Where is FPA NorCal Conference 2026 held?

FPA NorCal Conference 2026 was held at The Palace Hotel in San Francisco, United States.

Who sponsors FPA NorCal Conference 2026?

ConferenceGrid lists 51 sponsors, including Carson, Federated Hermes, Midland Advisory, Nuveen and Allworth Financial.

Finance & Banking

FPA NorCal Conference 2026

Name: FPA NorCal Conference 2026
Start: 2026-05-26
End: 2026-05-27
Location: The Palace Hotel

This edition has ended

FPA NorCal Conference 2026 ran May 26–27, 2026 at The Palace Hotel in San Francisco, United States. It is a Finance & Banking conference. ConferenceGrid lists 24 speakers, 51 sponsors and 19 sessions. Dates for the next edition are not announced yet.

Lineup updated Jun 16, 2026 · dates verified May 24, 2026

The FPA NorCal Conference is a beacon for financial planners eager to navigate the ever-evolving landscape of their industry. Known for its rigorous content and national-caliber reputation, this event draws experts and innovators to share insights that shape the future of financial planning. Attendees are treated to a rich blend of strategic thinking and pra…

Visit the official site

24Speakers

51Sponsors

19Sessions

72Companies · in total

Speakers

Programmed at FPA, in alphabetical order.

Ben Lewis

Chief Communications Officer, Financial Planning Association · Financial Planning Association

Brandi Chastain

Brandon Clark

Director, ETF Business Senior Vice President, Federated Hermes · Federated Hermes

Brent Sullivan

Analyst and Editor, Tax Alpha Insider · Tax Alpha Insider

Carolyn McClanahan

Founder, Life Planning Partners, Inc. · Life Planning Partners, Inc.

Chuck Failla

Founder + CEO, Sovereign Financial Group, Inc · Sovereign Financial Group, Inc.

Corey Kupfer

Founder/Managing Partner, Kupfer., PLLC · Kupfer., PLLC

David Grau

President, Succession Resource Group · Succession Resource Group

David Kelly

Dr. Joaquin E Wallace

President, JSK Management and Media LLC · JSK Management and Media LLC

Ellen Cookman

Owner/Principal Attorney, Cookman Law · Cookman Law

Frank Murtha

Founder, The Financial Counseling Institute · The Financial Counseling Institute

Lisa Barr

Vice President, Development, West, National Philanthropic Trust · National Philanthropic Trust

Liz Thomas

Chief Market Strategist, SoFi · SoFi

Margo Steinlage Kreider

President, Steinlage Insurance Agency · Steinlage Insurance Agency

Markus Aakko

Chief Revenue Officer, Brooklyn Investment Group · Brooklyn Investment Group

Matt Goren

Co-Founder, Global Financial Planning Institute · Global Financial Planning Institute

Meredith Johnson

Partner, BPM LLP · BPM LLP

Michael Kitces

Chief Financial Planning Nerd, Kitces.com · Kitces.com

Patrick Collar

Pension Consultant/Principal, Nicholas Pension Consultants · Nicholas Pension Consultants

Russell Kroeger

Founder/CEO, Trayecto · Trayecto

Saundra Davis

Executive Director, Sage Financial Solutions · Sage Financial Solutions

Agenda

Selected from 19 sessions.

