Frequent readers of FPPad.com know that I try my best to keep up with new tools and technologies that can improve the service and efficiency of a financial planning firm. I’ll be attending the upcoming NAPFA Practice Management and Technology Conference in October to do just that.
The conference will be held on October 22-24, 2008 at Bally’s Las Vegas.
A few weeks ago I received an email that NAPFA reduced the conference registration fee to $199. Also, first time NAPFA conference attendees and the second and subsequent employees from the same firm are all invited to come for $99.
This is a great deal for this kind of conference, considering the lineup of speakers on the docket. If you attend, you’ll make up the conference fee in just days by how efficient you’ll be after implementing new tips and tricks.
Who is speaking at the conference? Here are four of the Keynote Speakers, along with short bios as provided by NAPFA.
- Kim Moulton – Principal, chief technologist and systems architect for Moulton Strategic Partners, Inc., an information management (IM) consulting firm dedicated to helping financial planning firms create efficient, client-focused businesses.
- Richard Lee – President of Lee Financial Corporation, NAPFA pioneer and owner of one of the most successful NAPFA firms in the country.
- Mark Tibergien – Managing Director and CEO for Pershing Advisor Solutions LLC. Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, supports registered investment advisors, wealth managers, portfolio managers, and family offices.
- Chris Parker – has 20 years of experience inspiring leadership teams to excel beyond their most ambitious expectations. They appreciate her ability to see the big picture and to help them accelerate their business results.
If you’re going, drop me a line so we can connect and share thoughts and tips. Just send email to ![Email: bill @ fppad [dot] com](/images/emailimage.jpg){kind=small}
