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Welcome to the FPA Retreat Call for Speakers Site

The Financial Planning Association (FPA) is pleased to announce its Call for Speakers for Retreat 2020.


What We’re Looking For

Learn Together. Lead as One. Live Well and Make a Difference. FPA Retreat is about more than investment management, technical skills and tools of the trade. It's about living well and making a difference through an unwavering focus on the business, practice and profession of financial planning. Our goal with Retreat is to deliver advanced-level, cutting-edge content to our participants. Retreat is a curated experience and our volunteer Retreat Task Force will review each submission; however, we are only able to accommodate proposals that best meet our content and programming needs.


While proposals on a wide variety of topics will be accepted, the Retreat Task Force has developed a Content Map for preferred topics for this event. Priority review will be given to program proposals under the following topic headings:


·         Aging and Longevity: How do We Adapt?

·         New Tax Legislation

·         Business Challenges and Leading a Successful Practice

·         Skills and Technical Content

·         Defining the Financial Planner

·         Succession Planning/Passing the Torch

·         Financial Health and Well-being

·         Skills and Technical Content

·         Human Capital and the Student Debt Crisis

·         Technology and its Impact on Working with Clients

·         Improving Client Communication

·         Thinking Globally – Socially, Politically, Consciously


Who Should Submit?

If you’re passionate about the financial planning profession or you’re a passionate financial planner with insights on other topics, you’re encouraged to add your voice to the conversation at Retreat 2020.  That said, regardless of your status – Retreat veteran, regular speaker, NexGen planner, we’re interested in hearing from you.


Deadline for Submissions

The Call for Speakers is now open, and proposals are due by 5:00 pm [EST] on Monday, January 20, 2020.  Speaker selections will be made the middle of January and sessions/speakers will be announced in February.


Encourage Others to Submit

Do you know someone who belongs at Retreat? Give them a nudge! It’s a win-win, really. They’ll be excited to present, and you’ll be a hero. Please help us spread the word as far and wide as possible.


About the Event

The distinctive tradition, flavor and format of FPA Retreat are what truly separate the event from other financial conferences. Structured sessions provide useful information and educational opportunities, and the pure learning and sharing environment of the gathering ensures that participants can find equally valuable insight through attendee-led Under the Trees discussions, conversations during breaks, in sharing meals with their peers and late-night conversations.


We look forward to your submission! If you have any specific questions please contact Megan Tallman, CMP, FPA Conferences and Meetings Manager, and indicate “speaker proposal” in the subject line:

Log in to the Call for Speakers

Questions? Organizer: Megan Tallman -