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Travel/Venue Info

2011 Meeting Agenda

Untitled Document

Monday, June 20, 2011

8:00 AM
Registration Opens/Exhibits

8:45 AM - 8:55 AM
Welcome
Moderator: Frances McMorris, Editor-in-Chief, ON WALL STREET

8:55 AM - 9:55 AM
Interactive Working Session: Master Your Money Mindset
Kathleen Burns Kingsbury, LMHC, CPCC, Wealth Psychology Expert, PRINCIPAL, KBK WEALTH CONNECTION & AUTHOR, CREATING WEALTH FROM THE INSIDE OUT WORKBOOK

9:55 AM - 10:45 AM
Advising Men, Advising Couples
Nicole Spinelli, Director of the Network for Women Advisors, RAYMOND JAMES
Denise Federer, Ph.D., FEDERER PERFORMANCE MANAGEMENT GROUP

10:45 AM - 11:10 AM
Morning Networking Break at Exhibits

11:10 AM - 12:00 PM
Why Aren’t We There Yet?
Aditi Vora Mohapatra, Senior Sustainability Analyst, Governance and Diversity, CALVERT INVESTMENTS

12:00 PM - 1:30 PM
Luncheon & Networking

12:25 PM - 1:15 PM
Luncheon Speaker: Bull or Bear? The Outlook for Global Markets
MaryAnn Bartels, Head of Technical and Market Analysis, BANK OF AMERICA MERRILL LYNCH

1:15 PM - 1:30 PM
Networking Break

1:30 PM - 2:25 PM
KEYNOTE ADDRESS: Becoming the Advisor of Choice-Critical, Profitable and Sustainable Methods for Attracting and Retaining Your Most Important Clients
Maribeth Kuzmeski, MBA, President, RED ZONE MARKETING

2:25 PM - 3:20 PM
Panel Discussion: Social Media Strategies
Moderator: Stephanie Sammons, CEO & Founder, WIRED ADVISOR™
Panelist: Pat Allen, Founder, ROCK THE BOAT MARKETING
Panelist: Leia Farmer, Deputy Chief Compliance Officer, SECURITIES AMERICA, INC.
Panelist: Marie Swift, President & CEO, IMPACT COMMUNICATIONS, INC, COLUMNIST FINANCIAL PLANNING

3:20 PM - 3:50 PM
Afternoon Networking Break at Exhibits

3:50 PM - 4:45 PM
Panel Discussion: Rainmaker Secrets - Techniques That Bring in Business
Moderator: Frances McMorris, Editor-in-Chief, ON WALL STREET
Panelist: Heather Locus, CPA, CFP, Principal, BALASA DINVERNO FOLTZ LLC
Panelist: Sharon Oberlander, Managing Director-Investments and Wealth Management Advisor, THE OBERLANDER GROUP WITH MERRILL LYNCH
Panelist: Shawn Parker, CFP, Private Wealth Advisor, PARKER & ASSOCIATES, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL
Panelist: Lisa Rossi, CFP, Executive Vice President, LEXCO WEALTH MANAGEMENT, INC.

4:35 PM - 5:35 PM
Closing Keynote Presentation: Females and Financial Services-Why Clients Choose You
Ann Hughes, M.Ed., President, THE FEMALE AFFECT

5:35 PM - 6:30 PM
Cocktail Networking Reception

6:15 PM
Prize Drawing for iPad

6:30 PM
Conference Concludes