2026 Practice Management Summit
Speakers & Panels
Best Practices Panel
Shanelle Sua CFP®, RICP® , David Tassone, MBA, CFP® , John Eing, CPA, MBA, CFP®
Learn practical insights on building and growing within the profession, including how to prospect and build a steady pipeline, convert prospects into long-term clients, scale your book of business, and develop strong COI relationships. We’ll also discuss how advisors are leveraging technology to create systems that support sustainable growth, along with recruiter perspectives on positioning yourself as a strong candidate, navigating career paths, advocating for the right opportunities, and ensuring you get the training and support needed to continue growing in your career.
Revamped FPA PlannerSearch
Mary Rose Eagan and Kendal Wilde (Snappy Kraken)
FPA has partnered with Snappy Kraken to rebuild PlannerSearch from the ground up, shifting it from a static directory into a more dynamic lead generation tool designed to connect consumers with financial planners. With more visibility on the horizon, the planners who tend to benefit most are the ones who already have a system in place to capture and convert those opportunities.
Trust, Technology, and the Future of the Independent RIA
Dan Skiles (Altruist)
How vertical integration, AI, and client expectations are reshaping economics for RIAs and what advisors should do in the next 3–5 years.
Special Guests
Dennis J. Moore, CFP®, MBA
Chief Executive Officer, Financial Planning Association
Ben Lewis
Chief Communications and Development Officer, Financial Planning Association
Event Details
Location: Altruist HQ, 3030 S La Cienega Blvd, Culver City
Date: Friday, May 15, 2026
Time: 12:00 PM - 4:00 PM
Details: Lunch Provided, Optional Happy Hour
Event Sponsor
