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Agenda - FAFN Pre-conference Advance

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Sessions marked with an asterisk (*) have been submitted to the Certified Financial Planner Board of Standards for Continuing Education Credits.

Day 1, Nov 1st
Day 2, Nov 2nd
Day 3, Nov 3rd
All Days

Thursday November 1st

Time		Session/Event	Speakers/Presenters/Sponsor

8:30 AM - 9:00 AM		Meet Transportation to Indian Pueblo Cultural Center
9:15 AM - 10:30 AM		Welcome and Reconnect
10:45 AM - 12:45 PM	*	Holistic Financial Planning: Transforming Client Relationships	Susan Galvin
1:00 PM - 1:45 PM		Lunch
2:00 PM - 3:30 PM		Breakout Sessions
		Review of Network Member Benefits	Danielle Burns, Andrew T. Frommeyer, Glen Yelton, Matthew Arnold, Scott A. Fenn
		By Invitation: Network Leaders' Meeting	George R. Gay, Holly Testa
3:30 PM - 3:45 PM		Afternoon Break
3:45 PM - 5:00 PM		Breakout Sessions
		The Politics of Working with Committees	Myrna Rivera
		Operations, Client Services & Adviser Services	Kathy Sutherland, Julie Ramm
5:00 PM - 6:15 PM		Breakout Sessions
		Working with Institutions: Not for the Faint of Heart, or the Quick-Fix Artists	Myrna Rivera
		Practice Development Panel	Jim Frazin, Georgette Frazer, Justin Harris
6:15 PM - 7:00 PM		Networking and Personal Time
7:00 PM - 8:15 PM		Awards Dinner	First Affirmative Financial Network, LLC
8:15 PM - 9:30 PM		Why We Do What We Do -- Awards Ceremony

Friday November 2nd

Time		Session/Event	Speakers/Presenters/Sponsor

8:00 AM - 9:00 AM		Breakfast: First Affirmative
9:15 AM - 10:00 AM		First Affirmative Welcome & Overview	George Gay
10:00 AM - 10:15 AM		Break: First Affirmative
10:15 AM - 11:45 AM	*	FAFN: FP Transitions: Practice Valuations - Purchase and Sale	David Grau, Jr.
11:45 AM - 12:55 PM		FAFN: Lunch
1:00 PM - 2:00 PM		Breakout Sessions
	*	FAFN: FP Transitions: The Real Value of Succession Planning	David Grau, Jr.
		FAFN: Making GeneSIS Work for You	Johann Klaassen
	*	FAFN: Understanding Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs) and other New Products	Sarah Lochner
2:10 PM - 3:10 PM		Breakout Sessions
	*	FAFN: The Pension Protection Act and Your Ficuciary Duties to ERISA Plans and Participants	Craig Dewey
	*	FAFN: Issues Facing Women As They Plan for Retirement	Tacy Paul Roby, Janet Bodnar
		FAFN: Operations, Client Services & Adviser Services	Kathy Sutherland, Julie Ramm
		FAFN: Social Screening: A Holdiings-Based Analysis of SRI Mutual Fund Practices	R. Kevin O'Keefe, Christie Renner
3:10 PM - 3:30 PM		FAFN: Break
3:30 PM - 4:30 PM		Breakout Sessions
		FAFN: Compliance Meeting (Mandatory for FAFN IARs)	Kathy Sutherland
	*	FAFN: The Pension Protection Act and Your Fiduciary Duties to ERISA Plans and Participants (Repeated)	Craig Dewey
		FAFN: Making GeneSIS Work for You (Repeat)	Johann Klaassen
4:40 PM - 5:40 PM		Breakout Sessions
	*	FAFN: Fixed Income: Best Execution and Taxable Municipal Bonds	Charles Sandmel, Harris May
		Seek and Ye Shall Find: Introducing SRI to Socially Conscious People	Steve Schueth, Danielle Burns, Holly Testa
		FAFN: Advocacy, Community Investment	Andy Loving, Bruce Herbert
6:30 PM - 9:00 PM		Reception & Dinner for Kim Kiel's Clients & Guests
6:45 PM - 7:15 PM		TBD
7:30 PM - 9:00 PM		FAFN: Dinner for First Time Participants	First Affirmative Financial Network, LLC

Saturday November 3rd

Time	Session/Event	Speakers/Presenters/Sponsor

7:15 AM - 8:00 AM	Breakfast, First Affirmative
8:00 AM - 9:45 AM	FAFN: Model Folio and Separate Account Manager Popcorn Presentations
9:45 AM - 10:00 AM	Break; First Affirmative
10:00 AM - 11:00 AM	FAFN: Close the Loop
5:30 PM - 6:00 PM	Sunset Religious Observation

