KEEPING UP

Interim CEO starts at NAPFA

Leslie M. Stokes is serving as NAPFA’s interim CEO until a permanent CEO arrives in 2023. She is an experienced C-level executive and a vice president for Vetted Solutions, the lead specialist in providing interim leadership solutions in the association and nonprofit sectors. NAPFA looks forward to working with Leslie and the Vetted Solutions team

Thank you, fall conference organizers!

NAPFA thanks the fall conference program committee of Linda Leitz, Aysha Ballis, Sue Chesney, Clarissa Hobson, Jay Karamourtopoulos, and Vid Ponnapalli for an outstanding job. 

NAPFA Board of Directors nominations due Jan. 20

NAPFA is accepting nominations from members interested in applying to serve on the NAPFA Board of Directors or nominating someone who would make an inspiring candidate for service. NAPFA board service can be one of the most fulfilling professional endeavors of your career. You’ll bring your skills to bear for the good of NAPFA and the good of the financial planning profession while collaborating with colleagues who share your passion. Nominations will remain open until Jan. 20, 2023.

In appreciation of their service, NAPFA board members receive:

If you are interested in nominating yourself or another NAPFA member for the NAPFA Board of Directors, please contact the Leadership Development Committee at ldc@napfa.org.

Save the dates for the NAPFA Large Firm Forum, Feb. 7–8, 2023 

NAPFA’s 2023 Large Firm Forum will be held Feb. 7–8, 2023, at the Conrad Fort Lauderdale Beach in Fort Lauderdale, FL.

The event is exclusively for shareholders and principals of financial planning firms with at least $1 billion in AUM, as well as next-generation leaders accompanying a firm principal.

Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person roundtable discussions, and brainstorming with other financial planning leaders who manage distinctive challenges as they direct their firms into the future.

Learn more and register online.

NAPFA spring and fall conferences in 2023

NAPFA’s 2023 national conferences are set for the Marriott Marquis San Diego Marina, May 10 –13, and Omni Louisville Hotel in Louisville, KY, Oct. 18–21. Check the list of upcoming conferences, and mark your calendar now!

Apply by Dec. 31 to host a BLatinX intern

Interested in hosting a Black or Latinx full-time or part-time intern through the BLatinX Internship Program during the summer of 2023? Apply on the BLX website by Dec. 31, 2022. To learn more, email info@BLXinternship.org.

NAPFA member as influencer

NAPFA member Luis Rosa was named one of “8 Hispanic Influencers Who Are Helping Their Communities Build Wealth” by The Penny Hoarder.

Palluzzi promoted

Nikki Palluzzi has been promoted to senior director of member services & experience at NAPFA.

Brown highlights NAPFA’s strength

Outgoing NAPFA CEO Geof Brown said, “I’m very proud of our work to grow NAPFA and the fee-only community. Over the last nine years, the association has doubled in size. This type of growth validates our work to curate a valuable and relevant member experience. It also helped increase our influence from a public policy perspective and our consumer voice.” He was quoted in “Outgoing NAPFA CEO Sees Organization On The Rise” in Financial Advisor.