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Speaker Presentations

Student Presentations

Introducing the Student Attendees


Pre-Conference

Managing Your Career Path

Pendergrass

Day-to-Day Compliance

Sontag & Del Priore

Building Out Your Ops Team

McKinnon

Managing Client Relationships Training Workshop

Palaveev & Patel

How To Manage Your Fixed Income Portfolio Like a Rock Star

Stuck

Mainstreaming ESG: Performance and Progress for Client Portfolios

Reddy

From Tolerance to Solution

Brayman

Managing fixed Income for Absolute Return

Sheehan

Life, Disability Income & Long Term Care Insurance

Ryan


Keynote Sessions

Identifying & Developing Leaders

Palaveev & Patel

Holistic Wealth Management, Technology & You

Steinberg


Breakout Sessions

Wealth Management Strategy Development

Ballentine

Technical Topics Updates & Best Ideas

Benson, Featherngill, Oransky, Sarenski

Project Management: Tracking & Organizing Projects

Crafford, Farber, Kohmescher

Web Done Right

Wingert & Sofia

Controlling Your Clients Health Care Costs

McClanahan

Defining Your Client Experience

Melia, Muller, Rowe

Joel Talks Tech

Bruckenstein

Executive Compensation

Kochis

Elevating the Client Experience

Brewer

Retirement Income Showdown

Pfau

Goals-Based Wealth Management

Anderson

The "C" Client Dilemma

Rapuano & Weiss

College & Newer Planner Recruitment, Hiring & Compensation

Brown & Dean

Scale: What It Looks Like & How To Achieve It

Lion & Reed

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