Schedule
The 2025 Task Force is hard at work on this year's schedule. Check back regularly as updates will be ongoing.
Day 1
Tuesday
August 26
Day 2
Wednesday
August 27
Day 3
Thursday
August 28
12:00 PM - 5:00 PM
Event Registration Open
12:00 PM - 6:00 PM
Network with Exhibitors
2:00 PM - 3:30 PM
Opening General Session – Meet Your 2025 Cohort Leaders
Ginnie Baker CFP®, Yonhee Choi Gordon, CFP®, Peter Lazaroff, CFA, CFP®, Joni Lindquist, MBA, CFP®, and Jon Yankee, MBA, CFP®
Hear from all five of this year's Cohort Leaders in an interview style panel. Each Cohort Leader will have the opportunity to share their career journey, pathways they utilized to achieve goals, and provide tips for how to level up your skills and experience.
Ginnie Baker CFP®, Yonhee Choi Gordon, CFP®, Peter Lazaroff, CFA, CFP®, Joni Lindquist, MBA, CFP®, and Jon Yankee, MBA, CFP®
Hear from all five of this year's Cohort Leaders in an interview style panel. Each Cohort Leader will have the opportunity to share their career journey, pathways they utilized to achieve goals, and provide tips for how to level up your skills and experience.
3:30 PM – 4:00 PM
Break
4:00 PM – 5:00 PM
Cohort Conversations
Five concurrent Cohort groups each lead by one of our Cohort Leaders: Ginnie Baker, Yonhee Choi Gordon, Peter Lazaroff, Joni Lindquist, and Jon Yankee. These sessions are designed for attendee driven topics and discussion, developing connections, and exploring the profession's possibilities for you! Participants are randomly assigned to a Cohort.
Five concurrent Cohort groups each lead by one of our Cohort Leaders: Ginnie Baker, Yonhee Choi Gordon, Peter Lazaroff, Joni Lindquist, and Jon Yankee. These sessions are designed for attendee driven topics and discussion, developing connections, and exploring the profession's possibilities for you! Participants are randomly assigned to a Cohort.
5:00 PM – 6:00 PM
Welcome Reception
8:00 AM - 9:00 AM
Breakfast & Networking
8:00 AM – 5:30 PM
Network with Exhibitors
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Breakout Session Block 1
10:00 AM – 11:00 AM
Learn From a Wealth Transfer Dynamics Specialist How to Create the Bridge Between Generations
Speaker: Wendy Wright, LMFT, Financial Therapist
The NexGen Financial Planner is ready to learn how to factor in the intersection of money and emotions. Consider this data point: 90% of our money decisions are based on emotions. I bring the insights and tools to help you know how to increase your impact with clients, without crossing the bridge to “being the therapist”. You have likely heard that the greatest transfer of Wealth is happening now, and over the next decade. Learn what are common blocks to facilitating Wealth Transfer planning, and ways to create a more satisfactory and sustainable environment for your clients of all generations. Often these blocks get in the way of retaining clients from the next generation after a transfer. You will learn from my experience in Wealth Transfer Dynamics ways to create the Bridge between generations.
1 CFP® CE Credit
The NexGen Financial Planner is ready to learn how to factor in the intersection of money and emotions. Consider this data point: 90% of our money decisions are based on emotions. I bring the insights and tools to help you know how to increase your impact with clients, without crossing the bridge to “being the therapist”. You have likely heard that the greatest transfer of Wealth is happening now, and over the next decade. Learn what are common blocks to facilitating Wealth Transfer planning, and ways to create a more satisfactory and sustainable environment for your clients of all generations. Often these blocks get in the way of retaining clients from the next generation after a transfer. You will learn from my experience in Wealth Transfer Dynamics ways to create the Bridge between generations.
1 CFP® CE Credit
10:00 AM – 11:00 AM
Conquering Difficult Conversations While Building Up Your (Work and Personal) Relationships
Speaker: Michelle Davis,CPA/PFS
Learn gentle, yet powerfully effective, leadership tools for having difficult conversations at work and home while preserving, even improving, your relationships. Uncover why having, instead of avoiding, hard conversations is important while diving deep into the ingredients of a productive, effective, and respectful conversation. Gain knowledge of your conversation mindset, listening, non-verbal communication, and word choice.
