2017 Agenda

Chicago: April 26

7:45am – 8:45am


8:00am – 8:45am

Pre-Conference Session: Staffing Your Business for the Future

Especially relevant for business owners and partners of advisory firms or those who one day want to be! In this session you will learn some best practices for hiring and compensating your staff for the future. This session will highlight key findings from the InvestmentNews Compensation and Staffing Study as well as provide insight into how to define key roles and positions; finding and recruiting top talent; creating a culture of engagement and retention, developing career paths, identifying undervalued key positions and leveraging business plans and mission statements.


Mark Bruno, Associate Publisher, InvestmentNews 


Yonhee C. Gordon, Principal Chief Operating Officer, JMG Financial Group

Kelly Smith, Managing Director, Charles Schwab Advisor Services

8:45am – 8:55am

Opening Remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

9:00am – 9:55am

Prepare for the Inevitable While Connecting to the Next Generation

With an aging population and $59 trillion of wealth that will transfer to the next generation, it’s never been more imperative for you to have tools and protocols that prepare your clients and your business ahead of time, while positioning your firm to branch into the family and trusted network. Help clients stay in control of their lives and leave a legacy behind while increasing your chances of keeping their assets under your management. Learn how to protect your firm and your clients with a complete array of financial and non-financial documents (including several that few people know exist). Gain skills and techniques for using these documents to connect deeply to the next generation and position yourself as the go-to advisor for the entire family. Take away procedures you can implement immediately that set you apart from the very first meeting with prospects. Be proactive. Prepare now.


Amy Florian, CEO, Corgenius

10:00am – 10:50am

Secret Strategies—and Inspiration—from the Industry's Most Successful Advisers

The best advisers in the industry have unparalleled strategies within their business models that render them unique, and therefore successful. Susan Kay brings you tips from the top performers in this country, regarding acquisition tactics, retention strategies, and engaging multiple generations in a family wealth conversation. This session will provide actual tools and ideas proven to attract high net worth families, create 5-star experiences, serve client families and use community involvement as a driver for meeting new people.


Susan Kay, Vice President and Director of Business Development, MFS Fund Distributors, Inc.

10:50am – 11:05am

Networking Break

11:05am – 12:00pm

Clarifying Your Value and Proving Your Fees in the Evolving World of Financial Services

Today more than ever, powerful messaging regarding your value matters. Do your clients know what you charge and all that you do for the fees? Do your prospects believe your value is worth the price? Is your presentation of value memorable? Maribeth Kuzmeski will share some of the best practice value/fee conversations being used today that are undeniably strong, memorable, repeatable, and easy to deliver. Given continual industry changes, the one thing you must control is your own message of value.


Maureen Bromwell, Chief Marketing and Strategy Officer, Northern Trust Asset Management


Maribeth Kuzmeski, MBA, CSP, Ph.D., President, Red Zone Marketing

12:00pm – 12:50pm

Developing the Next Generation of Female Advisers

Recent research suggests there is a business case for hiring NextGen advisers, with firms investing in this talent growing at faster rate than those who do not. This session will provide practical steps and strategies for hiring, developing as well as retaining the next generation of female advisers. The audience will gain an understanding of how to define entry-level roles, provide long-term career paths and create a culture uniquely poised to retain emerging female advisers.


Shannon Rosic, Multimedia Manager, InvestmentNews


Eleanor Blayney, Consumer Advocate, Certified Financial Planner Board of Standards

Elizabeth Grady, Financial Consultant, Baldwin Financial Advisors

Kate Healy, Managing Director, Institutional Marketing, TD Ameritrade Institutional

Kate Leipprandt, Owner and Managing Director, Baldwin Financial Advisors, LLC

12:50pm – 1:50pm

Networking Lunch

1:50pm – 3:05pm

3 Shockingly Simple Ways to Improve Your Time Management and Tackle Your To Do List

Your to-do list should make life easier, reduce stress and give a sense of control. But how many times have you created a list with more tasks than you can possibly complete? As the day passes, do you add more to the list than you cross off? How often do you end your day feeling guilty, overwhelmed, stuck and dreading tomorrow because you are living in chaos? This highly interactive session of hands-on activities will teach you three simple, proven ways to improve your personal time management and use a single sheet of paper to dramatically increase your daily productivity.


Allyson Lewis, Time Management Expert, The 7 Minute Life

3:05pm – 3:20pm

Networking Break

3:20pm – 4:10pm

Loaded: The Psychology of Financial Decisions

Financial advisers know how hard it is to motivate actual behavior change, especially when emotions trump logic, as it so often does. Crossing the line from fiduciary to counselor is a daunting step, but a basic understanding of financial psychology can be an incredible differentiator in your practice. In this session, you will learn how to help your clients 1) uncover and challenge core beliefs that may lead them to financial self-sabotage, 2) choose strategies that meet their needs while also reducing expenses, and 3) identify their most valuable resources.


Sarah Newcomb, Ph.D Behavioral Economist, Morningstar

4:15pm – 5:05pm

Engaging, Serving and Retaining Female Clients

It's clear building relationships with women is a proven way to grow your business. Female investors choose and remain with advisers who understand their unique circumstances and their entire life picture. A panel of experienced advisers will share the proven segmentation strategies they used to help you define the niche of female investors best suited to you and your practice. This session will provide practical take-ways of how to best engage several key segments: widows, executive women, sandwich generation, divorced women and retirees.


Suzanne Siracuse, VP/Publisher, InvestmentNews


Marie Dzanis, Head of Intermediary Distribution, Northern Trust Asset Management

Heather Ettinger, Managing Partner, Fairport Asset Management

Judy Rubin, Partner, Plaza Advisory Group

5:05pm – 5:10pm

Closing Remarks

5:10pm – 6:15pm

Networking Cocktail Reception

Boston: July 11

Agenda TBA

*Agenda subject to change.


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2017 Locations

Chicago • Boston • San Francisco


CHICAGO: April 26

The Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: (888) 627-8359

We have a limited amount of rooms available. The rate is $266 per night.

If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at charles@synaxismeetings.com for assistance.

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BOSTON: July 11

The Langham Boston

250 Franklin St

Boston, MA 02110

Tel: (617) 451-1900

We have reserved a room block at the Langham. The rate is $315 per night.

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JW Marriott San Francisco Union Square

515 Mason Street

San Francisco, CA 94102

Tel: (415) 771-8600

We have reserved a room block at the JW Marriott San Francisco Union Square. The rate is $299 per night. To receive this rate, reservations must be made before October 9, 2017.

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