Agenda
Please see below for the agenda for the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines.
Also included is the agenda for the CFP Board Registered Program Conference that took place immediately following the Colloquium.
Academic Research Colloquium for Financial Planning and Related Disciplines
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| TUESDAY, FEBRUARY 7 | |
| 12:00 p.m. | Registration Opens |
| 12:00 p.m. – 7:15 p.m. | Exhibits Open |
| 1:00 p.m. |
Opening General Session Opening Remarks Kevin Keller, CEO, CFP Board Marilyn Mohrman-Gillis, Executive Director, Center for Financial Planning
Vision for our Academic Home |
| 2:15 p.m. |
Keynote Session |
CFP Board Center for Financial Planning Best Paper Award in Investments
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| 3:30 p.m. | Break |
| 3:45 p.m. |
Concurrent Sessions – Paper PresentationsThe Consumption Consequences of Couples Pooling Financial Resources Dr. Emily N Garbinsky Financial Goal Setting, Financial Anxiety, and Solution-Focused Financial Therapy (SFFT): The Relationship Between Risk Tolerance and Saving Mr. Gui Jeong Kim Who Exhibits Time Varying Risk Aversion? Dr. Michael Finke, CFP® Dr. Michael Guillemette, CFP® Achieving American Retirement Prosperity by Changing Americans’ Thinking About Retirement Social Interaction Effects and Individual Portfolio Choice: Evidence from 401(k) Pension Plan Investors Dr. Timothy (Jun) Lu |
| 4:45 p.m. | Break |
| 5:00 p.m. |
Concurrent Sessions – Paper PresentationsSubjective Well-Being, Cognitive Ability and the Measurement of Risk Preferences Dr. Stuart Heckman CFP® Financial Psychology Intervention for Increasing Employee Engagement in a Retirement Plan Meeting: Results of Three Clinical Trials Dr. Edward Horwitz CFP® Genetic and Environmental Influences on Household Finance Dr. Daniel Briley Jeffrey R. Brown Brent W. Roberts Marriage and the Financial Knowledge Gender Gap Dr. Sandra Huston Dr. Michael Finke CFP® The Financial Impact and Duration of Disability Across the Lifespan Dr. Stuart Heckman CFP® A Cross-Country Evaluation of Financial Security and Population Aging: A Financial Planning Perspective Dr. John Grable, CFP® Dr. So-Hyun Joo |
| 6:15 p.m. |
Evening Reception and Poster Session I
Alternative Minimum Tax: Planning Issues and Strategies for Married Couples With Similar Incomes Dr. Miranda Lam The Grass is Always Greener: Perceptions of Students and Alumni Regarding Costs, Delivery and Instruction of Financial Planning Education Mr. Jim Petersen, CFP® Dr. Benjamin Cummings, CFP® Charitable Activity and Personal Well-Being Dr. John E. Grable, CFP® Measurement of Affect in Financial Risk Tolerance and Association with Portfolio Risk Dr. John E. Grable, CFP® Estate Planning and the Possibility of an Alzheimer’s Disease Diagnosis Clarifying the Meaning of Non-Integer “N” Values in Annuity Calculations Dr. Jonathan K. Kramer, CFP® Sustainable Spending Rates for Family Offices, Endowments, and Early Retirees Rock ‘n Roll to Rocking Chairs: Cognitively Impaired Baby Boomers’ Impact and Liability for the Financial Industry Propensity to Plan, Financial Capability, and Financial Satisfaction Dr. Barbara O’Neill, CFP® A Qualitative Exploration of Female Perceptions of Pre–Service Experiences that Promote Pursuit of a Career in Financial Planning Dr. Cliff Robb Dr. Charles Chaffin The Predisposition of Women to Use the Services of a Financial Planner for Saving and Investing Dr. Fox Market Volatility and Financial Satisfaction: The Role of Financial Self-Efficacy Beliefs Dr. Sarah Asebedo, CFP® The Dynamics of Household Financial Assets Changes During and After the Great Recession: The Role of Financial Planners Dr. Joseph Goetz Ms. Lini Zhang Lance Palmer, CFP® Mr. Aman Sunder Financial Self-Efficacy Beliefs and the Saving Behavior of Older Pre-Retirees Dr. Sarah Asebedo, CFP® Dr. Martin Seay CFP® The Effect of Financial Advice and Financial Knowledge on Financial Management Behavior Dr. Wookjae Heo Dr. John E. Grable, CFP® Assessing the Role of Spirituality in Financial Life Planning |
