Conference to Feature AARP CEO Jo Ann Jenkins as Keynote Speaker
WASHINGTON, July 2, 2024
/PRNewswire/ -- CFP Board today announced the inaugural CFP Board
Connections Conference, a groundbreaking event that will combine
the best features of CFP Board's renowned Academic Research
Colloquium, Diversity Summit, Firms Summit and Registered Programs
Conference.
Designed to bring together financial planning professionals,
educators and industry leaders, the Connections Conference will
provide invaluable opportunities for networking, professional
development and continuing education (CE) credit. The conference
will be held Sept. 29 through Oct. 1
at the Washington Hilton in Washington,
DC.
A Commitment to Advancing the Profession and Serving the
Public
"The Connections Conference offers an opportunity to engage and
connect the financial services ecosystem, with unparalleled
opportunities for professional growth and collaboration," said
CFP Board CEO Kevin R. Keller, CAE.
"This dynamic and inclusive event is a testament to our dedication
to advancing the profession and serving the public."
A Unified Platform for Excellence
For the first time, CFP Board brings together the best
components of its major annual events into one comprehensive
conference. Attendees can expect a rich program that includes the
following:
- Best practices, trends and innovations from leading financial
services firms
- Presentations and discussions on cutting-edge research in
financial planning
- Initiatives and strategies to promote diversity and inclusion
within the profession
- Insights and updates for educators and program directors of CFP
Board Registered Programs
- An opportunity to engage with firm executives, students,
advisors, researchers, program heads and leaders of DEI
initiatives
Continuing Education and Professional Growth
CFP® professionals attending the conference will have
the opportunity to earn up to 16 CE credits, enhancing their
knowledge and skills while fulfilling certification requirements.
Sessions will cover a broad spectrum of topics, from financial
planning techniques to ethical practices and client relationship
management.
Keynote Speaker: Jo Ann
Jenkins, CEO of AARP
The Connections Conference will feature an inspiring keynote
address by Jo Ann Jenkins, the
influential CEO of the American Association for Retired Persons
(AARP), the world's largest nonprofit, nonpartisan membership
organization. Jenkins is renowned for her visionary leadership and
commitment to fostering inclusive and impactful communities.
Since 2014, Jenkins has transformed AARP into a leader in social
change, empowering people to choose how they live as they age.
Under her leadership, AARP has been recognized by Ethisphere as one
of the World's Most Ethical Companies and named to the
Washington Post's Top Workplaces and Fast Company's
Best Workplaces for Innovators. Her national best-selling book,
"Disrupt Aging: A Bold New Path to Living Your Best Life at Every
Age," has become a signature rallying cry for revolutionizing
society's views on aging.
In her fireside chat at the Connections Conference, Jenkins will
discuss aging and racial demographics, the "great wealth transfer"
and the importance of retirement security, including the role of
trusted, ethical advice and the evolving retirement landscape.
Additional Confirmed Speakers
Other confirmed Connections Conference speakers include the
following:
- Philipp Carlsson-Szlezak,
Global Chief Economist and Managing Director and Partner of the
New York office, Boston Consulting
Group, and author of "Shocks, Crises, and False Alarms: How to
Assess True Macroeconomic Risk"
- Alison Fragale, Research
Psychologist and Mary Farley Ames Lee Distinguished Scholar of
Organizational Behavior at the University of
North Carolina Chapel Hill Kenan-Flagler Business School,
and author of "Likeable Badass: How Women Get the Success They
Deserve"
- Frederik Pferdt, Google's first Chief Innovation
Evangelist and founder of Google's Innovation Lab, and author of
"What's Next Is Now: How to Live Future Ready"
- Jannese Torres, Latina
Money Expert, creator of the "Yo Quiero Dinero" podcast and author
of "Financially Lit: The Modern Latina's Guide to Level Up Your
Dinero and Become Financially Poderosa"
Register Today
Registration for the inaugural Connections Conference is now
open. Early registration discounts are available for those who
register before July 22, 2024. For
more information on the conference, including the agenda and
speakers, visit CFP Board's website, where you can also register
for the Connections Conference.
ABOUT CFP BOARD
CFP Board is the professional body for personal financial planners
in the U.S. CFP Board consists of two affiliated organizations
focused on advancing the financial planning profession for the
public's benefit. CFP Board of Standards sets and upholds
standards for financial planning and administers the prestigious
CERTIFIED FINANCIAL PLANNER® certification — widely
recognized by the public, advisors and firms as the standard
for financial planners — so that the public has access to the
benefits of competent and ethical financial planning.
CFP® certification is held by more than 100,000 people
in the U.S. CFP Board Center for Financial Planning
addresses diversity and workforce development challenges and
conducts and publishes research that adds to the financial planning
profession's body of knowledge.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/cfp-board-announces-inaugural-connections-conference-302188058.html
SOURCE CFP Board