2014

    Press Release


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    Contact(s):

    Kristin Vincenzo
    212-596-6138
    kvincenzo@aicpa.org

    Mitch Anthony, Cam Marston and Dr. Arthur Laffer Join List of Keynote Speakers for AICPA’s 2015 Advanced Personal Financial Planning Conference 

    Annual Conference Offers Profession’s Most Comprehensive Financial Planning Resource  
    Published August 20, 2014

    New York (August 20, 2014) – Giving financial planners access to the most innovative and respected thinkers of the planning profession, the American Institute of CPAs (AICPA) Personal Financial Planning Section announced its schedule of keynote speakers for the 2015 Advanced Personal Financial Planning Conference in Las Vegas Jan. 19-21, 2015. This year’s award winning speakers will address important themes ranging from tax and economic insights to Gen-Savvy advisor strategies.

    The 2015 conference speakers include:

    Mitch Anthony, Owner, Advisor Insights. For more than a decade, this best-selling author has provided training and development for both individual advisors and major organizations throughout the world. Anthony has also authored or coauthored many books for advisors and consumers, including StorySelling for Financial Advisors, Defining Conversations, From the Boiler Room to the Living Room, The New Retirementality, Your Clients for Life, Your Client's Story, The Cash in the Hat, and The Bean is not Green.
    Session Topic: Moving from ROI to ROL

    Cam Marston, President and Owner, Generational Insights. One of the nation’s leading experts on generational change marketing strategies, Marston studies demographic trends and relates these trends worldwide. He has worked with industry leading companies and organizations ranging from the Boy Scouts to Wells Fargo Bank to Kentucky Fried Chicken. Session Topic: the Gen-Savvy Financial Advisor

    Dr. Arthur Laffer, PhD.,
    founder and chairman, Laffer Associates. Recognized as “The Father of Supply-Side Economics” for his economic acumen and influence in triggering a world-wide tax-cutting movement in the 1980s, Dr. Laffer provides economic global investment-research services to institutional asset managers, pension funds, financial institutions, and corporations. He has received several awards for his economic work including: two Graham and Dodd Awards from the Financial Analyst Federation for outstanding feature articles published in the Financial Analysts Journal; the Distinguished Service Award by the National Association of Investment Clubs; the Adam Smith Award for his insights and contributions to the Wealth of Nations; and the Daniel Webster Award for public speaking by the International Platform Association.
    Session Topic: Tax and Economic Insights

    Barry Melancon, CPA, CGMA, President and CEO, American Institute of CPAs. Melancon is responsible for spearheading a number of initiatives designed to benefit not only the CPA profession, but also investors, business owners, lenders and the general public. He has raised the visibility and reputation of the AICPA and the CPA profession through his work with the AICPA which has included development of audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs. Melancon is also a member of the AICPA's delegation to the International Federation of Accountants, whose broad objective is the development and enhancement of a coordinated worldwide accountancy profession with harmonized standards. He also serves on the board of the U.S. Chamber of Commerce’s Center for Capital Markets Competitiveness.
    Session Topic: Professional Issues Update

    New to the conference this year is a mini track on insurance and risk management. Sessions will explore issues with long term care, P&C and advanced life insurance strategies, including life settlements.

    The conference will continue to offer sessions on key themes for all financial planners including:

    • Wealth Management and Tax – innovative strategies in income tax, sophisticated estate planning for high-wealth and mass affluent clients, NING/DING trusts and asset location as well as key tax updates. 
    • Retirement/Elder Planning – proven strategies for tax-preferred retirement savings, target replacement rates, safe withdrawal rates and annuities, as well as inheritance issues, predictors of life satisfaction, and longevity risk in retirement.
    • Investment Management – innovative approaches to tax-efficient investing, asset allocation, hedge funds, and fixed income are offered.
    • Practice Management and Technology – attendees best practices in business development, practice valuation, communicating with clients, managing a new generation of employees and compensation strategies.

    Registration: To obtain on-site press credentials, media sign-ups for remote access, or additional information about the conference, please contact Kristin Vincenzo at kvincenzo@aicpa.org.

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