Monday, March 9
7:45–8:45 a.m.
Associate Sponsor Breakfast Session
9–10:15 a.m.
General Session
Connected Experiences: The Evolving Financial Adviser/Managing the
Customer Experience
Craig Saint-Amour (Microsoft U.S. Capital Markets
Team)
Part of the Technology Expo, powered by FPA
and InvestmentNews
10:45 a.m.–Noon
Educational Session 1: Technology
CRM: The Hub of Your Firm (P.S. If It's Not, It Should
Be)
Ken Golding (Junxure), Brian McLaughlin (Redtail Technology),
Kim Moulton (Moulton Strategic Partners)
Part of the Technology Expo, powered by FPA
and InvestmentNews
Educational Session 2: Technology
The
Questions of Outsourcing: What, When, Why and How To
Reed Colley (Black Diamond Performance Reporting), Stuart
DePina (Tamarac), Mike Williams (E-telligent Consulting, Schwab
Performance Technologies)
Part of the Technology Expo, powered by FPA
and InvestmentNews
Educational Session 3: Technology
Infrastructure: Firms Young and Old Must Have the Right Mix of
Connectivity, Hardware and Software to Make a Go of It
Sheila Chesney (Chesney & Company Private Wealth
Management), Craig DuVarney, CFP®, Matthew Sarrel
(Sarrel Group)
Part of the Technology Expo, powered by FPA
and InvestmentNews
Noon-1:15 p.m.
Presenting Sponsor Lunch Session
1:25–2:30 p.m.
Educational Session 1: Technology
A Paperless Vision: Getting Started with Document
Management
Brian LaPoint (Laserfiche), Jim True (Cabinet NG), Patrick Yip
(i-Nautix/Pershing)
Part of the Technology Expo, powered by FPA
and InvestmentNews
Educational Session 2: Technology
Trends in Custodian
Technology
Ed O'Brien (Fidelity Institutional Wealth Services), Dan Skiles
(Schwab Institutional), Brian Stimpfl (TD Ameritrade)
Part of the Technology Expo, powered by FPA
and InvestmentNews
Educational Session 3: Technology
Application Integration and Compatibility Among Technology Vendors:
Getting Adviser Data Speaking the Same Language
Greg Friedman (Your Silver Bullet), Brian McLaughlin
(Redtail Technology), Kim Mouton (Moulton Strategic
Partners)
Part of the Technology Expo, powered by FPA
and InvestmentNews
2:40–4 p.m.
Foundation Session: Marketing
Stop Selling and Do
Something Valuable
Steve Walmsley (Walmsley & Co. Ltd.)
4:10–5:15 p.m.
Educational Session 1: Marketing
Great First Impressions
Sherri Day (Walmsley & Co. Ltd.)
Educational Session 2: Marketing
Engaging Clients with
Your Storyline
Elizabeth Jetton (RTD Financial Advisors)
Educational Session 3: Marketing
Strengthening the Bridge to
"Financial Plan"
Steve Walmsley (Walmsley & Co. Ltd.)
5:30–7 p.m.
Reception & Exhibit Hall
Tuesday, March 10
7:45–8:45 a.m.
Associate Sponsor Breakfast Session
9:15–10:30 a.m.
General Session
When Followers Lead
Mark Tibergien (Pershing Advisor Solutions, LLC)
11 a.m.–12:15 p.m.
Foundation Session: Human Capital
Harnessing Human Capital: Best Practices and Emerging Trends
Stephanie Bogan (Quantuvis Consulting)
12:15–1:30 p.m.
Presenting Sponsor Lunch Session
1:40–2:40 p.m.
Educational Session 1: Human Capital
Solo Advisor: Build
a Super Star Team
Brian O'Toole (Genworth Financial Wealth
Management)
Educational Session 2: Human Capital
Making the Move from
Solo to Ensemble
Cheryl Holland (Abacus Planning Group)
Educational Session 3: Human Capital
Advisor Acceleration: How to Speed Up Ensemble Performance
Stephanie Bogan (Quantuvis Consulting)
2:50–4 p.m.
Foundation Session 1: Operational Efficiencies
Is Your Business the
Best it Can Be?
Diane MacPhee (DMAC Consulting Services, LLC)
Foundation Session 2: Compliance
Compliance Hot Topic TBA
Nancy Johnson Jones (HighTower Advisors)
4:10–5:15 p.m.
Foundation Session: Succession Planning
Real Deals 2008: Definitive Information on Mergers and Acquisitions
for Advisors
Dan Inveen (Moss Adams, LLC)
Wednesday, March 11
8–9 a.m.
Associate Sponsor Breakfast Session
9:15–10:30 a.m.
Foundation Session: Client Metrics
Research Findings: Defining, Building and Realizing Value
(Coming Soon!)
Julie Littlechild (Advisor Impact)
10:40 a.m.–Noon
Educational Session 1: Operational Efficiencies
Can You Organize the
Chaos?
Diane MacPhee (DMAC Consulting Services, LLC)
Educational Session 2: Compliance
Compliance Hot Topic TBA
Nancy Johnson Jones (HighTower Advisors)
Educational Session 3: Client Metrics
Unlocking Client Value: Client Profitability Value: A New Model to
Calculate and Improve
Julie Littlechild (Advisor Impact)
Noon
Conference Adjourns
