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SSG Conference Agenda for 2017

 Wednesday, April 26, 2017 - Technology Day

          1:30​ - 5:00 p.m. - Led by Joel Bruckenstein with an opening presentation followed a series of TED talks from  
                                            technology providers with demos and interactive participation.  Participating technology 
                                            firms include:

                                            -    eMoney                                                -   Oranj                                  -  Laserfiche
                                            -    True North Networks                       -   Morningstar                      -  LaserApp
                                            -    Asset Map                                            -  ScreenMeet                       -  YCharts
​                                            -    Black Diamond by SS&C Advent    -  Redtail                                -  Broadridge Advisor Solutions
                                            -    Advicent                                               -  Junxure                              -  TradeWarrior
​ 
         5:00 - 5:30 p.m. - Introducing Invesco/Jemstep and a Demonstration of Jemstep Advisor Pro               

         5:30 - 7:00 p.m. - Reception with Exhibitors in the Exhibitor Lounge


 Thursday, April 27, 2017  

          7:00 - 7:55 a.m.    Early Morning Breakout Session
                                            " Re-Thinking the Piggy Bank: A Savings Workshop," Venk Reddy, CEO, Zeo Capital Advisors
                                            CFP CE Eligible

          7:00 - 8:00 a.m. - Breakfast in the Exhibitor Lounge

          8:00 - 9:30 a.m. - SSG Opening Session
                                           Peter Mangan, CEO, SSG and Dan Skiles, President, SSG

                                           Keynote Presentation
                                           Bob Veres, Publisher, Inside Information
                                           "The New Profession"
​                                     
          9:30 - 10:00 a.m.  Break with a tech demo during the break

          10:00 - 11:00 a.m. - Concurrent Breakout Sessions 
                                               -  "Finding your Voice: Marketing with Purpose and Personality," CaroleAnne Hardy,
                                                    Founder and President of The Advisors Voice, a marketing consulting firm
                                               -  "Power Your Practice with Financial Wellness,"  Patrick Delaney, T. Rowe Price
                                                    Investment Services, Inc., IMCA and CFP CE Eligible 
                                             
          11:15 - 12:15 p.m. - Special One-on-One Conversation with Ram Nagappan, Chief Information Officer
                                             and a Managing Director for Pershing,  
                                             hosted by Dan Skiles, President of SSG                                              

          12:15 - 1:40 p.m. -  Lunch Outside (weather Permitting) with Roundtable Discussions


          1:45 - 2:45 p.m. -  Concurrent Breakout Sessions
                                               -   "Managing Your Company's Security Policy," Wes Stillman, RightSize Solutions,
                                                     Pending CFP CE   
                                               -  "Positioning Your Firm for Success in the War for Talent," Caleb Brown, MBA, CFP®  
                                                    New Planner Recruiting
                                               -   "Financial Abuse of the Elderly and Protecting Clients with Diminished 
                                                     Mental Capacity," Alan Foxman, Senior Consultant, NCS Regulatory Compliance,
                                                     Pending CFP CE 

          3:00 - 4:00 p.m. -  Concurrent Breakout Sessions
                                               -  "Math Modeling Matters in Divorce,"  Bonnie A. Sewell,  CFP®, CDFA™, AIF®,
                                                    American Capital Planning         
                                               -   "Improving Client Relationships by Protecting Client Assets and Avoiding
                                                     Sources of Lawsuits (the E&O Claims Process)," Greg Severinghaus, Markel 
                                                      Cambridge Alliance,  CFP CE Eligible


          4:00 - 4:30 p.m. -   Break with a tech demo during the break                  
                                              
          4:30 - 5:30 p.m. -   General Session
                                             "Brick by Brick: From $0 to $70 Million of AUM in 5 Years Through a Client-First
                                               Approach,"  Hear from Mark Vasquez and Amish Desai, Co-Founders and Portfolio Managers
                                               at Red Spruce Capital, as they share their experience leaving the institutional money 
                                               management world.   You will hear about their key learnings, challenges and ultimately how
                                               they built their firm to best serve their clients and achieve scalable growth.     

          5:30 - 7:30 p.m.  - Reception with Exhibitors in Exhibitor Lounge 


​ Friday, April 28, 2017

          7:00 - 8:00 a.m. -  Breakfast in the Exhibitor Lounge

          8:00 - 10:00 a.m. -  Ethics Training Session, "Ethics in Today's World - 2017," CFP CE Eligible
                                               Presented by Peggy Doviak 
                                               This session fulfills the required two hours of ethics training!

          8:00 - 9:00 a.m.   -  "What, How and When to Add Technology," Sheryl Rowling, Principal,
                                                Rowling & Associates, Pending CFP CE                       

          9:00 - 10:00 a.m. -  "Advisors as Behavioral Coaches," Ray Sin, Associate Behavioral Researcher,
                                                Morningstar

          10:00 - 10:30 a.m. - Final Refreshment Break in the Exhibitor Lounge
                                               Technology demonstrations during the break

          10:30 - 11:45 a.m. -  Closing Conference Session
                                               "Marketing Beyond Referrals," Kristen Luke, Founder of Kaleido Creative Studio  

          11:45 - 12 noon - Closing Conference Notes



The agenda and speakers are subject to change.












  There will be a lot to talk about at the 2017 SSG Conference! 

  • New and Enhanced Technology Tools & Services 
  • Business and Practice Management Discussions 
  • Roundtable Discussions with Your Peers
  • ​How to Grow Your Business in an Expanding Market