2019 Agenda

10:00am – 10:30am

Registration and networking breakfast

10:30am – 12:00pm

Key findings from 2019 InvestmentNews Compensation & Staffing and Adviser Technology Studies

This session will specifically focus on the latest trends and developments in industry compensation – and ultimately how top firms are implementing technology and strategies that are aligned with overall goals for growth.

12:00pm – 1:00pm

Awards luncheon

1:15pm – 2:15pm

Drivers of growth: The strategies for solving your biggest challenges

2:15pm – 3:30pm

Top Advisory “in focus” sessions

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

3:30pm – 4:00pm

Networking break

4:00pm – 5:00pm

Components of a winning culture: Leadership, technology, and human capital strategies that work 

5:00pm – 6:30pm

Top Advisory Firm cocktail reception

*Agenda subject to change.

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NOVEMBER 13, 2019 | Swissôtel CHICAGO


Travel / Hotel

Swissôtel CHICAGO

323 East Upper Wacker Drive

Chicago, IL 60601

Tel: 312-565-0565

Get map and directions

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