CFD Companies presents their 2025 Spring Conference: Valor. While it is an optional conference for our family of advisors, we look forward to seeing many of you there!
If you are not presently affiliated with CFD Companies, but would like to attend and learn more, please let us know via the contact form below.
CFD Companies presents their 2025 Spring Conference: Valor. While it is an optional conference for our family of advisors, we look forward to seeing many of you there!
If you are not presently affiliated with CFD Companies, but would like to attend and learn more, please let us know via the contact form below.
Valor 2025 will feature:
“How to Be a Hero in the Workplace”
Kevin Sorbo - Actor (Hercules, God is Not Dead, and more) and reluctant activist:
Kevin Sorbo is an actor best known for his roles as Hercules in Hercules: The Legendary Journeys, Captain Dylan Hunt in Andromeda, and Kull in Kull the Conqueror. He is a spokesperson for the nonprofit organization A World Fit For Kids and author of the widely praised autobiography True Strength.
Valor 2025 will feature:
“How to Be a Hero in the Workplace”
Kevin Sorbo - Actor (Hercules, God is Not Dead, and more) and reluctant activist:
Kevin Sorbo is an actor best known for his roles as Hercules in Hercules: The Legendary Journeys, Captain Dylan Hunt in Andromeda, and Kull in Kull the Conqueror. He is a spokesperson for the nonprofit organization A World Fit For Kids and author of the widely praised autobiography True Strength.
“From Good to Great, Unleashing the Best-in-Class Process”
Kurt Supe, CPA – Founder, President and Chief Investment Officer - Creative Financial Group
Kurt Supe played college football at the University of Kentucky. Some have said that it was his sack of Peyton Manning that served as the catalyst for his unrivaled business pursuit. Since founding and under Kurt’s continued leadership, Creative Financial Group has become one of Indiana’s fastest growing advisory practices—over $400M and growing.
“From Good to Great, Unleashing the Best-in-Class Process”
Kurt Supe, CPA – Founder, President and Chief Investment Officer - Creative Financial Group
Kurt Supe played college football at the University of Kentucky. Some have said that it was his sack of Peyton Manning that served as the catalyst for his unrivaled business pursuit. Since founding and under Kurt’s continued leadership, Creative Financial Group has become one of Indiana’s fastest growing advisory practices—over $400M and growing.
“Saving Your Clients Money in Taxes”
Greg Smith, CPA, MBA – Founder and President - Smith CPA Group
Founded in 2000 by Greg Smith, Smith CPA Group has grown to serve hundreds of high-net-worth individuals and families. In addition to running Smith CPA Group, Greg Smith has served as Chief Financial Officer of CFD Companies – Broker/Dealer & RIA. This combination has provided Greg with unique insight as to the areas of potential savings often overlooked in advisory practices.
Other great speakers and topics are on the schedule. Schedule below.
Thursday April, 24th
12:00 PM - Lunch with wholesalers
1:00 PM - Keynote: Kevin Sorbo - Be a Hero in the Workplace
2:00 PM - Sycamore Commissions: Greg Smith and Michael Grady
3:00 PM - Money Management: Kregg Rooze
3:30 PM - Marketing Basics: Sarah Swoverland
4:00 PM - Saving your Client Money in Tax Savings: Greg Smith
5:30 PM - Dinner
Friday April, 25th
7:30 AM - Breakfast
8:30 AM - Junior Advisers Program: Maria Barnes
9:00 AM - Broad Overview of AI and SEC Guidelines: Louis Urbancic and Grayson Weddell
9:30 AM - Processing Wizard: Kris Hale
10:00 AM - CFD Knowledge Base: Gerry Good
10:30 AM - Alex Lebron: Let your process do the Closing
11:00 AM - Kurt Supe: From Good to Great: Unleashing the Best in Class Process
1130 AM - Edward Camp: Shut Up and Listen!
12:00 PM - Lunch with wholesalers
“Saving Your Clients Money in Taxes”
Greg Smith, CPA, MBA – Founder and President - Smith CPA Group
Founded in 2000 by Greg Smith, Smith CPA Group has grown to serve hundreds of high-net-worth individuals and families. In addition to running Smith CPA Group, Greg Smith has served as Chief Financial Officer of CFD Companies – Broker/Dealer & RIA. This combination has provided Greg with unique insight as to the areas of potential savings often overlooked in advisory practices.
Other great speakers and topics are on the schedule. For the most recent schedule, click here:
