CAAFP 2026 Speakers & Agenda
Take a look at what there is to do and see at CAAFP 2026.
Workshops at CAAFP 2026 are organized around the three core stages of a career in financial services, ultimately helping you build connections across generations. These tracks guide attendees to sessions, resources, entertainment, and community spaces carefully crafted to meet your personal and professional goals for the conference. The conference tracks include:
Get Ready
Crystallize what’s possible, align with a career, role, and business model, and form peer networks.
Get Started
Focus on the foundational skills, technical knowledge, and emotional intelligence you need to navigate a lot of “firsts” with competence and confidence.
Get Specialized
Deliver clarity and security as a specialist, advancing your education to serve clients as their needs become more complex.
2026 Agenda Overview
2026 Agenda Overview
The Entertainment
2026 Speakers
KEYNOTE SPEAKERS
Justin O. Cooper
CEO & Producer, JOCMedia & Entertainment
Tiffany Dufu
President, Tory Burch Foundation
Dr. Pamela Jolly
Founder & CEO, Torch Enterprises
John W. Rogers Jr.
Chairman & Co-CEO, Ariel Investments
WORKSHOP SPEAKERS
Daralee Barbera
EdD, CFP®, CMFC®, ChFC®, CPBL, CLF®, CEPA, CPMBC
Director of Faculty & Assistant Professor of Leadership, The American College of Financial Services
Al Cobb
EdD, MSPFP, MSAT, MSFA, MSFP, MBA, CPBC®, CFEI®, MPAS®, CSM®
Program Director, CFP® Certification Education Program & Chartered Financial Consultant® (ChFC®) Program, The American College of Financial Services
Desiree Day
JD
Consultant Attorney, Guardian Wealth Advanced Markets
Saundra Davis
MSFP, APFC®, MCC, FBS®
Executive Director, Sage Financial Solutions
James Dean
Founder & CEO, JD Financial Group and Associates Inc.
Raphael Fairell
MBA, CFP®, RICP®, CDFA, CEPA®
Market Director, Thrivent
Michael Finke
PhD, CFP®
Professor of Wealth Management, WMCP® Program Director, The American College of Financial Services
Larry Frazier
PhD
CEO, The Frazier Group & Partners
Valencia Gabay
PhD, CFEI®
Managing Director, Center for Economic Empowerment and Equality, The American College of Financial Services
Kalif Gallego
Managing Partner, KG Financial
Don Graves
RICP®, CLTC®, CSA, IRMAACP™
President and Founder, Housing Wealth Institute
John Green III
MBA, CLTC
General Agent, TGC Agency
Karen Hoffman
CLU®, ChFC®, CASL
Vice-President, Advanced Planning, Prudential
Janna Hurd
MBA
Market Director, Thrivent
Mike James
Executive Vice President, Chief Sales Officer, NFP
Mike Kelsall
RICP®
Manager, Advanced Planning,Prudential
Jodi Krausman
PhD, CPA, CFP®, PMP®
Master of Science in Financial Planning (MSFP) Program Director, The American College of Financial Services
Samantha Lamas
Senior Behavioral Researcher, Morningstar
Lindsey Lewis
MBA, ChFC®, CFP®
Managing Director & Chair Center for Women in Financial Services, The American College of Financial Services
Vanessa Martinez
MBA
CEO & Managing Partner, Expressive Wealth
Joellen Meckley
JD, MHS, ChSNC®
AVP, Centers Strategy and Operations & Managing Director, Center for Special Needs, The American College of Financial Services
Brandy Rahim
CLU®, ChSNC®
Experience Program Manager, Guardian Life Insurance
Thomasina Skipper
MBA, ChFC®, CLU®, CLF, CPMBC
President, Diversified Professional Coaching, LLC
Lindsay Smith
AWMA®
Founder, Lindsay Smith The Agent Inc.
Denise Thomas
Emcee/Speaker, The Effective Communication Coach
Patricia Villarreal
Founder and Executive Director, Holding Space for Psychological Wellness
Broderick Young
CFP®, CLU®, CFC®, CLF®, CASL®
Founding Partner and Financial Advisor, Reveal Wealth
COACHES
Susan Johnson
MEd, ELP-MP, CPC
Founder & Executive Coach, Truth Enterprise Partners
Lisa Kaplin
PsyD, PCC
Certified Professional Coach
Karin Knecht
Certified Professional Coach
Natasha Lindor
PCC, ELI-MP
Certified Professional Coach
Toy Lofton
ELI, ACC
Certified Professional Coach
Adriane Massey
PCC
Certified Professional Coach
Thomasina Skipper
MBA, ChFC®, CLU®, CLF, CPMBC
Certified Professional Coach
Stand Out as a Specialist
Deep knowledge is your growth engine. Discover how we can help you scale your business and deliver greater value.
The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
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