2020 NPA Conference has ended

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2020 NPA Conference

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8:00am EDT

8:30am EDT

Welcome and Announcements TBA

8:45am EDT

Keynote Presentation: Soul Repair: Healing the Wounds of Incarceration TBARabbi Andrew Scheer

9:30am EDT

Breakout Session 5A: Data Security: Fiduciary, Regulatory Responsibilities & Liability TBAKai Stinchcombe Breakout Session 5B: The Seeing Eye: Promoting Independence for People Who are Blind TBADave Johnson • Melissa Allman

10:30am EDT

Break TBA

10:45am EDT

Breakout Session 6A: Forewarned is Forearmed: Preserving Government Benefits TBAElizabeth Shea • Beth Barnhard Breakout Session 6B: Managing Beneficiary Expectations TBAEric DeGroot

11:45am EDT

Lunch TBA

12:30pm EDT

Round Table Session 2: Option 0- How to Run an Effective RFP Process TBAEric DeGroot Round Table Session 2: Option 1- Are you using the best technology tools to help you run your business? TBAClaire McDonnell Round Table Session 2: Option 2- Special Needs Pooled Trust Industry Research Study TBALisa A. Cohen Round Table Session 2: Option 3- TBAharriet blank Round Table Session 2: Option 4- TBADoug Jackson Round Table Session 2: Option 5- Investment Management Fundamentals: Understanding the basics to improve beneficiary communications TBAGeorge Shehata Round Table Session 2: Option 6- TBABarb Helm Round Table Session 2: Option 7- TBADorian Sylvester • Hannah Vaughan Round Table Session 2: Option 8- TBAJohn Kitchen Round Table Session 2: Option 9- TBAKimberly Watson

1:15pm EDT

Breakout Session 7A: Future Planning for Persons with Disabilities and their Families. TBASteve Dale Breakout Session 7B: Happier Healthier You: Creating Meaning in Your Life TBAChristy Holland

2:00pm EDT

Breakout Session 8A: Discussion of the Proposed Council of Pooled Trust Practitioners TBASteve Dale Breakout Session 8B: Developing a Vision for a Good Life Using the Charting the LifeCourse Framework TBAColleen A. McLaughlin, MEd • Patricia Brennan