NAPFA Conversation Circles

NAPFA's Conversation Circle series served hundreds of members in 2020 as a way to connect with other peers, discuss topics of importance, and foster community and collaboration. We're hoping the 2021 series is even more successful. Each session is one hour in length, facilitated by a NAPFA member or expert in the topic area, and is designed to be an interaction and lively discussion. See below for information on upcoming sessions and we hope to see you on a Thursday afternoon soon.


Employee Lifecycle Series- Rescheduled

Employee Lifecycle Series- Recruiting

Thursday, October 28 @ 12:00pm CT- Bethany Griffith, Abacus Planning Group

Join us to discuss recruiting strategies, successes, and challenges with NAPFA members.

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Employee Lifecycle Series- Onboarding

Thursday, November 4 @ 12:00pm CT- Karla McAvoy, HC Financial Advisors, Inc.

Join us to discuss leading practices for onboarding new employees, challenges you've worked through, and collaborate with other NAPFA members on solutions.

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Employee Lifecycle Series- Training

Thursday, November 11 @ 12:00pm CT- Jessica Hovis-Smith, Longview Financial Advisors, Inc.

Join us to discuss your current training for new employees and what processes are working well, presenting challenges, and where you could use advice from other NAPFA members.