FPA - Financial Planning Association

08/24/2026 | Press release | Distributed by Public on 08/24/2026 06:29

FPA SUMMIT 2026 Keynote Lineup and Career-Spanning Sessions for Financial Planners

Denver (August 24, 2026) - The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced today the keynote speakers and topics for its largest national event, FPA SUMMIT 2026, formerly known as FPA Annual Conference, from November 9-11 at the Gaylord National Resort just outside of Washington, D.C.

As the conference ends on Veterans Day during the country's 250th anniversary, the event will include special military-related acknowledgments throughout, starting with opening keynote speaker Col. Nicole Malachowski, USAF (Ret.), the first woman Thunderbird pilot, a combat veteran, and a White House fellow and adviser. Additionally, at the close of the conference, the importance of pro bono financial planning, particularly for American servicemembers and veterans, will be highlighted.

The full slate of FPA SUMMIT 2026 keynote speakers includes:

  • Col. Nicole Malachowski, USAF (Ret.)-Session Title:Pushing the Envelope-Being the Best When It Counts
  • Dr. Moira Somers, founding partner of Blackwood Family Enterprise Services and co-author of The Fault Lines of Finance-Session Title: This Is How It Happens-Ethics, Ego and Financial Misconduct
  • Philippa Ham, CEO of Paradigm Norton Financial Planning, podcast host, and co-author of The Fault Lines of Finance-Session Title: This Is How It Happens-Ethics, Ego and Financial Misconduct
  • Keith Ferrazzi, #1 New York Times best-selling author and executive and team coach-Session Title: A Journey from Never Eat Alone to Never Lead Alone

"FPA SUMMIT was designed to address the specific needs of professionals across the financial planning spectrum from those just entering through those thinking about succession planning," said FPA Chief Executive Officer Dennis J. Moore, MBA, CFP®. "As the only series of industry conferences strictly dedicated to the profession of financial planning, our four national conferences provide opportunities for intensive focus, learning, and networking. We look forward to welcoming practitioners, academics, students, and partners to FPA SUMMIT this November."

On November 9, three pre-conference sessions will cover ethics, how to become a reporter's go-to source, and how to leverage the new, soon-to-be-released FPA PlannerSearch® in client relationships, respectively. The latter session will be headlined by a key partner in the revamped FPA PlannerSearch, Snappy Kraken's Robert Sofia. The first day will conclude with an opening reception at 5:00 p.m. ET.

Topics covered throughout the remainder of FPA SUMMIT 2026 include career development, succession planning, meaningful giving, long-term care planning, among others.

There will also be an honors reception for the newest recipients of FPA's prestigious awards, including the Montgomery-Warschauer Award recognizing top research published in the Journal of Financial Planning; the Power of Financial Planning Award honoring exemplary pro bono financial planning; the Heart of Financial Planning Award highlighting contributions to the financial planning community; and P. Kemp Fain, Jr. Award, the pinnacle of individual recognition in the financial planning profession.

Registration is available through October 13 via the event website at www.fpasummit.org. Full-time journalists can inquire about securing a complimentary press pass by emailing Ben Lewis at [email protected].

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About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is the CFP® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.

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