CFP Board Connections Conference

Attendees can expect a rich program that includes the following:

• Best practices, trends and innovations from leading financial services firms
• Presentations and discussions on cutting-edge research in financial planning
• Initiatives and strategies to promote diversity and inclusion within the profession
• Insights and updates for educators and program directors of CFP Board Registered Programs
• An opportunity to engage with firm executives, students, advisors, researchers, program heads and leaders of DEI initiatives

Jo Ann Jenkins, CEO, AARP

Since 2014, Jo Ann Jenkins has transformed American Association for Retired Persons (AARP) into a leader in social change. Under her leadership, AARP has been recognized by Ethisphere as one of the World’s Most Ethical Companies and named to the Washington Post’s Top Workplaces and Fast Company’s Best Workplaces for Innovators. Her national best-selling book, “Disrupt Aging: A Bold New Path to Living Your Best Life at Every Age,” has become a signature rallying cry for revolutionizing society’s views on aging.

In her fireside chat at the CFP Board Connections Conference, Jenkins will discuss aging and racial demographics, the “great wealth transfer” and the importance of retirement security, including the role of trusted, ethical advice and the evolving retirement landscape.

Additional confirmed speakers include:

• Philipp Carlsson-Szlezak, Global Chief Economist and Managing Director and Partner of the New York office, Boston Consulting Group, and author of “Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk”
• Alison Fragale, Research Psychologist and Mary Farley Ames Lee Distinguished Scholar of Organizational Behavior at the University of North Carolina Chapel Hill Kenan-Flagler Business School, and author of “Likeable Badass: How Women Get the Success They Deserve”
• Frederik Pferdt, Google’s first Chief Innovation Evangelist and founder of Google’s Innovation Lab, and author of “What’s Next Is Now: How to Live Future Ready”
• Jannese Torres, Latina Money Expert, creator of the “Yo Quiero Dinero” podcast and author of “Financially Lit: The Modern Latina’s Guide to Level Up Your Dinero and Become Financially Poderosa”

Firm leaders should plan to attend this one-of-a-kind event. Firm attendees will have the opportunity to:

• Build partnerships, learn and share ideas and best practices with other employers.
• Connect one-on-one with registered programs and leaders of CFP® professionals.
• Experience compelling presentations from our esteemed keynote speakers Philipp Carlsson-Szlezak, Alison Fragale, Frederik Pferdt and Jannese Torres.

Interested in sponsoring a CFP Board Connections Conference? Please contact conference@cfpboard.org.