VideoVault

Marketing
Fiduciary Best Practices
Technology
Portfolio Management
Operations
Leadership
Marketing
Social Media: Reputation Perception 
Guest Speaker

Sheryl Brown

FinServ Marketing Strategist 

BIONICSocial.com 

Reinvent Your Marketing
How to grow faster and do more of what you love. 
Guest Speaker

Kristin Harard (CFP)

Marketing Coach, Kristin Harad

Growing your RIA Practice Using Leverage
Guest Speaker

Kirk Chisholm

Prinicpal, Wealth Manager

Innovative Advisory Group

Modern Marketing Portfolio Theory
Guest Speaker

Tina Powell

CEO

C-Suite Social Media

Using investor confusion to win new clients and deepen existing relationships
Guest Speaker

Nicholas Stuller, Author 

"The Truth Shall Set Your Wallet Free"

Master Client Acquisition in the World of Digital Advisors and Disruptive Technology 
Guest Speaker

Bill Bachrach

CEO, Bachrach & Associates

Communication Skills: The Key to Getting More and Better Clients
Guest Speaker

Bill Bachrach, CSP, CPAE

Chairman & CEO

Bachrach & Associates, Inc.

​How volatility can help grow your business
Guest Speaker

Mark Painter, CFA

Founder & President

EverGuide Financial Group

Fiduciary Best Practices
Starting and Maintaining a Client Advisory Board
Guest Speaker

Richard Busillo

Chairman & CEO, RTD Financial Advisors

Regulator Expectations for 2019 for BDs and RIAs; Managing your Sales Force, Product Shelf and a look ahead at the Market 
Guest Speaker

Michael Freeman  President, DDW

“Recovering Money from Class Action Settlements: The value of CCC to you and your clients”
Guest Speakers

James Tharin, CEO & Brian Blockovich,

President, Chicago Clearing Corp. 

Perfect Vs. Practical RIA Compliance

Guest Speaker

Blake Bjordahl

RIA Compliance Technology

CFP Board New Code of Ethics & Standards of Conduct

Guest Speaker

Marguerita Cheng, CFP®, RICP®, 

Chief Executive Officer

Blue Ocean Global Wealth

A Medicare Discussion
Guest Speaker

Diane Omdahl, RN, MS 

President, 65 Incorporated, i65

Why Advisors need to talk about 
Education Planning differently 
Guest Speaker

Peter Sims

President, Pay for Ed

Understanding the high net-worth client
Guest Speaker

April Rudin President, Rudin Group

How Neuro-fiduciary is used to define the Robo-fuduciary 
Guest Speaker

Don Trone, L5

CEO, 3ethos

Technology
Client Suitability - Using AI & Automation to Manage Risk, Improve Service & Reduce Costs.
Guest Speaker

Bob McGill, Founder & CEO

jaccomo

Facilitating Revenue Growth with Artificial Intelligence
Guest Speaker

Robert Kirk Founder & CEO

InterGen Data, Inc.

Fuzzy-Trace Theory & Financial Risk Tolerance
Guest Speaker

Meghaan Lurtz

Senior Research Associate

Reducing Investment "Frictions to Drive Client Outcomes
Guest Speaker

Paul Gamble, CEO & Wes Graves, SVP

55ip

Best Practices for Advancing Your Advisors to eSign Technology
Guest Speakers

Pem Guerry EVP & 

Steve Johnson,  SIGNiX

OMG Why am I Filling 
Out Forms Again?!
Guest Speakers
Richard Walker, Efficient CEO

Efficient Technology, Inc.

Portfolio Management
The what, why, and how of adding impact investing solutions for your clients.
Guest Speaker

Sonya Dreizler CFP

CEO, Solutions with Sonya

Tax Managed Investing-The Time is Now
55ip with Guest Speaker

Dr. Leonid Kogan, Chair of the Finance Department at MIT's Sloan School

Market 
Perspectives
Guest Speaker

Charlie Bilello CMT

Director of Research 

Pension Partners, LLC

Alternative Mutual Funds- Complexity of a Vanilla Product
Guest Speakers

Sheri Pontolillo, Principal,

InterWebinsurance.com

Sherri Cooke, CEO, AI Insight, Inc.

Evolution of Wealth 
Management
Guest Speakers

Christian Hyldahl, CFA 

President

Varium Investment Partners

Operations
The Human Side of M&A: How Emp. Retention Drives Deal Value
Guest Speaker

Klint Kendrick, Ph.d

Director of M&A, HR, Oracle

Fine-tuning E&O and Cyber Insurance
Guest Speaker

Sheri Pontolillo

Principal, InterWeb Insurance

Managing Risk: An ounce of prevention is worth a pound of cure
Guest Speaker

Bob McGill

Founder and CEO, jaccomo

2019 Regulatory Audit Priorities Preparation Action Plan
Guest Speaker

Bob McGill

Founder and CEO, jaccomo

Empowering Equal Not Identical Leadership
Guest Speaker

Sheryl Brown

CEO, BIONICSocial

Student Loan Repayment:The Next Opportunity or Crisis?
Guest Speaker

Fred Amrein

Founder & CEO, Pay for ED

Leadership
Lessons on Change in the Financial 
Services Industry
Guest Speaker

Mark Casady

FRM Chairman of LPL Financil

Chairman & GP of Vestigo Ventures

STOP the Crazy - Bringing Meaning & Purpose to Wealth Management
Guest Speaker

David Geller 

Founder & CEO

JOYN Advisors

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