Conference registration begins at 1:00 p.m. on Wednesday, April 22nd, with the first session at 2:00 p.m.

The conference concludes 11:45 a.m. on Friday, April 24th.

• 2:00 – 3:00 p.m. – Concurrent Breakout/Training/Technology Demo Sessions
  • “A Technology Case Study,”; Bridge Technology, Scripps Ballroom 1
  • SSG Training Session for RIAs New to SSG, Scripps Ballroom 2
  • Vender Technology Demo Sessions
    • Two TBD
    • Two TBD
• 3:15 – 4:15 p.m. – Concurrent Breakout/Training/Technology Demo Sessions
  • “Got Roth? Why & How 2020 is the Year for Roth!,”; Tara Weisinger – CPA, Director of Tax Services, Rowling & Associates, CFP CE Eligible, Scripps Ballroom 1
  • SSG Training Session for RIAs New to SSG (Repeat of 2:00 p.m. Session), Scripps Ballroom 2
  • Vender Technology Demo Sessions
    • Two TBD
    • Two TBD
• 4:30 – 5:30 p.m. – Keynote Session, Ballroom CDE
  • Mark Eibel – Director, Investment Strategies for Russell Investment
• 5:30 – 7:30 p.m. – Opening Night Reception in the Exhibit Areas

• 7:00 – 8:00 a.m. – Breakfast in the Exhibit Areas
• 7:00 – 7:50 a.m. – Early Morning Session
  • “Bonds Over Breakfast: The State of Fixed Income,”; Venk Reddy – CEO, Zeo Capital Advisors, CFP CE Eligible, Scripps Ballroom 1
• 8:00 – 8:30 a.m. – SSG Opening Session with Dan Skiles, President of SSG, Ballroom CDE
• 8:30 – 9:30 a.m. – Panel Session, Ballroom CDE
  • Moderated by Dan Skiles – President of Shareholders Service Group
  • Evelyn Zohlen, CFP® – 2020 Financial Planning Association (FPA) Chair, and Founder, Inspired Financial LLC
  • Dave O’Brien, CFP® – 2020 Chair at National Association of Personal Financial Advisors (NAPFA), and Co-Founder, EVOAdvisors
• 9:30 – 10:00 a.m. –Morning Refreshment Break in Exhibit Areas
• 10:00 – 11:00 a.m. – Concurrent Breakout Sessions
  • Session 1: “(Re) Modeling the Cost of Retirement,”; David M. Blanchett – Ph.D., CFA, CFP® Head of Retirement Research for Morningstar Investment Management LLC., Scripps Ballroom 1
  • Session 2: “How to Build an Ops Team,” Stacey McKinnon – Chief Operating Officer, Morton Capital, with Manju George, Client Operations, Griffin Black, Scripps Ballroom 2
  • Technology Demo Sessions, Canyon Room
    • Two TBD
    • Two TBD
  • “Ask the Experts,” SSG Associates to Answer Your Questions, La Jolla Cove Room
• 11:15 – 12:15 p.m. – Keynote Presentation, Ballroom CDE
  • Jeff Mortimer – Director of Investment Strategy, BNY Mellon Wealth Management
• 12:15 – 1:40 p.m. – Lunch Buffet Outside on the Patio
• 1:45 – 2:45 p.m. – “All Connections Matter – Marketing and the Client Experience”; Panel Session, Ballroom CDE
  • Moderated by Tina Powell – CEO, C-Suite Social Media
  • Greg Friedman – CFP® Founder & CEO, Private Ocean
  • Deborah Fox – Founder, AdvisorTouch
  • Judith Seid – CFP® Partner & Founder, Blue Summit Wealth Management
• 3:00 – 4:00 p.m. – Concurrent Breakout Sessions
  • Session 1: “Art of Clean Up”: Quantitative due diligence to help streamline your asset managers; Michael Kubik – Vice President of T. Rowe Price Investment Services, Scripps Ballroom 1
  • Session 2: “Is Cybersecurity Part of Your Value Proposition?,”; Wes Stillman – CEO, RightSize Solutions, Scripps Ballroom 2
  • Technology Demo Sessions
    • Two TBD
    • Two TBD
  • “Ask the Experts,”; SSG Associates to Answer Your Questions, La Jolla Cove Room
• 4:00 – 4:30 p.m. – Afternoon Refreshment Break in the Exhibit Areas
• 4:30 p.m. – National Anthem performed by Kyle Hildebrand
• 4:35 – 5:30 p.m. – “Leadership and Navigating the World’s Affairs”; Keynote Presentation, Ballroom CDE
  • Captain Jon-Paul R. LaBruzzo – United States Navy, and Director of Operations for Tactical Training Group Pacific (TTGP)
• 5:30 – 7:30 p.m. – Thursday Evening Reception in the Exhibit Areas
  • 6:30 p.m. – Concert by Kyle Hildebrand

• 7:00 – 8:00 a.m. – Breakfast in the Exhibit Areas
• 8:00 – 8:15 a.m. – StoneCastle Speaker TBD, Ballroom CDE
• 8:15 – 9:15 a.m. – Keynote Presentation, Ballroom CDE
  • “Fiduciary Marketing,”; Bob Veres – Publisher, Inside Information
• 9:15 – 9:45 a.m. – Morning Refreshment Break in Exhibit Areas
• 9:45 – 11:45 p.m. – Ethics Session, Scripps Ballroom 1
  • “Ethics in 2020’s World,”; Peggy Doviak – Ph.D., CFP, founder, D.M. Wealth Management, Inc.
    • A two-hour interactive seminar that fulfills the CFP Board of Standard’s Ethics requirement
• 9:45 – 11:15 a.m. – Technology Session, Scripps Ballroom 2
  • “Ensure the Accuracy of your Tax Projections in eMoney Advisor”; Brandon Held – eMoney Advisor, CFP CE Eligible