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AICPA Personal Financial Planning Summit

Rancho Palos Verdes, CA

Jan 07 - 09, 2019

Conferences

AICPA Personal Financial Planning Summit

Your opportunity to cultivate relationships with leading practitioners in tax, estate, retirement, investment and risk management

We create the experience. You make it your own.

There's no other event like the AICPA Personal Financial Planning Summit:

  • You're immersed in sessions that shed the format of a typical conference
  • You join a circle of passionate, driven leaders working together to set the tone for the personal financial planning community
  • You're challenged to apply your expertise to concepts, and connect the dots between thoughtful insights and inspired solutions

INCLUDED IN THE AGENDA DESIGN

A mix of experiences will foster conversations and spark new ideas, in and out of the meeting suite.

Authentic Conversations
Dynamic presentations and roundtable discussions planned by PFP thought leaders
Roundtable Discussion
Facilitated conversations to allow you to share your experiences and learn from your peers
Networking Activities
Included in your registration: networking activities, daily meals and evening receptions overlooking the Pacific Ocean. See agenda for details.
Influential Gathering
Bonus fireside chats with established thought leaders

Confirmed: Jill Schlesinger is confirmed as returning facilitator.

Download at-a-glance agenda

Summit hot topics

Matthew Jackson
Director, Simon-Kucher & Partners
AICPA ENGAGE 2018 Session: Innovations in Fee Structures: How to Fight Low-Cost Alternatives with Structured Propositions and Pricing Techniques

Matthew covered the principles of value proposition design that have been effective in countering commoditization in other professions, the pricing approaches that are required to capture willingness-to-pay, and crucially, how to handle price sensitivity through an understanding of decision making psychology at the point of sale.

Hear him speak at this year’s summit session: Pricing Management 3.0: How to Design a Future-Ready Fee Model
Listen to excerpts from 2018 AICPA ENGAGE

Pricing

  AICPA Members
Non Members

REGISTRATION FEES INCLUDE:

  • Daily meals to include breakfast, lunches, breaks and receptions
  • Bonus Fireside Chats
  • Afternoon Networking Activities
REGULAR RATE - $75 Early Bird savings expire 11/30
On-Site Attendance
*Non-members may receive Member pricing until November 30, 2018
$1,895
$1,820 until 11/30
$2,295
$1,820 until 11/30
Party of two Register your guest for access to receptions and the guest lounge: $325

Do you have questions about the program? We are here to help!

Agenda

SUNDAY, January 6
5:00 PM - 8:00 PM

Registration Open

6:00 PM - 8:00 PM

Welcome Reception

7:30 PM

Fireside Chat

MONDAY, January 7
7:00 AM - 3:00 PM

Registration Open

7:00 AM - 8:00 AM

Continental Breakfast

7:50 AM - 8:00 AM

Welcome Remarks

8:00 AM - 9:40 AM

General Session

PFPS1901. One Page Business Plan: Revolutionizing Strategic Planning
Field(s) of Study: Specialized Knowledge
Knowledge Level: Advanced | CPE: 2
Speakers: Tracy Beckes , Founder & CEO, Tracy Beckes and Associates, Inc., La Conner, WA

Is your multi-page strategic plan collecting dust in the file cabinet or sitting idle on your hard drive? Create a vibrant single page business plan that will energize, inspire and align your entire firm with a dynamic straightforward call to action. This elegant and creative planning process motivates employee ownership of immediate, interim and stretch goals with a clear fresh strategy that will simplify and clarify decision-making and prioritization. The centerpiece of this presentation is a dynamic quarterly review process that will bring your plan to life, keep your firm focused and moving effortlessly towards your most important goals. As an added bonus, three nationally known advisors have generously offered to submit their one page business plans as examples for this working session.

Learning objective:

  • Bringing Your Strategy to Life: You've created a brilliant strategic plan, now how do you keep your firm focused and on track? Learn how to conduct a dynamic and celebratory quarterly review process that engages and empowers your entire organization to keep your strategy top of mind. These regularly scheduled interactive meetings capture emergent strategy, sharpen strategic planning skills and support the development of the next generation of leadership. Take your strategy to the next level by giving yourself and your employees something to work toward, rather than something to work on.

Prerequisite: None

Advanced prep: None

9:40 AM - 10:00 AM

Refreshment Break

10:00 AM - 11:40 AM

General Session

PFPS1902. Marketing that Works: Business Building Strategies of Highly Successful Advisors
Field(s) of Study: Communications and Marketing
Knowledge Level: Advanced | CPE: 2
Speakers: Marie Swift , President & CEO, Impact Communications, Inc., Leawood, KS

Does it ever seem to you that certain other financial planners and investment advisors have some sort of "magic fairy dust" when it comes to being successful and standing out more significantly than you do? Chances are, they have stumbled onto or developed a business building strategy that works for them. What are those success strategies - and how can you learn from their examples? Having worked in the trenches as a professional marketing consultant serving as a thought partner to some of the nation's most successful financial professionals for over twenty years, presenter Marie Swift will share the strategies that work - and don't work - for fiduciary advisors today. She will provide specific advisor case studies and a framework for harnessing your own special marketing powers. Ultimately, you, too, can rise above the noise and become a magnetic marketing force with the insights and direction you will get from Marie.