| WEDNESDAY, FEBRUARY 8 | |
| 7:00 a.m. | Breakfast |
| 8:00 a.m. – 5:00 p.m. | Exhibits Open |
| 8:00 a.m. |
Keynote Session |
TD Ameritrade Institutional Best Paper Award in Behavioral Finance |
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| 9:15 a.m. | Break |
| 9:30 a.m. |
Concurrent Sessions – Paper PresentationsThe Value of Communication in the Client/Advisor Relationship Dr. Chris Browning Making the Leap: How Consumers Come to Trust Their Financial Advisors Gerry Herbison Who Seeks Financial Advice Time-Horizon Based Portfolios; Theory, Common Practice and Optimal Techniques in Personal Financial Planning Determinants of Family Financial Management Practices Dr. Maurice MacDonald Financial Help Seeking Behaviors of Young Adults Dr. Stuart Heckman CFP® |
| 11:00 a.m. | Break |
| 11:15 a.m. |
Poster Session IICan a Brief Solution Focused Financial Therapy Goal Setting Session Change Participant Attitudes toward Financial Planning? A Quasi-Experimental Clinical Outcome Study Ms. Christina E. Glenn, CFP® Mr. Dennis Witherspoon Mr. Benjamin Strother Ms. Julia Mull, CFP® Financial Fitness of Korean Households: Including a Comparison with US Households Dr. Kyung-Wook Cha Dr. Minjeung Kim Dr. So-Yun Kim Valuating a Financial Planning Practice: The Search for a Useful, Industry-Wide Benchmark The Impact of Cognitive Ability and Financial Planners on Roth IRA Adoption and Ownership Dr. Michael S. Finke, CFP® Dr. Russell N. James, CFP® Examining the Role of Financial Therapy in Couples’ Financial Planning Help-Seeking and Relationship Dynamics Ms. Alycia N. DeGraff Dr. John E. Grable, CFP® Mr. D. Bruce Ross Mr. Michael Thomas The Gross Profitability Premium in the Real World
The Decrease in Life Insurance Ownership: Implications for Financial Planning Dr. Travis Mountain Dr. Sherman Hanna Household Use of Financial Planners: Measurement Considerations for Researchers Dr. Martin C. Seay, CFP® Dr. Kyoung Tae Kim Dr. Jodi C. Letkiewicz Improving Financial Literacy of College Students Enrolled in a Basic Financial Management Course Dr. Eric Hoogstra, CFP® Dr. Angela Zondervan Why Class Warfare Hits Middle Class the Hardest Failure to Avert an Inappropriate Family Fiduciary Does Financial Education Impact the Perceived Financial Confidence of College Students? Ms. Kimberly Watkins Ms. Michelle Kruger Ms. Amy Hubble, CFP® Dr. Matt J. Goren Dr. John E. Grable, CFP®
Changes in Household Financial Assets During and After the Great Recession: Did Financial Planners Make a Difference? Dr. Joseph Goetz Dr. Lance Palmer, CFP® Mr. Aman Sunder Ms. Lini Zhang Financial Confidence, Credit Card Use and Financial Satisfaction Ms. Jialing Lu Dr. Nilton Porto Financial Wealth, Perceived Health, and Bequest Motive: Does Personality Type Matter? Ms. Lu Fan Is Increase in Medical Expenses Offset by Reduction in Other Expenditures? Ms. Muna Alabed Risky Asset Holdings in Household Portfolios While Recovering from the Great Recession and the Role of Financial Planning: Evidence from a National Study Dr. Lance Palmer, CFP® Mr. Aman Sunder Dr. Joseph Goetz Ms. Lini Zhang Are Separately Managed Accounts Efficient? A Comparison Study with Other Investment Alternatives Mr. Harold Evensky, CFP® Dr. Yuanshan Cheng Dr. Tao Guo
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| 12:15 p.m. | Lunch |
| 1:15 p.m. |
Keynote Session |
Merrill Lynch Student Best Paper Award
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| 2:30 p.m. | Break |
| 2:45 p.m. |
Concurrent Sessions – Paper PresentationsWhy Are Americans Hesitant to Spend their Retirement Savings? Evidence from a Survey on Retirement Risk Tolerance Navigating Risky Human Capital Investments: A Guide fo Practitioners and An Agenda for Researchers Dr. Jodi Letkiewicz Can the Social Security Trust Fund Sustain Financial Stability if Individuals Opt Out? Circle of Incompetence: Sense of Understanding as an Improper Guide to Investment Risk Dr. Philip M. Fernbach Dr. Bart de Langhe Tax Efficient Investing in Any Interest Rate Environment Task Efficacy and Narcissism Dr. Robert K. Christensen Dr. Aman Sunder
