2023 Conference
October 5-7, 2023
Charlotte, NC

The Self of the Financial Therapist: Exploring the Importance of Inner Work and Self-Reflection as Practitioners

In-Person | October 5-7, 2023
Charlotte, NC

Cancellation Policy: Registrants who email a cancellation request to admin@financialtherapyassociation.org by September 14 will receive a refund, less a $50 processing fee. Cancellations received after September 14 will not receive a refund, we will accept an alternate attendee.

Early-Early Bird

Ends April 30 (Member Only)
$ 499
  •  

Early Bird

May 1-August 8 (Member Only)
$ 599
  •  

Non-Members

Join FTA today!
$ 849
  •  

Members

FTA Members (After July 14)
$ 749
  •  

Full Time Students*

Member & Non-member
$ 249
  •  

Onsite

Registration received on or after October 2 and onsite in Charlotte
$ 899
  •  

Early-Early Bird

Ends April 30 (Member Only)
$ 499
  •  

Early Bird

May 1-August 8 (Member Only)
$ 599
  •  

Non-Members

Join FTA today!
$ 849
  •  

Members

FTA Members (After July 14)
$ 749
  •  

Full Time Students*

Member & Non-member
$ 249
  •  

Onsite

Register onsite in Charlotte
$ 899
  •  

Call for Proposals

Call for FTA 2023 Conference Presentations! 

Due June 16, 2023

FTA is very excited to announce the call for presentations for our 2023 conference! This year’s conference will be held on October 5-7, 2023 in Charlotte, North Carolina at the Westin Hotel. Our conference theme is “Self-of-the Financial Therapist: Exploring the Importance of Inner Work and Self-Reflection of practitioners.” 

The financial industry can be complex and emotionally charged, and we believe that this year’s conference theme is particularly timely and relevant. Our goal is to explore the ways in which therapists, coaches, and financial professionals can cultivate a deeper understanding of their own inner worlds to better support their clients and colleagues. We are proud to present an impressive lineup of keynote speakers, workshops, and panels that will delve into topics such as mindfulness practices, self-care strategies, and the importance of building strong therapeutic relationships.

This year’s conference is an opportunity for members of academia, mental health, and financial professions to come together to share, listen, learn, and cultivate meaningful and robust discussions in our shared passion for financial therapy. This conference provides a unique opportunity to connect with like-minded professionals from around the world and to learn from experts in the field.

Who Should Submit

Persons interested in the cognitive, emotional, behavioral, relational, economic, and integrative aspects of financial health and well-being. Mental health and financial professionals, academics, scholars, and students in the practice, research, or in scholarly pursuit of financial therapy and financial therapy related topics. All topics related to financial therapy are welcome.

FTA recognizes that economic disparity and systemic racism, prevalent in our society, are barriers to achieving mental and financial well-being. FTA is committed to minimizing these barriers through advancing diversity and equity in our practice with clients/patients, research, and within our organization. We welcome and invite all people regardless of race, religion, culture, socioeconomic status, gender, ethnicity, sexual orientation, and disability to participate, speak, or attend this year’s conference.

Goal

This year’s conference will focus on how we can cultivate a deeper understanding of our own inner worlds to better support clients, practice, education, instruction, and colleagues.

Please submit your ideas and propose sessions in one or more of the following general types

Target Dates:

  • Submission of conference proposals due by June 16, 2023.
    • Accepted proposal authors will be notified of acceptance by June 30, 2023.
    • Submission for Outstanding Conference Paper Award competition due by September 1, 2023.
    • At least ONE author will need to CONFIRM their acceptance by July 14, 2023.
    • At least ONE author will need to REGISTER by July 28, 2023.
    • Notification for Outstanding Conference Paper Award by September 30, 2022.

Types of Submissions

Any topic related to the following topics.

  • Self-of-the-Financial Therapist
  • Financial well-being
  • Connection with self & Connection with others
  • Cultivating resiliency
  • Financial therapy modalities
  • Cultural diversity and competence
  • Financial therapy skills, interventions, and exercises
  • Money & relationships
  • Behavioral economics
  • Application of financial therapy research
  • Education programming
  • Sound financial management practice
  • Ethical and professional standards of practice
  •  

Keynote Speakers

Elaine King, MBA, CFP®, CDFA™, CFBA, ACC

Elaine King has worked with more than 1,200 families creating practical and actionable strategies focused on wealth planning, financial education, succession planning, social impact, and family governance.

Elaine has an advanced certificate on Family Business Advising (ACFBA) and is a certified financial planner™ professional (CFP®) considered an expert in international family finances and is an ambassador of the CFP® board. She is the founder and president of Family and Money Matters™ since 2012 whose mission is to empower the family’s human and financial capital to reach financial wellbeing.

