2024 IDFA National Conference

May 6-8, 2024
Nashville, TN

Join hundreds of new and tenured CFPs Practitioners, financial advisors, and CDFA professionals for powerful keynotes, interactive breakout sessions and skill-building workshops designed to help you elevate your practice.

Earn CFP and CDFA CE credits, as well as CE credits for playback of conference recordings.
(pre- and post-conference workshops available for additional CE credits!)

Click here to book your stay for the conference.

Why Attend

Hear from some of the industry’s top experts in a broad range of topics, including silver divorce, QDROs, expert testimony, Medicare, marketing and more:

Nancy Hetrick

CDFA, AWMA, MAFF

Tim Voit

CQS

Donna Cheswick

CDFA

Tom Carpenter
Susan Bradley

CFP, CeFT

Mike Petchenik

Popular session include

Which Professionals Should You Have On Your Team?

What professionals should be on your team to assist your clients? Join a Business Appraisal Expert, Forensic Accountant, Divorce Coach and Divorce Lending Professional to see how these experts can help you to identify and create solutions for your clients

Panel Session: Marketing Best Practices

Our experienced panel of current CDFA professionals will share marketing best practices that have helped them to successfully grow their practices.

Agenda

Pre-conference

9:00 AM - 12:00 PM
Day One as a CDFA (Donna Cheswick, CDFA)
9:00 AM - 12:00 PM
How the CQS Designation Can Boost Your Practice (Tim Voit, CQS)

Conference

1:00 PM - 1:30 PM
Opening Remarks (Carol Lee Roberts, CDFA, CFP)
1:30 PM - 3:00 PM
Dealing with High Conflict Personalities Bill Eddy
3:30 PM - 4:30 PM
Allied Professionals (ADFP Hosting)
5:30 PM - 7:00 PM
Welcome Reception
7:30 AM - 8:45 AM
Breakfast
9:00 AM
DeRisking the Mortgage - The Smarter Way to Mediate Divorce Real Estate

Breakouts

10:15 AM - 11:15 AM
Break Out Sessions
  • Complex Issues in DIvorce: Using Family Law Software to Simplify the Complicated (Nancy Chausow Shafer)
  • Military Benefits (Gerard Zielinski, CDFA)
11:30 AM - 12:30 PM
Break Out Sessions
  • Understanding the Value of Bitcoin and other Digital Assets in Divorce (Stacy Marcus)
  • Cashflow Cookbook (Gordon Stein)
  • Marketing to Attorneys (COI) (Nancy Hetrick, CDFA, MAFF)
12:30 PM to 1:30 PM
Networking Lunch
1:45 PM - 2:45 PM
Break Out Sessions
  • Executive Compensation (Nancy Hetrick, CDFA, MAFF)
  • CyberSecure (Tom Carpenter)
3:00 PM - 4:00 PM
Break Out Sessions
  • Business Valuation (Denise French)
  • Reverse Mortgage (Sponsor)
  • Complex Issues In Divorce: Using Family Law Software to Simplify the Complicated (Nancy Chausow Shafer)
4:30 PM - 5:30 PM
How to use Social Media without sounding like Spamming Scumbag (Sara Grillo, CFA)
7:45 AM - 8:45 AM
Breakfast
9:00 AM - 10:00 AM
Authentic Intelligence (Susan Bradley)
10:30 AM - 12:00 AM
Tax Update (Jason Llewellyn)
12:00 PM to 12:30 PM
Closing Remarks

Post Conference

1:00PM - 4:00PM
Media Training (Mike Petchenik)