Heuristic Perceptions of the Income Tax: Evidence and Implications for Debiasing Dr. Dimitry Taubinsky Incorporating a QLAC into a Retirement Income Strategy Dr. Tao Guo Mr. Jacob Williams Baryonic Beta Dynamics: Splitting the Atom of Systematic Risk |
| 4:15 p.m. | Break |
| 4:30 p.m. |
Keynote Session |
BMO Wealth Management Best Paper Award in Consumer Finance
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| THURSDAY, FEBRUARY 9 | |
| 7:00 a.m. | Breakfast |
| 7:00 a.m. | Registration Desk |
| 8:00 a.m. – 11:15 a.m. | Exhibits Open |
| 8:00 a.m. |
Keynote Session |
Northwestern Mutual Best Paper Award in Insurance/Risk Management with Implications for Financial Planning Practice |
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| 9:15 a.m. | Break |
| 9:30 a.m. |
Concurrent Sessions and Paper PresentationsRequired Retirement Savings Rates Today Dr. Michael Finke, CFP® Dr. Wade Pfau Tax Uncertainty and Retirement Savings Diversification Dr. Scott Cederburg Dr. Michael S. O’Doherty Bequest Intentions and the Theory of Planned Behavior Dr. Stuart Heckman CFP® The Influence of Severe Memory Problems on Wealth Management of Older Households Dr. Tansel Yilmazer, CFP® ETFs’ Premiums at the Open: Are Arbitrageurs Asleep? Dr. Marie-Eve Lachance Change in Risky Asset Allocation During the Great Recession: Did Financial Planner Advised Portfolios Perform Better? Dr. Lance Palmer Ms. Lini Zhang Mr. Aman Sunder Dr. Swarn Chatterjee Retirement Income Showdown: Risk Pooling vs. Risk Premium Dominated Financial Choices by Low-Income Consumers within the Individual Health Insurance Market Dr. Vicki Fung Tools for Saving: Using Prepaid Cards to Set Aside Funds Ms. Cheryl Cooper Mr. David Zimmerman Julian Jamison Financial Myopia Predicts Increased Mortality Risk Mr. C.S. Hundtofte The Behaviorally-Enlightened Fiduciary: Addressing Moral Dilemmas through a Decision-Theoretic Model of Moral Value Judgement Predicting the Demand for Cash Value Life Insurance Using a Nonlinear Systemic Framework Dr. Wookjae Heo |
2017 CFP Board Registered Program Conference
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| THURSDAY, FEBRUARY 9 | |
| 11:15 a.m. | Registration Opens |
| 1:00 p.m. | Exhibits Open |
| 1:00 p.m. | CFP Board Center for Financial Planning Firms and Academia Day |
| 3:45 p.m. | Refreshment Break Sponsored by Ken Zahn |
| 4:00 p.m. |
Opening General Session
Dr. Charles Chaffin |
| 5:00 p.m. |
Ted Gaskamp, CFP®, CWS®, Charles Schwab & Company |
| 6:15 p.m. | Evening Reception |
| FRIDAY, FEBRUARY 10 | |
| 7:00 a.m. | Breakfast |
| 7:00 a.m. | Registration Desk |
| 8:00 a.m. – 2:00 p.m. | Exhibits Open |
| 8:00 a.m. |
General Session Moderators: Dr. Charles Chaffin
Panelists: |
| 9:15 a.m. | Break |
| 9:30 a.m. | General Session Financial Planning Challenge Winners Presentations Kansas State University University of Akron William Paterson University Ameriprise Financial Planning Association CFP Board |
| 10:45 a.m. | Refreshment Break Sponsored by Edward Jones |
| 11:00 a.m. | General Session CFP Board Leadership Update |
| 11:45 a.m. | Lunch and Visit Exhibitors |
| 1:00 p.m. |
Concurrent SessionsCFP® Certification Examination Updates: Exam Development Process and Results Creating an Integrated Cross-Disciplinary Course – Evidence and Lessons Learned from Building and Teaching Two Graduate-Level, Inter-Disciplinary Seminar Courses |
| 2:00 p.m. |
Concurrent SessionsCFP Board Marketing Update Learn How NAPFA Can Work for You: Fee-Only Planning Resources Dr. Nathan Harness Certificate Program Student Orientation: What Should We Tell Them and What Do They Want to Hear? Carolynn Tomin Mr. Rich Burnes Ms. Jan Dupont |
| 3:00 p.m. |
Concurrent SessionsFinancial Planning Association: Dr. Dave Yeske, CFP® Game-Based Learning – Bringing Fun to Personal Finance! |
