Agenda - FAFN Pre-conference Advance

 

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Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits.

  • Day 1, Nov 1st
  • Day 2, Nov 2nd
  • Day 3, Nov 3rd
  • All Days
Thursday November 1st
Time   Session/Event   Speakers/Presenters/Sponsor
8:30 AM - 9:00 AM   Meet Transportation to Indian Pueblo Cultural Center    
9:15 AM - 10:30 AM   Welcome and Reconnect    
10:45 AM - 12:45 PM * Holistic Financial Planning: Transforming Client Relationships   Susan Galvin  
1:00 PM - 1:45 PM   Lunch    
2:00 PM - 3:30 PM Breakout Sessions  
    Review of Network Member Benefits   Danielle Burns, Andrew T. Frommeyer, Glen Yelton, Matthew Arnold, Scott A. Fenn  
    By Invitation: Network Leaders' Meeting   George R. Gay, Holly Testa  
3:30 PM - 3:45 PM   Afternoon Break    
3:45 PM - 5:00 PM Breakout Sessions  
    The Politics of Working with Committees   Myrna Rivera  
    Operations, Client Services & Adviser Services   Kathy Sutherland, Julie Ramm  
5:00 PM - 6:15 PM Breakout Sessions  
    Working with Institutions: Not for the Faint of Heart, or the Quick-Fix Artists   Myrna Rivera  
    Practice Development Panel   Jim Frazin, Georgette Frazer, Justin Harris  
6:15 PM - 7:00 PM   Networking and Personal Time    
7:00 PM - 8:15 PM   Awards Dinner   First Affirmative Financial Network, LLC
8:15 PM - 9:30 PM   Why We Do What We Do -- Awards Ceremony    
Friday November 2nd
Time   Session/Event   Speakers/Presenters/Sponsor
8:00 AM - 9:00 AM   Breakfast: First Affirmative    
9:15 AM - 10:00 AM   First Affirmative Welcome & Overview   George Gay  
10:00 AM - 10:15 AM   Break: First Affirmative    
10:15 AM - 11:45 AM * FAFN: FP Transitions: Practice Valuations - Purchase and Sale   David Grau, Jr.  
11:45 AM - 12:55 PM   FAFN: Lunch    
1:00 PM - 2:00 PM Breakout Sessions  
  * FAFN: FP Transitions: The Real Value of Succession Planning   David Grau, Jr.  
    FAFN: Making GeneSIS Work for You   Johann Klaassen  
  * FAFN: Understanding Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs) and other New Products   Sarah Lochner  
2:10 PM - 3:10 PM Breakout Sessions  
  * FAFN: The Pension Protection Act and Your Ficuciary Duties to ERISA Plans and Participants   Craig Dewey  
  * FAFN: Issues Facing Women As They Plan for Retirement   Tacy Paul Roby, Janet Bodnar  
    FAFN: Operations, Client Services & Adviser Services   Kathy Sutherland, Julie Ramm  
    FAFN: Social Screening: A Holdiings-Based Analysis of SRI Mutual Fund Practices   R. Kevin O'Keefe, Christie Renner  
3:10 PM - 3:30 PM   FAFN: Break    
3:30 PM - 4:30 PM Breakout Sessions  
    FAFN: Compliance Meeting (Mandatory for FAFN IARs)   Kathy Sutherland  
  * FAFN: The Pension Protection Act and Your Fiduciary Duties to ERISA Plans and Participants (Repeated)   Craig Dewey  
    FAFN: Making GeneSIS Work for You (Repeat)   Johann Klaassen  
4:40 PM - 5:40 PM Breakout Sessions  
  * FAFN: Fixed Income: Best Execution and Taxable Municipal Bonds   Charles Sandmel, Harris May  
    Seek and Ye Shall Find: Introducing SRI to Socially Conscious People   Steve Schueth, Danielle Burns, Holly Testa  
    FAFN: Advocacy, Community Investment   Andy Loving, Bruce Herbert  
6:30 PM - 9:00 PM   Reception & Dinner for Kim Kiel's Clients & Guests    
6:45 PM - 7:15 PM   TBD    
7:30 PM - 9:00 PM   FAFN: Dinner for First Time Participants   First Affirmative Financial Network, LLC
Saturday November 3rd
Time   Session/Event   Speakers/Presenters/Sponsor
7:15 AM - 8:00 AM   Breakfast, First Affirmative    
8:00 AM - 9:45 AM   FAFN: Model Folio and Separate Account Manager Popcorn Presentations    
9:45 AM - 10:00 AM   Break; First Affirmative    
