EmailMeForm
NAPFA National Conference Session Info
Speaker Name
*
First
Last
Speaker Email
*
Name Pronunciation
For example: David Baranowski (David Ba-ra-now-ski)
Speaker Pronouns
(i.e. she/her)
On-Site Speaker Phone
*
###
-
###
-
####
Presentation Title
*
Presentation Description
*
Clear, 3- to 4-sentence overview of the session, including the topics to be covered.
3 Learning Objectives
*
Three specific, measurable, simple statements of what participants will learn in the program.
Session Content Level
*
Foundational
Intermediate
Advanced
Session Subject Area
*
A - Financial Planning Process
B - Insurance & Risk Management
C - Investments
D - Income Tax Planning
E - Retirement Planning
F - Estate Planning
G - Ethics
H - Accounting, Cash Flow Mgmt. & Budgeting
I - Economic and Political Environment
J - Communications
K - Marketing and Practice Management
L - Strategic Thinking
M - Technology
Speaker Bio
*
Maximum 150 words
Speaker Credentials or Designations
*
If having more than one speaker or a panel, please include the additional speakers/panelists names, emails, speaker bio (150 word max), and speaker credentials.
Is the speaker(s) willing to be interviewed ahead of the event for a social post/video or other promotional purposes?
*
Yes
No
Is the speaker(s) willing to be interviewed at the event for a social post/video or other promotional purposes?
*
Yes
No
What is the speaker(s) Twitter handle or company's Twitter handle?
We would like to tag our speakers throughout the conference.
What is the speaker(s) LinkedIn profile URL?
