FPA Member Site
|
Join/Renew
|
FPA Store
Home
Resources
Conference Schedule
Breakfast Sessions
Educational Sessions
General Sessions
Exhibitor Presentations
Social Activities
Speaker Information
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
