Information below is from our 2019 conference held on April 24-26, 2019. Stay tuned for information for our 2020 conference to be held on April 22-24, 2020.

2019 Schedule

Conference registration begins at 1:00 p.m. on Wednesday, April 24, with the first session at 2:00 p.m.

The conference concludes 11:30 a.m. on Friday, April 26th.

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Wednesday, April 24th, 2019

  • 2:00 – 3:00 p.m. – Concurrent Breakout/Training/Demo Sessions
    • “A Technology Case Study,” Bridge Technology
    • SSG Training Session
    • Technology Demo Session
  • 3:15 – 4:15 p.m. – Concurrent Breakout/Training/Demo Sessions
    • “Making the Most of the Qualified Business Income (QBI) Deduction,” – Presented by Sheryl Rowling – Principal, CPA/PFA, Rowling & Associates, Pending CFP Eligible
    • SSG Training Session
    • Technology Demo Session
  • 4:30 – 5:30 p.m. – Keynote Session
    • “Modern Marketing Portfolio Theory – A Framework for Scalable Growth,” – Presented by Tina Powell – CEO, C-Suite Social Media
  • 5:30 – 7:30 p.m. – Opening Night Reception in Exhibit Hall

Thursday, April 25th, 2019

  • 7:00 – 8:00 a.m. – