Cancellation Policy: Registrants who email a cancellation request to firstname.lastname@example.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.
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.
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
Types of Submissions
Any topic related to the following topics.
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.
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 Times, Fast Company, and The Atlantic—will make us rebels with a cause. We’ve all got a cause. Let’s rebel.
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.
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 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.
CFP® CEs – most sessions approved, please see full schedule.
NBCC CEs – most sessions approved, please see full schedule.
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.