PLEASE NOTE - SPECIAL LOCATION - FNBO IN OMAHA

There will be 5 hours of CE and the lunch break will be 30 minutes, with the afternoon session running from 12:30-2:30 PM - with a Zoom option available for those of you unable to attend in-person at FNBO in Omaha.  We hope you will join us!

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in
9:00-10:00 AM - The Family Enterprise Initiative: How to Tap the Power of the Family Enterprise Model to Fuel Your Financial Services Practice
10:00-11:00 AM - Probate for Non-Lawyers: What You Need to Know about Nebraska’s Probate Process to Help Your Clients
11:00-12 Noon - Effective Crisis Communication + Digital Tools to Protect Your Business
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 2:30 PM – CFP Ethics

PROGRAM OVERVIEW

The Family Enterprise Initiative: How to Tap the Power of the Family Enterprise Model to Fuel Your Financial Services Practice

A Family Enterprise extends beyond a single-Family Business entity. It encompasses the Family’s entire economic interests, including the main Family Business, secondary Family Businesses, real estate, investments, special assets (such as the Family cabin), and philanthropy. When Family Business Leaders zoom out a bit to take into account all of these important activities of their Family Enterprise, this creates a more thorough, coordinated strategy for the Family’s long-term success, growth, protection, continuity, succession, and a better framework for the critical services of the Family’s Trusted Advisor Team.

Probate for Non-Lawyers: What You Need to Know about Nebraska’s Probate Process to Help Your Clients

This presentation will discuss and highlight the parts of the probate process that financial planners need to know to properly advise their clients.  The presentation will walk through the key parts of the process, from start to finish, with an emphasis on what families want to know.  Specific, real-life examples will be discussed when possible.

Effective Crisis Communication + Digital Tools to Protect Your Business

In today's fast-paced digital world, businesses must be prepared to handle crises swiftly and effectively. This presentation explores best practices for crisis communication to protect your brand's reputation. Additionally, we will dive into essential digital tools that will ensure business continuity. Attendees will leave with actionable steps to safeguard their business during challenging times.

CFP Ethics

This presentation explores the ethical responsibilities of CFP® professionals, focusing on the CFP Board’s Code of Ethics and Standards of Conduct. Through real-world case studies and interactive discussions, attendees will learn how to navigate ethical dilemmas, maintain client trust, and uphold their fiduciary duty. This session will provide practical guidance on applying ethical principles to everyday financial planning scenarios.

FEATURED SPEAKERS

The Family Enterprise Initiative: How to Tap the Power of the Family Enterprise Model to Fuel Your Financial Services Practice - Nick Niemann, Attorney, McGrath North Law Firm

Nick Niemann has been described by the Omaha Chair of Vistage International as having “that pioneer mindset which tirelessly explores ways to bring greater success to the business leaders he works with every day.” Nick is a Family Business Continuity Attorney and a long-time partner with the Omaha-based McGrath North Law Firm.  In his work with Family Business Leaders and their Trusted Advisors around the country, he helps to design and deploy the Business, Asset Protection, Estate and Succession/Exit Planning strategies needed for families and their family businesses to achieve the ultimate success they are looking for.  He is a member of Vistage International Family Business Network,  Family Firm Institute, Business Enterprise Institute, Exit Planning Institute and CEO Space International. He is the author of the book “Fourth Quarter First—How Today’s Family Business Pioneers Are Achieving Incredible Lasting Results”.  Nick is a frequent speaker at national, regional and local business and professional education conferences.

Probate for Non-Lawyers: What You Need to Know about Nebraska’s Probate Process to Help Your Clients - Tom Kelley, Attorney, McGrath North

Tom focuses on all aspects of federal and state taxation, estate and gift tax planning and estate and trust administration. In addition to his tax practice, he also have significant experience in privacy law. He is included in The Best Lawyers in America in the fields of Privacy and Data Security Law and Tax Law.

As a privacy lawyer, Tom has a CIPP/US certification and counsel clients in connection with the FTC Act, GLBA Act, Health Insurance Portability and Accountability Act (HIPAA) / HITECH Act, Children’s Online Privacy Protection Act (COPPA), Payment Card Industry Digital Security Standards (PCI-DSS), Fair Credit Reporting Act (FCRA) and the Fair and Accurate Credit Transactions Act (FACTA), Telemarketing Sales Rule (TSR), Telephone Consumer Protections Act (TCPA), Electronic Communications Privacy Act (ECPA), Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM) and related federal and state privacy/data security requirements, including addressing data breaches, cyber insurance policies, privacy policies, cloud computing agreements, HIPAA business associate agreements (including the obligations of business associates under the new HIPAA Omnibus Rule) and identity theft prevention programs.

