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

Speaker TBA

2:15-2:45 PM Networking Break
2:45-3:30 PM CEO Panel Discussion – General Session

  • Robert Moore, CEO Cetera
  • Scott Romine, CEO, National Planning Holdings
  • Jim Nagengast, CEO, Securities America
  • TBA
3:30-4:30 PM Breakout Panels/Discussion Sessions (Pick one)

  • Advisor Tech in the Year 2020 – Tim Welsh, CEO, Nexus
  • Broker Dealer Landscape – Matt Lunch, CEO Strategy & Resources
  • Challenges in Fund Distribution – Neil Bathon, CEO Fuse Research
  • The Marketing “Marketing” Dilemma – Megan Carpenter, CEO FiComm Partners
    Marketing : Moderator TBD
    Product Sales/Distribution: Neil Bathon: Fuse Research
4:30-5:00 PM Closing Speaker – TBA – General Session
 5:00-6:00 PM Networking Cocktail Reception

 


 

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