Learning objectives:

Attendees will leave the session with:

  • A proven model for creating a strong marketing plan.
  • Examples of how other fiduciary advisors are successfully marketing their services today.
  • Tips on being a better communicator and content creator.

Prerequisite: None

Advanced prep: None

11:40 AM - 12:40 PM

Networking Luncheon

12:40 PM - 2:20 PM

General Session

PFPS1903. Pricing Management 3.0: How to Design a Future-Ready Fee Model
Field(s) of Study: Specialized Knowledge
Knowledge Level: Advanced | CPE: 2
Speakers: Matthew Jackson CFA, Director, Simon-Kucher & Partners, New York, NY

An intensive, hands-on session for those looking to fight against pricing pressure using innovative fee and proposition structures. Whether participants are targeting non-traditional clients (e.g. Gen X) or seeking to better manage their existing high-net-worth books, this session will demonstrate practical methods to bring price in line with value, and ensure sustainable growth.

Learning objective:

  • Become acquainted with the options for pricing innovation (level, structure and metrics).
  • Be exposed to real-life innovations from financial advisors who have successfully innovated on price.
  • Learn how to build the price around the proposition, and the proposition around the target client.
  • Understand the key pitfalls in fee presentment, and proposition complexity, through adequate attention to choice architecture and behavioral biases.

Prerequisite: None

Advanced prep: None

2:20 PM - 2:45 PM

Change Break

2:45 PM - 5:00 PM

Networking Activity: Choose One

Options Include:

  • Golf - Join your peers for a fun afternoon on a dramatic 9-hole par-3 Southern California oceanfront golf course, with stunning views of the Pacific Ocean and Catalina Island.
  • Wine & Charity Design - Sip wine and grab a paint brush- one stroke could bring ‚Äúcomfort and hope‚Ä? to a local hospital patient! While mingling with your peers, take part in this creative and fun way to comfort patients, families and hospital staff. The completed painting will be donated to a local hospital.
6:00 PM - 8:00 PM

Networking Reception

7:30 PM

Fireside Chat

TUESDAY, January 8
7:00 AM - 3:00 PM

Registration Open

7:00 AM - 8:00 AM

Continental Breakfast

7:50 AM - 8:00 AM

Welcome Remarks

8:00 AM - 9:40 AM

General Session

PFPS1904. Measuring Success: Creating a Workspace and Professional Image of Best fit
Field(s) of Study: Specialized Knowledge
Knowledge Level: Advanced | CPE: 2
Speakers:
Lindsay Graham, Researcher, University of California, Berkeley, Berkeley, CA;
Doug Quackenbush, AIA LEED AP, President, Quackenbush Architects + Planners, Columbia, SC

Our daily environments have the power to influence how we think, feel, and behave. Our spaces also provide clues about who we are to others and help shape our professional and social interactions. Whether a person is visiting your company's website, or office, they are explicitly and implicitly learning about who you are, what your values are, and what they can expect from interactions with you. In this session we'll look at some of the messages conveyed in your virtual and physical spaces to your clients. We'll discuss the ways in which you might modify your environments to improve your relationships with existing clients, and how you might attract and retain clients that fit your target demographic. And just as importantly, we'll discuss way to not only craft spaces that fit your clients—but also how to craft spaces that best fit you and your employees too.

Learning objectives:

  • Help you highlight your/your company's core values and target clientele, and discuss ways to leverage design of your virtual and physical workspace to support those goals.
  • Examine the messaging your spaces my already be communicating, and explore how you might enhance those existing messages that are useful in accomplishing your business goals and tweak those that are not.
  • Discuss how to ensure your workspace fits you and your employees.

Prerequisite: None

Advanced prep: None

9:40 AM - 10:00 AM

Refreshment Break

10:00 AM - 11:40 AM

General Session

PFPS1905. True Leadership: Bringing Your Best Self to Your Clients, Your Team Mates...and Everyone Else
Field(s) of Study: Personal Development
Knowledge Level: Advanced | CPE: 2
Speakers: Ed Jacobson, PhD, President, Jacobson Coaching and Consulting, Palm Desert, CA

Showing up (consistently) as your best self is the mark of true leadership. And everyone can exert leadership behavior from their position. What does your best self look like? When do you really 'show up' at work? What happens when you do? How can you 'show up' consistently, and robustly? These are some of the questions we'll explore in this high-participation, heavy-duty, and free-wheeling session led by Ed Jacobson, PhD, MBA.

Learning objectives:

  • Understand your qualities as a leader, from the prism of how you exert positive influence when you are fully using your signature strengths.
  • Participate in questions and exercises that can be used to stimulate conversations about true leadership in the workplace.