Learn gentle, yet powerfully effective, leadership tools for having difficult conversations at work and home while preserving, even improving, your relationships. Uncover why having, instead of avoiding, hard conversations is important while diving deep into the ingredients of a productive, effective, and respectful conversation. Gain knowledge of your conversation mindset, listening, non-verbal communication, and word choice.
11:00 AM - 11:30 AM
Break
11:30 AM – 12:30 PM
Breakout Session Block 2
11:30 AM – 12:30 PM
Now That's What I Call eMoney 2025
Speaker: Connor Sung, CFP®
More consumers are seeking financial planning and advisory services, placing a higher value on collaboration. To engage these consumers at every stage of their financial journey, financial professionals need a comprehensive approach—one that allows for easy client engagement, seamless information gathering, tailored conversations, and personalized solutions. In this session, eMoney will explore how they equip financial professionals and their clients with the tools they need to succeed at every level of planning, from single-topic conversations, to goal setting, to crafting comprehensive plans.
1 CFP® CE Credit
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Speaker: Connor Sung, CFP®
More consumers are seeking financial planning and advisory services, placing a higher value on collaboration. To engage these consumers at every stage of their financial journey, financial professionals need a comprehensive approach—one that allows for easy client engagement, seamless information gathering, tailored conversations, and personalized solutions. In this session, eMoney will explore how they equip financial professionals and their clients with the tools they need to succeed at every level of planning, from single-topic conversations, to goal setting, to crafting comprehensive plans.
1 CFP® CE Credit
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11:30 AM – 12:30 PM
Harness Your Mindset to Catapult Business Growth
Speaker: Allyson Lee
Your brain and your overarching mindset are your biggest assets for building your ideal business, serving clients effectively and managing your practice efficiently. In this session you will discover how to harness the powerful systems of your brain to identify and overcome perspectives and habits that might be hindering your success. Learn how to manipulate the brain’s bias for negativity and break through limiting beliefs. Experience a straight forward four-step process to shift from negative, ineffective behaviors to peak performance in almost any situation to create resiliency, growth and business results.
1 CFP® CE Credit
Speaker: Allyson Lee
Your brain and your overarching mindset are your biggest assets for building your ideal business, serving clients effectively and managing your practice efficiently. In this session you will discover how to harness the powerful systems of your brain to identify and overcome perspectives and habits that might be hindering your success. Learn how to manipulate the brain’s bias for negativity and break through limiting beliefs. Experience a straight forward four-step process to shift from negative, ineffective behaviors to peak performance in almost any situation to create resiliency, growth and business results.
1 CFP® CE Credit
11:30 AM – 12:30 PM
Student Loans - Understanding the New Landscape
Speaker: Cozy Wittman
The landscape of student loans and loan forgiveness is evolving, leaving parents and students with LOTS of questions. Public Service Loan Forgiveness programs may not continue in their current format and proposals around getting the federal government out of the student loan space have been suggested, it can be challenging to help clients understand what direction to take. This session is designed to help advisors understand the different styles of loans, forgiveness options to date, who qualifies, and how clients could avoid the debt in the first place!
1 CFP® CE Credit
Speaker: Cozy Wittman
The landscape of student loans and loan forgiveness is evolving, leaving parents and students with LOTS of questions. Public Service Loan Forgiveness programs may not continue in their current format and proposals around getting the federal government out of the student loan space have been suggested, it can be challenging to help clients understand what direction to take. This session is designed to help advisors understand the different styles of loans, forgiveness options to date, who qualifies, and how clients could avoid the debt in the first place!
1 CFP® CE Credit
12:30 PM – 1:45 PM
Networking Lunch & Learn
1:45 PM - 2:00 PM
Break
2:00 PM – 3:00 PM
Cohort Conversations
3:00 PM – 3:30 PM
Break
3:30 PM – 4:30 PM
Breakout Session Block 3
3:30 PM – 4:30 PM
Confessions of a Hacker: Cybersecurity Essentials for Financial Advisors
Speaker: Jeremiah Baker
In an age of escalating cyber threats, financial advisors face a dual challenge: safeguarding sensitive client data and ensuring the continuity of their practices. In this session, Jeremiah Baker, a renowned cybersecurity expert and ethical hacker, will take attendees inside the mind of a hacker to reveal the vulnerabilities that financial advisory firms unknowingly expose. Jeremiah will share actionable strategies to protect client information and foster a security-first mindset across organizations. Attendees will leave empowered with the knowledge to proactively defend against cyber threats, ensuring both their firm's reputation and their clients' trust remain intact.
