2023 Retreat Agenda

2023 Sponsors

ADFP 4th Annual Virtual Retreat Agenda

This year‘s Annual Retreat will feature a deep dive into an intensive case study presenting timely issues and relevant discussions facilitated by industry luminaries. Join our experts in a 360 degree examination of game playing that includes: financial forensics, cybersecurity, personality disorders, fraud and data breach, and technology resources.

Wednesday, September 27, 2023
1:00 PM - 5:00 PM Eastern

TIME

SESSION

SPEAKER

1:00 PM - 5:00 PM

Case Study
Includes Introduction and Instructions for Case Study

Break from 3:15 PM - 3:30 PM

Lili Vasileff, CFP®, MAFF™, CDFA™
President of ADFP

Case Study Facilitators: ADFP Directors

Thursday, September 28, 2023 1:00 PM - 5:00 PM Eastern
TIME	SESSION	SPEAKER
1:00 PM - 1:15 PM	Welcome and Announcements	Lili Vasileff, CFP®, MAFF™, CDFA™ President of ADFP
1:15 PM - 2:15 PM	Divorce and Mortgages Integrating Divorce Mortgage Planning into Case Management Introduction: Lauren DesForge CPA/PFS, CFP^®, CDFA^®, MST, AEP^®	Jody Bruns, CDLP® Divorce Lending Association
2:15 PM - 3:45 PM	Personality Disorder Triggered Emotional Reactions Introduction: Donna LaScala,CDFA®, RFC, CTLC	Marc Miller. Ph.D., PCC, CDC MLM Coaching & Consulting, LLC
3:45 PM - 4:00 PM	Break
4:00 PM - 5:00 PM	Cryptocurrency Introduction: Michele M. Laws, CDFA®, MAFF, CVA	Dorothy Haraminc, MBA, MAFF™, CFE, PI YBR Consulting Serivce, LLC

Friday, September 29, 2023 1:00 PM - 5:00 PM Eastern
TIME	SESSION	SPEAKER
1:00 PM - 2:30 PM	Cybersecurity, Hacking, and Fraud Mobile Device Forensics and Geolocation Evidence Introduction: Marguerita Cheng, CFP^®, CDFA™	Gus Dimitrelos, US Secret Service, Retired Cyber Forensics, Inc
2:30 PM - 2:45 PM	Break
2:45 PM - 3:15 PM	Platinum Sponsor Showcase Income Conductor Introduction: Lili Vasileff, CFP®, MAFF™, CDFA™	Sheryl O'Connor Phil Lubinski
3:15 PM - 5:00 PM	Business and Finacial Forensics Introduction: Ivy Menchel, CFP®, CDFA®	Michele Laws, CDFA®, MAFF™, CVA Turning Point Financial Group Divorce Dollars and Sense Corporation

Continuing Education

The 4th Annual Virtual Retreat has been approved for Continuing Education Credit for IDFA and the CFP Board. Attendees will be eligible to earn up to 11.25 CEUs for CDFA and CFP. Self reporting forms are available upon request.

To earn Continuing Education credit, attendees must:

Attend and actively participate in each session
Have their webcam on at all times during the session
Complete the online session evaluation form and verify attendance by providing the Session Code for each day of the Annual Retreat attended. The Session Code and a link to the evaluation form will be provided at the end of each session.