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Session MeetingsSession Speakers

We have over 40 conference sessions covering a variety of topics of interest to the financial planning community.

Jump to Day Two

 

• Click on a session title to view the 50-word presentation description.

• The speaker’s written material is no longer available on the site. Conference attendees will receive these files on their conference CD.


Day One


The Great Deleveraging
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Andrew Barker - Senior Portfolio Manager - Artio Global Investors

The Incorporation of Behavioral Finance Knowledge in the Design of Future Retirement Plans
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Dr. Somnath Basu, PhD - Director - California Institute of Finance, California Lutheran University

Financial Planning and Long Term Care Issues and Opportunities
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Cindy Eisenhower

Mastering the Financial Planning Process: The Essence of the Annual Renewal Meeting
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Elizabeth Jetton, CFP - RTD Financial Advisors

Rethinking Risk Tolerance
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL - Pinnacle Advisory Group

Forensic Trust Administration: Fixing Unfunded Trusts and Unperformed Subtrust Allocations
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Peter S. Myers, Esq. - Certified Specialist, Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization - The Myers Law Firm, P.C.

The Power of PR in Your Marketing Plan
Not approved for CFP® credit
Marie Swift - Impact Communications, Inc.

Insulating Your Clients From Volatility
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Rudy Aguilera - Helios

Social Security Update and Review
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Karen Brosi, EA, CFP - Brosi Tax

Understanding today's energy markets and the implications for tomorrow's portfolios
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Howard Dean - Director of Acquisitions & Senior Reservoir Engineer - Reef Energy
Dan Sibley, CPA, LLM - Reef Energy General Counsel

The Expanding Role of CRM Software
Not approved for CFP® credit
Erin Kincheloe, MA - Junxure Software

Determining whether it will be Inflation, Stagflation, Disinflation or Reflation
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Bob Greer - Pacific Investment Management Company

Scams & Fraud: What you should be aware of to protect yourself and your clients
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Mike Lafferty - California Department of Consumer Affairs Consumer & Community Empowerment Division
Alan Kennedy - Assistant District Attorney, San Francisco District Attorney's Office
Jodi S. Lerner - California Department of Insurance
Andrew Roth, MPA - California Department of Corporations

The Professional Referral Method
Not approved for CFP® credit
Joe McLean - Alliance Bernstein

Industry Leading Strategies in Recruiting for Retention: A Proactive Approach to Human Capital
Not approved for CFP® credit
Kelli Cruz - Director, Marketing & Advisor Practice Management - Schwab Institutional

Issues in Recognizing and Dealing With Aging Clients' Competency or Diminished Capacity
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Elizabeth Landsverk MD - Assistant Professor of Community Medicine - UCSF, Board Certified in Internal Medicine, Geriatrics and Palliative Care Medicine
Erika Falk, Psy.D - Elder Abuse Forensics Task Force

Mission critical technology to leverage your small or growing practice
Not approved for CFP® credit
Ken Piper - Piper Consulting Group
Jacob Schutt - Parallel Advisors, LLC

My Business Model for Serving the Middle Market: An Alternative Approach
Not approved for CFP® credit
Richard Salmen, CFP®, CFA, CTFA, EA - GTrust Financial Partners

Estate Planning in the New Economy
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Ray Sheffield. Esq., LLM - Sheffield Law Office

Managing in Mayhem
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Bob Veres - Inside Information

Investing in Infrastructure: Meeting the Demands of a Changing World
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Aaron Visse, CFA - Kensington Funds


Go to topDay Two


Identifying risk. Using Personal Risk Management to Help Protect Your Client's Wealth
Approved for 2.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Jill Federico - Marsh Private Client Services

Professional Development from the Inside-Out and the Outside-In
Approved for 2.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Jonathan Guyton, CFP - Cornerstone Wealth Advisors

Health Insurance Planning for Baby Boomers
Approved for 2.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
James Holt, CFP, RHU, REBC - Holt Financial Services

Life and Death Tax Planning for Annuities
Approved for 2.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL - Pinnacle Advisory Group

Tax News for Financial Planning Professionals
Approved for 2.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Sharon Kreider, CPA - Sharon Kreider CPA

Financial Planning Software Showdown
Not approved for CFP® credit
William B. Bissett, CFP - Pinnacle Advisory
Patricia Jennerjohn, MBA, CFP - Focused Finances
Sabrina Lowell, CFP - Mosaic Financial Partners, Inc.

Navigating the Growth Curve of Your Business
Not approved for CFP® credit
Alexander McMahon - President - Executive Forums of Silicon Valley

Update on Financial Planner and Advisor Regulations and Audits
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Wendy J. Phillippay - Best Practices Consulting Group

Perceptions of Risk in the Bond Market
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Carl Kaufman - Osterweis Capital Management

Estate Planning for same sex partners in an ever changing world
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Deb Kinney, Esq. - DLKLawGroup, PC

Elder Care: How It Impacts Your Client, Your Business and You.
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Esther Koch - Encore Management

Beyond the 4% Rule: Using Market Prices to Guide Retirement Spending
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
Jason Scott, Ph.D. - Managing Director, Retiree Research Center - Financial Engines, Inc.

Finding the Planning in Financial Planning: Strategy-Making by Financial Planners
Approved for 1.5 CFP® credit(s) by the Certified Financial Planner Board of Standards
David B. Yeske, CFP - Yeske Buie

Planning Pitfalls and Potential Problems in Estate Plans
Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Elizabeth Trutner, J.D. - Attorney-at-law, Certified Specialist in Estate Planning, Trust, and Probate Law - Frazer, Hartwell & Trutner

The Future of the Hedge Fund Industry
Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Jeff Shields - Watershed Asset Management
Anne Casscells - Aetos Capital

Ensuring Clients Have Life Their Way
Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Linda Fodrini-Johnson, MA, MFT, CMC - Eldercare Services

If Only You Understood: An Intimate Dialogue Between The Generations
Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Helga Hayse - Financial Intimacy
Denise Hughes, MA - Personal Financial Coach

"By the way, I have cancer": Working with clients after their diagnosis
Approved for 1.0 CFP® credit(s) by the Certified Financial Planner Board of Standards
Elizabeth A, Palomeque, CFP,® CDFA, CGRS - First Republic Investment Management

Building more effective client relationships, using MBTI
Not approved for CFP® credit
Jennifer Selby Long - Selby Group


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2009 Platinum Sponsor
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2009 Sponsors

William Blair & Company
Wasatch Funds, Inc
UMB Scout
Thornburg Investment Management
TD Ameritrade Institutional
T.RowePrice
Selected Funds
Charles Schwab Institutional
Ridgewood Energy
Redwood Mortgage
Protected Investors of America
Osterweis Capital Management
Oppenheimer Funds
National Association of Personal Financial Advisors
Morgan Stanley
Matthews Asian Funds
Masters Select Funds
Lincoln Financial Distributors
Legg Mason
Laserfiche
Kensington Investment Group
Junxure
Janus Capital Group
Ivy Funds
iShares
Invesco Aim
Grubb & Ellis Realty
Grant Park Futures Fund
Franklin Templeton Investments
First Eagle Funds
DWS Scudder
Behringer Harvard Real Estate Investments
Artisan
Artio
Ariel Mutual Funds
American Funds
Allianz Global Investors
Absolute Investment Advisers, LLC
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