1 CFP® CE Credit
In an age of escalating cyber threats, financial advisors face a dual challenge: safeguarding sensitive client data and ensuring the continuity of their practices. In this session, Jeremiah Baker, a renowned cybersecurity expert and ethical hacker, will take attendees inside the mind of a hacker to reveal the vulnerabilities that financial advisory firms unknowingly expose. Jeremiah will share actionable strategies to protect client information and foster a security-first mindset across organizations. Attendees will leave empowered with the knowledge to proactively defend against cyber threats, ensuring both their firm's reputation and their clients' trust remain intact.
1 CFP® CE Credit
3:30 PM – 4:30 PM
The Way to a Billion and Beyond: Creating an Unprecedented Future
Speaker: Josh Crawford
In today’s rapidly evolving financial landscape, staying ahead means more than keeping up with market trends—it requires bold innovation. Financial advisors need to embrace forward-thinking strategies and enhance client experiences to stay competitive—or risk being left behind.
1 CFP® CE Credit
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Speaker: Josh Crawford
In today’s rapidly evolving financial landscape, staying ahead means more than keeping up with market trends—it requires bold innovation. Financial advisors need to embrace forward-thinking strategies and enhance client experiences to stay competitive—or risk being left behind.
1 CFP® CE Credit
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3:30 PM – 4:30 PM
The Future of Financial Planning: Where the Industry is Headed and How NexGen Advisors Can Capture the Opportunity
Speaker: Jack Giardino, CFP®
The financial planning profession is undergoing a significant change. Between one-third of today’s advisors set to retire in the next decade and ever-evolving client expectations, NexGen Advisors have a once-in-a-lifetime opportunity ahead of them. In this session, we’ll explore where the industry is headed, backed by data, and offer practical strategies NexGen Advisors can use to stand out and build careers of lasting impact.
The financial planning profession is undergoing a significant change. Between one-third of today’s advisors set to retire in the next decade and ever-evolving client expectations, NexGen Advisors have a once-in-a-lifetime opportunity ahead of them. In this session, we’ll explore where the industry is headed, backed by data, and offer practical strategies NexGen Advisors can use to stand out and build careers of lasting impact.
8:00 AM – 9:00 AM
Breakfast & Networking
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Winning the Work: A Threefold Growth Plan for Professional Advisors
Keynote Speaker: Tim Maurer, CFP®, RLP®
Most of us fell in love with and became experts in doing the work of the advisory profession, but many of us have struggled to find an optimal approach to winning the work that is fully integrated into who we are as a person and as a professional. We recognize that in order to be healthy our business needs to grow, but we bristle at the word “sales” and may even consider it a necessary evil rather than a purposeful pursuit.
Winning the Work offers a different perspective and an approach to business development that is evidence-based, relationship-centric, and built on a chassis of generosity, rather than transactional selfishness. Best of all, it offers a three-fold method that advisors can start using today—that they can adapt and enjoy! But no business development strategy will survive without concurrent personal and professional development tactics to ensure a holistic and complimentary ascent. Therefore, Winning the Work concludes with why and how we can and must be growing in life to maximize our potential at work.
Most of us fell in love with and became experts in doing the work of the advisory profession, but many of us have struggled to find an optimal approach to winning the work that is fully integrated into who we are as a person and as a professional. We recognize that in order to be healthy our business needs to grow, but we bristle at the word “sales” and may even consider it a necessary evil rather than a purposeful pursuit.
Winning the Work offers a different perspective and an approach to business development that is evidence-based, relationship-centric, and built on a chassis of generosity, rather than transactional selfishness. Best of all, it offers a three-fold method that advisors can start using today—that they can adapt and enjoy! But no business development strategy will survive without concurrent personal and professional development tactics to ensure a holistic and complimentary ascent. Therefore, Winning the Work concludes with why and how we can and must be growing in life to maximize our potential at work.