Symposium 2011 is set for October 24-25 - Mark your calendars!
SYMPOSIUM 2011: PLANNING FOR SUCCESS
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| •Photo Gallery 2007 •Photo Gallery 2006 •Photo Gallery 2005 |
2011 Speakers
Mark your calendars now for Monday and Tuesday, October 24-25, Minneapolis Convention Center (upper level again this year!) and join nationally-recognized financial leaders. We are planning breakout sessions to allow more choices and will offer three hours of ethics courses to satisfy CFP and MN CE requirements. Financial Essential Bridge The Gap sessions will be offered on both days for students and new planners. With a targeted 13 credited hours, programs have been designed to comply with the principles of the Certified Financial Planner Board of Standards, the NASBA - CPA CPEs, both Minnesota and Wisconsin for Insurance Continuing Education, CIMA CE, and some Continuing Legal Education credits.
Schedule of Events
Monday, October 24, 2011 - Schedule subject to change
| 7:00-7:45 AM 7:45-8:00 AM 8:00-10:00 AM 8:55-9:15 AM 10:00-10:30 AM 10:00-10:30 AM 10:30-11:30 AM 11:30-11:40 AM 11:40-12:45 PM 12:45-2:45 PM 12:45-1:40 PM 12:45-1:40 PM 12:45-1:40 PM 1:40-1:55 PM 1:55-2:50 PM 1:55-2:45 PM 1:55-2:45 PM 2:45-3:20 PM 3:20-3:30 PM 3:30-5:00 PM 5:00-6:30 PM |
Registration and Continental Breakfast Welcome Jack Surgent, Cutting Edge Tax Developments CPA/Managing Member, Surgent McCoy CPE Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Visit Exhibits/Network Joel Weiner, Ethics of Selling Variable Annuities BestPrep - Bob Kaitz Lunch and Networking with Exhibitors - Walk-n-Talk Breakout: Joel Weiner, Code of Ethics 2011 Breakout: Mastering Media Interviews, Mike Westling, Mike Zipko, Kara McGuire Breakout: Karen Hansen, Estate Planning: What's Changed and Why It Matters Breakout: Succession Planning - Selecting Your Next CEO with Panel ists Paul Bennett, Shawn Jacobson, Joan McDermott, Moderator Ben Wacek Visit Exhibits/Network Breakout: Kristin Kopp, Aging Wisely: Hot Topics to Prepare you and Your Clients for Those "Golden" Years Breakout: Marketing Planner Panel, Bob Klosterman, Melissa Machlitt, and Jon Meyer with Moderators Julieann Schroeder and John Bergstrom Breakout: Financial Essentials Visit Exhibits/Network Minute to Shine and Announcements Frederick Jiang, China - Myths, Facts, and Investment Implications Sr. Vice President/Portfolio Manager, Waddell & Reed and Ivy Pacific Opportunity Fund FPA Reception in The Seasons - Socializing and networking On Site Photo Shoot planned for Monday! |
Tuesday, October 25, 2011 - Schedule subject to change
| 7:15-7:50 AM 7:50-8:00 AM 8:00-9:50 AM 8:50-9:05 AM 9:50-10:10 AM 9:50-10:10 AM 10:10-10:20 AM 10:20-11:30 PM 11:30-Noon 12:00-1:00 PM 1:00-1:30 PM 1:30-1:40 PM 1:40-2:35 PM 2:35-2:50 PM 2:50-4:50 PM 2:50-4:50 PM 4:50-5:00 PM |
Continental Breakfast/Exhibits Open Welcome and Announcements Bill Bachrach, High Impact Financial Planning in Tough Economic Times CSP, CPAE, Author, Values-Based Financial Planning Visit Exhibits/Network Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Minute to Shine and Announcements Craig Israelsen, Building a Better Core Portfolio Ph.D./Associate Professor, Brigham Young University Lunch and Networking - Mezzanine Level Liz Ann Sonders, Economic and Market Outlook Sr. Vice President/Chief Investment Strategist, Charles Schwab Cookie Break/Visit Exhibits/Network Minute to Shine and Announcements Amy Florian, Prepare to Meet Thy Boom - Dealing with Clients in Transition Visit Exhibits/Network Breakout: New Planners Panel - Jessie Pritchard, Jeanna Sabers, Damian Winther, Moderator Molly Sullivan David Kelly, Jerry Webman, Rick Golod - Economist Panel Closing Remarks/Evaluations/Cert Forms |
Click here for a one-page printed schedule for the 2011 Symposium
Click here to view the 2010 Attendee Evaluation Summary (43 page PDF, 594 KB)
Click here to view the 2009 Attendee Evaluation Summary (43 page PDF, 594 KB)
Click here to view the 2008 Attendee Evaluation Summary (34 page PDF, 498 KB)
Click here to view the 2007 Attendee Evaluation Summary (34 page PDF, 163 KB)
Click here to view the 2006 Attendee Evaluation Summary (33 page PDF, 1,373 KB).
