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Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
Monday, October 1 • 8:00am - 11:59pm
Welcome from the AFS President!

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Welcome from the AFS President

It is my pleasure to welcome you to the 2018 Academy of Financial Services Annual Meeting, the 33rd anniversary of the AFS. We gather at this annual meeting and conference each year due to our common interest in the teaching and 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, continuing the effort begun last year in Nashville, 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 (Wednesday, October 3) is the first day of the FPA conference. AFS and FPA registrants can attend both AFS and FPA sessions on 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 AFS day one, we have a full slate of breakout sessions, beginning at 8am. We are excited to have as our luncheon speaker Ms. Christine Benz, Director of Personal Finance at Morningstar. Tuesday’s program ends with a reception and poster session from 4:30 to 6:00. On Wednesday morning, the second day of the AFS conference begins with the opening general session of the FPA Conference, entitled “The Future is Behavioral.” AFS breakouts start at 10:45 that morning and conclude at 5:45 that afternoon.

A conference does not just happen - it takes a great amount of planning and effort. I would like to take this opportunity to thank to Dr. Janine Scott, Executive VP-Program, for her efforts in constructing a very impressive agenda. Dr. Swarn Chatterjee, the AFS incoming President, was a tremendous asset in planning and executing the conference. Thanks also to Dr. Ginger Phillips and Jennifer Bijaczyk of Arden Solutions. Their support has been invaluable both for advance planning and “boots on the ground” here in Chicago. In addition, Dr. David Nanigian, VP-Communications, Dr. Chris Browning, VP-Marketing, Dr. Tom Langdon, VP-Finance, and Dr. Frank Laatsch, VP-Professional Associations, were helpful along the way.

Also thanks to Dr. Stuart Michelson, Editor of Financial Services Review, for his dedication to the journal. A special thank you to three long serving AFS board members who are stepping down at the conclusion of the conference. Dr. Frank Laatsch, a past president and current VP-Professional Associations, Dr. Sherman Hanna, VP-Membership, and director Dr. Martin Seay. We thank them for their many years of support and dedication.

Best wishes to all AFS attendees for an enjoyable and informative stay in Chicago.

Robert W. Moreschi, Ph.D.
AFS President 2016-2018



Monday October 1, 2018 8:00am - 11:59pm
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