FPA of Oregon and Southwest Washington
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2022 FPA Summer CE Social - August 17
Wednesday, August 17, 2022, 2:00 PM - 5:00 PM PDT
Category: Events

2022 FPA Summer CE Social

Wednesday, August 17, 2022

Location: University of Portland - Bauccio Commons

Join us for two high-quality CE sessions (earn those valuable continuing education credits!) exhibits, and much-needed networking reception with colleagues and friends. The perfect way to end your summer work day!

Register TODAY!
August 17 | Schedule-at-a-Glance

2:00 pm............................. Registration
2:00 - 2:05 pm ................... Welcome, Introduction & Opening Remarks
2:05 - 2:55 pm .................... What does ESG got to do with it?
2:55 - 3:10 pm .................... Break and networking with exhibitors
3:10 - 4:00 pm .................... The Changing Faces of Wealth: Dimensions & Insights
4:00 - 5:00 pm ..................... Networking Reception

*Schedule is subject to change

Detailed Schedule | Presentation Descriptions | About our Speakers

2:00 pm
Registration Opens

2:00 - 2:05 pm
Welcome, Introduction & Opening Remarks

2:05 - 2:55 pm
What does ESG got to do with it
Presented by Brian Adams, Ph.D., University of Portland Pamplin School of Business, Professor, Associate Dean

Given the increasing visibility of ESG in the financial media, clients are asking how ESG is affecting their portfolios.  We will discuss ESG risk management tools and how they can add value to your financial planning services.

Brian Adams is an Associate Dean of Graduate Business Programs and Professor of Finance at the University of Portland's Pamplin School of Business. He earned his bachelor's degree from the University of Oregon, his M.B.A. from the University of Portland, and his Ph.D. from Arizona State University. His career goals are to produce relevant academic research and provide students with the resources to succeed in pursuit of their life goals. The focus of his research is in the area of financial markets and the role of financial institutions in improving market efficiency. To date, he has published in accounting and finance journals in the topics of international finance, security regulation, pension accounting, insider trading ethics and analyst coverage. His favorite course to teach are Financial Markets & Institutions and Applied Portfolio Management.  Beyond the classroom, his role as the academic advisor to the University of Portland's Investment Association allows him the unique opportunity of helping students gain practical knowledge in the field finance.

Approved for 1 hour CEU credit through the CFP Board.

2:55 - 3:10 pm
Break and Networking with Exhibitors

3:10 - 4:00 pm
The Changing Faces of Wealth: Dimensions & Insights
Presented by Michael Velez, MBA, The Franklin Templeton Academy

The Changing Faces of Wealth: Dimensions & Insights™ program was created to help financial professionals continue to develop meaningful connections and initiate important conversations with the evolving dimensions of investors. In this introductory presentation, we start with six diverse segments of the changing client population: Women Over 50, Latino and Hispanic, Asian American & Pacific Islanders, Black & African Americans, LGBTQ+ and Millennials. Compelling research is shared on each of these dimensions to help open a dialog with current and prospective investors to plan for the future.

Learning Objectives:

  • Recognize catalysts driving innovation and change.
  • Recognize emerging segments for wealth management.
  • Implement strategies to develop dimensions in your practice.

Michael Velez is an Instructional Designer at The Franklin Templeton Academy. Prior to joining the firm in 2021, Michael served as curriculum designer for the advanced placement program in Finance and Economics for Miami-Dade County Schools and served as an Intelligence analyst in the U.S. Army.

Michaels’ body of work is focused primarily on behavioral and market economics with an emphasis on emerging trends and their impact on market.

Michael holds a bachelor’s degree in modern history and an MBA in Finance (Capital Market Structure / Equities) from St. John’s University; and is a PhD candidate in the field of behavioral economics.

 


Registration Fees

Save $$ — register by July 22nd, 2022 for early bird discounts. Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: August 12, 2022.

Early Registration EXTENDED THROUGH JULY 29!
FPA Chapter Member: $55
Non-Member: $75

Regular Registration (Starting July 30)
FPA Chapter Member: $65
Non-Member: $85

Register Here!

Thank you to our Sponsors!

Our Platinum Sponsor

Our Gold Sponsor

Our Silver Sponsors

 spa 


COVID-19 Health & Safety

FPA is committed to hosting live, in-person programming for our members in 2022. In returning to face-to-face meetings, our utmost priority is to provide a safe and healthy space for our members and attendees. 

We thank you in advance for your understanding and continued support of FPA. If you have any questions or concern


Contact: Taylor Scott, FPA Coordinator, at [email protected]