2022 Retreat Agenda

Wednesday, November 2, 2022
1:00 PM - 5:15 PM Eastern

 TIME SESSION SPEAKER
 1:00 PM - 1:25 PM

 Retreat Welcome

 Lili Vasileff
 Co-President of ADFP

 1:25 PM - 5:00 PM

 Case Study
 Includes Introduction and Instructions for Case Study

 Break from 3:15 PM - 3:30 PM

 Ivy Menchel
 Bonnie Sewell
 Cheryl Panther

 5:00 PM - 5:15 PM

 Closing and Announcements

 Lili Vasileff
 Co-President of ADFP


Thursday, November 3, 2022
1:00 PM - 5:15 PM Eastern
 TIME SESSION SPEAKER
 1:00 PM - 1:10 PM

 Welcome and Announcements

 Lili Vasileff
 Co-President of ADFP

 1:10 PM - 1:20 PM

 Platinum Sponsor Showcase
 IncomeConductor


 1:20 PM - 3:15 PM

 Interdisciplinary Panel Discussion
 Professional Standards, Risks, and Ethics

 Introduction: Lori Lustberg

 Ed Sachs
 Kenneth Klabunde
 Jeffrey P. Wasserman
 Kristen Boldt

 3:15 PM - 3:30 PM Break
 3:30 PM - 4:30 PM

 Professional Liability and Practice Risks

 Introduction: Lili Vasileff

 Sanjiv Sabade
 Tom Schrandt

 4:30 PM - 5:00 PM

 Case Study Breakout Group Discussions
 Professional Risks & Liability Best Practices

 Ivy Menchel
 Cheryl Panther
 Bonnie Sewell

 5:00 PM - 5:15 PM Closing and Announcements

 Lili Vasileff
 Co-President of ADFP


Friday, November 4, 2022
1:00 PM - 5:15 PM Eastern
 TIME SESSION SPEAKER
 1:00 PM - 1:15 PM

 Welcome and Announcements

 Lili Vasileff
 Co-President of ADFP

 1:15 PM - 3:15 PM

 Real Estate Panel Discussion

 Introduction: Bob Bordett

 Ara Bezdjian
 Jason Gordon
 Leonard Gottlieb
 Kurt Myers
 Jill Sodafsky

 3:15 PM - 3:30 PM

 Break


 3:30 PM - 5:00 PM

 Business: Valuation, Legal, and Tax Risks

 Introduction: Cheryl Panther

 David Harkins
 Michele Laws
 Cheryl Panther
 Karen Shapiro


 5:00 PM - 5:15 PM Retreat Closing 

 Lili Vasileff
 Co-President of ADFP


The 3rd Annual Virtual Retreat has been approved for CEUs by CFP and IDFA. Registered attendees will be eligible to earn up to 11 CEUs for CFP and 10 CEUs for IDFA.