Agenda
- First Affirmative Pre-conference Advance
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Only a quarter of 2,200 companies listed on the FTSE All-Word Developed Index are adequately managing their Environmental, Social and Governance (ESG) risks, according to At risk? - How companies manage ESG issues at board level, a recent research report from Ethical Investment Research Services (EIRIS). Over the three year period of the study (2005 - 2008), the financial sector was the worst performer, the resources sector was the best performer.
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Sessions
marked with an asterisk (*) have been submitted
to the Certified Financial Planner Board of Standards
for Continuing Education Credits.
- October 24
- October 25
- October 26
- All Days
October 24
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:00 AM - 8:00 AM | Morning Workout with Coach Fletch | Dale Fletcher View | |||
| 7:15 AM - 10:30 AM | Eco-Trek (Group of 10) | 8:00 AM - 10:30 AM | Free Time | 11:00 AM - 12:00 PM | Transformative Investing: Introducing First Affirmative's Vision and Strategic Direction | George R. Gay |
| 12:00 PM - 1:00 PM | First Affirmative Lunch | 1:00 PM - 2:00 PM | Breakout Sessions | ||
| * | Investment Solutions: Sell PROCESS Rather than Performance or Product | Kevin O'Keefe | Networking Solutions: Transformative Investing @ Ning | Christie Renner | Community Solutions: What, Why, How | Johann Klaassen, Andy Loving | 2:10 PM - 3:10 PM | Breakout Sessions |
| Compliance Solutions: Mandatory Compliance Meeting for First Affirmative IARs | Kathy Sutherland | Practice Management: How to Attract High Net-Worth SRI Clients | Jobie McCormick, Steve Schueth | Networking Solutions: Network Member Benefits | Mark Bateman, Danielle Burns View , Scott A. Fenn View , Andrew T. Frommeyer View |
| 3:15 PM - 3:30 PM | Afternoon Break | 3:30 PM - 5:30 PM | Knowledge Café: Wisdom of the Crowd | Steve Schueth, Barbara Simonetti View | |
| 6:30 PM - 7:15 PM | First Affirmative 20th Anniversary Reception | ||||
| 7:15 PM - 9:30 PM | Awards Dinner | ||||
October 25
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:00 AM - 7:30 AM | Morning Workout with Coach Fletch | Dale Fletcher | |||
| 8:00 AM - 9:00 AM | Breakfast: First Affirmative | 9:00 AM - 10:00 AM | * | How a Corporate Trustee Can Help Advisors Achieve Their Client Goals | Thomas M. Forrest View |
| 10:00 AM - 10:15 AM | Break: First Affirmative | 10:15 AM - 11:45 AM | Operations Solutions | Ritu Henningsen View , Julie McNamara, Kathy Sutherland | |
| 11:30 AM - 12:30 PM | Lunch: First Affirmative | 1:00 PM - 2:15 PM | * | Life Planning Solutions: Planning for Incapacity and Death of Loved Ones | Steve Schueth | 2:30 PM - 3:30 PM | Breakout Sessions |
| Business Relationships: Network Leaders Roundtable Discussion (by invitation) | George R. Gay, Holly Testa | * | Life Planning Solutions: Investing in Yourself: Stress Management Coaching | Dale Fletcher View | Practice Management: How to Attract High Net-Worth SRI Clients (Repeat) | Jobie McCormick, Steve Schueth |
| 3:30 PM - 3:45 PM | FAFN: Break | 3:45 PM - 4:45 PM | Breakout Sessions | ||
| Investment Solutions: Introducing G-Sphere Driven Portfolio Options | George R. Gay | Networking Solutions: Transformative Investing @ Ning (Repeat) | Christie Renner | * | Case Study: The Anatomy of a Meltdown-Muni Mae | Thomas Burt View | 4:50 PM - 5:50 PM | Breakout Sessions |
| * | Life Planning Solutions: Financial Literacy and a Healthy Connection with Money | Dorothy Emerson, Mackey McNeill | Shareholder Advocacy Solutions | Holly Testa View | Investment Solutions: First Affirmative's Investment Process - from GeneSIS to Final IPS | Johann Klaassen | 6:45 PM - 7:15 PM | First Affirmative Financial Network Reception |
| 7:00 PM - 9:00 PM | Dinner: First-Year Participants Dinner | ||||
| 7:30 PM - 9:00 PM | Dinner: On Your Own in Whistler | ||||
October 26
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:30 AM - 8:00 AM | Breakfast: First Affirmative | 8:15 AM - 10:15 AM | Investment Solutions: 'Popcorn' Presentations from Separate Account and Model Folio Managers | ||