Prerequisite: None

Advanced prep: None

11:40 AM - 12:40 PM

Networking Luncheon

12:40 PM - 2:20 PM

General Session

PFPS1906. Growth Barriers: The Formula for Transformational Growth
Field(s) of Study: Specialized Knowledge
Knowledge Level: Advanced | CPE: 2
Speakers: Angie Herbers, CEO, Angie Herbers & Company, Austin, TX

The fastest growing firms in the advisory space have figured out a formula for transformational growth. How are the best leaders of those advisory firms growing 31% faster than every other advisory firm? Through 17 years of experience and research consulting over 600 advisory firms of all sizes, Angie Herbers shares this simple, fundamental method to transformational growth. It begins with understand growth barriers and why they are the most important components to the leaders and executives running advisory firms today.

Learning objective:

  • TBD

Prerequisite: None

Advanced prep: None

2:20 PM - 2:45 PM

Change Break

2:45 PM - 5:00 PM

Networking Activity: Choose One

Options Include:

  • Team Cooking Challenge - Welcome to the cooking challenge, where teams battle it out in a timed, cook-off challenge. Showcase your culinary talents and take home the gold! All set-up, ingredients, coaching and judging provided.
  • Guided Hike - Terranea Resort is committed to an educational campaign focused on the environment. This 2-hour guided hike will stop at a variety of spectacular viewing points along the coastal trail.
6:00 PM - 8:00 PM

Networking Reception

7:30 PM

Fireside Chat

WEDNESDAY, January 9
7:00 AM - 12:00 PM

Registration Open

7:00 AM - 8:00 AM

Continental Breakfast

7:50 AM - 8:00 AM

Welcome Remarks

8:00 AM - 9:40 AM

General Session

PFPS1907. Preparing Better Presentations
Field(s) of Study: Communications and Marketing
Knowledge Level: Advanced | CPE: 2
Speakers: Jill Schlesinger, CFP, Business Analyst, CBS News, New York, NY

This lively session will help you (and your team) learn how to better present information to clients, prospects and the press. Incorporating role-playing, we will focus on building rapport, reading verbal and non-verbal cues and clearly articulating information in the way that various types of people can absorb it.

Learning objectives:

  • Learn how to communicate with various types of clients.
  • Learn how to humanize your messaging.

Prerequisite: None

Advanced prep: None

9:40 AM - 10:00 AM

Refreshment Break

10:00 AM - 11:40 AM

General Session

PFPS1908. Leader-2-Leader: How to Grow Faster by Leading Internally
Field(s) of Study: Personal Development
Knowledge Level: Advanced | CPE: 2
Speakers: Angie Herbers, CEO Angie Herbers & Company, Austin, TX

There is no shortcut, alternative or way around building leadership skills in a growing advisory firm. But, how do the most successful advisory firms develop, groom and build leadership skills within themselves and their teams? The answer is, the leadership style. Are you an internal leader? External leader? Or can you be both? In this session you will learn how enhancing the leadership function alone can spur, rapid top-line revenue growth without the need for expensive marketing programs and tactics. To understand how the business generates the revenue, you will learn how the firm uses its internal skills, power and assets to grow it.

Learning objectives:

  • Grow leadership skills to enhance the growth of the firm.
  • Increase profitability and revenue using the assets the firm currently has without needing more.

Prerequisite: None

Advanced prep: None

11:40 AM - 12:00 PM

Lessons Learned: Summit 2019 Wrap-Up

Discounts

Tax, PFP Section Members or PFS Credential Holders save an additional $100

The discount will be automatically applied during checkout. Note: Tax, PFP or PFS discounts cannot be combined.

AICPA Discount Policy: Only one coupon code can be applied to each website or telephone registration.

Questions? Contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.
More information on the Tax Section or PFP Section memberships.

Quantity Discounts Available

Registering multiple participants?

Group-rate discounts offer maximum savings for firms with multiple registrants. Contact an AICPA representative to book your group registration at 888.777.7077 M-F, 9am-6pm ET.

Travel & Accommodations

ABOUT THE LOCATION

Terranea is located on the Palos Verdes Peninsula, one of Southern California’s most scenic and coveted coastlines overlooking the Pacific Ocean and Catalina Island.
Guests enjoy a tranquil escape in this natural haven, conveniently located 30 minutes from both Los Angeles International and Long Beach airports and just 30 miles southwest of downtown Los Angeles.

Terranea Resort has been meticulously designed to heighten and preserve the natural beauty of its oceanfront backdrop, showcasing a coastal Mediterranean aesthetic with design elements sensitive to the area’s natural environment. Each of the resort’s 582 spacious guest retreats exudes a warm and luxurious feel with comfortable furnishings and private balconies that overlook elegant gardens and breathtaking ocean vistas.


ACCOMMODATIONS

Terranea
100 Terranea Way
Rancho Palos Verdes, CA

Phone: 301-494-7891

Rate: $320
Online Reservations
Phone Reservations (855) 476-3912 - reference Personal Finance Planning 2019
Cut-Off Date: December 15, 2018

DRESS CODE
Business Casual

Exhibitor and Sponsor Opportunities

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View Prospectus

Cancellation Policy

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection