Full Schedule

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Wednesday, September 27, 2023
8:00 AM – 9:00 AM MST
AFS Breakfast & Daily Update
Location: PCC: North 222 AB
Academy of Financial Services
8:00 AM – 5:00 PM MST
Registration and Help Desk
Location: PCC: Exhibit Hall 5-6 Prefunction
8:30 AM – 10:15 AM MST
Exhibit Hall Grand Opening and Breakfast
Location: PCC: Exhibit Hall 5-6
Activity
8:30 AM – 5:30 PM MST
Exhibit Hall Hours
Location: PCC: Exhibit Hall 5-6
Activity
8:45 AM – 10:00 AM MST
DEI Breakfast and Presentation - The State of DEI: Creating Positive Change Amid DEI Pushback
Location: PCC: North 126
Jen Rutley
Abbey O'Malley
Activity
Powered By
9:00 AM – 10:15 AM MST
Financial Planning Challenge: Case Study Presentations Part 1
Location: PCC: North 128 AB
Financial Planning Challenge
9:00 AM – 10:30 AM MST
AFS Presentations | Block 3

10:15 AM – 11:15 AM MST
Permission to Dream
Location: PCC: North 120 Ballroom
Chris Gardner – HappYness
Caleb Silver – Investopedia
General Session
10:45 AM – 11:45 AM MST
Research to Integrate Sustainability & Financial Planning
Location: PCC: North 222 AB
Academy of Financial Services
11:15 AM – 11:45 AM MST
Chris Gardner Meet & Greet
Location: PCC: North 120 Ballroom Prefunction
Activity
11:15 AM – 1:00 PM MST
Lunch
Location: PCC: Exhibit Hall 5-6
Activity
Powered By
11:15 AM – 1:00 PM MST
Support Junior Achievement of Arizona By Helping Make Kits
Location: PCC: Exhibit Hall 5-6, Booth 230
11:20 AM – 12:30 PM MST
FinTech UX Sessions
Location: PCC: Exhibit Hall 5-6
11:45 AM – 4:15 PM MST
Financial Planning Challenge: Case Study Presentations Part 2
Location: PCC: North 128 AB
Financial Planning Challenge
1:00 PM – 2:00 PM MST
AFS Presentations | Block 4

1:00 PM – 2:00 PM MST
FPA Latino Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
2:00 PM – 2:15 PM MST
Coffee Break
Location: PCC: North 100-Level and Exhibit Hall
2:15 PM – 2:45 PM MST
AI in Action: Exploring the Use of Chatgpt in Financial Planning
Location: PCC: Exhibit Hall Classroom
Eric Ludwig, CFP® – The American College Center for Retirement Income
Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP®
Exhibit Hall Classroom
CE: .5 CFP CE Credit(s)
2:15 PM – 3:15 PM MST
African American Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
2:15 PM – 3:15 PM MST
AFS Presentations | Block 5

3:15 PM – 3:30 PM MST
Coffee Break
Location: PCC: North 100-Level
3:30 PM – 4:30 PM MST
Academic Future of Financial Planning - A Strategy Discussion
Location: PCC: North 222 AB
Academy of Financial Services
3:30 PM – 4:30 PM MST
Educational Breakout Sessions | Block 3

3:30 PM – 4:30 PM MST
Pride Planners Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
4:00 PM – 4:30 PM MST
Video Bootcamp: How to Get over Your Jitters and Record Like a Pro
Location: PCC: Exhibit Hall Classroom
Laura Garfield, MA (she/her/hers) – Idea Decanter
Sharon Gottula – Idea Decanter
Exhibit Hall Classroom
Powered By
4:30 PM – 5:30 PM MST
Happy Hour
Location: PCC: Exhibit Hall 5-6
Activity
Powered By
6:00 PM – 7:00 PM MST
For FPA Members Only: FPA Political Action Committee Reception
Location: Hyatt: Gilbert
Activity
7:30 PM – 9:00 PM MST
Honors Reception (Invite Only)
Location: Hyatt: Ellis
Activity