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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Saturday, September 30 • 8:00am - 11:30pm
Welcome from the AFS President

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It is my pleasure to welcome you to the 2017 Academy of Financial Services Annual Meeting, the 32nd anniversary of the AFS. Each year we gather at this conference due to our common interest in the teaching and the practice of financial planning and financial services, as described in our mission statement:

  • To encourage basic and applied research in the area of personal financial planning and financial services
  • To encourage the development of the curricula in the financial services field at the university level
  • To encourage interaction between financial services professionals and academicians

This year many new and exciting things have happened to the conference and to the AFS. In an effort to better link the world of academics and practitioners, the AFS and the Financial Planning Association (FPA) have worked diligently to integrate our respective conferences into a single, cohesive event. The second day of the AFS conference (Monday October 2) is the first day of the FPA conference. AFS registrants can attend both AFS and FPA sessions on that day. Likewise, FPA registrants can attend both FPA and AFS sessions that day.

You will find many AFS and FPA members who have taken advantage of a significant discount to register and attend the complete AFS and FPA programs. On Monday morning, we begin the AFS day by joining the opening general session of the FPA Conference. If you’re staying at one of the four FPA conference hotels, you are in easy walking distance to AFS’s Sunday program at the Omni Hotel and Monday at the Music City Center.

A successful conference does not just happen - it takes a lot of planning and hard work. I would like to take this opportunity to thank to Dr. Swarn Chatterjee, Executive VP – Program, for his efforts in constructing a very impressive program. I would also like to thank Dr. Ginger Phillips and Jennifer Bijaczyk of Arden Solutions. Not only have they put together great local arrangements, working along with FPA, but they also re-designed the AFS website. For those of you who have previously attended an AFS conference, you probably noticed the ease of registration this year compared to the past. In addition, Dr. David Nanigian, VP-Communications, Dr. Chris Browning, VP-Marketing, and Dr. Tom Langdon, VP-Finance, were a big help along the way.

For the AFS in general, thanks to Dr. Stuart Michelson, Editor of Financial Services Review, for his dedication and hard work on the journal. Also, a special thank you to two long serving AFS board members. Dr. Halil Kiymaz, a past president and current director, along with Dr. Claire Matthews, VP-International Relations, are leaving the board at the conclusion of the conference. We thank them for their many years of support and hard work.

 Finally, we appreciate member support and wish you an enjoyable stay in Nashville.

Thank you,

Robert W. Moreschi, Ph.D.
AFS President 2016-2017
Virginia Military Institute – Department of Economics & Business

Saturday September 30, 2017 8:00am - 11:30pm