Dual-Track In-Person Event

Our unique format is where you choose your path.

Track 1: Scale Yourself

  Track 2: Scale Your Firm

Participants will choose a track to follow all day.  No changing of tracks permitted.

How does the track format work for me? 

Your registration fee includes all of the activities listed.  You may go to all of the sessions on your track plus the Keynote workshop, lunch, and the post-event rooftop social.  

Keynote workshop: 90-minute interactive workshop.

Three (3) short presentations, followed by small-group discussions:  it’s an experience in an auditorium and board room setting in the beautiful offices of our partners at Janus Henderson Investors. It is not an ordinary conference room of talking heads.  We'll bring in live speakers and some will appear via live stream.  You'll be able to listen, ask questions, and then have a small group discussion after the presentations.  

Post-event Social:  Janus Henderson's rooftop patio in the heart of Cherry Creek North with expansive views of  Denver and the Rocky Mountains. Beverages and light refreshments will be served.  Come out, enjoy the views, and socialize with colleagues. You have to see this place!  If you're a member and can't attend the sessions, you're welcome to register for the social only.

Not planning/able to attend Practice Management Day? Come just for the social! 

This separate Social registration is for members/Partners only. Nonmembers who are attending the Practice Management Day are invited.

Feedback from past attendees:

"Great format and quality speakers.  I love having time to talk about the concepts with financial planner friends.  Also, the Janus venue is beautiful." 

  "I thoroughly enjoyed the format and the presentations. Breakouts allowed me to understand how others interpreted the presentations."

"Since the speakers were given a tight window to present their topic, it caused them to focus on the three top concepts they wanted us to learn."   

AGENDA

  Practical insights and sessions that cut to the chase, making it a no-nonsense experience for your professional growth.

(Click for details!)

reg(subject to change)  

4:30 – 6:00 pm       Social on the Rooftop

Not planning/able to attend Practice Management Day? Come just for the social! 

This separate Social registration is for members/partners only. Nonmembers who are attending the Practice Management Day are invited.

Tickets

$20.00 COFPA Members

$20.00 FPA Members and Partners
$30.00 after 11:59 pm February 26

$125.00 Non Members
$135.00 after 11:59 pm February 26

$10.00 Social only-FPA Members and Partners

$10.00 COFPA and FPA Members and Partners - Social only