---
title: FPA SHIFT™
description: FPA SHIFT™ is a breakthrough gathering for financial planners seeking human-centered, innovative, and sustainable ways to elevate their practice, career, and client impact.
image: https://shift.financialplanningassociation.org/hubfs/FPA_BottomLogo_Shift-unify.png
---
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## Your Practice Will
# Transform Here
FPA SHIFT™ 2027
APRIL 26-27, 2027 | DENVER, COLORADO
**This isn’t a conference. It’s an opportunity to work on your business.**
You spend all day working in your firm. FPA SHIFT™ 2027 gives you dedicated time to work on it. Most events give you ideas and wish you luck, but FPA SHIFT™ gives you a seat at the table with fellow financial planners facing similar business challenges, plus the time to make decisions.
Every session is a hands-on workshop on Talent, Technology, and Trajectory. You bring your pressing business challenges, and we’ll bring the structure to overcome them. Your practice will transform here.
[I WANT TO SHIFT](https://shift.financialplanningassociation.org/#pricing)
Transform Here
ELEVATE YOUR PERSPECTIVE IN THE MILE HIGH CITY.
FPA SHIFT™ 2027 heads to the Denver Marriott Tech Center, in the heart of the Denver Tech Center. Expect modern meeting spaces, comfortable guest rooms, and easy access to dining, shopping and Colorado’s Front Range, all a short drive from Denver International Airport.
HOTEL REGISTRATION COMING SOON
Denver Marriott Tech Center, Denver, CO
## **THE FPA SHIFT™ EXPERIENCE AT A GLANCE**
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Content Pillars:
Talent, Technology, and Trajectory
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Workshop based event that gets you working on your business.
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Attendees and subject matter experts leaning in to support each other.
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Potential ideas worth taking home to your practice.
# We'll see you in Denver!
Registration coming soon.
Early Bird
$ /
Member / Non-Member
Advanced
$ /
Member / Non-Member
Regular
$ /
Member / Non-Member
STILL NEED CONVINCING?
FPA SHIFT™ is for financial planners who feel ready for a mindset change, whether you're early in your career or well established but looking for new approaches.
If restricted to attending just one conference in 2025, I would attend FPA Retreat \[now FPA SHIFT™\]. Over the years, I have learned from true legends of our profession and people who will be legends in time due to their fresh viewpoints and cutting-edge work. This is where the heart and soul of the financial planning profession is most evident.
## Dan Moisand, CFP®
Melbourne, FL
As a first-time FPA Retreat \[now FPA SHIFT™\] attendee, I was pleasantly surprised by the unique environment FPA created and how warm and welcoming it felt. As an introvert, conferences can be overwhelming, but this event was energizing from start to finish. I gained valuable knowledge, networked with peers, and had a lot of fun doing it. I look forward to attending next year!
## Nicole Madosik
Denver, CO
FPA Retreat \[now FPA SHIFT™\] is a special place where I reconnect with our profession's thought leaders and friends. While I may have lost count of how many I have attended over the past three decades, I never questioned the value proposition of the event. I always come away with professional and practice-shaping concepts. If you have never attended this special, intimate event, try it. Once you do, I expect you will be back.
## Mike Haubrich, CFP®
Mount Pleasant, WI
It was truly refreshing to take a break from the mundane tasks in the office and get off campus to commiserate with others in the field.
## Deanna M. Baele
Peoria, IL
Unlike conferences, the Retreat \[now FPA SHIFT™\] is a great personal development resource. You are connected with other experienced advisors that are willing to share their experience and have session that focus not just on the facts but content useful to improve your delivery to clients.
## Maureen Donahue, CFP®
Yardley, PA
The right amount of sessions in a relaxed environment. A great way to connect with other FPA members.
## Rana Choubah, CFP®, MPAS, CRPS
Holliston, MA
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BUILD THE TEAM, THE SYSTEMS, AND THE GROWTH PLAN YOUR FIRM NEEDS.
Everything at FPA SHIFT™ is focused on three pillars: Talent, Technology, and Trajectory.
#### TALENT
#### Lead the people side of your practice
You can't be responsible for everything. At FPA SHIFT™, you'll identify who owns what, build a bench that can take on more of the load, and learn how to develop the people you already have into the people you need them to be, so the team stays, and your clients feel the difference.
#### TECHNOLOGY
#### Modernize how your practice runs
How much effort does it take to get ready for one client meeting? The real objective is a more efficient practice, and technology is just the means to that end. At FPA SHIFT™, you'll identify the bottlenecks slowing your team down, how to streamline your processes, and make better decisions around AI and automation so everyone can get more done with greater efficiency and in less time.
#### TRAJECTORY
#### Grow with clarity and intention
"More" isn't a strategy. More clients can lead to more chaos. At FPA SHIFT™, you'll define what growth looks like for your business and market for it like a seasoned pro. That means being clear about who you're best suited to serve, building the authority that makes you the go-to firm for that client, and making clear decisions about pricing, capacity, and where your next referral will come from.
## ALL TOGETHER NOW
PAST FPA SHIFT™ Partners
[](https://www.dimensional.com/)
[](https://www.ryan-insurance.net/)
[](https://www.yourwealth.com/)
[](https://www.allianz.com/en.html)
[](https://ffpprobono.org/)
### Denver Marriott Tech Center
#### Colorado
- 4900 S Syracuse St, Denver, CO 80237
| ## Get Ready for What's Next WHERE FPA SHIFT™ FITS IN YOUR JOURNEY  FPA SHIFT™ is the practice management event for planners ready to work on their business, not just in it. Through hands-on workshops built around Talent, Technology, and Trajectory, you’ll tackle the people, process, and growth challenges holding your firm back, and leave with ideas you can put to work right away. |
| --- |
FPA GATHER is where the next generation of financial planners comes together to connect, learn, and grow. Formerly known as FPA NexGen Gathering, this event is designed for early-career professionals and career changers exploring the power of financial planning. FPA GATHER is your launchpad into a supportive community that celebrates curiosity, ambition, and purpose.
The financial planning profession's largest gathering for deepening knowledge, sharpening skills, and strengthening connections. FPA SUMMIT, building on the spirit of the FPA Annual Conference, delivers breakthrough insights and practical strategies for everyone in the financial planning ecosystem—practioners, partners, academics, students, and more.
FPA LEAD, formerly FPA Chapter Leaders Conference, empowers leaders within FPA and the financial planning community to elevate their chapters, strengthen connections, and drive meaningful impact. This dynamic event offers the tools, insights, and inspiration needed to lead with purpose and shape the future of FPA—and the profession.
transform here
## #FPAShift
FPA SHIFT™ welcomes firm owners, lead planners, future leaders, and operations pros who are ready to stop running on fumes and start working on the business behind the planning.
Smaller rooms. Real work. Peers who are wrestling with the same people, process, and growth problems you are.
Curious about logistics, the workshops, or what to expect on site? Our FAQ has the details.
[Explore FAQ](https://shift.financialplanningassociation.org/faq-policies?hsLang=en)
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