Click here to view the 2005 Attendee Evaluation Summary (16 page PDF, 529 KB).
Lodging - Negotiated Discount Rate for 2011
The FPA of Minnesota has negotiated discounted lodging with both The Millennium and the Hilton hotels.
Millennium (612-332-6000): Single - $123; Double - $133; Triple - $143; Quad - $153
Hilton (612-376-1000): Single or Double Rate - $169; if calling 1-888-933-5363, use Code 605.
Electronic Registration Form - 2011 - COMING SOON!
The registration fee includes attendance, continental breakfast and lunch on Monday and Tuesday, and the reception Monday evening. A detailed schedule and registration form is available through the above link. Questions may be directed to Bonnie Stanley, FPA of MN Executive Director at 763-781-1212 or by email.
We have expanded our reach to allied professionals, as well as to financial professionals and CFP® practitioners from chapters in Wisconsin, North Dakota, South Dakota, Iowa and Nebraska. Sign up right away - we will again reach our maximum.
| Registration Rates: | By July 31st | By Oct 1st | By Oct 24th |
| Members of Minnesota FPA: | $275 | $325 | $375 |
| FPA MN Committee Members: | $137 | $162 | $187 |
| Members of Other FPA Chapters: | $300 | $350 | $400 |
| Non-Members: | $350 | $400 | $450 |
| One Day - Members: | $190 | $215 | $240 |
| One Day - Non-Members: | $220 | $245 | $270 |
| Non-Member Group Rate: Available for 5 or more |
Email the FPA Office for the Group Discount Rates. | ||
Exhibitor Opportunities - SOLD OUT for the year; inquire now for 2012!
The Financial Planning Association of Minnesota is excited to offer three levels of partnerships! Our association is supported by a number of exceptional sponsors who help offset the cost of delivering benefits. Partners help lead FPA's message of building the community of the financial planning profession, with your commitment to the assocation, our mission and our members.
Sponsorship includes a 8' x 10' exhibitor space. Booth assignments will be made on a first-pay, first-choose basis to Platinum, then Gold, then Silver Partners. Again this year, we will be located on the Upper Level providing a more private setting and the opportunity to speak with attendees throughout the day. Lunch on Monday and breaks will be held in the exhibitor areas. On Tuesday, we invite you to join us for a plated lunch. The reception will be held in the fabulous glass-walled Seasons area. The refreshments will be moved from area to area to provide an equal amount of attendee flow to exhibitors. Exhibitors may sign up for "Minute To Shine" by providing a door prize valued over $50. As always, you are welcome to listen to the seminars and receive CFP Board, NASBA/CPE and Minnesota and Wisconsin insurance credits.
Not counting exhibitors, the 2007 Symposium had 348 attendees, with a steady climb each year: 2008 - 388; 2009 - 449; and 2010 was a whopping 470 (Whoo-Hoo!).
Fees for sponsors and exhibitors will include breaks, networking reception and all meals, providing the opportunity to meet attendees one on one. Signage and moderator comments will recognize meal and break sponsors. Extra booth charges, such as electricity, phone hookup, equipment, etc., are the responsibility of the exhibitor.
• Frequently Asked Questions by Partners 2011
• Floor Plan 2011
• 2011 Exhibitor Kit - Hubbell/Tyner
• Partner Resources for Success
Followup on specific exhibitor needs will occur mid-summer. For more details on Partnership Opportunities, visit our Partners section.
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
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