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, CDFALocation:
Deer ValleyEducational 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 RiskinEducational 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
Location:
Paradise ValleyEducational Credits
3
3
Personnel & Human Resources
4:30 PM – 5:30 PM
Stay in Your Seat: Evaluating Conventional Investment Advice
Speakers:
Joel HefnerEducational Credits
1
1
1
Specialized Knowledge
4:45 PM – 10:00 PM
West Region Members - Jeep Tour
Location:
OffsiteThursday May 8, 2025
8:30 AM – 9:30 AM
Keynote: How to Build a High Growth, High Profit, High Happiness Advisory Firm
Speakers:
Stephanie BoganLocation:
Phoenix DEEducational Credits
1
1
Specialized Knowledge
9:50 AM – 10:50 AM
Business Owner Client Seeking Deductions? Qualified Retirement Plan!
Location:
Paradise ValleyEducational Credits
1
1
Specialized Knowledge
College Planning - Beyond the 529
Speakers:
Ann GarciaLocation:
Camelback AEducational Credits
1
1
1
Specialized Knowledge
From Scarcity to Empowerment: The Next Big IDEA in Financial Advisory – Densil Porteous
Speakers:
Densil PorteousLocation:
Phoenix DEEducational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:00 PM
Advanced 1031 Exchange Workshop
Speakers:
Cynthia MeyerLocation:
Paradise ValleyEducational Credits
1
1
1
1
Taxes
Am I a Planner or a Therapist?: Understanding Behavior to Improve Implementation
Speakers:
Shay Harris-Pierre, PhD, LPC, CFTLocation:
Deer ValleyEducational Credits
1
1
1
Communications & Marketing
Building Resilient Portfolios: Quantitative Investment Models and Alternative Asset Strategies
Speakers:
Illia KyslytskyiLocation:
Camelback AEducational Credits
1
1
1
Specialized Knowledge
12:00 PM – 1:00 PM
1:00 PM – 1:30 PM
Keep Your Clients: Engaging Clients through Technology
Speakers:
Patrick SpencerLocation:
Stage B - Express TalkEducational Credits
0.5
0.5
0.5
Information Technology
Leveraging IRS Data for Accelerated Organic Growth in Your Financial Advisory Firm
Speakers:
Kevin KnullLocation:
Stage A - Express TalkEducational 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 AllenLocation:
Deer ValleyEducational Credits
1
1
1
Specialized Knowledge
From Acorn to Oak: Insurance Solutions for the Seasons of Life
Sponsored by LLIS
Speakers:
Taylor WestLocation:
Camelback BEducational Credits
1
1
1
Specialized Knowledge
Health Planning Strategies for Early Retirees: Preparing for the Health Insurance Gap*
Location:
Deer ValleyEducational Credits
1
1
1
Specialized Knowledge
How to Automate Your Practice with AI Automations
Speakers:
Ben OlsenLocation:
Camelback AEducational Credits
1
1
1
Information Technology
Links Between Index Methodologies and Investment Strategies
Speakers:
Philip MurphyLocation:
Paradise ValleyEducational Credits
1
1
1
Specialized Knowledge
2:45 PM – 3:45 PM
AdvisorSmart: How to Successfully Compete with Wall Street Financial Advisors
Speakers:
David BromelkampLocation:
Paradise ValleyEducational 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.
Location:
Phoenix DEHelping Clients Navigate Caregiving for Aging Parents: Legal and Ethical Considerations
Session Sponsored by Heifer Foundation
Speakers:
Debbie McCulloughLocation:
Camelback BEducational Credits
1
1
1
Specialized Knowledge
How Outsourcing Can Transform Your Advisory Practice
Location:
Deer ValleyEducational 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 PoptaniLocation:
Stage A - Express TalkEducational 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 RawlsLocation:
Paradise ValleyEducational Credits
1
1
1
Specialized Knowledge
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Location:
Deer ValleyEducational Credits
1
1
1
Communications & Marketing
What’s in it for Me? Understanding Business Valuation
Speakers:
Sara Stolberg-BerkowiczLocation:
Phoenix DEEducational Credits
1
1
1
Specialized Knowledge
6:40 PM – 11:00 PM
Midwest Region Member Experience: Arizona Diamondbacks Game
Location:
Offsite - Chase FieldFriday May 9, 2025
8:30 AM – 10:00 AM
KEYNOTE: Leveraging the Power of Expertise to Build and Scale your Business
Speakers:
Scott GillLocation:
Phoenix DEEducational Credits
1
1
Communications & Marketing
10:00 AM – 11:00 AM
11:00 AM – 11:30 AM
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Planning Practice
Speakers:
Adam KoosLocation:
Stage A - Express TalkEducational Credits
0.5
0.5
Business Management & Organization
11:30 AM – 12:30 PM
Deepening and Growing Client Relationships: How a Trust Builds Trust
Speakers:
Andrew KulhaLocation:
Paradise ValleyEducational Credits
1
1
1
Specialized Knowledge
Embracing Childfree People - How Financial Planners Can Better Support Their Childfree Clients
Speakers:
Jay ZigmontLocation:
Camelback AEducational 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 ZellLocation:
Phoenix DEEducational Credits
1
1
1
Specialized Knowledge
1:30 PM – 2:30 PM
Advanced Planning Strategies for HSAs
Speakers:
Kelley LongLocation:
Phoenix DEEducational Credits
1
1
1
Specialized Knowledge
Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment
Speakers:
Arlene MossLocation:
Paradise ValleyEducational Credits
1
1
Communications & Marketing
Planning with and for Social Security
Speakers:
Neil BrownLocation:
Deer ValleyEducational Credits
1
1
1
Specialized Knowledge
3:30 PM – 4:30 PM
Outcome Driven Planning and Collaboration: It Starts and Ends With The Client’s Desired Outcomes
Speakers:
Rodney ZeebLocation:
Paradise ValleyEducational Credits
1
1
Communications & Marketing
Rethinking RIA Marketing: Standing Out Without Jargon or Confusion
Speakers:
Ellen JohnsonLocation:
Deer ValleyEducational 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-WilliamsLocation:
Phoenix DEEducational Credits
1
1
Communications & Marketing
Saturday May 10, 2025
7:00 AM – 7:30 AM
7:30 AM – 8:00 AM
8:30 AM – 9:30 AM
Estate Planning by the Numbers Workshop
Speakers:
Alan Gassman JD, LL.M., AEP®Location:
Paradise ValleyEducational Credits
1
1
1
Specialized Knowledge
The Uncomfortable Truth About Difficult Clients
Speakers:
Tara UnverzagtLocation:
Phoenix DEEducational Credits
1
1
1
Communications & Marketing
When Married Filing Separately is the Right Answer
Speakers:
Benjamin DoblerLocation:
Deer ValleyEducational Credits
1
1
1
1
Taxes
9:45 AM – 10:45 AM
A Financial Scrub: Cleaning Up Your Financials Ahead of a Sale
Speakers:
Jessica PolitoLocation:
Deer ValleyEducational Credits
1
1
Accounting
Advanced LGBTQ+ Planning
Speakers:
Michelle WilsonLocation:
Phoenix DEEducational Credits
1
1
1
Specialized Knowledge
Breaking Through the Default: Transforming Your Business by Creating the Future
Sponsored by Matson Money
Speakers:
Josh CrawfordLocation:
Camelback BEducational Credits
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 ValleyEducational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:00 PM
A New Approach to Lifecycle Planning and Investing
Speakers:
Jeff CoyleEducational Credits
1
1
1
Specialized Knowledge