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2009 Events With Ed
Madison Area Quality and Innovation Network (MAQIN), December 2. "Self-Care for Service Providers (and everyone else): Why, What, How." For more info, go to http://maqin.org/programs#203
Madison Area Quality and Innovation Network (MAQIN) / Madison Appreciative Inquiry Network (mAIn), October 28. "Roundtable at the Corner of MAIN and MAQIN: Postivity @ Work: The Exciting Business Case, the Hard Evidence, and Eight Strategies" (www.MAQIN.org.)
FPA of Northeast Wisconsin Symposium, October 7. Keynote address: Surviving and Thriving in Tough Times: The Personal Resilience Conversation." Also a breakout session on "What Matters Most: the Happiness Conversation." Appleton, WI.
Madison Talent Management Forum Presentation, September 25. "The Business Case for Emotional Resilience." I will be presenting this session as part of a one-day program on various aspects of human resources management in difficult times. See the program here.
FPA of MA: Presentation, September 11: "Powerful Client Connections: The Resilience Conversation." Following lunch, I will co-facilitate an afternoon of "conversations that matter," as part of the FPA's Listening Tour. We will guide participants in a World Cafe experience, followed by discussions to harvest the gems of these conversations. Bentley, MA. FPA of MA.
Garrett Planning Network Retreat: "Conversation Cafe." August 6, 2009, 8:30 - 10:00 pm. Guided "conversations that matter" among 160 attendees at start of the ninth GPN Retreat. Click here for Retreat information. I will also be co-facilitating the Retreat Wrap-up, with Sheryl Garrett, August 10, 2009.
"NexGen Moline," July 31-August 2, 2009, Moline, IL. I will be co-facilitating this national meeting of young financial planners, in scenic Moline. We will utilize a range of methodologies throughout the conference (circle gatherings; conversational cafe; open space technology; and appreciatively-focused conversations) to promote connection, creativity, innovative approaches to current and future challenges, and commitments to action.
"Open Mic with Ed Jacobson": Teleseminar/Conversation. Call-in conversational forum for financial planners to raise issues and questions, share insights and solutions, build community, and gain clarity and confidence. Weekly (except when Ed's traveling to clients), usually on Wednesdays. Click here for more Open Mic info (including schedules and call-in info).
FPA of Orange County Presentation, May 20: "Essential Conversations With Clients (and Yourself)" Act One: The 'Personal Resilience Conversation'. Act Two: The 'What REALLY Matters?' Conversation'. Irvine, CA. FPA of Orange County.
FPA Retreat 2009 Presentation, April 29: "Happiness in Difficult Times: A Route Map from Positive Psychology." Palm Springs, CA. See FPA Retreat info See FPA Retreat info
FPA of Minnesota: Presentation, February 17: "Renew and Reenergize Your Relationships with High-Impact Client Reviews." Golden Valley, MN. FPA-MN info
FPA of Dallas-Ft. Worth: "Career Day" Presentation, January 30: "Powerful Conversations with Clients, Colleagues, and Yourself, in Difficult Times." Dallas, TX. FPA-DFW Career Day info
2008 Events With Ed
FPA of Australia: Keynote Presentation: The Way of Appreciation November 20, 2008, Gold Coast, AU. Click here for FPA of Australia.
FPA of Georgia: Presentation: "Harnessing the Power of Appreciative Inquiry for Your Practice and Your Life." October 30, 2008, Atlanta, GA. Click here for FPA of Georgia.
Money Quotient: Webinar: Fourth of 4-Part Series on "AI Meets MQ." Session Four: The Simultaneity Principle. October 21, 2008. Click here for Money Quotient.
Money Quotient Annual Retreat: Presentation: "The Route to Happiness: GPS Directions from Positive Psychology." September 12, 2008, Suquamash, WA. Clearwater Resort and Casino. Click here for Money Quotient.
Money Quotient: Webinar: Third of 4-Part Series on "AI Meets MQ." Session Three: The Positive Core Principle. August 19, 2008. Click here for Money Quotient.
Kinder Institute of Life Planning: Webinar: "AI Meets EVOKE: Four Key AI Principles, and How They Can Enrich the Torch." June 26, 2008. Click here for Kinder Institute.
Money Quotient: Webinar: Second of 4-Part Series on "AI Meets MQ." Session Two: The Anticipatory Principle. June 10, 2008. Click here for Money Quotient.
