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FPA NorCal Conference - East Bay, San Francisco, Silicon Valley, Northern California

52nd Annual FPA NorCal Conference

May 28 & 29, 2024

At The Palace Hotel , San Francisco

Registration is now open!

2024 Keynote Speakers

2024 FPA NorCal Keynote Speaker: Kristen Berman

Kristen Berman

CEO and Co-founder, Irrational Labs

BeFi In Action: How Advisors Can Help Clients Make Meaningful Change

2024 FPA NorCal Keynote Speaker: Mellody Hobson

Mellody Hobson

Co-CEO and President, Chairman of the Board of Trustees, Ariel Investment Trust

Leadership and Financial Literacy

2024 FPA NorCal Keynote Speaker: Saira Malik

Saira Malik

Chief Investment Officer, Nuveen

Viewpoints on the Economic and Stock Market Outlook

2024 FPA NorCal Keynote Speaker: Kristi Yamaguchi

Kristi Yamaguchi

Founder & Board Chair, Kristi Yamaguchi's Always Dream

From Figure Skating to Philanthropy:Catching up with Olympic Gold Medalist Kristi Yamaguchi

Hear what our Conference Chair, Thomas Howard has to say:

What is FPA NorCal?

The FPA NorCal Conference is the premier financial planning conference dedicated to the education, knowledge, and growth of financial planners. We cover the latest in financial education, professional development, and business success. Every year we host inspiring speakers who contribute useful insights to our industry.

Inspiring Excellence and Fostering Community

We are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation.

The FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters, East Bay, Northern CA (Sacramento), Silicon Valley, and San Francisco.  Our motto within the FPA NorCal planning committee is a conference For Us, By Us.

2024 FPA NorCal Conference Theme - Embrace Change

Embrace Change is the theme for the 52nd annual FPA NorCal Conference and it transcends being merely a conference theme; it forms the very essence and heart of the entire FPA NorCal Conference.

Change.  Change is the one thing in life that is  constant and unavoidable.  Change is growing faster and more dynamically with each turn of the calendar.  There has been, and there continues to be, change across so many aspects of a financial advisor’s daily life from the regulatory environment, the technology we use, our clients’ priorities shifting dramatically during a global pandemic, and the increased emphasis on investors’ psychology.  Change in our industry over the past few years has been exponential.

Embrace Change by networking with your fellow financial planners from the Bay Area and around the country to learn how they are making adjustments to their practice and improving their businesses. Gain resources and information from our valued Partners.

Meet us at The Palace Hotel!

We have been hosting the FPA NorCal Conference at The Palace Hotel in San Francisco for decades. It’s the perfect setting to have meaningful conversations and interactions with your peers, our Speakers, and Partners.

Embrace Change by learning from our breakout speakers and keynotes about what is impacting you today and what change is coming over the horizon. One of the best parts of being in-person at The Palace Hotel is the ability to ask our speakers questions during and after their presentations as well as engaging in conversations during the networking breaks. Although Zoom is helpful for some meetings, there is no substitute for being in-person.

Join us at The Palace Hotel on May 28 and 29, 2024!

FPA NorCal is committed to providing Financial Education, Financial Literacy, Professional Development, Advocacy, and Business Success to our members and non-members!

FPA NorCal Logo

We are honored to be acknowledged by Michael Kitces:

FPA NorCal Conference: Best Overall Financial Planning Conference!

Here’s what Michael says:

“The FPA Northern California conference (or “NorCal” for short) is hosted annually by a coalition of four Financial Planning Association chapters in the greater San Francisco area. Yet despite being a ‘local FPA chapter’ (or at least, regional)  conference, its finely tuned systems, and processes for planning the event – that have been running for more than 50(!) years since its founding as a conference in 1972 – the FPA NorCal conference is consistently, year after year, a national-quality financial planning event.

NorCal was also one of the first industry conferences to pioneer the effort of recording every session (general and breakout sessions) and making all recordings of all sessions included as part of the registration fee for all attendees.

Who Should Attend: Experienced financial advisors who really want to attend high-quality conference sessions and are looking for a well-run event.”

2024 Kitces Top Advisor Conference - Nerd's Eye View Badge

FPA California

Check out upcoming advocacy events!

Foundation for Financial Planning

Volunteer and Donate!

FPA NorCal supports Khan Academy

Provide a donation of $199 and Sal Khan will know that comes from the FPA NorCal Conference!

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