Program Committee Members:
- Erin Archer, DePaul University
- Alana Askew, University of Washington
- Charles Cook, University of Colorado
- Gene Crouch, University of Virginia
- John Dolan, Carnegie Mellon University
- Tim Graf, Princeton University
- Timothy T. Hesler, New York University
- Helen Kreider, University of Pennsylvania
- Donald Lukes, Indiana University
- Patti Reid, Columbia University
General Workshop Information
The Institute will limit three registrations per institution for this conference to allow as many universities to participate with our 270 participant cap. Speakers are not counted as part of this limitation. Additional participants will be placed on a waitlist and invited to attend by December 31 so that travel arrangements can be made.
Members of the Association for Financial Professionals (AFP) may register for $795 by providing their membership number. AFP membership must be current as of the date of the symposium to qualify for this discount. Without an AFP number, the full conference rate will be charged.
The registration fee includes all sessions, breakfast, lunch, receptions, refreshment breaks, and all Symposium materials (see Green Statement below). Reception attendees must be 21 or over.
We encourage you to register online and use your Visa, MasterCard, or Discover card. If you are unable to make a payment using the registration portal and require an invoice, please complete the online registration up to the payment step and then send an email with invoice details to email@example.com.
Continuing Education Credits
CPE Continuing Education CreditsThe Institute does not apply for pre-approval for CPE credits. You will need to submit the sessions to your certification provider for their consideration and approval for CPE credits is at the discretion of your certification provider.
Program attendees who have previously self-submitted for CPE credits recommend keeping the program's Credit Reporting Form, the agenda with session descriptions, and your certificate of attendance as support should your CPE submission get audited.
In all cases, you are responsible for reporting your professional credits. Conference attendance certificates will be e-mailed to all attendees within two weeks of the program conclusion. We ask that you save copies of these certificates for your records. Please note, if you decline emails from the Institute, you may not receive your certificate or program updates.