For our 2017 event our program theme is “The New Profession,” which is the title of Bob’s new book. This broad theme is about moving from a practice to a business, which implies better management of our human talent and other resources, more sophisticated use of technology solutions and marketing strategies to attract clients and create sustainable and growing businesses.  

There are tracks geared towards firm CEOs and other strategic leaders, COOs and key Operations Professionals, Chief Investment Officers and technical staff,  but of course you are free to attend any session you wish. Many firms bring multiple people, and we support that by providing a discounted registration fee for additional registrants when multiple members of a firm register.

Information Regarding CE Sessions:

Industry experts from the financial, investment, economic, communications, retirement planning, tax profession, and academia will present the most up-to-date information on sessions related to their respective fields. We will provide updated information for our 2017 program continuing education closer to the event date as we build the program.

Website Design For Financial Services Professionals | Copyright 2017 All rights reserved
// Copyright 2012 Google Inc. All Rights Reserved. /** * @fileoverview A simple script to automatically track Facebook and Twitter * buttons using Google Analytics social tracking feature. * @author (Nick Mihailovski) * @author (Pete Frisella) */ /** * Namespace. * @type {Object}. */ var _ga = _ga || {}; /** * Ensure global _gaq Google Analytics queue has been initialized. * @type {Array} */ var _gaq = _gaq || []; /** * Tracks social interactions by iterating through each tracker object * of the page, and calling the _trackSocial method. This function * should be pushed onto the _gaq queue. For details on parameters see * * @param {string} network The network on which the action occurs. * @param {string} socialAction The type of action that happens. * @param {string} opt_target Optional text value that indicates the * subject of the action. * @param {string} opt_pagePath Optional page (by path, not full URL) * from which the action occurred. * @return a function that iterates over each tracker object * and calls the _trackSocial method. * @private */ _ga.getSocialActionTrackers_ = function( network, socialAction, opt_target, opt_pagePath) { return function() { var trackers = _gat._getTrackers(); for (var i = 0, tracker; tracker = trackers[i]; i++) { tracker._trackSocial(network, socialAction, opt_target, opt_pagePath); } }; }; /** * Tracks Facebook likes, unlikes and sends by suscribing to the Facebook * JSAPI event model. Note: This will not track facebook buttons using the * iframe method. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. */ _ga.trackFacebook = function(opt_pagePath) { try { if (FB && FB.Event && FB.Event.subscribe) { FB.Event.subscribe('edge.create', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'like', opt_target, opt_pagePath)); }); FB.Event.subscribe('edge.remove', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'unlike', opt_target, opt_pagePath)); }); FB.Event.subscribe('message.send', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'send', opt_target, opt_pagePath)); }); } } catch (e) {} }; /** * Handles tracking for Twitter click and tweet Intent Events which occur * everytime a user Tweets using a Tweet Button, clicks a Tweet Button, or * clicks a Tweet Count. This method should be binded to Twitter click and * tweet events and used as a callback function. * Details here: * @param {object} intent_event An object representing the Twitter Intent Event * passed from the Tweet Button. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. * @private */ _ga.trackTwitterHandler_ = function(intent_event, opt_pagePath) { var opt_target; //Default value is undefined if (intent_event && intent_event.type == 'tweet' || intent_event.type == 'click') { if ( == 'IFRAME') { opt_target = _ga.extractParamFromUri_(, 'url'); } var socialAction = intent_event.type + ((intent_event.type == 'click') ? '-' + intent_event.region : ''); //append the type of click to action _gaq.push(_ga.getSocialActionTrackers_('twitter', socialAction, opt_target, opt_pagePath)); } }; /** * Binds Twitter Intent Events to a callback function that will handle * the social tracking for Google Analytics. This function should be called * once the Twitter widget.js file is loaded and ready. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. */ _ga.trackTwitter = function(opt_pagePath) { intent_handler = function(intent_event) { _ga.trackTwitterHandler_(intent_event, opt_pagePath); }; //bind twitter Click and Tweet events to Twitter tracking handler'click', intent_handler);'tweet', intent_handler); }; /** * Extracts a query parameter value from a URI. * @param {string} uri The URI from which to extract the parameter. * @param {string} paramName The name of the query paramater to extract. * @return {string} The un-encoded value of the query paramater. undefined * if there is no URI parameter. * @private */ _ga.extractParamFromUri_ = function(uri, paramName) { if (!uri) { return; } var regex = new RegExp('[\\?&#]' + paramName + '=([^&#]*)'); var params = regex.exec(uri); if (params != null) { return unescape(params[1]); } return; };