Oct
30
Date: October 30 - November 02
Time: 1pm
Location: Nashville, TN
Description:
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors
can expect a mix of education and networking with other like-minded financial professionals.
https://www.napfa.org/conferences/napfa-fall-2024-national-conference
Faculty contact: Hyrum Smith
Nov
19
Date: November 19 - November 21
Time: 8am
Location: San Francisco, CA
Description:
Schwab IMPACT brings together industry experts, top solutions providers, and thousands
of advisors to talk strategy for taking client service and firm performance to the
next level.
https://impact.schwab.com/
Faculty contact: Luke Dean
Nov
20
Date: November 20 - November 22
Time: 8am
Location: Columbus, OH
Description:
The AFCPE (Association for Financial Counseling and Planning Education) Symposium
is the premier conference for financial educators, planners, counselors, coaches,
researchers, and content creators worldwide.
https://www.afcpe.org/symposium/
Faculty contact: Ryan Law
Mar
03
Date: March 03 - March 06
Time: 9am
Location: Dallas, TX
Description:
T3 is the practice management and technology conference for independent and hybrid
financial advisors. The event gives advisors timely information on how to build a
more efficient and profitable business. The conference typically covers everything
from how custodians are keeping ahead of the technology curve to the latest in portfolio
management and reporting solutions. The conference brings together vendors, industry
leaders, financial advisors, and students. It features new and upcoming technology
solutions, plus current and emerging issues faced by financial advisors at firms of
all sizes.
https://t3conferences.com/
Faculty contact: Rachel Bi
May
07
Date: May 07 - May 10
Time: 9am
Location: Phoenix, AZ
Description:
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors
can expect a mix of education and networking with other like-minded financial professionals.
https://www.napfa.org/community/future-conferences
Faculty contact: Hyrum Smith
Jun
03
Date: June 03 - June 05
Time: 9am
Location: Gaylord National (National Harbor, Maryland)
Description:
Attendees can expect a first look at the newest digital products and services, immersive
learning experiences with industry innovators, and networking opportunities with the
top advisors and influencers in the business.
https://bnymellon.cventevents.com/event/3a2e718c-ad97-4600-94cb-a9f4e229d9af/websitePage:bb4a66a5-9e13-4602-9c13-0a4f9819a84c
Faculty contact: Laura Ricaldi
Sep
09
Date: September 09 - September 11
Time: 2pm
Location: Orlando, FL
Description:
The Carson Excell conference is a blend of sessions about how to scale an advisory
firm beyond the founder/owner (the transition from practice to business), along with
content on marketing and growth strategies to get to that next level, and inspirationally-oriented
keynote sessions to fire up attendees to go home and try it all out.
https://www.carsongroup.com/love-your-business/community/events/excell-conference-2024/
Faculty contact: Benjamin Cummings
Sep
13
Date: September 13
Time: 7:30 am
Location: UVU, Orem UT
Description:
The Utah-Idaho chapter of the Financial Planning Association (FPA) is part of the
nationwide network of chapters forming the backbone of FPA. We promote the advancement
of knowledge in financial planning, supporting programs and projects that enable our
members to better serve their clients.
Faculty contact: Alex Brockbank
Sep
16
Date: September 16 - September 18
Time: 8:30 am
Location: Denver, CO
Description:
Bob Veres' Insider's Forum conference is the real-world extension of Inside Information,
a master study group, provider of newsletters and articles as well as a general "curator"
of information found throughout the financial advisory profession. Intended for experienced
fiduciary financial advisory business professionals, the conference is designed to
provide essential information for running and growing prosperous businesses and better
serving clients, advanced technical content, as well as valuable opportunities for
networking with industry thought leaders.
https://www.insidersforum.com/
Faculty contact: Luke Dean
Sep
18
Date: September 18 - September 20
Time: 8am
Location: Columbus, OH
Description:
FPA Annual Conference brings together financial planners, thought leaders, service
providers, and allied professional where they can connect, learn from each other,
and explore how they can impact their community. The FPA Annual Conference 2023 is
the largest annual gathering of CFP® professional each year.
https://ac.financialplanningassociation.org/sessions
Faculty contact: Hyrum Smith
Sep
18
Date: September 18 - September 20
Time: 8am
Location: Columbus, OH
Description:
AFS presents academic, student and practitioner members and Board of Directors members
from multiple countries. In conjunction with FPA Annual Conference.
https://academyfinancial.org/page-18178
Faculty contact: Hyrum Smith
Sep
29
Date: September 29 - October 01
Time: 8am
Location: Washington, DC
Description:
The CFP Board Conference unites the CFP Board Registered Programs Conference and Annual
Firms Summit. This event creates an exclusive forum that brings together today's employers
of CFP® professionals with leaders from the colleges and universities preparing the
CFP® professionals of tomorrow.
https://www.cfp.net/events/2024/09/cfp-board-connections-conference
Faculty contact: Laura Ricaldi
Oct
06
Date: October 06 - October 09
Time: 9am
Location: Orlando, FL
Description:
Details TBD.
Faculty contact: Alex Brockbank
Oct
07
Date: October 07 - October 09
Time: 11:45 am
Location: Las Vegas, NV
Description:
ADISA conferences bring together the nation's leading alternative investment professionals
to learn the latest industry trends, marketing recommendations, and current regulations.
At the conferences, members and attendees enjoy face-to-face networking opportunities
that expand their professional connections and strengthen their personal relationships.
https://www.adisa.org/events/2024-annual-conference-trade-show
Faculty contact: Scott Stratton
Mar
27
Date: March 27
Time: 2:30 pm
Location: UVU Ballroom
Description:
Please attend our annual Spring Banquet. This is a great opportunity to network with
companies and celebrate the achievements of our students.
Days events:
1-145 Fidelity Investments presents Navigating Networking
2-4 Interviews held in the Money Success Center. Sign ups will be announced.
430-6 Networking hour in the UVU Ballroom
6-8 Dinner
SPRING BANQUET 2025
Oct
28
Date: October 28
Time: 3:30 pm - 5pm
Location: Scott C. Keller Building KB 401
Description:
Students in Financial Planning & Wealth Management degree programs get the chance
to connect with professionals and firms to find paid internship, part-time or full-time
job opportunities. This in-person event will give you the chance to network with experts,
find great mentors, learn about career opportunities, and expand your knowledge in
the field.
