OUR 2025 LINEUP

Take a look inside what there is to see and do at CAAFP 2025.

Workshop Tracks

Workshops at CAAFP 2025 are organized around conference themes on key topics in the financial services industry today — to help support Pathways to Prosperity for tomorrow. These pathways guide attendees to sessions, resources, entertainment, and community spaces carefully crafted to meet their personal and professional goals for the conference. The conference pathways include:

Prosperity Building

Investment Mastery

Growth and Leadership

Regulatory Insight

2025 Agenda at a Glance

Sunday, August 10, 2025

Time	Activity	Location
2:00 – 5:00 p.m.	Early-Bird Registration Check-in	Triumph Ballroom Foyer

Monday, August 11, 2025

Time	Activity	Location
10:00 a.m. – 7:00 p.m.	Registration Check-in	Triumph Ballroom Foyer
4:30 – 6:00 p.m.	Student Forum (Invite Only)	Dream Ballroom 1
6:00 – 8:00 p.m.	Welcome Dinner & Opening General Session	Triumph Ballroom
8:00 – 9:30 p.m.	Dessert Reception	Triumph Foyer & Triumph A, B, C, D

Tuesday, August 12, 2025

Time	Activity	Location
7:30 – 9:00 a.m.	Breakfast	Triumph Ballroom
7:30 a.m. – 1:30 p.m.	Networking Lounge	Triumph Foyer & Triumph A, B, C, D
8:00 a.m. – 4:00 p.m.	Registration Check-in	Triumph Ballroom Foyer
8:30 – 9:45 a.m.	General Session	Triumph Ballroom
9:45 – 10:05 a.m.	Break
10:05 – 11:05 a.m.	Workshops & Coaching Sessions	Magnificent 1, Magnificent 2, Magnificent 3, Dream Ballroom 1, Dream Ballroom 2, Dream Ballroom 3
11:05 – 11:25 a.m.	Break
11:25 a.m. – 12:25 p.m.	Workshops & Coaching Sessions	Magnificent 1, Magnificent 2, Magnificent 3 (Coaching,) Dream Ballroom 1, Dream Ballroom 2, Dream Ballroom 3
12:25 – 1:45 p.m.	Lunch	Triumph Ballroom
1:15 – 2:30 p.m.	General Session	Triumph Ballroom
2:30 – 4:00 p.m.	Women Working in Wealth Networking Event
4:00 – 5:30 p.m.	The American College of Financial Services Student and Alumni Networking Reception
8:00 – 11:00 p.m.	White Party	Triumph Ballroom

Wednesday, August 13, 2025

Time	Activity	Location
8:30 – 2:00 p.m.	Networking Lounge	Triumph Foyer & Triumph A, B, C, D
8:30 – 9:45 a.m.	Breakfast	Triumph Ballroom
9:45 – 10:45 a.m.	Workshops & Coaching Sessions	Magnificent 1, Magnificent 2, Magnificent 3 (Coaching,) Dream Ballroom 1, Dream Ballroom 2, Dream Ballroom 3
10:45 – 11:05 a.m.	Break
11:05 a.m. – 12:05 p.m.	Workshops & Coaching Sessions	Magnificent 1, Magnificent 2, Magnificent 3 (Coaching,) Dream Ballroom 1, Dream Ballroom 2, Dream Ballroom 3
12:05 – 1:20 p.m.	Lunch	Triumph Ballroom
12:45 – 2:15 p.m.	General Session & Closing Remarks	Triumph Ballroom

2025 Speakers

More Speakers Coming Soon!

General Session Speakers

Chaunté Lowe

4-Time Olympian, Medalist, Author, TEDx Speaker and Breast Cancer Thriver

Chaunté's Bio

Ryan Wilson

CEO + Co-Founder, The Gathering Spot

Ryan's Bio

Michael Finke

Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services

Michael's Bio

David Blanchett

Managing Director, Portfolio Manager, and Head of Retirement Research, PGIM DC Solutions

David's Bio

Angie Ribuffo

President & Financial Advisor, Raion Financial Strategies LLC - Cambridge BD

Angie's Bio

Don Graves

Business Development Manager, Mutual of Omaha Reverse Mortgage

Don's Bio

Terrell Dinkins

President and Founder of OBN Wealth Advisors

Terrell's Bio

Workshop Speakers

Denise M. Thomas

The Effective Communication Coach, Emcee/Speaker

Denise's Bio

Valencia Gabay

Program Director of Financial Education and Wellbeing, The American College of Financial Services

Valencia's Bio

Tom Brinker

Adjunct Professor of Taxation and Special Needs Planning, The American College of Financial Services

Tom's Bio

Toni Harris Taylor

International Community Builder, Network in Action Global Partners

Toni's Bio

Karen Hofmann

Vice-President, Advanced Planning Group, Prudential

Karen's Bio

Thomasina Skipper

President, Diversified Professional Coaching, LLC

Thomasina's Bio

Earl Johnson

CEO and Wealth Advisor, Lexus Wealth Management

Earl's Bio

DeAnte Thompkins

Market Director, Thrivent

DeAnte's's Bio

Paul McDonald

Head of Advance Case Design, BRC, Guardian Life Insurance of America

Paul's Bio

Uneeka Jay

President, Rewrite 365

Uneeka's Bio

Chet Bennetts

Assistant Professor, Financial Planning, Larry R. Pike Chair for Insurance and Investments, and Program Director, ChFC® and CFP® Certification Education Programs

Chet's's Bio

Eric Ludwig

Director of the Center for Retirement Income, Program Director for the Retirement Income Certified Professional (RICP®) Program

Eric's Bio

Timi Jorgensen

Assistant Vice President of Financial Education and Well-being

Timi's Bio

Herman Mason

Area Vice President – Southeast, Thrivent

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Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.

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