Thursday, October 5th

• 2:00 pm – 5:30 pm | Registration – Providence Promenade
• 2:45 pm – 4:20 pm | President’s Opening Welcome & Keynote: Self As Instrument: Tapping Into Our Somatic Intelligence for Authentic Connection – Providence 3
  • Gayle Colman, CFP
• 4:30 pm – 5:20 pm  | Breakout Sessions
  • Leaving Legacies: Family Wealth Transfer Conflict and Contextual Family Therapy – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Benjamin Hampton
  • The Relationship Between Pre-Retirement Psychological Distress and Family Wealth at Retirement: An Analysis From 2007-2019 in the United States – Providence 2
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Yvonne Hampton
  • How Being You Impacts Your Work: A Live Demonstration of Person of the Therapist Genogram Exploration – Providence 3
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Stephen Molchan
• 5:30 pm – 6:30 pm | Welcome Reception with Exhibitors – Providence Promenade

• 8:00 am – 9:00 am | Breakfast – Providence Promenade
  • Panel Discussion: Across Perspectives: Conversations at the Frontier of Financial Well-Being
    • Ross Marino, SHIFT
    • Kristy Archuleta, University of Georgia
    • Preston Cherry, Concurrent Financial Planning, LLC
• 9:00 am – 9:50 am | Breakouts
  • Financial Therapy Gets Personal – Addressing Your Hidden Money-Triggers – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Richard Kahler
  • Education, Financial Worry, and Mental Health During the COVID-19 Pandemic – Providence 2
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Zongze Li
  • ADHD – Informed Financial Therapy – Providence 3
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Christine Hargrove
• 10:00 am – 10:50 am | Breakouts
  • Understanding Black Women’s Financial Beliefs: Therapeutic Interventions that Consider Culture and Childhood Trauma – Providence 1
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Joanne Wu
  • Financial Education That Works: Principles to Support Financial Well-Being – Providence 2
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Meisha Davis
  • Nonviolent Communication – Providence 3
    
    • Elana Feinsmith
• 11:00 am – 12:00 pm | Keynote: All of Me: BEing MySELF – Providence 3
  1 CFT-I, CFP®, CDFA and AFCPE CE Approved
  
  • Saundra Davis
• 12:00 pm – 1:15 pm | E&I Roundtable Luncheon – Providence 3
• 1:30 pm – 2:20 pm | Breakouts
  • Financial Therapy Tools to Foster Trust and Commitment in Your Clients – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Megan McCoy
  • Find Your Financial Nature – Seeing – Providence 2
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Thomas O Shepard
  • Navigating Countertransference When Working with Couples – Providence 3
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Ashley Quamme
• 2:20 pm – 3:00 pm | Poster Presentations – Providence Promenade
•  3:00 pm – 3:50 pm | Breakouts
  • What Does Financial Therapy and African Psychology Have in Common – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Prince Kwasi Sarpong
  • Don’t Tell the Stepparent: Enmeshment and Financial Infidelity in Families with Stepchildren – Providence 2
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Mikel Van Cleve
  • Measuring Financial Conflict: A New Tool for Couples in Financial Therapy – Providence 3
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Megan Ford
• 4:00 pm – 4:50 pm | Breakouts
  • All’s Fair in Love and Chores: Examining Relational and Psychological Dynamics When Women Make More than Men – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Dr. Bruce Ross
  • Living Wealthy: A New Economic Way of Being – Providence 2
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Jennifer Love, MOB, CHC
  • Relational Money Exploration: An Interactive Experience in Balancing Self and Others During Financial Decision Making – Providence 3 
    1 CFT-I and CFP® CE Approved
    • Cara Macksoud
• 5:00 pm – 5:30 pm | Awards Ceremony – Providence 3
• 5:30 pm – 6:30 pm | Cash Bar Reception with Exhibitors & Awards Celebration – Providence Promenade

• 8:00 am – 9:00 am | Breakfast – Providence Promenade
• 9:00 am – 9:50 am | Breakouts
  • Unlocking Financial Abundance: Discovering Your Money Mindset in a Group Setting with the Money Egg – Providence 1
    • Erika Wasserman, CFT-I™
  • Trust in Financial Institutions: A Moment-in Time Comparison – Providence 2
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Joshua Caraballo
  • Looking in the Financial Mirror and Seeing Your Financial Self: A Financial Planning as Financial Therapy Approach Using Interpersonal Neurobiology – Providence 3
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Ed Coambs
• 10:00 am – 10:50 am | Breakouts
  • Collaborative Financial Therapy in Practice: A New Model of Financial Care – Providence 1
    1 CFT-I, CFP®, CDFA and AFCPE CE Approved
    
    • Nathan Astle
  • Financial Anxiety and Intergenerational Transfers: Impacts of Gifts and Inheritances on Financial Well-Being – Providence 2
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Dr. Kristy Archuleta
  • Using Family Stories to Increase Well-Being in the Next Generation – Providence 3
    1 CFT-I, CDFA and AFCPE CE Approved
    
    • Brett A Coffman, PhD
• 11:00 am – 12:00 pm | Closing Circle – Providence 3
• 1:00 pm | Before you say goodbye, come join a post-conference hangout and networking event at Charlotte’s U.S. National White Water Center. It is a one-of-a-kind recreation center full of whitewater rafting, paddle boarding, zip lining, and so much more. Not so adventurous, enjoy a quiet walk in the woods, or enjoy a meal with a view. Anybody that would like to come we will be meeting at 1 pm in front of the Main Entrance. The U.S. National Whitewater Center is 15 minutes from the airport.