1:00-1:30 PM Welcome and Networking
David Armstrong – Editor-in-Chief: WealthManagement.com
1:30-2:15 PM Opening Keynote

David Pottruck, Chairman, HighTower Investments

2:15-3:00 PM CEO Panel Discussion – General Session

3:00-3:30 PM Networking Break
3:30-4:30 PM Breakout Panels/Discussion Sessions (Pick one)

  • Advisor Tech in the Year 2020 – Tim Welsh, CEO, Nexus
    • Panel:
    • Doug Fritz, President and Founder, F2 Strategy
    • Darrin Courtney, Principal Executive Advisor, CEB/Gartner
    • Ryan Neal, Associate Editor, WealthManagement.com
  • Broker Dealer Landscape – Matt Lynch, CEO Strategy & Resources
  • The Future of Fund Distribution – Neil Bathon, CEO Fuse Research
    • Panel:
    • TBA
  • Is your Value Added Marketing Program Working? – Megan Carpenter, CEO FiComm Partners
    • Panel:
    • Susan Theder, EVP, Executive Vice President, Chief Marketing Officer — Advisor Group, Inc.
    • Kimberly Sanders, Director, Business Consulting Services, Charles Schwab & Co
    • Susan Lundquist, Chief Marketing Officer, TruValue Labs
4:30-5:00 PM Closing Speaker –  General Session

Mark Casady, Co-founder, Vestigo Ventures
(Formerly CEO of LPL Financial)

 5:00-6:00 PM Networking Cocktail Reception

 


 

7:00-11:00 PM Industry Awards Dinner Gala
Separate ticket / registration required