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

  • Ambitient
  • College Affordability
  • Data Points
  • RightCapital
  • Snappy Kraken
  • Totum Wealth
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