Sign-Up For Email

icon Click Here to sign up for conference emails.


Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Thursday, April 28, 2011

8:45 AM - 9:00 AM
Frances A. McMorris, Editor in Chief, ON WALL STREET
8:55 AM - 9:45 AM
Advising Men, Advising Couples (1CE- CIMA®/CIMC®/CPWA®)
Nicole Spinelli, Director, Network for Women Advisors, RAYMOND JAMES & ASSOCIATES, INC.
Ginger Snyder, CFP®, AEP, Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES, INC.
10:40 AM - 11:30 AM
A Woman's Approach to Business Planning (1CE-CIMA®/CIMC®/CPWA®)
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK
11:30 AM - 12:20 PM
Gender and the Investor Personality (1 CE-CIMA®/CIMC®/CPWA®)
Frank Murtha, Ph.D., Co-Founder, Managing Partner, MARKETPSYCH LLC.
1:00 PM - 1:40 PM
Luncheon Keynote: If a Cat Has Nine Lives, How Many Does an Advisor Have? (1CE- CIMA®/CIMC®/CPWA®)
Janine Craane, CIMA, WMA, Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT
Valery Craane, CRPC, Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT
1:45 PM - 2:35 PM
KEYNOTE ADDRESS: Dodd-Frank and You-How the Regulatory Landscape Affects Your Practice (1 CFP® CE & 1 CE- CIMA®/CIMC®/CPWA®)
Session Leader: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CFP BOARD
2:35 PM - 3:25 PM
Remember the Alimony (1 CFP® CE & 1 CE CIMA®/CIMC®/CPWA®)
Panelist: Stacy Francis, President, FRANCIS FINANCIAL, INC.
Vivian Groman, Senior Finance Specialist, STARMONT ASSET MANAGEMENT, LLC
Panelist: Darlys S. Harmon-Vaught, CDFA, CDFP, CFFA, CFE, CTS, President, FINANCIAL SOLUTIONS FOR DIVORCE, LLC
Panelist: Lili A. Vasileff, CFP, CFDA, CDS, President of the international Association of Divorce Financial Planners, DIVORCE AND MONEY MATTERS, LLC
4:00 PM - 4:30 PM
TRUE GRIT: Advising Against the Grain
Panelist: Kathleen Gaffney, Portfolio Manager, LOOMIS, SAYLES & COMPANY
4:30 PM - 5:20 PM
Panel Discussion: Social Media Strategies (1CE- CIMA®/CIMC®/CPWA®)
Clara Shih, Board Director, Starbucks; CEO, HEARSAY SOCIAL & AUTHOR OF: THE FACEBOOK ERA
Panelist: Michelle R. Alberda CFP®, CLU®, Senior Financial Advisor, AMERIPRISE FINANCIAL
5:15 PM - 6:30 PM
5:30 PM - 6:00 PM
Closing Keynote Presentation: Why Aren’t We There Yet? (1 CE-CIMA®/CIMC®/CPWA®)
Aditi Vora Mohapatra, Senior Sustainability Analyst, Governance and Diversity, CALVERT INVESTMENTS