11:30 a.m. Registration
11:45 a.m. Buffet Lunch
12:00 p.m. Welcome
12:15 p.m. Keynote Address: How Cognitive and Emotional Biases Affect Decision Making by Individuals and Professionals
Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM; Director, Black School of Business, Penn State Erie – The Behrend College
1:15 - 1:30 p.m. Break
1:30 - 5:00 p.m. Breakout Sessions: Detailed Agenda
5:00 - 6:00 p.m. Cocktail Hour
Oct. 22nd in Erie: Ambassador Center - Hemingway Ballroom
7794 Peach St., Erie, PA 16509
Each session is designed to help professionals identify legal issues in order to better serve their clients. Attendees can earn up to 4.0 credits (or 5.0 for CTFA).
All sessions, including the Keynote Address, are approved for 1.0 credit hour for the following designations: CPA (in Pennsylvania, Ohio and New York); CFP; CIMA®, CPWA®, CIMC®, and RMA® (Investments & Wealth Institute®); and for Insurance credit in Pennsylvania.
All sessions, including the Keynote Address, are approved for 1.25 CTFA credits (American Bankers Association).
Please contact Sarah Holland.
"Timely, informative topics; well run." - 2018 attendee
"Speakers were very engaging." - 2018 attendee
"The information was practical and relevant to my occupation." - 2018 attendee
"I thought the symposium was great!" - 2017 attendee
"All sessions I attended were excellent." - 2017 attendee
"Relevant information that we can use in our day-to-day business." - 2016 attendee
"Relevant topics - different issues than most CPE courses offer." - 2016 attendee
"Knowledgeable speakers, excellent symposium, practical concepts and ideas." - 2015 attendee