Speakers


Daniel A. Bernstein, JD | more
Keeping Current with Regulatory and Technology Changes
Friday, March 8
11:15 AM - 12:15 PM
 
Kelli Cruz | more
Rethinking Your Compensation Plan
Saturday, March 9
1:15 PM - 2:15 PM
 
Mary C. Dunlap, CFP®, MBA | more
Avoid the Money Pit
Saturday, March 9
8:45 AM - 9:45 AM
 
Mary Anne Ehlert, CFP® | more
Sponsored Lunch Session: The Good, The Bad & The Ugly
Saturday, March 9
12:45 PM - 1:45 PM
 
Reed C. Fraasa, CFP®, AIF®, RLP® | more
Building a Fiduciary Advisory 401(k) Practice
Saturday, March 9
1:15 PM - 2:15 PM
 
Gregory H. Friedman, CFP® | more
Building Succession Through M & A Activity
Friday, March 8
3:45 PM - 4:45 PM
 
Christine Gaze, CIMA | more
Breakout Growth - How Advisors are Taking their Practice to
Saturday, March 9
8:45 AM - 9:45 AM
 
Debi Girvin, SPHR | more
Avoid the Money Pit
Saturday, March 9
8:45 AM - 9:45 AM
 
Peter E. Giza | more
Cloud Security - 10 Things You Didn't Want to Know
Friday, March 8
3:45 PM - 4:45 PM
 
Ginny Hudgens | more
Use Strategic Planning to Build Your Ideal Firm
Saturday, March 9
8:45 AM - 9:45 AM
 
Kevin Hughes | more
Integration Spotlight: Cutting out the Jargon to Reveal Real
Saturday, March 9
8:45 AM - 9:45 AM
 
Catherine McBreen | more
Sponsored Breakfast Session
Saturday, March 9
7:30 AM - 8:30 AM
 
Brian T. McLaughlin | more
Integration Spotlight: Cutting out the Jargon to Reveal Real
Saturday, March 9
8:45 AM - 9:45 AM
 
Ryan Moeller | more
Sponsored Lunch Session
Friday, March 8
11:45 AM - 1:15 PM
 
Jon Reiners | more
Integration Spotlight: Cutting out the Jargon to Reveal Real
Saturday, March 9
8:45 AM - 9:45 AM
 
Sam Richter | more
Know More! Relationships
Friday, March 8
11:15 AM - 12:15 PM
 
Abby Salameh | more
Understanding Your Unique Value
Friday, March 8
3:45 PM - 4:45 PM
 
Spenser Segal, AIFA | more
Closing Session
Saturday, March 9
3:30 PM - 4:30 PM
 
Jason Seiden | more
Marketing You: Standing Out in a Digital Crowd
Friday, March 8
11:15 AM - 12:15 PM
 
David Selig | more
Succession Planning and Enterprise Value
Saturday, March 9
1:15 PM - 2:15 PM
 
George Tamer | more
Practitioner's Needs
Friday, March 8
2:00 PM - 3:20 PM
 
Creating Client Advocates
Friday, March 8
3:45 PM - 4:45 PM
 
Christopher Valleley | more
Integration Spotlight: Cutting out the Jargon to Reveal Real
Saturday, March 9
8:45 AM - 9:45 AM
 
Timothy D. Welsh, CFP® | more
Sponsored Breakfast Session
Friday, March 8
7:30 AM - 8:30 AM
 
Luke Williams | more
Opening General Session
Friday, March 8
8:45 AM - 9:45 AM
 
Bill Winterberg, CFP® | more
Integration Spotlight: Cutting out the Jargon to Reveal Real
Saturday, March 9
8:45 AM - 9:45 AM
 
The Mobile Advisor
Saturday, March 9
1:15 PM - 2:15 PM