NAPFA Large Firm Forum 2023 | NAPFA | 6 February 2023 | Conrad Fort Lauderdale Beach, 551 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

Venue
Conrad Fort Lauderdale Beach
Conrad Fort Lauderdale Beach, 551 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

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Event Date Tue Feb 7 AST - Wed Feb 8 AST (almost 2 years ago)
In your timezone (EST): Mon Feb 6 11:00pm - Tue Feb 7 11:00pm
Location Conrad Fort Lauderdale Beach
551 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
Region Americas
Details

This is an exclusive event for shareholders and principals from large financial planning firms with $1 billion + AUM. This event is invitation only.

Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.

Large Firm Forum Takeaways
• Hear from subject matter experts presenting information central to your current and future challenges
• Share collective knowledge and discover take away solutions in roundtable and Q&A sessions
• Participate in guided panel discussions with industry thought leaders sharing diverse perspectives
• Re-connect with colleagues in the waterfront paradise of Ft. Lauderdale, and more

Speakers

2023 Speakers

Jim Adkins
Leader, engineer, metallurgist, project/program manager, and acquisition officer

Dan Clark
Founder and CEO of an International Leadership Development Company

Greg Friedman, MS, CFP®
Chief Strategy Officer for Wealthspire Advisors

Cynthia Greenfield
Change Management Coach and Founder of Culture Keen

Kate Healy
Financial services industry executive and NextGen advocate

Eric Hehman
Chief Executive Officer of Austin Asset

Angie Herbers
Founder and managing partner of Herbers & Company

Chris Scherer
Fortune 500 firms

Dan Seivert
CEO and founder of ECHELON Partners

Jonathan Sprinkles
The Power of Connection

Bob Veres
Editor and publisher of the Inside Information

Sponsors & Partners

2023 Sponsors

• FP Alpha
• Greater Horizons
• Holistiplan
• Judson Group
• Live Oak Bank
• Wasatch