| 10:15 AM - 10:30 AM | Break; First Affirmative | 10:30 AM - 11:30 AM | Close the Loop | 11:00 AM - 12:15 PM | First Affirmative Financial Network, LLC Annual Meeting of Investors |
| 11:05 AM - 2:20 PM | Eco-Trek Zip Tour (Group 1/10 people) | ||||
| 11:25 AM - 2:40 PM | Eco-Trek Zip Tour (Group 2/10 people) | ||||
| 12:30 PM - 2:00 PM | First Affirmative Financial Network Advisory Board Lunch and Meeting | ||||
| Friday, October 24, 2008 | |||||
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:00 AM - 8:00 AM | Morning Workout with Coach Fletch | Dale Fletcher View | |||
| 7:15 AM - 10:30 AM | Eco-Trek (Group of 10) | 8:00 AM - 10:30 AM | Free Time | 11:00 AM - 12:00 PM | Transformative Investing: Introducing First Affirmative's Vision and Strategic Direction | George R. Gay |
| 12:00 PM - 1:00 PM | First Affirmative Lunch | 1:00 PM - 2:00 PM | Breakout Sessions | ||
| * | Investment Solutions: Sell PROCESS Rather than Performance or Product | Kevin O'Keefe | Networking Solutions: Transformative Investing @ Ning | Christie Renner | Community Solutions: What, Why, How | Johann Klaassen, Andy Loving | 2:10 PM - 3:10 PM | Breakout Sessions |
| Compliance Solutions: Mandatory Compliance Meeting for First Affirmative IARs | Kathy Sutherland | Practice Management: How to Attract High Net-Worth SRI Clients | Jobie McCormick, Steve Schueth | Networking Solutions: Network Member Benefits | Mark Bateman, Danielle Burns View , Scott A. Fenn View , Andrew T. Frommeyer View |
| 3:15 PM - 3:30 PM | Afternoon Break | 3:30 PM - 5:30 PM | Knowledge Café: Wisdom of the Crowd | Steve Schueth, Barbara Simonetti View | |
| 6:30 PM - 7:15 PM | First Affirmative 20th Anniversary Reception | ||||
| 7:15 PM - 9:30 PM | Awards Dinner | ||||
| Saturday, October 25, 2008 | |||||
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:00 AM - 7:30 AM | Morning Workout with Coach Fletch | Dale Fletcher | |||
| 8:00 AM - 9:00 AM | Breakfast: First Affirmative | 9:00 AM - 10:00 AM | * | How a Corporate Trustee Can Help Advisors Achieve Their Client Goals | Thomas M. Forrest View |
| 10:00 AM - 10:15 AM | Break: First Affirmative | 10:15 AM - 11:45 AM | Operations Solutions | Ritu Henningsen View , Julie McNamara, Kathy Sutherland | |
| 11:30 AM - 12:30 PM | Lunch: First Affirmative | 1:00 PM - 2:15 PM | * | Life Planning Solutions: Planning for Incapacity and Death of Loved Ones | Steve Schueth | 2:30 PM - 3:30 PM | Breakout Sessions |
| Business Relationships: Network Leaders Roundtable Discussion (by invitation) | George R. Gay, Holly Testa | * | Life Planning Solutions: Investing in Yourself: Stress Management Coaching | Dale Fletcher View | Practice Management: How to Attract High Net-Worth SRI Clients (Repeat) | Jobie McCormick, Steve Schueth |
| 3:30 PM - 3:45 PM | FAFN: Break | 3:45 PM - 4:45 PM | Breakout Sessions | ||
| Investment Solutions: Introducing G-Sphere Driven Portfolio Options | George R. Gay | Networking Solutions: Transformative Investing @ Ning (Repeat) | Christie Renner | * | Case Study: The Anatomy of a Meltdown-Muni Mae | Thomas Burt View | 4:50 PM - 5:50 PM | Breakout Sessions |
| * | Life Planning Solutions: Financial Literacy and a Healthy Connection with Money | Dorothy Emerson, Mackey McNeill | Shareholder Advocacy Solutions | Holly Testa View | Investment Solutions: First Affirmative's Investment Process - from GeneSIS to Final IPS | Johann Klaassen | 6:45 PM - 7:15 PM | First Affirmative Financial Network Reception |
| 7:00 PM - 9:00 PM | Dinner: First-Year Participants Dinner | ||||
| 7:30 PM - 9:00 PM | Dinner: On Your Own in Whistler | ||||
| Sunday, October 26, 2008 | |||||
| Time | Session/Event | Speakers/Presenters/Sponsor | |||
| 7:30 AM - 8:00 AM | Breakfast: First Affirmative | 8:15 AM - 10:15 AM | Investment Solutions: 'Popcorn' Presentations from Separate Account and Model Folio Managers | ||
| 10:15 AM - 10:30 AM | Break; First Affirmative | 10:30 AM - 11:30 AM | Close the Loop | 11:00 AM - 12:15 PM | First Affirmative Financial Network, LLC Annual Meeting of Investors |
| 11:05 AM - 2:20 PM | Eco-Trek Zip Tour (Group 1/10 people) | ||||
| 11:25 AM - 2:40 PM | Eco-Trek Zip Tour (Group 2/10 people) | ||||
| 12:30 PM - 2:00 PM | First Affirmative Financial Network Advisory Board Lunch and Meeting | ||||
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