Print Page   |   Sign In   |   Register
Community Search
FPA Houston Chapter Meeting (Hess Club)
View Registrations Tell a Friend About This EventTell a Friend
 

11/12/2019
When: November 12
10:30 - 1:30
Where: Hess Club
5430 Westheimer Ct.
Houston, TX  77056
United States
Contact: Melisa Hall
713-518-1785


Online registration is closed.
« Go to Upcoming Event List  

FPA Houston Chapter Meeting


 

  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $35 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2019 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

 

Click here for directions to the HESS Club

 

ONLINE REGISTRATION WILL END AT 2:00 PM, MONDAY, NOVEMBER 11.  

 

 

 

MEDIA MASTERY

 

Ben Lewis, Director of Public Relations/Communications
Financial Planning Association® (FPA)

This session is considered media training and does not qualify for CE credits 

 

 

Mastering interaction with the financial media presents financial planners with a robust opportunity to raise their public profile, which can lead to new business opportunities. But it takes skill and the right mindset to achieve. In Media Mastery, financial planners are presented with guidance on effective communication that can make media interaction positive, but that will lead to developing long-lasting relationships with journalists that will pay off for the long-run. The skills presented are also impactful in all communications outside of just working with journalists since effective communication is a necessity
in working with clients, prospects and centers of influence.

 

Learning Objectives:

 

  • Better understand the necessary skills for working with journalists that help position you as a financial planning expert and protect your reputation.
  • Forge an understanding of the opportunities within FPA to build your personal brand and profile that can lead to more business.
  • Explore the critical communication skills that all financial planners need to be more effective communicators with the media, clients and prospects.

 


Ben Lewis
 currently serves as the Director of Public Relations for the Financial Planning Association® (FPA®), the largest professional membership association for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and the financial planning community. In his role, Ben oversees all public relations activities for the association, including media affairs, organizational messaging, media training, speech writing, and all consumer facing programs and activities.  He also spearheads the FPA Reserach and Practice Institute™, which conducts original research on practice management issues and other matters of importance to the work of CFP® professionals.  Ben has been working in financial services since 1998 in various capacities, including as the owner and president of Perception, Inc., a public relations agency that served the needs of dozens of financial advisory firms and institutions from 2002 to 2010.  Prior to entering financial services, he worked in the political and non-profit arenas.  Ben is a 1995 graduate of Bradley University and is the author of Perfecting the Pitch: Creating Publicity Through Media Rapport (Larson 2007).  He lives in Clarksburg, MD, with his wife, Wendy, and daughters, Izzy (12) and Jillian (9).

 

 

 

 

HOW TO PROTECT AGAINST A DATA BREACH AND STEPS TO TAKE SHOULD ONE OCCUR


Steven Ryder, President
True North Networks LLC


1 CFP, CPA, CIMA CE 


There is news almost every day of a data breach and at times it can be overwhelming. This session will review information about current breaches and how you can reduce the likelihood of getting breached with some practical advice. Additionally, should your company experience an "incident", who to contact and steps to take to determine if it is determined the "incident" is indeed a "breach".

 

Learning Objectives:

  • An overview of the current landscape regarding cybersecurity attach vectors
  • Understanding effective tools and education that can be used to reduce the likelihood of data breach
  • Steps to take in the event your organization has experienced an 'incident'
  • Summary of what your company can do to change it's security posture

 


Steven Ryder
is the President and Founder of True North Networks, LLC. True North is a leading national provider of managed hosting, technology and security services within the financial services industry. In 2015, True North launched SecureWorkplace®, a suite of cybersecurity services designed to reduce the likelihood of a successful cyber-attack on their clients. Prior to starting True North, Mr. Ryder worked in the financial services industry serving as Vice President of two banks, managing relationships with Fannie Mae’s largest New England clients, and was the CFO of the largest real estate company in New Hampshire. Steven speaks at varies venues throughout the country each year on cybersecurity.

 

 

 

 


Thank you to our Platinum Partner Spotlight

 

 

 

 

 


 

Registration Fees

 

FPA Members $40


Guests/Non Members $75


Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2019)


Corporate Partners N/C (must pre-register) 

 

 

Agenda

 

10:30 Registration, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight 

11:30 Session 1: Media Mastery
12:20 Break
12:30 Session 2: Cybersecurity
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

more Calendar

10/23/2019 » 3/27/2020
2020 FPA Houston Season Ticket Application

Association Management Software Powered by YourMembership  ::  Legal