Conference Schedule


Thursday, March 7  
Session Time   Session Title
 
3:00 PM - 7:30 PM   Registration Open
 
6:00 PM - 7:30 PM   Exhibit Hall Welcoming Reception
 
7:30 PM - 7:30 PM   Dinner on your own
 
Friday, March 8  
Session Time   Session Title
 
7:00 AM - 5:00 PM   Registration Open
 
7:15 AM - 7:30 AM   Breakfast Served
 
7:30 AM - 8:30 AM   Sponsored Breakfast Session: Enterprise Content Management in the Cloud (And Elsewhere)
 
8:30 AM - 8:45 AM   Session Break
 
8:45 AM - 9:45 AM   Opening Keynote: Disrupt: Sparking Business Transformation with Innovation
 
9:45 AM - 10:00 AM   Refreshment Break
 
9:45 AM - 6:15 PM   Exhibit Hall Open
 
10:00 AM - 11:00 AM   TED-Style Presentations
 
11:00 AM - 11:15 AM   Session Break
 
11:15 AM - 12:15 PM   Know More! Relationships -- Leveraging Technology and Social Media to Know More About Clients and Prospects So You Can Provide Greater Value
  Marketing You: Standing Out in a Digital Crowd
  Keeping Current with Regulatory and Technology Changes to Maintain Social Media Compliance
 
11:45 AM - 1:15 PM   Sponsored Lunch Session: Financial Advisor Nirvana: When Technology and Practice Management Meet
 
12:15 PM - 12:45 PM   Lunch Served
 
1:45 PM - 2:00 PM   Session Break
 
2:00 PM - 3:20 PM   TED-Style Presentations
 
3:20 PM - 3:45 PM   Exhibit Hall Refreshment Break
 
3:45 PM - 4:45 PM   Building Succession Through M & A Activity
  Cloud Security -- 10 Things You Didn't Want to Know
  Understanding Your Unique Value
  Creating Client Advocates: Measure, Manage and Reward Your Way to Service Excellence
 
4:45 PM - 6:15 PM   Exhibit Hall Reception
 
6:15 PM - 6:15 PM   Dinner on your own
 
Saturday, March 9  
Session Time   Session Title
 
7:00 AM - 4:00 PM   Registration Open
 
7:15 AM - 7:30 AM   Breakfast Served
 
7:30 AM - 8:30 AM   Sponsored Breakfast Session: High Net Worth Investor Sentiment and Behaviors
 
8:30 AM - 8:45 AM   Session Break
 
8:45 AM - 9:45 AM   Integration Spotlight: Cutting out the Jargon to Reveal Real-world Results
  Breakout Growth -- How Advisers are Taking Their Practices to the Next Level
  Avoid the Money Pit: How Human Resources Can Increase Your Profits, Gain the Respect of Your Employees and the Viability of Your Business
  Use Strategic Planning to Build Your Ideal Firm & Keep the Plan from Hitting the Shelf
 
9:45 AM - 10:30 AM   Exhibit Hall Refreshment Break
 
9:45 AM - 3:30 PM   Exhibit Hall Open
 
10:30 AM - 11:30 AM   Technology Demos
 
11:30 AM - 11:45 AM   Session Break
 
12:45 PM - 1:45 PM   Sponsored Lunch Session: The Good, The Bad & The Ugly: Advisors with Good Intentions at Risk for Bad Outcomes and Ugly Consequences
 
1:15 PM - 2:15 PM   The Mobile Adviser: Everything Financial Advisers Need to Know to Stay Safe, Connected, and Productive in the Mobile Age
  Building a Fiduciary Advisory 401(k) Practice
  Rethinking Your Compensation Plan
  Succession Planning and Enterprise Value
 
2:15 PM - 3:30 PM   Exhibit Hall Reception
 
3:30 PM - 4:30 PM   Closing General Session: YES...You Too Can Become 99% More Efficient: How Simple Processes Can Drop Big Dollars to Your Bottom Line
 
4:30 PM - 4:30 PM   Conference Adjourns