NAPFA Spring 2025 National Conference Agenda

Wednesday May 7, 2025

1:00 PM – 3:00 PM
Preconference - Ethics: CFP® Board Revised Code/Standards*

Member: $0 /Non-member: $0

Speakers:
Linda Leitz PhD, CFP, EA, CDFA
Location:
Deer Valley
Educational Credits
2
2
2
Behavioral Ethics
Preconference: Education Planning Workshop: From Six-Figure 529 Plans to Six-Figure Student Loans

Presented by: The NAPFA Foundation - Member: $199/Non-Member: $249

Speakers:
Ross Riskin
Educational Credits
2
2
2
Specialized Knowledge
1:00 PM – 4:00 PM
Preconference - Diversity, Inclusion and Bias: Awareness to Action™

Member: $199 /Non-member: $249 A DEI Training and Certificate program workshop

Speakers:
Amy IrvineBill HamptonMichelle WilsonRyan Warner
Location:
Paradise Valley
Educational Credits
3
3
Personnel & Human Resources
4:30 PM – 5:30 PM
Stay in Your Seat: Evaluating Conventional Investment Advice

This session is only available for Midwest Experience Jeep Tour paid ticket holders.

Speakers:
Joel Hefner
Educational Credits
1
1
1
Specialized Knowledge
4:45 PM – 10:00 PM
West Region Members - Jeep Tour
Location:
Offsite

Thursday May 8, 2025

8:30 AM – 9:30 AM
Keynote: How to Build a High Growth, High Profit, High Happiness Advisory Firm
Speakers:
Stephanie Bogan
Location:
Phoenix DE
Educational Credits
1
1
Specialized Knowledge
9:50 AM – 10:50 AM
Business Owner Client Seeking Deductions? Qualified Retirement Plan!
Speakers:
Lynn YoungRobbie Petrillo
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
College Planning - Beyond the 529
Speakers:
Ann Garcia
Location:
Camelback A
Educational Credits
1
1
1
Specialized Knowledge
From Scarcity to Empowerment: The Next Big IDEA in Financial Advisory – Densil Porteous
Speakers:
Densil Porteous
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:00 PM
Advanced 1031 Exchange Workshop
Speakers:
Cynthia Meyer
Location:
Paradise Valley
Educational Credits
1
1
1
1
Taxes
Am I a Planner or a Therapist?: Understanding Behavior to Improve Implementation
Speakers:
Shay Harris-Pierre, PhD, LPC, CFT
Location:
Deer Valley
Educational Credits
1
1
1
Communications & Marketing
Building Resilient Portfolios: Quantitative Investment Models and Alternative Asset Strategies
Speakers:
Illia Kyslytskyi
Location:
Camelback A
Educational Credits
1
1
1
Specialized Knowledge
12:00 PM – 1:00 PM
Women's Initiative Luncheon

Ticketed Event - Member: $0/Non-Member $0

Location:
Phoenix DE
1:00 PM – 1:30 PM
Keep Your Clients: Engaging Clients through Technology
Speakers:
Patrick Spencer
Location:
Stage B - Express Talk
Educational Credits
0.5
0.5
0.5
Information Technology
Leveraging IRS Data for Accelerated Organic Growth in Your Financial Advisory Firm
Speakers:
Kevin Knull
Location:
Stage A - Express Talk
Educational Credits
0.5
0.5
0.5
Specialized Knowledge
1:30 PM – 2:30 PM
Bridging the Gap: Health Insurance for Early Retirees
Speakers:
Matt Allen
Location:
Deer Valley
Educational Credits
1
1
1
Specialized Knowledge
Early Retirees & Health Insurance Gap*
Speakers:
Matt Allen
Location:
Deer Valley
Educational Credits
1
1
1
Specialized Knowledge
From Acorn to Oak: Insurance Solutions for the Seasons of Life

Sponsored by LLIS

Speakers:
Taylor West
Location:
Camelback B
Educational Credits
1
1
1
Specialized Knowledge
How to Automate Your Practice with AI Automations
Speakers:
Ben Olsen
Location:
Camelback A
Educational Credits
1
1
1
Information Technology
Links Between Index Methodologies and Investment Strategies
Speakers:
Philip Murphy
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
2:45 PM – 3:45 PM
AdvisorSmart: How to Successfully Compete with Wall Street Financial Advisors
Speakers:
David Bromelkamp
Location:
Paradise Valley
Educational Credits
1
1
Communications & Marketing
Building an Inclusive Practice: Strategies for LGBTQ+ Client Engagement

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.

Speakers:
Densil PorteousMichelle Wilson
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
Helping Clients Navigate Caregiving for Aging Parents: Legal and Ethical Considerations

Session Sponsored by Heifer Foundation

Speakers:
Debbie McCullough
Location:
Camelback B
Educational Credits
1
1
1
Specialized Knowledge
How Outsourcing Can Transform Your Advisory Practice
Speakers:
Elizabeth CopeEric SteinOlivia Luper
Location:
Deer Valley
Educational Credits
1
1
Business Management & Organization
3:45 PM – 4:15 PM
Do you live in your client's pocket? Digital engagement for Financial Advisors
Speakers:
Zaheer Poptani
Location:
Stage A - Express Talk
Educational Credits
0.5
0.5
0.5
Communications & Marketing
4:15 PM – 5:15 PM
Elevate Your Ultra High-Net-Worth Business Owner Practice

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.

