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2020 FPA Spring Financial Forum - March 12
Multnomah Athletic Club
1849 SW Salmon St
Portland, OR 97205
503-223-6251

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Thursday, March 12, 2020, 8:15 AM - 5:00 PM PST
Category: Events

2020 FPA Spring Financial Forum
Thursday, March 12
Multnomah Athletic Club (MAC) - Portland, OR


This one-day event will include approximately five hours of continuing education for financial planning professionals. 
Our schedule is filled with industry thought leaders presenting on a variety of timely topics that will help in your day-to-day practice.
We look forward to seeing you there!

Forum Schedule of Events

8:15 - 9:00 am -- Registration, Breakfast, and Networking with Exhibitors
9:00 am - 12:00 pm -- Welcome, Opening Keynote & Presentations, Sponsor Recognition, Networking Break with Exhibitors
12:00 - 1:15 pm -- Lunch, FPA Board Acknowledgements, Announcements & Updates
1:15 - 4:15 pm -- Presentations, Raffles, Networking Break with Exhibitors, Closing Keynote and Remarks
4:15 pm -- Networking Reception
Final presentation/schedule details to be announced soon. Schedule/times subject to change.


Detailed Schedule & Presentation Information

8:15 - 9:00 am -- Registration, Breakfast, and Networking with Exhibitors
9:00  - 9:15am -- Welcome, Sponsor Recognition & Introductions
9:15 - 10:05 am -- Opening Keynote: A Different Way to Invest (Investor Behavior) - Presented by Apollo Lupesku, PhD

10:10 - 11:00 am -- Cyber Security - What you Need to Know Now and For the Future - Presented by a Panel of Industry Experts

Join us as we host a diverse panel of experts in cyber security.  Our presentation will start with an FBI agent involved in fighting cyber crimes in our area. He will share insights on what is happening in this well-organized and destructive criminal realm.  Next, Ben Goodman, CRISC,  will discuss work in the industry for protecting us from this constant threat.  Ben is the founder of 4A Security and Compliance, a national firm that helps clients such as American Express and GE Capital strengthen their information security while managing cyber risk and meeting their compliance requirements.  Ben is the recipient of ISACA’s CRISC, Worldwide Achievement Award.   Finally, we’ll conclude with a presentation from Durham & Bates on the logistics of insuring against this risk.

11:00 - 11:20 am -- Networking Break with Exhibitors
11:20 am - 12:10 pm -- Advanced Strategies for 529 College Savings - Presented by Jeffrey Pritchard, CFP
12:10 - 1:15 pm -- Lunch, FPA Board Acknowledgements, Announcements & Updates
1:15 - 2:55 pm -- Afternoon Sessions
2:55 - 3:00 pm -- Sponsor Raffles
3:00 - 3:15 pm -- Networking Break with Exhibitors
3:15 - 4:05 pm -- Closing Keynote: Reaching New Heights - Presented by Alan Mallory, Professional Speaker, Author, and Performance Coach
4:15 pm -- FPA Raffle, Closing Remarks, & Networking Reception
Final presentation/schedule details to be announced soon. Schedule/times subject to change.

Closing Keynote Spotlight

We are excited to share with you our Closing Keynote Speaker, Mr. Alan Mallory, Professional Speaker, Author, and Performance Coach. Alan joins us to present "Reaching New Heights: Strategies in Planning, Loss Prevention and Risk Management" -- the unforgettable visual and emotional journey combining innovative planning, loss prevention and risk management strategies and analogies. Some themes of his presentation:
  • Insurance considerations and the selection process
  • Understanding risk tolerance
  • Risk management, risk mitigation and planning risk responses
  • Understanding client needs and different life states
  • Strategic planning and future considerations
  • Developing a stronger level of trust in client relationships
  • Adaptive planning based on current knowledge and goals
  • Improving communication and overcoming communication barriers
  • Working through conflict and adversity

Words from those who have seen Alan in action --
Very engaging. A great end to the program
– Bradley Hall | FPA of the Triangle
The one standing ovation at District Conference
– John Donovan | District Governor | Rotary District 5710

Very extraordinary, powerful and enjoyable!
– Marissa Beyer | FPA of Northeast Ohio

Registration Fees (fees are per person):

Pre-Registration - Deadline: Friday, January 24, 2020
  • FPA Member: $185
  • Non-Member*: $285
Late/On-Site Registration - After January 24
  • FPA Member: $225
  • Non-Member*: $325
*Non-Members who apply for membership prior to registering for the event will receive discounted member pricing! Your membership must be acknowledged in the FPA of Oregon & SW Washington office prior to registration for pricing; contact us for details/confirmation.
Discounted/early registration ends January 24, 2020 -- so don't delay REGISTER TODAY!
If you are not able to register online, download this printable registration form and return to the FPA office.

Thank you to our 2020 FPA Spring Financial Forum Sponsors

Platinum Sponsors
Hines Securities
Reverse Mortgage Funding (RMF)

Gold Sponsors
Aquila Group of Funds
Dimensional Fund Advisors
DPL Financial Partners
Jensen Investment Management
Nationwide Advisory Solutions
Succession Resource Group
Vanguard

Want to be part of this fantastic group of supporters?
Limited opportunities left! Click HERE for details & form


Contact: Amoreena Burke or Vicky Danielson in the FPA office at 503.286.8350 / [email protected]