We’re really pleased to be joined by Paul McCarville, Dr. Paul Moran, Paul Coady and Colin Slabach, who will each lead individual sessions focused on different aspects of financial planning and share their perspectives.
You can read more about each of the speakers below. We’ll be confirming speakers for the final two events over the summer.
Paul McCarville is a Chartered Accountant and QFA with almost 40 years’ senior experience in asset management. He has held senior leadership roles with Ulster Bank Investment Managers, New Ireland Investment Managers, and as a founding principal and Director of Setanta Asset Management, where he led client services and marketing and played a key role in product development and international growth.
In 1987, he co-founded Clarus Investment Solutions, where he provides investment consulting services with particular expertise in investment processes and investor risk profiling. He has published widely, spoken at major industry conferences, and is also a Director of Verus Advisory Limited, specialising in fiduciary management oversight.
Webinar 1: Truths, Reflections and Opinions Thursday @ 8:00 AM
Webinar 2: AI’s Challenge to Financial Advice: Why Goals-Based Planning Is Still Human Thursday @ 8:00 AM
Paul Coady is an international expert in business ethics, compliance, and financial crime. He has worked in Dublin, London, and New York, and led teams and programmes all over the world. His previous roles include Business Ethics, Policies & Training Manager for AIB Bank, Group Head of Compliance Policy & Learning for Barclays, and Global Head of Financial Crime Risk Education & Culture for Deutsche Bank.
Paul is also a regular speaker and thought leader on the relationship between ethics and compliance and is a member of the Compliance Institute’s Ethics Committee.
:
https://compliancelnd.com/
:
https://www.linkedin.com/in/paul-coady-16ba5930/
Webinar 3: Professional Conduct in Practice: Ethics, Standards & CPC for CFP® Professionals Thursday @ 8:00 AM
Colin Slabach, Ph.D., CFP, is a Clinical Assistant Professor at New York University, where he teaches and develops programs in financial planning. He previously served as Professor of Retirement at The American College of Financial Services and as Assistant Director at the Centre for Retirement Income.
With extensive experience in financial education and program development, Slabach has played a key role in advancing financial planning curricula both in the United States and abroad. He is deeply committed to fostering diversity in the profession and preparing the next generation of financial planners to engage with clients in a global, cross-cultural context.
In addition to his academic work, Slabach serves on the advisory board of the fintech company Tolerisk, on the Texas Tech University Alumni Advisory Board and is a board director at FPSB Ltd.
:
https://www.linkedin.com/in/colin-slabach/
FPSB Ireland Webinar 4: Decumulation Research and the American Retirement Planning Landscape Thursday @ 9:00 AM
