SSG Conference Agenda
Wednesday, February 29, 2012
- 4:00 - 5:30 p.m. - Opening Session with SSG Management Team
- 5:30 - 7:00 p.m. - Reception with Exhibitors in Exhibit Foyer
Thursday, March 1, 2012
- 7:15 - 8:15 a.m. - Breakfast in Exhibit Foyer
- 8:15 - 9:15 a.m. - RIA Technology Panel, moderated by Dan Skiles, EVP at SSG, panelists include:
- Ted Buchan, Ted Buchan & Company
- Sunit Bhalla, OakTree Financial
- Angus Blackwood, WhiteSpace Financial
- 9:30 - 10:30 a.m. - Three Concurrent Breakout Sessions
- Spenser Segal, CEO, ActiFi, " Five Steps to Selecting the Best Software Solutions"
- Sunit Bhalla, OakTree Financial, "Running an Efficient Financial Planning Practice with Apple Products" (NAPFA CE)
- Marketing Panel with RIAs, Charles Scott, Pelleton Capital Management, and Deborah Fox, Fox Financial Planning Network,
and Carl von dem Bussche, Financial Guidance Group, moderated by Barry Boyte, EVP of Marketing at SSG
- 10:30 - 11:10 a.m. - Exhibitor Break in Exhibit Foyer
- 11:10 - 12:10 p.m. - Three Concurrent Breakout Sessions
- Sheryl Rowling, Founder & CEO, TRX, "The ABCs of Profitable Portfolio Management," (CFP CE eligible)
- Bryce James, Founder & CEO, SmartPortfolios, "The Evolution of Asset Allocation Models"
- Compliance Panel with Kelli Capitano, representing National Compliance Services, and
Christopher Winn, representing AdvisorAssist, moderated by Jamie Green, Editor-in-Chief,
Investment Advisor Group
- 12:15 - 1:30 p.m. - Lunch with Keynote Speaker, John Mauldin, President, Millennium Wave Advisors
- 1:35 - 2:45 p.m. - Business Succession Panel, moderated by Bob Veres, editor/publisher, Inside Information
- Greg Friedman, Founder and President, Private Ocean
- Bonnie Sewell, Principal, American Capital Planning
- Casey Bear, Chief Executive Officer/Chief Compliance Officer, Cranbrook Wealth Management
- 2:50 - 3:50 p.m. - Three Concurrent Breakout Sessions
- Norm Boone & Linda Lubitz Boone,"IPS AdvisorPro - Using Investment Policy Statements" (CFP CE eligible)
- Phil Nicolaou, SVP, Regional Sales Director & Jamie Gore, Associate Regional Consultant - "Envestnet University"
- Ian Smith, T.Rowe Price - "Practice Retirement: Find Balance on the Path to Retirement" (CFP CE eligible)
- 3:50 - 4:30 p.m. - Exhibitor Break in Exhibit Foyer
- 4:30 - 5:30 p.m. - Keynote Presentation, Charles Goldman, Consultant and former President of Fidelity Investments, Custody & Clearing, and former COO and head of Schwab Institutional.
- 5:30 - 6:45 p.m. - Reception with Exhibitors in Exhibitor Foyer
Friday, March 2, 2012
- 7:15 - 8:15 a.m. - Breakfast in Exhibitor Foyer
- 8:15 - 9:15 a.m. - Technology Tutorial of NetX360 by Dan Skiles, EVP at SSG
- 9:30 - 10:30 a.m. - Three Concurrent Breakout Sessions
- RIA Panel, "Experienced RIAs Share Their Success Stories," Lou Stanasolovich, Legend Financial Advisors,
Jean Sinclair, Avenue Advisors, and Troy Daum, Wealth Analytics, moderated by
Dan Jamieson, Senior Editor, Investment News
- Justin Hoogendoorn, Managing Director, BMO Capital Markets, "Fixed Income Perspectives," (CFP CE eligible)
- Kelli Cruz, Director of Research & Consulting, IN Advisor Solutions, "Managing Staff Growth: When & How to Make Your Next Hire," (NAPFA CE eligible)
- 10:30 - 11:10 a.m. - Final Exhibitor Break in Exhibitor Foyer
- 11:15 - 12:15 p.m. - Keynote Presentation, Greg Valliere, Chief Strategist at the Potomac Group, will present "Taxes, Deficits, and Interest Rates: The Perspective from a Washington Insider"
- 12:15 p.m. - Conference Closing Notes
The agenda and speakers are subject to change.
A Very Focused Agenda Tailored for RIAs
- Marketing Services and Support
- Practical Practice Management Services
- Investment Management Solutions
- Technology Tools