10:00 AM - 11:00 AM   FAFN: Close the Loop    
5:30 PM - 6:00 PM   Sunset Religious Observation    
Thursday, November 1, 2007
Time   Session/Event   Speakers/Presenters/Sponsor
8:30 AM - 9:00 AM   Meet Transportation to Indian Pueblo Cultural Center    
9:15 AM - 10:30 AM   Welcome and Reconnect    
10:45 AM - 12:45 PM * Holistic Financial Planning: Transforming Client Relationships   Susan Galvin  
1:00 PM - 1:45 PM   Lunch    
2:00 PM - 3:30 PM Breakout Sessions  
    Review of Network Member Benefits   Danielle Burns, Andrew T. Frommeyer, Glen Yelton, Matthew Arnold, Scott A. Fenn  
    By Invitation: Network Leaders' Meeting   George R. Gay, Holly Testa  
3:30 PM - 3:45 PM   Afternoon Break    
3:45 PM - 5:00 PM Breakout Sessions  
    The Politics of Working with Committees   Myrna Rivera  
    Operations, Client Services & Adviser Services   Kathy Sutherland, Julie Ramm  
5:00 PM - 6:15 PM Breakout Sessions  
    Working with Institutions: Not for the Faint of Heart, or the Quick-Fix Artists   Myrna Rivera  
    Practice Development Panel   Jim Frazin, Georgette Frazer, Justin Harris  
6:15 PM - 7:00 PM   Networking and Personal Time    
7:00 PM - 8:15 PM   Awards Dinner   First Affirmative Financial Network, LLC
8:15 PM - 9:30 PM   Why We Do What We Do -- Awards Ceremony    
Friday, November 2, 2007
Time   Session/Event   Speakers/Presenters/Sponsor
8:00 AM - 9:00 AM   Breakfast: First Affirmative    
9:15 AM - 10:00 AM   First Affirmative Welcome & Overview   George Gay  
10:00 AM - 10:15 AM   Break: First Affirmative    
10:15 AM - 11:45 AM * FAFN: FP Transitions: Practice Valuations - Purchase and Sale   David Grau, Jr.  
11:45 AM - 12:55 PM   FAFN: Lunch    
1:00 PM - 2:00 PM Breakout Sessions  
  * FAFN: FP Transitions: The Real Value of Succession Planning   David Grau, Jr.  
    FAFN: Making GeneSIS Work for You   Johann Klaassen  
  * FAFN: Understanding Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs) and other New Products   Sarah Lochner  
2:10 PM - 3:10 PM Breakout Sessions  
  * FAFN: The Pension Protection Act and Your Ficuciary Duties to ERISA Plans and Participants   Craig Dewey  
  * FAFN: Issues Facing Women As They Plan for Retirement   Tacy Paul Roby, Janet Bodnar  
    FAFN: Operations, Client Services & Adviser Services   Kathy Sutherland, Julie Ramm  
    FAFN: Social Screening: A Holdiings-Based Analysis of SRI Mutual Fund Practices   R. Kevin O'Keefe, Christie Renner  
3:10 PM - 3:30 PM   FAFN: Break    
3:30 PM - 4:30 PM Breakout Sessions  
    FAFN: Compliance Meeting (Mandatory for FAFN IARs)   Kathy Sutherland  
  * FAFN: The Pension Protection Act and Your Fiduciary Duties to ERISA Plans and Participants (Repeated)   Craig Dewey  
    FAFN: Making GeneSIS Work for You (Repeat)   Johann Klaassen  
4:40 PM - 5:40 PM Breakout Sessions  
  * FAFN: Fixed Income: Best Execution and Taxable Municipal Bonds   Charles Sandmel, Harris May  
    Seek and Ye Shall Find: Introducing SRI to Socially Conscious People   Steve Schueth, Danielle Burns, Holly Testa  
    FAFN: Advocacy, Community Investment   Andy Loving, Bruce Herbert  
6:30 PM - 9:00 PM   Reception & Dinner for Kim Kiel's Clients & Guests    
6:45 PM - 7:15 PM   TBD    
7:30 PM - 9:00 PM   FAFN: Dinner for First Time Participants   First Affirmative Financial Network, LLC
Saturday, November 3, 2007
Time   Session/Event   Speakers/Presenters/Sponsor
7:15 AM - 8:00 AM   Breakfast, First Affirmative    
8:00 AM - 9:45 AM   FAFN: Model Folio and Separate Account Manager Popcorn Presentations    
9:45 AM - 10:00 AM   Break; First Affirmative    
10:00 AM - 11:00 AM   FAFN: Close the Loop    
5:30 PM - 6:00 PM   Sunset Religious Observation    

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