| Event | |
|---|---|
| SUNDAY
September 18 |
|
| 8:00 am – 9:00 am | Preconference Registration |
| 9:00 am – 5:00 pm | Preconference: Heather Jarvis |
| 4:00 pm – 7:00 pm | XYPN Advisory Committee Meeting |
| 6:00 pm – 8:00 pm | Conference Registration |
| 7:00 pm – 9:00 pm | Welcome Reception |
| 9:00 pm – Midnight | Mix and Mingle |
| MONDAY
September 19 |
|
| 7:00 am – 4:00 pm | Registration |
| 8:30 am – 9:00 am | Breakfast |
| 9:00 am – 10:00 am | Alan Moore and Michael Kitces Opening Presentation |
| 10:00 am – 5:00 pm | Expo Event |
| 10:00 am – 10:15 am | Tech Demo: RobustWealth |
| 10:00 am – 11:00 am | Roundtable Workshop with Dan Andrews on Influencing, Not Selling, Millennials |
| 10:15 am – 10:30 am | Tech Demo: Advicent Solutions |
| 10:30 am – 10:45 am | Tech Demo: RedTail |
| 10:30 am – 11:30 am | Roundtable with Holly Testa on SRI |
| 10:45 am – 11:00 am | Tech Demo: Wealthbox |
| 11:00 am – 11:15 am | Tech Demo: Riskalyze |
| 11:15 am – 11:30 am | Tech Demo: Capitect |
| 11:30 am – 1:00 pm | Food Truck Lunch |
| 1:00 pm – 2:30 pm | FinTech Competition
|
| 2:30 pm – 2:45 pm | Tech Demo: Nest Egg Guru |
| 2:45 pm – 3:00 pm | Tech Demo: Orion Advisors |
| 3:00 pm – 3:15 pm | Tech Demo: Betterment |
| 3:00 pm – 4:00 pm | Roundtable Workshop: Writing Business and Operation Task Lists with Pam Horack |
| 3:00 pm – 4:00 pm | Roundtable Workshop: Transitioning from the BD World to the Fee-Only World with Ryan Galiotto |
| 3:15 pm – 3:30 pm | Tech Demo: TD Ameritrade Institutional |
| 3:30 pm – 3:45 pm | Tech Demo: Envestnet Finance Logix |
| 3:45 pm – 4:00 pm | Tech Demo: MoneyGuidePro |
| 4:00 pm – 4:15 pm | Tech Demo: Advizr |
| 4:00 pm – 5:00 pm | Roundtable Workshop: Using Betterment in Your Practice with Paul Sydlansky |
| 4:00 pm – 5:00 pm | Roundtable Workshop: Divorce Planning with Sara Stanich |
| 4:15 pm – 4:30 pm | Tech Demo: eMoney |
| 4:30 pm – 4:45 pm | Tech Demo: Everplans |
| 4:45 pm – 5:00 pm | Tech Demo: AdvicePay |
| 5:00 pm – 5:15 pm | Closing Remarks & Announcement of Award Winners Announcement of FinTech Competition Winner |
| 6:00 pm – 8:00 pm | Harbor Island Park Pizza Party |
| 9:00 pm – Midnight | Mix and Mingle @ Sunrise and Sunset Suites |
| TUESDAY
September 20 |
|
| 7:00 am – 6:00 pm | Registration |
| 6:30 am -7:30 am | Zumba with Catalina Franco-Cicero |
| 8:00 am – 8:30 am | Breakfast |
| 8:30 am – 8:40 am | Welcoming Words from Kevin Keller of the CFP Board |
| 8:45 am – 9:40 am | Keynote Presentation: Heather Jarvis |
| 9:50 am – 4:15 pm | Breakout Sessions and Content Tracks |
| 9:50 am – 11:05 am | PM: Full-Time Parent & Full-Time Owner
CE: Learn the Language of Insurance Speak SM: Build Your Firm Conversation by Conversation SMF: Setting Up the Books: Taxes and More for First-Year Firms |
| 11:15 am – 12:30 pm | PM: Monthly Retainers: Business Model, Pricing Structure, and More
CE: Beyond Gamma: Increasing Your Advisor Value with Advanced Tax Planning (Part 1) SM: Sell the Way They Want to Buy: How to Communicate With Different Types of Buyers SMF: Results-Based Marketing Tactics for The Overwhelmed Firm |
| 12:30 pm – 1:30 pm | Lunch at Food Kiosks |
| 1:30 pm – 2:45 pm | PM: When and How to Hire Staff for Your Firm
CE: Beyond Gamma: Increasing Your Advisor Value with Advanced Tax Planning (Part 2) SM: The Power of Finding Your Focus SMF: The G.O.A.T.: Greatest Of All Technology |
| 3:00 pm – 4:15 pm | PM: How to Survive Your First Years in Business
CE: A Deep Dive into Higher Education Planning SM:Not Your Mother’s SEO SMF: Chief Compliance Officer Training: Taking Ownership of the Role in Your Firm |
| 4:20 pm – 4:30 pm | Closing Words from Geoff Brown and NAPFA |
| 4:30 pm – 5:15 pm | Live Podcast Keynote: Michael and Alan Unhinged |
| 5:30 pm – 6:30 pm | Keynote Presentation: Clark Howard |
| 8:00 pm – 10:00 pm | Evening Reception and XYPN16 Party |
| 9:00 pm – Midnight | Mix and Mingle @ Sunrise and Sunset Suites |
|
WEDNESDAY September 21 |
|
| 8:00 am – 8:30 am | Breakfast |
| 8:30 am – 12:30 pm | Sessions and Content Tracks |
| 8:30 am – 9:45 am | PM: Serving NexGen Clients Inside Your Existing Practice
CE: A Budget System That Works! SM: How to Podcast Your Way to Ideal Clients SMF: How to Build a Profitable Niche Practice Using the Monthly Subscription Model |
| 10:00 am – 11:15 am | PM: Incorporating Investments in Your Planning Firm
CE: Starting the Conversation with Risk SM: Beyond Twitter: Implementing A Well Rounded PR Strategy SMF: Creating Your Ideal Business and Signing Clients You Love |
| 11:30 pm – 12:30 pm | Keynote Presentation: Pat Flynn |
| 12:30 pm – 12:45 pm | Closing Remarks from Alan Moore & Michael Kitces |
| 1:00 pm – 6:00 pm | XYPN Hangout |