Tom also engages in a regulatory practice involving the legal representation of both individuals and entities involved in federal, state and local administrative, licensure, enforcement and compliance proceedings.

He graduated from Omaha Creighton Prep in 1982, Creighton's Business School in 1986 with a BSBA in Accounting, and earned his CPA certificate in 1986. Tom graduated from Notre Dame Law School in 1989. He clerked for McGrath North following his first year of law school, Jones Day after his second year of law school, and then worked for Jones Day in Chicago as an associate attorney for three years before returning to Omaha to rejoin McGrath North in 1992.

Effective Crisis Communication + Digital Tools to Protect Your Business - Joan Lukas, President & Owner, Lukas Partners PR Firm and Chris Gorman, Senior Vice President of Growth and Engagement, Hurrdat

Joan Lukas, President and Owner of Lukas Partners PR Firm

More than 25 years of diverse public relations, media relations, crisis preparedness, corporate reputation management, social media strategy, opinion research, event management and marketing communications experience serving Fortune 500 corporations, regional and local business leaders, higher education and nonprofit organizations has made Ms. Lukas a recognized leader in her field.  As President and Owner of Lukas Partners, she brings passion and energy to each client challenge and opportunity.

Lukas Partners is the region’s most awarded PR firm recognized by the national and Nebraska chapter of Public Relations Society of America, the American Marketing Association Nebraska chapter, and B2B Magazine. As a leading full-service public relations firm, Lukas Partners serves a wide array of clients, including FNTS, U.S. Cellular, Burlington Capital, Tenaska, Creighton University, AIM Institute and Outlook Nebraska.  Ms. Lukas provides senior-level counsel and was named the Public Relations Society of America Nebraska Chapter’s Professional of the Year in 2018, the organization’s highest honor for a PR professional.

Prior to joining Lukas Partners, Ms. Lukas spent 15 years in senior-level communication management with ConAgra Foods, and directed corporate communications for Oriental Trading Company.

Chris Gorman, Senior Vice President of Growth and Engagement at Hurrdat

At Hurrdat, Chris Gorman has been instrumental in driving growth across media, sports, and live events for over 10 years. Before joining Hurrdat in 2015, he built a diverse marketing background, working in event management, brand partnerships, and digital strategy.

Chris has played a key role in expanding Hurrdat Media’s podcast network, growing Hurrdat Sports and Hail Varsity, and developing Hurrdat Sports Bar & Grill into a premier live event venue. He’s also helped lead major partnerships with organizations like Pinnacle Bank Championship and The Omaha Supernovas.

Chris thrives on building connections, creating unique experiences and solving problems through digital solutions.

CFP Ethics - Dennis Markway, President, Iron Horse Wealth Management, LLC

Dennis Markway is the President and Founder of Iron Horse Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER® professional with 18 years of experience in the financial services industry with an emphasis in business management, strategic design and implementation, financial education and plan design. He utilizes broad experience in insurance, asset management and international business for intermediate and long term planning to drive sustainable success. The emphasis of his practice is sound planning strategies that cover the spectrum of needs for individuals, families, charitable giving and small businesses.

Dennis graduated with a BA from Central College in Pella, Iowa, and an MA from the University of Northern Iowa where he taught for 3 years. He is currently faculty at Drake University, where he teaches Personal Finance to undergraduate and graduate students. He lives in Urbandale, Iowa with his wife, Cherie, and their two daughters, Ximen and Saskia.

CE CREDITS

The morning session will provide three hours CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and Insurance credits for both NE & IA, pending approvals.

The afternoon program will provide two hours CFP® CE Ethics credits, pending approvals. 

REGISTRATION FEE

• $75 FPA Member - Full day
• $50 FPA Member - Half Day
• $200 FPA Member Season Pass - includes 4 CE Days
• $100 Guest - Full Day
• $70 Guest - Half Day
• $300 - Guest Season Pass - includes 4 CE Days

REGISTRATION OPTIONS

• Register online by selecting the "Register" button below
• Call Ginger Jelinek at 402-525-0663 or e-mail her at [email protected]
• Zoom registrants will receive an e-mail with the login information the day before the program

QUESTIONS

Contact Ginger Jelinek at 402-525-0663 or e-mail her at [email protected]