Thursday, November 1, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

8:30 AM - 9:00 AM		Meet Transportation to Indian Pueblo Cultural Center
9:15 AM - 10:30 AM		Welcome and Reconnect
10:45 AM - 12:45 PM	*	Holistic Financial Planning: Transforming Client Relationships	Susan Galvin
1:00 PM - 1:45 PM		Lunch
2:00 PM - 3:30 PM		Breakout Sessions
		Review of Network Member Benefits	Danielle Burns, Andrew T. Frommeyer, Glen Yelton, Matthew Arnold, Scott A. Fenn
		By Invitation: Network Leaders' Meeting	George R. Gay, Holly Testa
3:30 PM - 3:45 PM		Afternoon Break
3:45 PM - 5:00 PM		Breakout Sessions
		The Politics of Working with Committees	Myrna Rivera
		Operations, Client Services & Adviser Services	Kathy Sutherland, Julie Ramm
5:00 PM - 6:15 PM		Breakout Sessions
		Working with Institutions: Not for the Faint of Heart, or the Quick-Fix Artists	Myrna Rivera
		Practice Development Panel	Jim Frazin, Georgette Frazer, Justin Harris
6:15 PM - 7:00 PM		Networking and Personal Time
7:00 PM - 8:15 PM		Awards Dinner	First Affirmative Financial Network, LLC
8:15 PM - 9:30 PM		Why We Do What We Do -- Awards Ceremony
Friday, November 2, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

8:00 AM - 9:00 AM		Breakfast: First Affirmative
9:15 AM - 10:00 AM		First Affirmative Welcome & Overview	George Gay
10:00 AM - 10:15 AM		Break: First Affirmative
10:15 AM - 11:45 AM	*	FAFN: FP Transitions: Practice Valuations - Purchase and Sale	David Grau, Jr.
11:45 AM - 12:55 PM		FAFN: Lunch
1:00 PM - 2:00 PM		Breakout Sessions
	*	FAFN: FP Transitions: The Real Value of Succession Planning	David Grau, Jr.
		FAFN: Making GeneSIS Work for You	Johann Klaassen
	*	FAFN: Understanding Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs) and other New Products	Sarah Lochner
2:10 PM - 3:10 PM		Breakout Sessions
	*	FAFN: The Pension Protection Act and Your Ficuciary Duties to ERISA Plans and Participants	Craig Dewey
	*	FAFN: Issues Facing Women As They Plan for Retirement	Tacy Paul Roby, Janet Bodnar
		FAFN: Operations, Client Services & Adviser Services	Kathy Sutherland, Julie Ramm
		FAFN: Social Screening: A Holdiings-Based Analysis of SRI Mutual Fund Practices	R. Kevin O'Keefe, Christie Renner
3:10 PM - 3:30 PM		FAFN: Break
3:30 PM - 4:30 PM		Breakout Sessions
		FAFN: Compliance Meeting (Mandatory for FAFN IARs)	Kathy Sutherland
	*	FAFN: The Pension Protection Act and Your Fiduciary Duties to ERISA Plans and Participants (Repeated)	Craig Dewey
		FAFN: Making GeneSIS Work for You (Repeat)	Johann Klaassen
4:40 PM - 5:40 PM		Breakout Sessions
	*	FAFN: Fixed Income: Best Execution and Taxable Municipal Bonds	Charles Sandmel, Harris May
		Seek and Ye Shall Find: Introducing SRI to Socially Conscious People	Steve Schueth, Danielle Burns, Holly Testa
		FAFN: Advocacy, Community Investment	Andy Loving, Bruce Herbert
6:30 PM - 9:00 PM		Reception & Dinner for Kim Kiel's Clients & Guests
6:45 PM - 7:15 PM		TBD
7:30 PM - 9:00 PM		FAFN: Dinner for First Time Participants	First Affirmative Financial Network, LLC
Saturday, November 3, 2007
Time		Session/Event	Speakers/Presenters/Sponsor

7:15 AM - 8:00 AM		Breakfast, First Affirmative
8:00 AM - 9:45 AM		FAFN: Model Folio and Separate Account Manager Popcorn Presentations
9:45 AM - 10:00 AM		Break; First Affirmative
10:00 AM - 11:00 AM		FAFN: Close the Loop
5:30 PM - 6:00 PM		Sunset Religious Observation

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