FPA Retreat: Conversation Cafe: "Fostering Growth and Cultivating Knowledge in the Profession." June 1, 2008. Ft. Lauderdale, FL. (Also book signing, June 2.) Click here for FPA information.
Nazrudin Project: Annual Meeting: Presentation: "Personal Resilience: The Why, the What, the How." May 30, 2008, Ft. Lauderdale, FL.
Kinder Institute of Life Planning: Training Intensive: Financial Life Planning Training: the EVOKE Model. Andover, MA., June 16-21, 2007. Click here for Kinder Institute.
FPA of New Jersey: Presentation: "High-Intensity Client Review Meetings for Life." May 14, 2008, Iselin, NJ. Click here for FPA of New Jersey.
US Wealth Corp Summit: Presentation: "High-Intensity Client Review Meetings for Life." May 8, 2008, Boston, MA. Click here for US Wealth Corp.
Money Quotient: Webinar: First of 4-Part Series on "AI Meets MQ." Session One: The Positive Principle. April 29, 2008. Click here for Money Quotient.
Schwab Institutional Services: Breakfast Meeting: "Harness the Power of Appreciative Inquiry for Your Practice and Your Life." St. Louis, MO (April 23) and Minneapolis, MN (April 24) Click here for Schwab Institutional Services.
FPA of Greater Phoenix: "Harnessing the Power of Appreciative Inquiry for Your Practice and Your Life." March 26, 2008, Phoenix, AZ. Click here for FPA of Greate Phoenix.
2007 Events With Ed
Garrett Planning Network: Webinar: "Four Core Principles of Appreciative Financial Planning; Putting Them to Work for You and Your Clients." November 14, 2007. Click here for GPN information.
FPA of Southern Wisconsin: Presentation: "Harnessing the Power of Appreciative Inquiry for Your Practice and Your Life." November 7, 2007, Pewaukee, WI.
Sudden Money Institute Webinar: “Appreciative Transition Planning: Harnessing the Power and Practicality of Appreciative Inquiry for Financial Transition Planning.” September 18, 2007. Click here for Sudden Money Institute information.
FPA of Michigan Presentation: "Harnessing the Power of Appreciative Inquiry for Your Practice and Your Life." September 27, 2007, East Lansing, MI.
FPA Seattle Presentation: “Quarterly Meetings for Life.” September 9, Seattle.
Learn more at www.fpaannualconvention.org.
Money Quotient Third Annual Retreat. Presentation: “Appreciative Approaches to Creating a Life-giving Legacy.” Seattle, September 7, 2007. Click here for Money Quotient information.
Garrett Planning Network Retreat, Kansas City, August 2-5, 2007. Retreat kickoff facilitation, a session on appreciative life planning., and facilitation of Retreat closing session. Visit the GPN website for more information.
Kinder Institute of Life Planning: Training Intensive: Financial Life Planning Training: the EVOKE Model. Andover, MA., June 10-16, 2007. Click here for Kinder Institute information.
Sudden Money Institute: Webinar: “Appreciative Transition Planning: Harnessing the Power and Practicality of Appreciative Inquiry for Financial Transition Planning.” May 24, 2007. Click here for Sudden Money Institute information.
Money Quotient: Webinar: “Life-Centered Review Meetings.” May 17, 2007. Click here for Money Quotient information.
Garrett Planning Network: Webinar: “Unwavering Positive Image: a Necessity for Effective Visioning.” May 9, 2007. Click here for GPN information.
FPA Retreat: Pre-conference workshop: “Creating and Holding an Unwavering Positive Image: a Core Skill for Financial Life Planners. Galveston, May 5, 2007. Visit www.fpanet.org.
NAPFA Convention: Workshop: “Who Am I As Communicator?” (co-presented with Jennifer Lazarus, CFP®). Chicago, May 3, 2007. Learn more at www.napfa.org.
Garrett Planning Network — Webinar: “Quarterly Meetings For Life.” March 9, 2007. Click here for GPN information.
FPA-Minnesota: Presentation: “Harnessing the Power of Appreciative Inquiry for Your Practice and Your Life.” Golden Valley, February 20, 2007. Visit www.fpamn.org.
Nazrudin Project: Pre-Conference Full-day Workshop: Appreciative Financial Planning. Estes Park, CO. February 1, 2007. Visit www.kinderinstitute.com.
Garrett Planning Network: Webinar: “Appreciative Financial Planning.” January 24, 2007. Click here for GPN information.
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