KEEPING UP

New NAPFA CEO Named

Kathryn A. Dattomo, MNA, CAE, CFRE, will become NAPFA’s new chief executive officer on March 13. She brings extensive experience in association management, including strategic planning, non-dues revenue, marketing communications, education programs, and member engagement. She previously served as chief development officer at the American Association of Neurological Surgeons and as executive director of the foundation of the American Society of Gastrointestinal Endoscopy. She completed her undergraduate degree at DePauw University, holds a master of nonprofit administration degree from North Park University, and is a Certified Association Executive (CAE) and a Certified Fund Raising Executive (CFRE).

 

NAPFA Nation Podcast

NAPFA has rebranded its podcast. NAPFA Nation is a monthly podcast bringing you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession.

Join Marie Swift, founder and CEO of Impact Communications, as she interviews various NAPFA members and professionals.

Join Us in Sunny San Diego!

Register now for the NAPFA Spring Conference, May 10–13, at the Marriott Marquis San Diego Marina. Scholarships are available; apply by March 17.

Keynote speakers will include technology strategist and certified futurist Crystal Washington, human values expert and Valuegraphics project founder David Allison, and the always-compelling economist LaVaughn Henry.

Jeff Levine of Buckingham Strategic Wealth will lead a pre-conference workshop on estate planning.

Join fellow NAPFA members for education, connecting with others, and celebrating NAPFA’s 40th anniversary!

Register for NEMA NAPFA Regional Symposium

You can still register for the NAPFA Northeast/Mid-Atlantic Region Symposium, which will be held March 26–27 at the Boston University Photonics Center. Simulcasts are available in in Wayne, NJ; McLean, VA; and Philadelphia.

An ethics session on March 26 will be followed by a full day of learning on March 27, including presentations on longevity planning, planning for widows, the psychology of investing, and more.

Submit a Testimonial to Celebrate NAPFA’s 40th Anniversary!

This year, NAPFA is celebrating 40 memorable years. Look back at the history of NAPFA with this downloadable timeline infographic.

Are you a long-time member? See if you can spot yourself in our video montage of photos from the past 40 years!

As part of our celebration, you are invited to submit a testimonial about your experience as a NAPFA member. We look forward to hearing from you.

Nominate Someone for the Invest in Others Awards

Nominations for the Invest in Others Awards are open. Awards are given in five categories that recognize “the charitable work of financial advisors in communities across the country and around the world.” The nominations deadline is April 5.