2014 FPA Annual Conference Overview

Hundreds and hundreds of the best minds in financial planning attended FPA’s Annual Conference – BE Seattle, September 20-22 to learn, network and share ideas.  This year’s event focused on providing attendees more personalized takeaways that could be brought back to the office for immediate implementation.

Attendees controlled the program and had access to speakers like never before.  Keynote Host and CBS Business Analyst, Jill Schlesinger, CFP®, interviewed keynote speakers to help tie the topics to the industry and practice management success. Attendees were then able to ask keynote speakers questions and receive immediate feedback.

The schedule featured FPA’s Research and Practice Management Institute™ (RPI) key findings and the Journal of Financial Planning leveraged content and speakers to support the advanced planners track. Tracks were reworked to focus on audience segments, NexGen and Advanced Planner Tracks for example, provide relevant advice based on career level. Many sessions were chosen by crowdsourcing on FPA Connect, providing unprecedented input on content.

Attendees could meet or hear high-level advice from Business Coaches in social media, technology, website, business planning, marketing, and human resources.  Attendees could get personal professional advice in one-on-one session in the business consulting lounge or attend the Business Rapid Fire Session identified valuable takeaways for a higher level of profitability and business success.

>> Download FPA Annual Conference 2014 Session Descriptions

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