U.S. CPA Financial Planners to Gather at AICPA 2010 Financial Planning Conference in Orlando

Jan 06, 2010, 18:04 ET from American Institute of Certified Public Accountants

NEW YORK, Jan. 6 /PRNewswire-USNewswire/ -- Hundreds of CPA financial planners from across the United States will gather in Orlando for the 2010 Advanced Personal Financial Planning Conference of the American Institute of Certified Public Accountants. The conference is scheduled for Jan. 18-20 at Disney's Contemporary Resort.

Volatile financial markets pose a difficult challenge for financial planners and investing Americans. This three-day conference has more than 40 sessions on the prevailing economic conditions, the new regulatory environment and where markets are headed, including:

  • Best Practices in Serving Clients During the Market Volatility
  • Where Is the Real Estate Cycle Going?
  • How to Manage Inflation Risk
  • Estate Planning in the New Tax Law: What Is Coming?
  • North & South of the Border: Changing Landscapes of World Financial Planning in the Era of the Globally Mobile Citizen
  • The CPA Planner and Financial Literacy: a Partnership for America's Well-Being
  • Powerful Conversations with Clients, Colleagues and Yourself in Difficult Times

"CPA financial planners are a particularly valued resource during these turbulent times," said Michael Goodman, CPA/PFS, conference chair. "The 2010 program takes into account the incredible swings of the past year and features core sessions designed to help CPA planners continue counseling their clients through difficult times."

Designed for CPAs who provide the full range of financial planning services, including investment, estate, retirement, tax and insurance planning services, those attending the conference will hear from industry veterans, including keynote addresses from:

  • Dr. Kenneth R. French, Ph.D., the Carl E. and Catherine M. Heidt Professor of Finance at the Tuck School of Business at Dartmouth College. An expert on the behavior of security prices and investment strategies will offer his insights about improving the regulation of financial institutions.
  • David Walker, former comptroller general of the United States and current president and CEO of the Peter G. Peterson Foundation, will present a special keynote address on "Facing America's Fiscal Sustainability Challenges."
  • Blaine F. Aikin, AIFA, CFA, CFP, president and CEO of Fiduciary360. With more than 25 years of professional financial management experience in leadership positions within the public, private, and academic sectors, he will give a keynote on regulatory climate and how it will impact you and your practice.
  • Dr. David Kelly, CFA, Managing Director, Chief Market Strategist, J.P. Morgan funds, will provide an economic update and market insights on the current economic climate.

"In light of the increasing reliance clients place on their CPA planners as a result of the economic uncertainty, the program for this 2010 conference will be especially valuable," said Goodman. "As we head into the new year the CPA planner will continue to be a trusted resource to help clients navigate uncertain waters. The conference will provide the CPA planner the necessary tools, techniques, and ideas as well as opportunities to interact with professional colleagues to accomplish client objectives."

A conference brochure is available at www.cpa2biz.com/PFP. The registration fee is $1,025 for AICPA members, $1,325 for non-members.

About the AICPA

The American Institute of Certified Public Accountants (www.aicpa.org) is the national, professional association of CPAs, with more than 360,000 CPA members in business and industry, public practice, government, education, student affiliates, and international associates. It sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination. The AICPA maintains offices in New York, Washington, D.C., Durham, N.C., Ewing, N.J., and Lewisville, Tex.

SOURCE American Institute of Certified Public Accountants



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