
Chief Executive Officer, Austin Asset

Tony Parkin
Vice President, Field Consulting and Education, Charles Schwab & Co., Inc.

Michelle Thetford
Vice President of Client Strategic Solutions, Charles Schwab Advisor Services

Mark Tibergien
Chief Executive Officer, Pershing Advisor Solutions

Anand Sekhar
Vice President of Practice Management and Consulting, Fidelity Investments

Courtney Weber
Wealth Advisor & Principal, Truepoint Wealth Counsel

2019 Sponsors

• Charles Schwab Advisor Services
• Dimensional Fund Advisors
• Greytwist
• Fidelity Clearing and Custody Solutions®
• The Bank of New York Mellon Corporation
• PPCLOAN
• Segall Bryant and Hamill
• Vanguard Financial Advisor Services