EmailMeForm
NAPFA Fall National Conference Session Proposal
Lead Speaker Name
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First
Last
Lead Speaker Email
*
Lead Speaker Phone
*
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-
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Are you a NAPFA member?
*
Yes
No
Name Pronunciation
For example: David Baranowski (David Ba-ra-now-ski)
If selected, we will use this for introductions at the conference.
Speaker Pronouns
If selected, we will use this for introductions at the conference.
Presentation Title
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Do you have a speaking fee? NAPFA is a nonprofit organization with a limited budget. Preference will be given to speakers who do not have a speaker fee.
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Yes
No
If yes, how much is your speaking fee?
NAPFA is a nonprofit organization, and therefore speaker travel is not available. Presenting at a NAPFA event affords speakers access to an audience of fee-only financial advisors and firm leaders.
Speakers will receive complimentary registration to the conference.
Accept this policy below.
*
Accept
Presentation Description
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Clear, 3- to 4-sentence overview of the session, including the topics to be covered.
3 Learning Objectives
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Three specific, measurable, simple statements of what participants will learn in the program.
Session Content Level
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Foundational
Intermediate
Advanced
Session Subject Area
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A - Financial Planning Process
B - Insurance & Risk Management
C - Investments
D - Income Tax Planning
E - Retirement Planning
F - Estate Planning
G - Ethics
H - Accounting, Cash Flow Mgmt. & Budgeting
I - Economic and Political Environment
J - Communications
K - Marketing and Practice Management
L - Strategic Thinking
M - Technology
Speaker Bio
*
Speaker Credentials
*
What qualifies you to speak on this topic?
*
Speaker Headshot
jpeg or png format
What type of session would be best suited to the proposed speaker/session:
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Keynote session
Breakout session
Additional information you would like to share:
Additional Speaker Name
Additional Speaker Email
Additional Speaker Bio
What is the speaker(s) Twitter handle or company's Twitter handle?
If selected, we would like to tag our speakers throughout the conference.
What is the speaker(s) LinkedIn profile URL?