2019 Annual Meeting

October 15-16, 2019 ~ Minneapolis, MN, USA | Partnering with FPA® Annual Conference October 16-18

Minneapolis Convention Center ~ 1301 Second Ave S, Minneapolis, MN 55403

Conference Office: support@academyfinancial.org or (727) 940-2658 x 2005 (Hours 9a-5p EDT)

Agenda


  • Overall Schedule at a Glance HERE
  • Search the oral and poster preliminary schedule HERE
    (Note: Room names have not been given/assigned yet.)
  • Sched.com (Online Agenda) - Coming soon
AFS Registration

Registration - AFS Member and Presenter Registration - AFS 2019 Annual Meeting*
*If you are a presenter, this is the link you must use, even if you are also attending or presenting at FPA.
    • Members: Register HERE or go to   
    • https://academyfinancial.org/event-3510833
      Academics / Practitioners - $575 (Early Bird) and $625 after September 23, 2019
      Students - $400
    • Non-members:
      You must join AFS first to access the registration form. Find membership pricing and the membership application HERE.
KnowB4UGo

Important information for all attendees, speakers, and presenters found here about two weeks before the conference.

Cross Attendance


For FPA Members
(Non AFS Members ONLY)







For AFS Members

The AFS 2019 Annual Meeting is being held at the Minneapolis Convention Center in Minneapolis, Minnesota in conjunction with the FPA® Annual Conference 2019 and overlaps on Wednesday, October 16, 2019.

  • For FPA registrants who would like to attend the AFS sessions on Tuesday, October 15, 2019, there is an additional cost:
    Professionals - $299

    Students - $199
  • Registration - Contact the AFS Conference Administrators at (727) 940-2658 x 2005 or support@academyfinancial.org (online registration for this promotion is not available).
  • For AFS registrants who would like to attend the FPA sessions on Thursday and Friday, October 17-18, 2019, there is an additional cost:
    Academics / Practitioners - $349
    Students - $149
  • Registration - Contact FPA's member engagement at 1 (800) 322-4237 x 2 (online registration for this promotion is not available).
Accommodations
  1. Hilton Minneapolis (FPS Headquarter Hotel)
    Single/Double Occupancy: $259/night + taxes & fees
  2. Hyatt Regency Minneapolis
    Single/Double Occupancy: $249/night + taxes & fees
  3. Millennium Minneapolis
    Single/Double Occupancy: $219/night + taxes & fees
 Sponsor
  • Commercial Sponsors:
    Download the Sponsor Prospectus for details
    Sponsor Opportunities: Coming Soon
  • University Sponsors:
    Download the University Sponsor Form for details
    University Sponsor Registration: Coming Soon
  • Call the Conference Administrators to discuss at (727) 940-2658 x 2005
Featured Speaker
Luncheon speaker:

Mark Glover
Global Head of Financial Planning, Wealth Management
HSBC Bank

Mark is responsible for Financial Planning globally within the Wealth Management team at HSBC.

He has over 20 years’ experience in the Wealth Management sector, starting out at the insurer Skandia providing planning solutions to private clients across the globe. At Skandia Mark helped international wealth managers develop client centric offerings in Europe, the Americas and Asia.

At UBS in London Mark was responsible for the commercial aspects of financial planning solutions, primarily focused on increased front office penetration, product innovation and development, technical sales training and management of sales campaigns. UBS had significant market shares in these solutions during this time.

Following UBS Mark led the global insurance proposition at Barclays Wealth, creating and executing the international insurance strategy. Developing this HNW insurance offering to complement their existing services allowed Barclays Wealth to provide an award winning holistic Wealth Advisory service throughout their global network.

Mark is a graduate of the CASS Business School, a Fellow of the Chartered Institute for Securities and Investments and a qualified financial planner.

When not working Mark spends time with family, tries to keep fit by cycling and swimming.

Presenter Info Oral Session Presenters
  • Each presenter will have 25 minutes, including Q&A in a 50-minute session, or 30 minutes, including Q&A in a 60-minute session.
  • The order of the sessions is that "a" is first and "b" is second, which will be made clear when you look at the agenda. 
Poster Session Presenters
  • All posters will be displayed from 4:30-6:00 pm on Tuesday, October 15, 2019.
  • Prepare your posters to take advantage of the full space provided to you on a poster board of 40 in high and 60 in long. You can use it horizontally or vertically. There is no template you must follow, but please include the AFS logo on your poster. Download logo HERE.

Executive VP-Program: Inga Chira, California State University Northridge

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