VideoVault™
James Hughes
Vice President, Investment Advisory Lending
Live Oak Bank
Jeff Phillips, CFA, CPA
Principal & CIO, Rehmann Financial
Guest Speaker
David Knoch
President, Blucora
Charlie Bilello CMT
Director of Research
Pension Partners, LLC
Sheryl Brown
CEO, BIONICSocial
Fine-tuning E&O and Cyber InsuranceGuest SpeakerSheri Pontolillo
Principal, InterWeb Insurance
Sheri Pontolillo
Principal, InterWeb Insurance
Sheri Pontolillo, Principal,
InterWebinsurance.com
Sherri Cooke, CEO, AI Insight, Inc.
David Blisk
CEO, Spire Investment Partners
Bob McGill
Founder and CEO, jaccomo
Starting and Maintaining a Client Advisory BoardGuest Speaker
Richard Busillo
Chairman & CEO, RTD Financial Advisors
Richard Busillo
Chairman & CEO, RTD Financial Advisors
Understanding the high net-worth clientGuest SpeakerApril Rudin President
Rudin Group
April Rudin President
Rudin Group
Peter Sims
President, Pay for Ed
Perfect Vs. Practical RIA Compliance
Guest Speaker
Blake Bjordahl
RIA Compliance Technology
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
Michael Freeman President, DDW
How Neuro-fiduciary is used to define the Robo-fiduciary Guest Speaker
Don Trone, L5
CEO, 3ethos
Don Trone, L5
CEO, 3ethos
A Medicare DiscussionGuest Speaker
Diane Omdahl, RN, MS
President, 65 Incorporated, i65
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 SpeakersJames Tharin, CEO & Brian Blockovich,
President, Chicago Clearing Corp.
James Tharin, CEO & Brian Blockovich,
President, Chicago Clearing Corp.
Sheryl Brown
FinServ Marketing Strategist
BIONICSocial.com
Tina Powell
CEO
C-Suite Social Media
Mark Painter, CFA
Founder & President
EverGuide Financial Group
Kristin Harard (CFP)
Marketing Coach, Kristin Harad
Nicholas Stuller, Author
"The Truth Shall Set Your Wallet Free"
Kirk Chisholm
Prinicpal, Wealth Manager
Innovative Advisory Group
Josh Engalla
President, Regex SEO
Value in the Energy Sector- Where Are The OpportunitiesGuest SpeakersSam Irvani, EVP, Waveland Energy
Craig Peters, SVP, Waveland Energy
Sam Irvani, EVP, Waveland Energy
Craig Peters, SVP, Waveland Energy
Evolution of Wealth ManagementGuest SpeakersChristian Hyldahl, CFA
President, Varium Investment Partners
Christian Hyldahl, CFA
President, Varium Investment Partners
Market PerspectivesGuest SpeakerCharlie Bilello CMT
Director of Research Pension Partners, LLC
Charlie Bilello CMT
Director of Research Pension Partners, LLC
Why Real Estate ETFsGuest Speaker
Jerry Bowyer, Chief Economist & Kevin Davis, Chief Growth Officer,
Vident Financial
Alternative Mutual Funds- Complexity of a Vanilla ProductGuest SpeakersSheri Pontolillo, Principal, InterWebinsurance.com
Sherri Cooke, CEO, AI Insight, Inc.
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 SpeakersChris Wenner, Co-Founder
Wennco Downshift Strategies
Chris Wenner, Co-Founder
Wennco Downshift StrategiesClient Suitability - Using AI & Automation to Manage Risk, Improve Service & Reduce Costs.Guest SpeakerBob McGill, Founder & CEO, jaccomo
Bob McGill, Founder & CEO, jaccomo
Reducing Investment "Frictions to Drive Client OutcomesGuest SpeakerPaul Gamble, CEO
55ip, Inc.
Paul Gamble, CEO
55ip, Inc.
Fuzzy-Trace Theory & Financial Risk ToleranceGuest SpeakerMeghaan Lurtz
Senior Research Associate
Meghaan Lurtz
Senior Research Associate
OMG Why am I Filling Out Forms Again?!Guest SpeakersRichard Walker, Efficient CEOEfficient Technology, Inc.
Best Practices for Advancing Your Advisors to eSign TechnologyGuest SpeakersPem Guerry EVP &
Steve Johnson, SIGNiX
Pem Guerry EVP &
Steve Johnson, SIGNiX
Facilitating Revenue Growth with Artificial IntelligenceGuest Speaker
Robert Kirk Founder & CEO
InterGen Data, Inc.
Robert Kirk Founder & CEO
InterGen Data, Inc.
Mark Casady
FRM Chairman of LPL Financil
Chairman & GP of Vestigo Ventures
David Geller
Founder & CEO
JOYN Advisors
