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Monday, Nov 3rd
8:30 AM - 9:30 AM PDT
Unbiased: How to Manage Risk in the Gray Zone
Location: Level 3: 367-369
Andy Fastow – Former CFO of Enron
General Session
CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
9:30 AM - 10:30 AM PDT
AI with Intent: Using Intelligence Ethically, Effectively, and Authentically
Location: Level 3: 367-369
Shannon Rosic – Informa Connect
Andrew Altfest, CFP® , MBA (he/him/his) – Wealth Management/Fintech
Azish Filabi – The American College Maguire Center for Ethics in Financial Services
Sindhu Joseph, Ph.D. (she/her/hers) – CogniCor
Harry Mamaysky, Ph.D. – QuantStreet Capital
General Session
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Tuesday, Nov 4th
4:15 PM - 5:00 PM PDT
How the Hell Did We Make This Happen? The Story of FPA’s Founding Merger
Location: Level 3: 367-369
Dave Yeske, DBA, CFP® (he/him/his) – Yeske Buie
Elissa Buie, CFP® – Yeske Buie
Richard P. Rojeck, MBA, CFP®, AIF® – Sagemark Consulting
G. Joseph Votava, Jr., JD, CFP®, CPA – Bond, Schoeneck & King PLLC
General Session
Wednesday, Nov 5th
8:15 AM - 9:00 AM PDT
CFP Board Update
Location: Level 3: 367-369
General Session
Wednesday, Nov 5th
12:00 PM - 1:00 PM PDT
Animal Spirits: Center Stage at FPA Annual Conference 2025
Location: Level 3: 367-369
Michael Batnick, CFA® – Ritholtz Wealth Management
Ben Carlson, CFA – Ritholtz Wealth Management
General Session