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CATEGORIES:Events
SUMMARY:2023 May CE Symposium
DESCRIPTION:
Detailed Schedule | Presentat
ion Descriptions | About our Speakers |
7:30 am - 7:55 am
Registration | Hot Breakfast | Netwo
rking with Exhibitors and Attendees
7:55 am - 8:20 am
<
strong>Welcome, Introductions & Opening Remarks | Introduction of SFF S
ponsors
By 2023 Programs Director Scott Malbasa, CFP
8:20 am - 9:10 am
Business Ownership Exits - Issues
, Strategies and Solutions
Presented by Adam Rose, Rose
Law Firm, P.C.
Adam Rose will share a framework for ide
ntifying critical issues, strategies, and solutions that business owners sh
ould be considering as they navigate business ownership exit events--for th
emselves, their company, and their family. He’ll talk about the pros and c
ons of selling to an outsider (think--competitor or private equity fund) v.
selling to an insider (think--partner, key employee, family member). Adam
will approach the presentation from the perspective of how legal tools can
make the process more effective at each step of the process. Adam’s prese
ntation will also address how lawyers, financial planners, business apprais
ers, CPAs, and investment bankers can work together to create great outcome
s for our clients.
Learning Objectives:
How a detailed Ownership Transition Timeline can help you and y
our clients.Why the Shareholder Agreement is a critic
al tool.How to use Incentive Compensation Tools.Why tax planning can make a big difference.Understand the typical steps of the M&A Journey
*Approved for 1 CEU with the CFP Board.
Meet
the Speaker:
Adam Rose is the founder
of Rose Law Firm P.C.—a boutique business-oriented law firm of eight attorn
eys with offices in Lake Oswego and Vancouver, WA. Rose Law Firm focuses o
n representing successful middle-market business owners with corporate and
commercial transactions and litigation. Adam has worked with corporate cli
ents in Oregon and SW Washington for over twenty-five years. Adam is regul
arly called upon to present to business owners, lawyers, and financial prof
essionals on issues related to Mergers & Acquisitions, ownership succes
sion, and other corporate events. Adam graduated with his J.D. in 1997 fro
m Harvard Law School and is licensed to practice law in Oregon and Washingt
on.
9:10 am - 9:25 am
Networking Bre
ak with Exhibitors and Attendees
9:25 am - 10:15
am
Philanthropy for a New Era: Why and How to Discuss
Charitable Giving with your Clients
Presented by Sharo
n Benson, SB Philanthropy
If there is over
$240 billion in donor advised funds, why are nonprofits struggling to provi
de services to families in need? We’ll uncover the unintended consequences
of donor advised funds and how to fix it; explore how to deepen relationshi
ps by engaging clients in discussion about their philanthropy; and discuss
actions you can take today to ready yourself for your client’s charitable i
nquiries.
Learning Objectives:
- How to deepen relationships by engaging clients in discussi
ons about philanthropy.
- The unintended co
nsequence of donor advised funds and how to fix it.
- <
span>Three things you can do today to ready yourself for your client'
s chartable inquiries.
*Approved for
1 CEU with the CFP Board.
Meet the Speaker:
Sharon Benson is a certified, independent ph
ilanthropy advisor who motivates families to be their best selves by activa
ting their philanthropy. Sharon coaches people to use money to level playin
g fields and create opportunities; facilitates philanthropy discussions fra
med with purpose, outcome, and process; and helps clients find joy in givin
g by creating values-based donation plans. Sharon has over 30 years of expe
rience guiding donations to educational and social service nonprofits as a
major and planned giving officer, including 14 years at Lewis & Clark C
ollege and nine years at SMART Reading. Sharon is certified by 21/64, a lea
der in multi-generational philanthropic advising and training; a graduate o
f the Beegle Poverty Immersion Institute and Resolutions NW anti-racism sem
inar; a student of community centric fundraising; and a graduate of the Uni
versity of Oregon School of Journalism.
10:15 am -
10:30 am
Networking Break with Exhibitors and Att
endees
10:30 am
- 11:20 am
Explore the Potential of Personalized Index
ing
Presented by Ben Hammer, CFA, Vanguard
Direct indexing is generating buzz with financi
al advisors, but is the strategy right for our clients? What role can direc
t indexing play in clients’ portfolios? You’ll get a quick overview of the
technology behind this growing trend, and also learn why it’s easier than e
ver for you to leverage direct indexing to differentiate and grow your prac
tice. You’ll delve into topics like:
• The importance of tax-loss harv
esting frequency in potentially boosting clients’ after-tax returns
•
The four key use cases where direct indexing may benefit your clients.
• The factors to weigh when deciding between direct indexing or ETFs and m
utual funds.
Don’t miss the chance to interact with an expert from Va
nguard and hear what’s on the minds of your fellow advisors.
Learning Objectives:
- Define personalized indexing and c
onnect it to the overall case for indexing
- Determine which clients
from personalized indexing
- Explain how to incorporate it into clien
t portfolios and financial plans
*Approved for 1 CEU with the C
FP Board and Oregon Insurance.
Meet the Speaker:
Ben Hammer, CFA, is Head of Client Devel
opment for Vanguard Personalized Indexing where he is dedicated to forming
and sustaining long-term partnerships with Registered Investment Advisors (
RIAs), Banks, and Broker Dealers.
In addition, Mr. Hammer manages rela
tionships with RIAs in the Pacific Northwest for Vanguard Financial Advisor
Services™. Mr. Hammer joined Vanguard in 2005, and before his current role
s he represented Vanguard ETFs® to institutional asset managers nationwide.
Mr. Hammer earned a B.S. in psychology from the University of Illino
is. He is a CFA® charterholder, a member of the CFA Society of Portland and
CFA Society of Seattle and holds FINRA Series 7 and 63 licenses.
11:20 am - 11:25 am
Closing Remarks
span>
Registration Details:
R
egistration Deadline: Friday, May 19th, 2023
Early Registrati
on (Register by April 28th, 2023)
FPA Chapter Member: $125.0
0
Non-Member: $225.00
Regular Registration (Register sta
rting April 29th, 2023)
FPA Chapter Member: $175.00
Non
-Member: $275.00
T
hank you to our Sponsors!
Platinum Sponsor
space
Gold Sponsor
Silver Sponsors
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p>
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