Speakers:
Kendall Rawls
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Location:
Deer Valley
Educational Credits
1
1
1
Communications & Marketing
What’s in it for Me? Understanding Business Valuation
Speakers:
Sara Stolberg-Berkowicz
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
6:40 PM – 11:00 PM
Midwest Region Member Experience: Arizona Diamondbacks Game
Location:
Offsite - Chase Field

Friday May 9, 2025

8:30 AM – 10:00 AM
KEYNOTE: Leveraging the Power of Expertise to Build and Scale your Business
Speakers:
Scott Gill
Location:
Phoenix DE
Educational Credits
1
1
Communications & Marketing
10:00 AM – 11:00 AM
Networking Roundtable: Navigating Legal and Financial Considerations in Financial Planning
Speakers:
Scott Levin J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Location:
Phoenix DE
Networking Roundtable: Qualified Plan & Travel Hacking
Speakers:
Amir Noor
Location:
Camelback A
Networking Roundtable: Real Estate
Speakers:
Cynthia Meyer
Location:
Paradise Valley
11:00 AM – 11:30 AM
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Planning Practice
Speakers:
Adam Koos
Location:
Stage A - Express Talk
Educational Credits
0.5
0.5
Business Management & Organization
11:30 AM – 12:30 PM
Asset Location Strategy
Speakers:
Brian Balduzzi JD, Tax LL.M., MBA, CFP®
Location:
Deer Valley
Educational Credits
1
1
1
Specialized Knowledge
Deepening and Growing Client Relationships: How a Trust Builds Trust
Speakers:
Andrew Kulha
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
Embracing Childfree People - How Financial Planners Can Better Support Their Childfree Clients
Speakers:
Jay Zigmont
Location:
Camelback A
Educational Credits
1
1
1
Specialized Knowledge
You Can't Beat a BDIT (Beneficiary Defective Inheritor's Trust) to Unlock Advanced Estate and Asset
Speakers:
Wayne Zell
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 2:30 PM
Advanced Planning Strategies for HSAs
Speakers:
Kelley Long
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment
Speakers:
Arlene Moss
Location:
Paradise Valley
Educational Credits
1
1
Communications & Marketing
Navigating the SEC’s Marketing Rule
Speakers:
Leila Shaver
Location:
Camelback A
Educational Credits
1
1
1
Regulatory Ethics
Planning with and for Social Security
Speakers:
Neil Brown
Location:
Deer Valley
Educational Credits
1
1
1
Specialized Knowledge
3:30 PM – 4:30 PM
Charitable Planning Strategies*
Speakers:
Scott Levin J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
Outcome Driven Planning and Collaboration: It Starts and Ends With The Client’s Desired Outcomes
Speakers:
Rodney Zeeb
Location:
Paradise Valley
Educational Credits
1
1
Communications & Marketing
Rethinking RIA Marketing: Standing Out Without Jargon or Confusion
Speakers:
Ellen S
Location:
Deer Valley
Educational Credits
1
1
Communications & Marketing
4:30 PM – 5:30 PM
KEYNOTE: Building Belonging: Every Practice a Community, Every Client a Member
Speakers:
Dennis Moseley-Williams
Location:
Phoenix DE
Educational Credits
1
1
Communications & Marketing

Saturday May 10, 2025

7:00 AM – 7:30 AM
IAR CE Add-on
7:30 AM – 8:00 AM
NAPFA & CFP® CE Add-On for Post-Conference Session Recordings
8:30 AM – 9:30 AM
Estate Planning by the Numbers Workshop

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop

Speakers:
Alan Gassman JD, LL.M., AEP®
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
The Uncomfortable Truth About Difficult Clients
Speakers:
Tara Unverzagt
Location:
Phoenix DE
Educational Credits
1
1
1
Communications & Marketing
When Married Filing Separately is the Right Answer
Speakers:
Benjamin Dobler
Location:
Deer Valley
Educational Credits
1
1
1
1
Taxes
9:45 AM – 10:00 AM
A New Approach to Lifecycle Planning and Investing
Speakers:
Jeff Coyle
Location:
Camelback A
Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
A Financial Scrub: Cleaning Up Your Financials Ahead of a Sale
Speakers:
Jessica Polito
Location:
Deer Valley
Educational Credits
1
1
Accounting
Advanced LGBTQ+ Planning
Speakers:
Michelle Wilson
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
Dynasty Trusts and 529 Plans for Multiple Generations

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.

Speakers:
Alan Gassman JD, LL.M., AEP®
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
The Way to a Billion and Beyond: Creating an Unprecedented Future

Sponsored by Matson Money

Speakers:
Josh Crawford
Location:
Camelback B
Educational Credits
1
1
Specialized Knowledge

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