2018 Agenda

10:00am – 10:30am

Registration and networking breakfast

10:30am – 12:00pm

Welcome and presentation of key findings from 2018 InvestmentNews Pricing & Profitability, and Compensation & Staffing studies

This session will specifically focus on the latest trends and developments in industry compensation – and ultimately how top firms are implementing strategies that are aligned with overall goals for growth. In addition, this session will reveal the findings from the new InvestmentNews Adviser Compensation Study that are key to successfully structuring staff and facilitating long-term growth.


Mark Bruno, Associate Publisher, InvestmentNews

Brandon Odell, CFA, Partner and Director of Business Consulting at The Ensemble Practice

Matthew Sirinides, Senior Research Analyst, InvestmentNews

12:00pm – 1:15pm

Best Practices Awards presentation and luncheon

12 of the industry’s top firms are recognized as the 2018 Best Practices Award winners based on their overall financial results and approach to managing their firm’s growth.

1:30pm – 2:30pm

Drivers of growth: Strategies for optimizing your firm’s financial performance

What are the strategic levers that owners and advisory firm leaders can use to drive growth? This session will examine financial management and P&L optimization strategies that can improve your firm’s profitability and productivity. The session will also focus on when – and how – firms can re-invest in their businesses to ignite long-term growth and increase enterprise values.


Mark Tibergien, CEO & Managing Director, Pershing Advisor Solutions

2:30pm – 3:45pm

Best Practices “in focus” sessions

TED style talks from leading experts that can help improve your firm’s culture, sales, marketing and business results. Sessions include:

• Mergers as a solution for succession planning, talent, resources and long-term growth

Carolyn Armitage, Managing Director, ECHELON Partners

• The co-creation of value: How advisers can tailor unique services and journeys to clients

Julie Littlechild, Founder, Absolute Engagement

• Brand new visibility: Harnessing the power of your brand for marketing success,learn how to build a better business with a meaningful brand and strategic marketing plan.

Megan Carpenter, Co-Founder and CEO, FiComm Partners, LLC

• Business metrics: The hidden numbers telling your firm’s story

How can you take an accurate pulse check of your firm? It’s all about the numbers – understanding your levers of profitability, KPIs and ratios could help provide the insight you need to drive business growth.

Lisa Crafford, Vice President, Pershing Advisor Solutions

3:45pm – 4:00pm

Networking break

4:15pm – 5:00pm

Growth by design: Improving productivity to generate strategic growth 

This session will focus on how advisory firm leaders can make investments that will translate to improved business development, marketing and client acquisition. Our panel of industry experts will provide strategies for investing in technology and tools that improve productivity – and ultimately free up firm owners and partners to devote more time to growing their businesses. The session will also provide new research that will allow advisers to benchmark their own marketing and business development efforts, as well as their ability to convert prospects into clients.


Mark Bruno, Associate Publisher, InvestmentNews


Gabe Garcia, Managing Director, Head of Relationship Management, BNY Mellon Pershing Advisor Solutions

Laura Gregg, Senior Vice President, Director of Client Development, FlexShares Exchange Traded Funds

Tim Welsh, Founder & President, Nexus Strategy

5:00pm – 6:30pm

2018 Best Practices Awards cocktail reception

*Agenda subject to change.

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The Colonnade Hotel

120 Huntington Avenue

Boston, MA 02116


A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation.

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