Finlocity

VideoVault

Online Summits
Operations
Fiduciary Best Practices
Marketing
Portfolio Management
Technology
Leadership
Online Summits
XCELLR8 Bank & Trust 2021
RIA Operations 2020
Broker/Dealer Operations 2020
401k & Retirement 2020
Reg BI 2020
Operations
Advisor M&A Report (11/2019)
Guest Speakers

James Hughes

Vice President, Investment Advisory Lending

Live Oak Bank

Multi-Family Office Integration: The key to a full-service approach
Guest Speaker

Jeff Phillips, CFA, CPA

Principal & CIO, Rehmann Financial

Five Wealth Trends That Should Get More Attention but Don't

Guest Speaker

David Knoch

President, Blucora

Market Perspectives
Guest Speaker

Charlie Bilello CMT

Director of Research 

Pension Partners, LLC

Empowering Equal Not Identical Leadership
Guest Speaker

Sheryl Brown

CEO, BIONICSocial

Fine-tuning E&O and Cyber Insurance
Guest Speaker

Sheri Pontolillo

Principal, InterWeb Insurance

Alternative Mutual Funds- Complexity of a Vanilla Product
Guest Speakers

Sheri Pontolillo, Principal,

InterWebinsurance.com

Sherri Cooke, CEO, AI Insight, Inc.

What does it take to operate a successful RIA?
Guest Speaker

David Blisk

CEO, Spire Investment Partners

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

Bob McGill

Founder and CEO, jaccomo

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

Richard Busillo

Chairman & CEO, RTD Financial Advisors

Understanding the high net-worth client
Guest Speaker

April Rudin President 

Rudin Group

Why Advisors need to talk about Education Planning differently 
Guest Speaker

Peter Sims

President, Pay for Ed

Perfect Vs. Practical RIA Compliance

Guest Speaker

Blake Bjordahl

RIA Compliance Technology

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

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

Don Trone, L5

CEO, 3ethos

A Medicare Discussion
Guest Speaker

Diane Omdahl, RN, MS 

President, 65 Incorporated, i65

CFP Board New Code of Ethics & Standards of Conduct

Guest Speaker

Marguerita Cheng, CFP®, RICP®, 

Chief Executive Officer, Blue Ocean Global Wealth

“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. 

Marketing
Social Media: Reputation Perception 
Guest Speaker

Sheryl Brown

FinServ Marketing Strategist 

BIONICSocial.com 

Modern Marketing Portfolio Theory
Guest Speaker

Tina Powell

CEO

C-Suite Social Media

​How volatility can help grow your business
Guest Speaker

Mark Painter, CFA

Founder & President

EverGuide Financial Group

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

Kristin Harard (CFP)

Marketing Coach, Kristin Harad

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

Nicholas Stuller, Author 

"The Truth Shall Set Your Wallet Free"

Stop Self-Sabotaging  Your Practice!
Guest Speakers
Parry Kreamer, Productivity  Uncorked
Michelle Donovan, 
Productivity  Uncorked
Growing your RIA Practice Using Leverage
Guest Speaker

Kirk Chisholm

Prinicpal, Wealth Manager

Innovative Advisory Group

Data-Driven Internet Marketing Strategies that bring results for advisors
Guest Speaker

Josh Engalla

President, Regex SEO

Charitable Marketing 101: How Doing Good in Your Community Can Grow Your Advisory Business
Guest Speakers
Heidi Wheatley 
Portfolio Management
Value in the Energy Sector- Where Are The Opportunities
Guest Speakers

Sam Irvani, EVP, Waveland Energy

Craig Peters, SVP, Waveland Energy

Evolution of Wealth Management
Guest Speakers

Christian Hyldahl, CFA 

President, Varium Investment Partners

Market Perspectives
Guest Speaker

Charlie Bilello CMT

Director of Research Pension Partners, LLC

Why Real Estate ETFs
Guest Speaker

Jerry Bowyer, Chief Economist & Kevin Davis, Chief Growth Officer,

Vident Financial

Alternative Mutual Funds- Complexity of a Vanilla Product
Guest Speakers

Sheri Pontolillo, Principal, InterWebinsurance.com

Sherri Cooke, CEO, AI Insight, Inc.

How and why to implement an effective hedged equity strategy in your book. And why now?
Guest Speakers

Chris Wenner, Co-Founder

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

Bob McGill, Founder & CEO, jaccomo

Reducing Investment "Frictions to Drive Client Outcomes
Guest Speaker

Paul Gamble, CEO 

55ip, Inc.

Fuzzy-Trace Theory & Financial Risk Tolerance
Guest Speaker

Meghaan Lurtz

Senior Research Associate

OMG Why am I Filling Out Forms Again?!
Guest Speakers
Richard Walker, Efficient CEO
Efficient Technology, Inc.
Best Practices for Advancing Your Advisors to eSign Technology
Guest Speakers

Pem Guerry EVP & 

Steve Johnson, SIGNiX

Facilitating Revenue Growth with Artificial Intelligence
Guest Speaker

Robert Kirk Founder & CEO

InterGen Data, Inc.

Leadership
Lessons on Change in the Financial  Services IndustryServices 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