She is the author of six published books about financial planning two of them “Family and Money Matters Next Gen” and “La familia y el Dinero Hecho Facil” which were awarded the Best Latino Book Award. She is also the author of “Saltarín”, a children’s book pioneering in teaching kids the value of financial planning.

todd

Todd Kashdan, PhD

If companies want to innovate and get fresh ideas, they need to hear from the rebels who challenge conventional wisdom. But TODD KASHDAN says that not any rebellion will do—what really makes a difference is principled dissent, when a rebel speaks up with courage for a greater good. Todd is an award-winning psychology expert, and he shares practical scientific recipes from his book The Art of Insubordination so that you can make principled dissent a vital part of your culture: you’ll learn how to express unpopular—but important—ideas, how to help principled rebels express their contrary opinions, and how to ensure the best ideas win, even if they are unexpected. Todd’s warmth, wit, and proven wisdom—with research seen in the New York TimesFast Company, and The Atlantic—will make us rebels with a cause. We’ve all got a cause. Let’s rebel.

Preview Todd's Presentation

Preview Elaine's Presentation

Antonio Harrison, Ph.D., BCBA-D

Dr. Antonio Harrison is a BCBA-D and much of his work focuses on Health, Sports, and Fitness, Leadership & Diversity, OBM, and Self-Management. He is a graduate school professor, invited speaker, is a fitness coach in a Virtual Reality fitness app, and has coached varsity high school football for the past decade. Dr. Harrison is a husband and father of 3 boys in Pasadena, CA.

Preview Antonio's Presentation

Gayle Knight Colman

Gayle-Colman-New-Bio

Gayle Colman is one the country’s leading experts in personal finances through her innovative work in Integral Wealth Advisory Services and the creator of Somatic Finance®. She is a coach, writer, entrepreneur, and financial planner with 40 years of professional experience and the author of The Body of Money: A Self Help Guide to Creating Sustainable Wealth through Innate Intelligence.

Gayle’s holistic approach to wealth advisement champions not just exterior financial health, but also the interior aspects of money mastery: beliefs, patterns, desires, family-of-origin stories. Her unique blend of experience and training guides clients from confusion to refreshing clarity, integrating inner values with real-world practicality.

Tapping into decades of training and practice developing the field of Somatic Finance®, Gayle’s unique meditative and embodiment practices demystify our money woes, tend to wounds created by generational trauma, and put financial agency squarely back in our own hands, creating clarity and confidence around our choices rather than overwhelm.

Along with certifications as a CFP® and Master Integral Coach®, Gayle is a Big Leap Coach through the Hendricks Institute and a Certified Teacher in the Gateless methodology. She is co-founder of Colman Knight Advisory Group, LLC, a holistic and integral wealth advisory firm based in Massachusetts.

Saundra Davis

All of Me: BEing MySELF
Saundra Davis Headshot

Saundra Davis is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as the leading expert in the financial coaching field.  Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay area based nonprofit organization where she developed and facilitates the Financial Fitness Coach (FFC®) certification, training more than 2,500 professionals over the past 15 years. 

 

Saundra is a Master Certified Coach (MCC), a Financial Behavior Specialist (FBS®), and Certified Mindfulness Meditation Teacher.  She is a founding member, and currently serves on the board of directors, of the Financial Therapy Association.  Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is the Director of Financial Planning Programs. 

Schedule

Please see below to reference the schedule for the FTA 2022 Conference. Please note that the schedule is subject to change. All times are listed in Mountain Daylight Time (MDT).

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. 

FTA 2023 Conference – Charlotte, NC – October 5th-7th

  • Thursday, Oct 5: Opening Reception with Sponsors and Exhibitors
  • Friday, Oct 6: Breakout Sessions
  • Saturday, Oct 7: Closing & Breakout Sessions
 

Continuing Education

CFT-I™ CEs

CFP® CEs – most sessions approved, please see full schedule. 

NBCC CEs – most sessions approved, please see full schedule. 

Hotel

The Westin

YOUR CONFERENCE HEADQUARTERS

Conference sessions will be held at the Westin.

A conference room block has been established at a discounted rate of $289/$269/night. Reservations must be made by September 11, 2023, to receive the conference rate.

Exhibiting & Sponsorship Opportunities

Download the following for all sponsorship opportunities

Exhibitor

$ 1,500
  • Includes:
  • Booth in Exhibit Hall
  • Logo on Conference Site

Academic Exhibitor*

*federally accredited and registered colleges and universities by the Department of Education
$ 750
  • Includes:
  • Booth in Exhibit Hall

Platinum

$ 10,000
  • Includes Gold Plus:
  • 30 Second Video at Opening & Closing Sessions
  • Sponsored Breakout Session with 30 Second Video
Premier

Gold

$ 7,500
  • Includes Silver Plus:
  • Announcement on Social Media

Silver

$ 5,000
  • Includes Bronze Plus:
  • Logo and Company on all Session Hold Slides
  • Logo and Company on all Promotional Material
Popular

Bronze

$ 3,500
  • Includes Exhibitor Plus:
  • Logo on All Promotional Emails

Thank You to Our Current Sponsors and Exhibitors!

Please see below to reference the schedule for the FTA 2022 Conference. Please note that the schedule is subject to change. All times are listed in Eastern Daylight Time (EDT).

Award Sponsorships

Join FTA today!
$ 250
  •  

Poster Session

Member & Non-member
$ 1,000
  •  

Student Scholarship

April 2 - July 1 (Member Only)
$ 225
  •  

CFT-I Scholarship

Ends April 1 (Member Only)
$ 850
  •  

Welcome Reception

Register onsite in Denver
$ 5,000
  •  

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