Agendas

Huntington Beach | March 26th, 2019 Huntington Beach

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Scott West, Head of Consulting, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Chicago | May 16th, 2019 Chicago

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Scott West, Head of Consulting, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Boston | July 9th, 2019 Boston

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Keynote session

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

Panelist:

Susan E. Sukys, Founder, Mosaic Financial Group

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

Denver | September 10th, 2019 Denver

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

San Francisco | October 22nd, 2019 San Francisco

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

New York City | November (TBD) 2019 New York City

7:45am – 8:30am

Registration and breakfast

8:00am – 8:30am

Pre-conference coaching session

Succession planning blueprint: buying, selling and when it’s time to raise your hand

Our panel of “coaches” will share their big-picture insight on the opportunities business owners should embrace and the obstacles to avoid. For those who strive to be successors, learn how to prepare yourself and make sure you are visible and ready to negotiate when the top brass starts looking for candidates.

8:30am – 8:40am

Opening remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

8:40am – 9:30am

Economic outlook

9:35am – 10:25am

Raise your game: The playbook of world-class female advisers

Discover the tangible tips and strategies that top female advisers use to consistently attract assets through the five-star experiences they create to ultimately define their brand and make them definitively referable. Learn how they build innovative practices into their business models, create definable five-star experiences and generate the highest client satisfaction scores in the industry. Get insight on how to increase minimums, continuously generate growth with fewer clients as well as create outside-the-box client acquisition strategies that pull in more assets.

Speaker:

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

10:25am – 10:45am

Networking break

10:50am – 11:10am

Spotlight session

11:15am – 12:00pm

Build your brand: Finding, articulating and amplifying your unique offering

Work isn’t work when you are doing what you love. Learn from financial advisers who have created a brand and a value proposition that is authentic to them and resonates naturally with the clients they want to serve. Come away with practical strategies for defining what differentiates you from your competition, fine-tuning your messaging and marketing in a way that naturally attracts new clients and referrals.

Moderator:

Theresa Gralinski, Director of Marketing, InvestmentNews

12:00pm – 1:00pm

Networking lunch

1:05pm – 1:55pm

Maximizing social security through transitional times

Social Security is crucial—particularly for women in transition—whether moving into a planned retirement or confronting the challenges of divorce or loss of a spouse. Learn how to maximize your clients’ social security benefits based on their stage of life and prepare them for Medicare costs, which can be surprisingly high depending on their income and marital status. Walk away with a checklist of do’s and don’ts to share with your colleagues back at the office and in client meetings.

Speaker:

Mary Beth Franklin, Contributing Editor, InvestmentNews

2:00pm – 2:45pm

Featured speaker

2:50pm – 3:35pm

Financial Literacy 101: Solving for the industry’s next-gen, diversity and inclusion problems

Financial advisers are uniquely positioned to improve financial health in their communities, potentially change the economic outlook for the future and encourage more people to seek financial advice. Get practical action steps and examples of how even small amounts of your time can help improve overall financial confidence, competency and awareness. Learn how financial literacy can also inspire the next generation of financial advisers to join a more diverse and inclusive profession that serves the needs of a more diverse investor population.

Moderator:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

3:35pm – 3:50pm

Networking break

3:55pm – 4:55pm

Communication deep dive: Managing and connecting with personality DNA

Do you know how to turn personality conflicts into personality connections that forge strong, mutually beneficial relationships? In this interactive session, T.E.A.M Dynamics will help you understand your own – and others' – core personality type. Learn to read verbal and non-verbal cues to determine personality types, better understand yourself, how clients and prospects perceive you, as well as how to bridge the gap between your personality and those of your clients.

Speaker:

Lisa Kueng, Director of Creative Campaigns, Invesco

4:55pm – 5:00pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

*Agenda subject to change.

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