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 Nikki Palluzzi.

Upcoming Conversation Circles

Cybersecurity Compliance

Thursday, October 26, 2023

1:00 PM ET

Moderator: Mark Brown, President at Advisor Armor

Cybersecurity and Cybersecurity Compliance share the same objective (protecting sensitive data from cyber threats), but they aren’t the same thing. They are related but have different focuses. Cybersecurity is about protecting against cyber threats and vulnerabilities, while Cybersecurity Compliance is about meeting specific requirements and standards related to cybersecurity. Join us in this discussion to learn what is required to meet and evidence these compliance standards.


Communication Strategies to Break Through Bias

Thursday, November 2, 2023

1:00 PM ET

Let’s get together to talk about some of the concepts covered by Andie Kramer at the NAPFA Fall 2023 National Conference on “Breaking Through Bias: Communication Techniques for Women to Succeed at Work.” Andie highlights the reality of gender bias in the workplace and offers a series of sensible, practical, and effective techniques to help women break through bias and achieve the career success they desire and deserve. Whether you were able to attend her session or not, this promises to be a rich and wonderful conversation!


Solo Firms

Thursday, November 9, 2023

1:00 PM ET

Connect and converse with fellow solo firm advisors. Check back soon for details.



Thursday, November 16, 2023

1:00 PM ET

Join the NAPFA Genesis group in November for a timely conversation. Check back soon for details.


Mid-Size Firms

Thursday, November 30, 2023

1:00 PM ET

Connect and converse with fellow mid-size firm advisors. Check back soon for details.