“The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”
Where: The Aria Resort in Las Vegas. A live broadcast of keynotes and select conference sessions will be available to reporters who can’t attend in person (Please note: advance registration is required).
When: Jan. 21-23, 2013.
Agenda: More than 45 sessions are scheduled on investment, retirement, wealth management and practice management, with keynotes and key sessions available via live broadcast. The latter group includes:
- David Kelly, Managing Director & Chief Global Strategist, J.P. Morgan Funds, who will provide perspective on the current economic and investment environment.
- Mel Schwarz, CPA, Partner, Grant Thornton, who will discuss potential changes in tax policy over the next four years.
- Theodore Sarenski, CPA/PFS, CFP, AEP, CEO, Blue Ocean Strategic Capital, who will talk about optimizing clients’ benefits under Social Security.
- Carolyn McClanahan, MD, CFP, Life Planning Partners, who will discuss healthcare reform in the context of financial planning.
- Carl Richards, Director of Investor Education, The Buckingham Family of Financial Services, and author of “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money,” who will discuss tactics to curb self-defeating behavior by clients.
- Reva Bhalla, Vice President of Global Analysis, Stratfor, who will review geopolitical perspectives for 2013.
- Larry Sabato, Director, University of Virginia Center for Politics, UVA, who will give a political update.
Registration: To obtain on-site press credentials, please contact Shirley Twillman at firstname.lastname@example.org. Media sign-ups for remote access and other questions about the event should be directed to the press contacts above. Please note the agenda reflects Pacific Time.
About the AICPA
The American Institute of Certified Public Accountants (AICPA) is the world’s largest member association representing the accounting profession, with nearly 386,000 members in 128 countries and a 125-year heritage of serving the public interest. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination and offers specialty credentials for CPAs who concentrate on personal financial planning; fraud and forensics; business valuation; and information technology. Through a joint venture with the Chartered Institute of Management Accountants (CIMA), it has established the Chartered Global Management Accountant (CGMA) designation to elevate management accounting globally.
The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.
Media representatives are invited to visit the AICPA Press Center at aicpa.org/press.