Register Today!

The event will include 3 fantastic speakers, continental breakfast, lunch, and networking breaks. Our Programs Committee is working to find industry experts to speak on a variety of topics pertinent to the Financial Planning Industry. We hope to see YOU there!

Registration Details

Registration includes four education sessions, breakfast, lunch, and breaks with our sponsors and exhibitors.

Registration:

FPA Member: $185
Non-member: $200

Session & Speaker Details

9:15 am - 10:15 am
Evolution of a Financial Planner
Presented by Mike Vitkauskas, Money Tree Software

This session shares the story of a long career in financial planning that began in 1965. After moving to Oregon in 1972, our speaker became involved with the local IAFP chapter and helped rebuild and strengthen its presence in the state. In 1981, he developed a financial planning software program that was later marketed as Money Tree Software, supporting advisors in their day-to-day work. He retired in 2009, offering decades of experience and perspective on the profession’s growth and change.

Learning Objectives

• Share some of my creative experiences
• learn some history of the financial planning profession
• provide suggestions and ideas for personal and practice improvement

Meet our Speaker: As probably the earliest person in the group to be involved in financial planning, I hope listeners will benefit from sharing my experiences. I have gone through good and trying times, seen many changes and perhaps can share a few thoughts that can help you on your own evolution as a financial planner.

Granted 1 CEU with the CFP board.

10:30 am - 11:30 am
EOS - Practical Tools to Grow Your Practice & Serve Your Clients
Presented by Mike Urness, EOS Worldwide

In this session, participants will gain a practical understanding of the Entrepreneurial Operating System (EOS) and the core tools that can help sustainably grow a financial planning practice. Attendees will explore how these tools can be implemented immediately, regardless of firm size, to create greater clarity, accountability, and traction. The session will also cover how EOS can support clients who own businesses and are planning to grow, transition, or sell, and will offer guidance on effective ways to introduce EOS concepts to clients in a natural and value-added manner.

Learning Objectives:

• Understand the basics of EOS and the primary tools to sustainably grow your Financial Planning practice.
• Understanding how you put these tools to use immediately, regardless of the size of your practice.
• Understand how EOD can benefit your clients who own businesses and are looking to grow and/or transfer/sell the business
• Discuss best ways to introduce your clients to EOS.

Meet your Speaker: With more than 30 years of operational and leadership experience across large organizations like Nike, several small and mid-sized businesses, consulting roles, and as a co-owner of two companies, he brings a broad and practical business perspective. After implementing EOS in his most recent company and experiencing its impact firsthand, he committed fully to mastering EOS and helping other business owners and leadership teams do the same. He is passionate about supporting leaders in becoming their best and building lasting value in their businesses. He has lived in Portland since 1996, is married with two children (19 and 20), and holds a BBA from the University of Wisconsin and an MBA from the University of Texas.

12:50 pm - 1:50 pm
Current Economic Conditions & Forecast 
Presented by Josh Harwood, METRO

The session will inform the audience of current market conditions and discuss potential near-term forecasts of the economic environment. It will reference national indicators like GDP and interest rates, as well as local indicators around employment and housing. We will touch on both the measurements themselves but also how to interpret movement in these indicators in the future and what it might mean for their businesses.

Learning Objectives:

• Achieve greater understanding of economic environment and factors that influence the economy.
• Be able to critically read/interpret economic data in popular media.

Meet your Speaker: Josh currently serves as the Revenue & Analytics Division (RAD) Director for Metro Regional Government in Portland, OR. Prior to that, he served as the City Economist for the City of Portland, Oregon, Senior Economist for the State of Oregon, and Chief Economist in the Colorado Governor's Office providing financial forecasts for budgeting, as well as advising on a variety of public finance and tax issues. In these capacities, he has been responsible for forecasting income, sales, and property taxes, as well, as tobacco, transportation, and oil and gas revenues. He currently serves as an Oregon State Revenue Forecast Advisor and is a board member for Willamette University’s Center for Governance and Public Policy.

He has a bachelor’s degree from Willamette University and a master’s degree in economics from the University of Colorado. Additionally, he has served as adjunct faculty at Portland State University and consulted with a variety of partners, including the Northwest Center for Economic Research.

Thank you to our Sponsors!

Platinum Sponsors

	Kim Dodge Phone: 503-595-1600 Email: [email protected]

 

Gold Sponsor

Jeff Cornell Phone: 213-992-9009 Email: [email protected]	Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]
Stephanie Johnsen Phone: 971-346-6088 Email: [email protected]

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