Finlocity

May 25 & 26, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 2 PM EDT

The 2nd Annual XCELLR8 BD Operations Online Summit provides an opportunity for Broker/Dealer executives and managers to conveniently watch presentations from subject matter experts showcasing robust technology solutions built to support the back-office operations of Broker/Dealers.  Also hear from industry peers during the BD Executive Panels as they discuss the opportunities and challenges of technology. Don’t miss this opportunity to learn about innovations and best practices that may benefit your firm.

Register

WHO SHOULD ATTEND?

Broker/Dealers Executives: CEOs, CFOs, COOs, CMOs, CSOs, CROs, CCOs, CISOs, CIOs, CTOs, and other senior management


Solution Sponsors

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11:00 AM

11:05 AM

11:35 AM

11:40AM

12:10 PM

12:15 PM

12:45 PM

12:50 PM

1:20 PM

1:25 PM

1:55 PM

2:00 PM

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

OpsTech

“High Performance as 

a Growth Strategy"


Docupace Technologies

Ryan George, Chief Marketing Officer

5-Minute Intermission

Attendees Remain Online

CyberSecTech

"Automating Cybersecurity Compliance"


Entreda

Rishi Malik, Sr. Manager, Customer Solutions

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Building a Platform that 

Attracts Advisors"


Executive Panel

Mitchell Wood, President Larson Network Services
Geoffrey Moore, VP Informaton Tech, Valmark Financial
TBA

5-Minute Intermission

Attendees Remain Online

SupTech

"Using Machine Intelligence to 

Streamline Reviews"


Red Oak Compliance Solutions

Stephen Pope, CEO & Founder

5-Minute Intermission

Attendees Remain Online

PlatformTech

“Optimizing Systems 

Architecture"


INVENT

Oleg Tishkevich, CEO & Founder

Prize Drawing

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU TOMORROW!

Summit Day 2

Login Open

    Attendees Login to Main Session

MarTech

"Top Marketing Tactics to Level Up 

Your Advisor Force"


Snappy Kraken

Diana Cabrices, VP, Enterprise Development

5-Minute Intermission

Attendees Remain Online

InsureTech

"Life Insurance & Annuity 

Processing Solutions"


iPipeline

Robert Powell, VP Wealth Management

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Avoiding the Pitfalls of 

Vendor Management"


Executive Panel

John Bowers, EVP, CIO, Security Bank of Kansas City
Anne Catillaz, VP Operations, Sage & Rutty Co.
Claire Knoph, Head of Inv. Ops, Formuesforvaltning

5-Minute Intermission

Attendees Remain Online

WealthTech

"New Account Opening 

Made Easy"


Forms Logic

Rick Burgess, CEO & Founder

5-Minute Intermission

Attendees Remain Online

RegTech

"Streamlining Broker/Dealer Compliance to Create Competitive Advantage"


RegEd

John Schobel, Chief Executive Officer & Founder

Prize Drawing 

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU NEXT TIME!

Disclaimer: The Finlocity XCELLR8 BD Operations Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.