NAPFA Conversation Circles

NAPFA Conversation Circles are facilitated by a NAPFA member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

Intended Audiences: Each Conversation Circle has an intended audience, as outlined below. These are meant as guidelines, and any member or non-member is welcome to join any conversation that they’re interested in.

Solo Firms - 1-2 employees, under 1M in revenue (~ less than 100M AUM)

Mid-Size Firms - 3-10 employees, and between 1-5M of revenue. (~100M-1B AUM)

Large Firms - 11+ employees, and over 5M of revenue. (~ over 1B AUM)

Genesis - Financial advisors aged 33 and under

If you have a topic suggestion, please email it to

Upcoming Conversation Circles

Solo Firms: Using Technology & Automation to Increase Efficiency

Thursday, February 29, 2024

1:00 PM ET

Moderators: Sunit Bhalla & Rich Feight

Join NAPFA members Sunit Bhalla and Rich Feight as they discuss their favorite technology tools and automation that increase efficiency for solo practitioners. Bring your ideas to share and/or demo with the group!


Mid-Size Firms

Thursday, March 7, 2024

1:00 PM ET

Moderator: JJ Williams


Large Firms: Building Out a Management Team

Thursday, March 14, 2024

1:00 PM ET

Moderator: Jamie Ruff

As your firm grows, the need to build out your management team grows. In this Conversation Circle, we'll discuss the challenges of building such a team and adapting it as you go, and the lessons learned. We'll look at the opportunities presented by this growth, and the questions we should be asking ourselves as we continue to develop our firm and its leadership.


Legacy Planning & Engaging the Next Generation of Clients

Thursday, March 28, 2024

1:00 PM ET

Moderator: Cheryl Krueger