Tuesday, May 26th 2026, 10:25 - 12:05 PM
Equity Evolved: Strategic Planning for the Next Generation of Executive Comp
Today’s executive comp packages go far beyond stock options. This session unpacks the full range of equity-based strategies - from RSUs and ISOs to complex vehicles like PPUs and p…
Tax
Tuesday, May 26th 2026, 10:25 - 12:05 PM
Planner's Checklist for Advising Clients on Health Care Expenses in Retirement
Dr. McClanahan has spoken through the years about the many issues that financial advisers need to consider when planning for client’s health care expenses. This session brings all …
Retirement
Tuesday, May 26th 2026, 10:25 - 12:05 PM
Succession Without Surrender: How Founders Exit Without Selling to Private Equity
A candid, RIA founder-led discussion on how to exit responsibly - without selling your soul, your culture, or your firm to private equity.
Practice Management
Tuesday, May 26th 2026, 10:25 - 12:05 PM
The Psychology of Financial Planning: A Guide to Practice and Ethics
Dr. Murtha is known for his insightful, practical and entertaining style of presentation. This talk, rooted in time-tested psychological principles, will cover effective techniques…
Psychology, Ethics
Tuesday, May 26th 2026, 12:45 - 1:45 PM
Keep the Plates Spinning
After three strong years of stock market returns, financial markets are gripped by uncertainty in 2026. Liz Young, the Head of Investment Strategy for SoFi, will join us to help so…
Tuesday, May 26th 2026, 2:15 - 3:30 PM
Avoiding Medicare Mistakes In Retirement
Your clients are asking Medicare questions. Are you ready to answer or refer? This isn’t just another generic Medicare overview. It’s a strategic session for advisors who want to s…
Insurance
Tuesday, May 26th 2026, 2:15 - 3:30 PM
External Succession as Strategy: Turning Transition into Competitive Advantage
Succession planning for RIAs is often viewed as an eventual exit event. In reality, when approached strategically, it can become a powerful catalyst for growth, liquidity, and long…
Practice Management
Tuesday, May 26th 2026, 2:15 - 3:30 PM
Long/Short Strategies are Powerful Planning Tools: How They Work and When They Don't
Direct indexing introduced the planning community to individual stock positions for customization, tax-loss harvesting, and gift planning. But a new strategy using a margin loan an…
Investments
Tuesday, May 26th 2026, 2:15 - 3:30 PM
Mind the Gap: Financial and psychological considerations of moving abroad
Americans’ interest in moving abroad has never been higher – but do they know what they’re getting themselves into? Failing to consider both the financial and psychological issues …
Financial Planning

Quick answers

When is FPA NorCal Conference 2026?: FPA NorCal Conference 2026 ran May 26–27, 2026 at The Palace Hotel in San Francisco, United States.
Where is FPA NorCal Conference 2026 held?: FPA NorCal Conference 2026 was held at The Palace Hotel in San Francisco, United States.
Who is speaking at FPA NorCal Conference 2026?: ConferenceGrid lists 24 speakers, including Ben Lewis (Chief Communications Officer, Financial Planning Association, Financial Planning Association), Brandi Chastain and Brandon Clark (Director, ETF Business Senior Vice President, Federated Hermes, Federated Hermes).
Who sponsors FPA NorCal Conference 2026?: ConferenceGrid lists 51 sponsors, including Carson, Federated Hermes, Midland Advisory, Nuveen and Allworth Financial.

Company intelligence

What does it mean when 72 companies show up, and 1 bet on three roles at once?

72 companies. one are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room

1All threespeak · spons · exh

50Sponsoringsponsor only

21Speakingspeaker only

In all three roles

Federated Hermes

Speakers by seniority

71% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

C-suite729%
Founder / Owner729%
VP-level28%
Director / Head of14%
Manager / Lead14%
Engineer · IC14%
Other roles521%

Of 24 speakers · classified by free-text title

Most-represented companies

#	Company	Roles	Speakers
1	Federated Hermes	Sponsor · Platinum	1
2	Advyzon	Sponsor · Tech Lounge	-
3	Allworth Financial	Sponsor · Gold	-
4	Altruist	Sponsor · Gold	-
5	American Heart Association	Sponsor · Gold	-
6	Astoria	Sponsor · Gold	-
7	Atlas Park Consulting	Sponsor · Silver Lounge	-
8	Avantis Investors	Sponsor · Gold	-
9	Axos Advisor Services	Sponsor · Gold	-
10	Cache	Sponsor · Palladium Wi-Fi	-
11	Carson	Sponsor · Platinum	-
12	Charles Schwab	Sponsor · Gold	-
13	ComplianceAdvisor (STP Investment Services)	Sponsor · Gold	-
14	Dimensional Fund Advisors	Sponsor · Gold	-

Sponsors by tier

platinum4

8% of 51

gold32

63% of 51

palladium wi-fi1

2% of 51

silver lounge4

8% of 51

tech lounge10

20% of 51

Related events · by shared sponsors

Conference	Date	City	Shared sponsors
RANDUG 2026 Annual Meeting	November 11, 2026	Clearwater Beach	2
Wealth Management EDGE	June 8, 2027	Boca Raton	2

FPA NorCal Conference 2026

Equity Evolved: Strategic Planning for the Next Generation of Executive Comp

Planner's Checklist for Advising Clients on Health Care Expenses in Retirement

Succession Without Surrender: How Founders Exit Without Selling to Private Equity

The Psychology of Financial Planning: A Guide to Practice and Ethics

Keep the Plates Spinning

Avoiding Medicare Mistakes In Retirement

External Succession as Strategy: Turning Transition into Competitive Advantage

Long/Short Strategies are Powerful Planning Tools: How They Work and When They Don't

Mind the Gap: Financial and psychological considerations of moving abroad

72 companies. one are betting more than once.