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2020 Virtual CFP Board Registered Programs Conference

December 15 - 16, 2020  —  Virtual Conference

virtual Conference Agenda

All agenda items are listed in Eastern Standard Time.

Tuesday, December 15

11:00 a.m. - 12:00 p.m.

Exhibitors Opens

12:00 p.m. - 12:15 p.m.


Jack Brod, CFP® Board Chair, CFP Board

Kevin Keller, CAE, CEO, CFP Board

Mary Kay Svedberg, Ph.D., Director of Education, CFP Board

12:15 p.m. – 1:00 p.m.

Opening General Session

CFP Board, Exams, and Practice Analysis Update


Ibi Layi-Ojo, Director of Examinations, CFP Board

John Loper, CFP®, Managing Director, Professional Practice, CFP Board

1:00 p.m. - 1:45 p.m.

General Session

Building a Diverse and Inclusive Program

Presentation, 2019 Excellence in Pro Bono Award


D.A. Abrams, CAE, Managing Director, CFP Board Center for Financial Planning

Danny Harvey, Program Director, Prairie View A&M University

Jon Dauphiné, Esq., Chief Executive Officer, Foundation for Financial Planning

Mary Kay Svedberg, Ph.D., Director of Education, CFP Board

1:45 p.m. - 2:00 p.m.


2:00 p.m. - 3:00 p.m.

Concurrent Sessions; Student Track

Experiential Learning Through Pro Bono Financial Planning Consulting


Chia-Li Chien, CFP®, Ph.D., Assistant Professor, California Lutheran University

John Thiel, CFP®, Graduate Student & Advisor, California Lutheran University

Disrupters & Difference Makers


Lori Lothringer, Ph.D., Dean of Business, Metropolitan Community College

Diversity Enrollment in Times of Crisis


Tao Guo, CFP®, Ph.D., Assistant Professor, William Paterson University of New Jersey

Lawrence Verzani, Ph.D., Associate Professor, William Paterson University of New Jersey

Student Track - The Path to Becoming a CFP® Professional


Morgan Graham, Registered Programs Administrator, CFP Board

Amanda Zapata, Senior Marketing Specialist, CFP Board<

Nikki Palluzzi, Director, Member Services & Experience, National Association of Personal Financial Advisors (NAPFA)

3:00 p.m. - 4:00 p.m.

General Session; Student Track

Panel, Program Recruitment + Retention


John Lopez, CFP®, Senior Professor of Practice, University of Houston

Bethany Rose, Academic Advisor – Finance, University of Houston

Student Track - Developing YOUR Study Plan for CFP® Exam Success


Eric Smith, CFP®, Instructor, Florida Atlantic University

4:00 p.m. - 4:15 p.m.


4:15 p.m. - 5:00 p.m. 

General Session; Student Track

Shift Happens - Best Practices for Transitioning Financial Planning Instructional Modalities During Times of Crisis: A Panel Discussion from Faculty Who Did It


Martin Seay, Ph.D., CFP®, Department Head and Associate Professor, Kansas State University

Blain Pearson, Ph.D., CFP®, Instructor, Kansas State University

Megan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice, Kansas State University

Sandra Huston, Ph.D., Professor, Texas Tech University

Jennifer Wilson, MS, AFC®, Instructor, Texas Tech University

Kaplan Sanders, CFP®, Instructor, Texas Tech University

Student Track - Are you Dreaming of Success or is Success a Goal?


Danny Harvey, Program Director, Prairie View A&M University

5:00 p.m. - 6:00 p.m.

Breakout Discussion by Program Academic Level

Certificate, Baccalaureate, Graduate

Wednesday, December 16

11:00 a.m. - 1:00 p.m.

Networking with Financial Services Firms and Exhibitors

Gift cards will be awarded to attendees who interact with all firms and exhibitors. Students who visit every firm during the networking hours will be entered into a drawing for one of four Amazon gift cards!

1:00 p.m. - 1:15 p.m.


1:15 p.m. - 2:00 p.m.

General Session

Panel, Recruitment of NextGen Financial Planners


Laura A. Beddor, CFP®, CRPC®, AWMA®, Manager, Ameriprise Advisor Center

Jayla Blakemore, Account Executive, New Planner Recruiting

Tim Gillespie, Managing Director, Wealth Management Development Executive, Merrill

Alan Moore, MS, CFP®, CEO & Co-Founder, XY Planning Network

Mary Kay Svedberg, Ph.D., Director of Education, CFP Board

2:00 p.m. - 2:15 p.m.


2:15 p.m. - 3:00 p.m.

Concurrent Sessions; Student Track

Role of Financial Designations in Diversity and Success in CFP® Certification Education


David Mannaioni, CFP®, Dean of Academic Programs, College for Financial Planning

Criteria for Evaluating Preferred Employers


Tom Warschauer, Ph.D., CFP®, Professor Emeritus, San Diego State University

Student Track - Tax Tips for Pros: How to Make the Most of Recent Changes


Heather C. Liston, CFP®, EA, Vice President and Financial Advisor at Hargrave Fiduciary Advisors; Instructor at UC Berkeley Extension and Golden Gate University

3:00 p.m. - 3:45 p.m.

Concurrent Sessions; Student Track

Accelerating the Next Generation of Financial Planners


Hannah Moore, CFP®, Financial Planner/Investment Advisor, Guiding Wealth Management

Online Learning Beyond Technology: How Must Educators' Skill Sets Adjust?


Cindy R. Riecke, CFP®, MSF, CRPC®, FPQP™, ChFC®, CLU®, Professor, College for Financial Planning

Jim Maher, MBA, APMA®, CFP®, Professor and Chair, College for Financial Planning

Student Track - The Financial Planning Profession in 2030 - The NextGen Opportunity


Brent M. Weiss, CFP®, ChFC®, Co-Founder & Chief Evangelist, Facet Wealth

3:45 p.m. - 4:00 p.m


4:00 p.m. - 5:00 p.m.

General Session

Candidate Research on Barriers to CFP® Certification and Keys to Exam Success


Jason Gudenius, Director of Marketing, CFP Board

Peter Fondulas, President, Fondulas Strategic Research

Tony Rossell, Senior Vice President, Marketing General Incorporated