WE LOOK FORWARD TO SEEING YOU IN MINNESOTA
FPA designs its programs to comply with the principles of good practice accepted by most major professions. Historically, the FPA Annual Conference has been able to offer attendees a minimum of 16 hours of continuing education credit. The Financial Planning Association is registered with the National Association of the State Board’s of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. No advanced preparation is required for courses offered at this conference.
CFP BOARD CONTINUING EDUCATION CREDIT
FPA applies for acceptance from CFP Board and reports continuing education to CFP Board on behalf of attendees. CFP Board has final authority on acceptance of eligible sessions. To ensure that your CFP Board CE credit is processed, please be in the room within the first 10 minutes of the session.
REPORTING CONTINUING EDUCATION CREDIT
FPA will automatically report credit to CFP Board within one to two weeks of the conference. Please be certain your FPA online profile contains your CFP Board ID to ensure timely reporting. If you hold another designation, please check the on-site comprehensive guide for approved courses and plan to self-report credit to other associations or boards, including Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE), The Investments & Wealth Institute (CIMA), and American Institute of CPAs (AICPA). Download and print a certificate of completion from the FPA website one to two weeks following the conference for self-reporting purposes.
Sister organizations of FPA generally assess CE credit hours as listed in the comprehensive on-site guide. To track continuing education credits, international attendees MUST be in the room within the first 10 minutes of the session and save all handout materials to be provided to the sister organization with a certificate of completion. Download and print a certificate of completion from the FPA website one to two weeks following the conference.
Instructions on how to receive CE credit will be available in the mobile app and at the FPA Booth in the Exhibit Hall. Attendees must attend the required duration in order to receive credit. For additional questions related to continuing education credit, please contact FPA Member Services or call +1 800-322-4237, option 2.
2019 General Session Speakers
RABBI DANIEL COHEN
Rabbi Daniel Cohen’s unique blend of authenticity, humor, wisdom and insight helps people better navigate contemporary society and lead a life of legacy. Rabbi Cohen has served in the rabbinate for more than 20 years, and is the author of “What Will They Say About You When You Are Gone? Creating a Life of Legacy.” He also co-hosts a nationally syndicated radio show, “The Rabbi and the Reverend.”
On January 14, 2015, after 19 days of living on the side of the three-thousand-foot cliff El Capitan in Yosemite, California, Kevin Jorgeson stood on top of the hardest rock climb ever done. Jorgeson had spent more than six years with his climbing partner preparing and attempting to free climb the Dawn Wall. You can call Jorgeson a climber, an adventurer, an explorer or even crazy. But don’t call him a daredevil or thrill seeker—conquering the Dawn Wall was about partnership, adventure, optimism, determination, perseverance and the power of dreaming big.
Sheelah Kolhatkar, a former hedge fund analyst, is a staff writer and financial columnist at The New Yorker, where she writes about Wall Street, Silicon Valley, economics and politics. She is a New York Times best-selling author of “Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street.” She appears regularly as a commentator on business and political issues and is a contributor to the New York City public-radio station WNYC and to American Public Media’s “Marketplace.”
JUSTICE ALAN PAGE
Justice Alan C. Page was elected to the Minnesota Supreme Court in 1992, becoming the first African American on the court and one of the few associate justices ever to join the court initially through election rather than appointment. In 2018, he was awarded the Presidential Medal of Freedom. Page is also known for his football skills; a former Minnesota Viking, he was named NFL MVP in 1971 and is in both the College Football Hall of Fame and the Pro Football Hall of Fame.