Thank you for your interest in the 2008 charter meeting of the PFP Networking Group.
Due to feedback that we have received from our membership, we have created these groups to support you in your professional development and management of your practice. Below is information concerning our first meeting May 1-2, 2008 in the AICPA Boardroom in New York (1211 Avenue of the Americas).
Networking Meeting – May 1-2, 2008
· Facilitator/Speaker
· Chair
· Agenda
What is a Networking Group?
How do I join?
Registration Fee
Registration Form
PFP Networking Group Membership Survey
Contact Information
Networking Meeting – May 1-2, 2008
Facilitator/Speaker
Deena Katz, CFP is an Associate Professor in the Personal Financial Planning Division at Texas Tech University, in Lubbock, Texas. She is also a partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of six books on financial planning and practice management topics. She was one of the first advisors named as Financial Planning Magazine’s “Movers and Shakers”, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning. She has been named as Investment Advisor’s Most Influential People in the Industry and has been on Worth Magazine’s list of top financial advisers.
Chair
Randi K. Grant, CPA, PFS, CFP – Director of Taxation and Personal Financial Strategies
An experienced accountant and financial planner with more than 20 years of experience, Randi Grant provides tax and financial strategies for individuals and closely held-companies. She has been quoted on various topics by publications including Miami Herald, Fortune Magazine, and Business Week. Her article entitled “Fiscal Year Non-Conformity” was voted Best Article of the Year (1988) by the Tax Advisor. Ms. Grant also lectures to professional, business and civic organizations regarding tax and personal financial strategies matters. Ms. Grant holds Life, Health and Variable Annuity Licenses from the State of Florida.
Agenda
The agenda for the networking meeting will include the following;
- Behavioral Finance – Practice Management Topics
- Moss Adams Survey Review
- Roundtable Discussions
- Media Training and discussion of AICPA Media opportunities
- AICPA Financial Literacy Update
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What is a Networking Group?
This group has been formed based on feedback that we have received from our membership. Through the work of the AICPA PFS Credential Committee, the Institute has determined the first meetings location and subject content. After the initial meeting, the content and location for meetings will be determined by the group itself. The cost of the meetings will be determined by the speaker that the group decides to hire and the location. There is no profit generated by the AICPA in supporting these groups; these efforts are being made strictly to support our membership. The meetings will qualify for CPE.
This group was formed with the vision that there would be 2 live meetings per year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers. Due to limited seating and the nature of a networking group, it is important that you make a commitment to attend each meeting.
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How Do I Join?
You do not need to be present at the 2008 PFP Conference in order to become a part of the PFP Networking Group. In order to join, you will need to fill out the registration form and also take a personal financial planning survey (see link below). After the initial meeting, the group will be split into segments with common practice demographics (based on your survey responses) in order to make this experience most beneficial to you and your practice.
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PFP Networking Group Membership Survey
In order to access the survey, click on the following link: http://www.zoomerang.com/survey.zgi?p=WEB227FZ3GXW5E
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Registration Fee
The registration fee is $429; this does not include your hotel or accommodations.
A block of rooms has been held at the following location; Millennium Broadway Hotel for $299/night
After receipt of your registration, we will forward additional information in order to make your reservation.
Please let me know if you have any additional questions and we will look forward to seeing you at the rollout of the AICPA’s Personal Financial Planning Networking Group!
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Contact Information
If you have additional questions feel free to contact us at PFPnetworkgroup@aicpa.org