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

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

Online registration has now closed. If you would still like to attend, please contact the FPA office 503.286.8350 or [email protected] We have limited on-site registrations available.


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 Closing Reception
Final presentation/schedule details to be announced soon. Schedule/times subject to change.

Please note: FPA is closely monitoring the coronavirus (COVID-19) and will keep the membership/industry partners apprised of any event/schedule changes, should they be deemed necessary.

Detailed Schedule & Presentation Information

8:15 – 9:00 am    
Registration, Breakfast, and Networking with Exhibitors

9:00 – 9:05 am    
Welcome & Opening Remarks

9:05 – 9:15 am    
Personal Introductions | Sponsor Recognition | CENTS Overview

9:15 – 10:05 am    
Opening Keynote: A Different Way to Invest (Investor Behavior) - Presented by Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors
This presentation answers key questions many investors ask and highlights Dimensional's research-based approach to investing. Discussing overarching themes such as inflation, risk tolerance, market efficiency, global diversification, and market timing, this presentation presents an alternative approach that is rooted in robust academic research, based on concepts such as market and asset pricing, tradeoffs in investing, and maintaining discipline towards an attainable goal.

Learning Objectives:

  • Advisors need to understand the technical aspects of the investment process to build conviction that they are doing the right thing for their clients.
  • When communicating this process to retail investors, advisors generally need to reduce technical jargon and be more plainspoken.
  • Based on each client's level of acumen, advisors must find the balance between presenting data and evidence, relative to storytelling and use of analogies.

10:10 – 11:00 am    
Cyber Security Panel: What You Need to Know Now and for the Future - Presented by George Chamberlin, Assistant Special Agent in Charge (ASAC), FBI Portland Field Office; Diane Girard, CPCU, CIC, Senior Vice President, Durham & Bates Insurance; & Ben Goodman, Founder, 4A Security and Compliance - Moderated by Cyndi Thompson, MS, CFP®
Join us as we host a diverse panel of experts in cyber security.  Our presentation will start with an FBI agent involved in fighting cybercrimes 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 Diane at Durham & Bates on the logistics of insuring against this risk.        

Learning Objectives:

  • Why cyber risk is a real and growing threat to the financial planning sector.
  • What types of cyber losses are most prevalent today, which threat actors are targeting the financial planning industry and its clients, and which cyber security and risk management measures are the most effective protections against such losses.
  • How financial planning professionals can apply cyber risk management, including mitigation by strengthening security preparedness, and risk transfer through cyber insurance, to protect their own,  and their clients' assets.

11:00 – 11:20 am    
Networking with Exhibitors

11:20 am – 12:10 pm    
Opportunities in Global Real Estate: Trends Shaping The Investment Landscape Today - Presented by Michael Hudgins, Managing Director of Research, Hines Securities
During this presentation, you will learn why investing globally in real estate may help investors prepare their portfolios for the crosswinds that they face, as they seek to design optimal portfolios that will get them to their investment goals. You will learn what specific sectors, types of properties, and varying global regions, appear to offer the most opportunity currently.  This session will also be a discussion about the various channels available to investors for accessing the real estate asset class, and how this has evolved in the last decade.  This information is pertinent to all investors, whether individuals, institutions, family offices or endowments.

Learning Objectives:

  • Why investing globally in real estate may help your investors to meet their financial goals.
  • What specific sectors or types of property, in varying major global regions, appear to offer the most opportunity, and which ones you may want to avoid at this time.
  • How investors can access the real estate asset class today in light of the product design evolution that has occurred in the last decade.

12:10 – 1:15 pm    
Awards and Networking Luncheon

  • Welcome & Announcements
  • 2019 Board Acknowledgments
  • 2020 FPA Board of Directors Welcome & Introductions
  • President’s Speech
  • Pro Bono Announcements
  • Membership Announcements
  • Sponsorship Announcements

1:15 – 2:05 pm    
The Four Common Uses of a Reverse Mortgage Modeled in Financial Software - Presented by Paul Pomeroy, Reverse Mortgage Planning Specialist, Reverse Mortgage Funding (RMF)
Paul Pomeroy will address some of the misinformation still surrounding reverse mortgages, providing facts financial professionals need to know. The presentation will include the most recent changes by FHA, the new low cost portfolio Jumbo reverse mortgage and client case studies modeled in MoneyguidePro, eMoney and Right Capital to demonstrate why researchers such as Wade Pfau, John Salter and Michael Kites say; home equity can have a tremendous impact on client retirement outcomes. The Four common Uses of a Reverse Mortgages will show various outcomes for clients who no longer are making mortgage payments, receive monthly payments, finance a new home with a reverse mortgage or choose a line of credit with a guaranteed growth feature. After demonstrating the impact of these reverse mortgage strategies, Paul will highlight the Optimizer, a new illustration tool from RMF, which illustrates credit line options maximizing plan outcomes increasing cash flow and the impact on legacy values.

Learning Objectives – upon completion of this program, participants will expect to know:

  • Most recent changes with FHA reverse mortgages and the new jumbo reverse mortgages
  • Four common uses of reverse mortgages financial planners need to know
  • Outcomes modeled in planning software by utilizing home equity

2:05 – 2:55 pm  
Feel Safe About Your Inherited Retirement Accounts – Understanding The SECURE Act of 2019
Presented by Sarah Einowski, Of Counsel Attorney, Tonkon Torp
The presentation will discuss the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and how it affects inherited retirement accounts.

Learning Objectives:

  • Participants will gain an awareness of the recent changes to inherited traditional retirement accounts.
  • The presentation will additionally cover the income tax consequences for inherited traditional retirement accounts.
  • Lastly, participants should come away with an understanding of the options for estate planning solutions to account for income tax consequences.

2:55 – 3:00 pm    
Sponsor Raffles                     

3:00 – 3:15 pm    
Networking with Exhibitors

3:15 – 4:05 pm    
Closing Keynote: Reaching New Heights: Strategies in Planning, Loss Prevention and Risk Management - Presented by Alan Mallory, Speaker, Author, Performance Coach, New Heights Consulting
Alan’s engaging presentation focuses on developing planning skills and strengthening relationships by reinforcing the professional development and and leadership skills that are essential for success. It is an engaging visual and educational journey that is supported by many of the stunning photos and short videos captured along the expedition. From teetering across ladders spanning seemingly bottomless crevasses and fighting the many altitude-related sicknesses to clambering up vertical ice faces, every segment of the expedition was filled with intense, extraordinary challenges. Alan’s keynote exemplifies the importance of numerous planning areas such as strategic planning, effective communication, risk management, teamwork and development of trust within client relationships as well as the mentality and passion involved in conquering one’s own Everest, whatever that may be.                        

4:05 – 4:15 pm    
FPA Raffle Giveaway and Closing Remarks                        

4:15 pm        
Closing Networking Reception - Come enjoy a fun time together!  All attendees, exhibitors, and speakers are invited to attend this hosted networking reception.  Take advantage of this time to meet and reconnect with your peers from across Oregon and beyond.  Beverages and light hors d’oeuvres will be provided.  There is no additional fee to attend.

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
Avantis Investors
Bloomberg L.P.
Dimensional Fund Advisors
DPL Financial Partners
Jensen Investment Management
Nationwide Advisory Solutions
Succession Resource Group

Want to be part of this fantastic group of supporters? It's not too late!
Limited opportunities are left! Click HERE for details & form
Send completed forms to the FPA office
(fax 503.253.9172--no credit card payments via email).

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