2023 Conference
October 5-7, 2023
Charlotte, NC
Please check back for details and registration
The Self of the Financial Therapist: Exploring the Importance of Inner Work and Self-Reflection in the Financial Industry
In-Person | October 5-7, 2023
Charlotte, NC
Cancellation Policy: Registrants who email a cancellation request to admin@financialtherapyassociation.org by September 15 will receive a refund, less a $50 processing fee. Cancellations received after September 15 will not receive a refund, we will accept an alternate attendee.
Call for Proposals
Call for FTA 2022 Conference Presentations!
Due June 13, 2022
FTA is very excited to announce the call for presentations for our 2022 conference! This year’s conference will be held on October 5-8, 2022 in Denver, Colorado at the Sheraton Denver Downtown Hotel. Our conference theme is “Moving Forward: Redefining Connection for a Resilient Future.” This conference will be focusing on identifying way of being that promote connection and cultivate resiliency in these times of prolonged and lingering tensions. Redefining an uncertain future together in ways that foster connection, exemplify inclusion, and build resiliency.
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 and well-being.
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 identifying ways of being that promote connection and cultivate resiliency. Redefining an uncertain future together in ways that foster connection, exemplify inclusion, and build resiliency.
Please submit your ideas and propose sessions in one or more of the following general types13
Target Dates:
- Submission of conference proposals due by June 13, 2022
- Accepted proposal authors will be notified of acceptance by June 30, 2022
- Submission for Outstanding Conference Paper Award competition due by August 2, 2022
- At least ONE author will need to CONFIRM their acceptance by July 1, 2022
- At least ONE author will need to REGISTER by July 11, 2022
- Notification for Outstanding Conference Paper Award by September 30, 2022
Types of Submissions
Any topic related to the following topics.
- 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.
Preview Elaine's Presentation
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 Times, Fast Company, and The Atlantic—will make us rebels with a cause. We’ve all got a cause. Let’s rebel.
Preview Todd'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
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).
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
Thank You to Our Current Sponsors!
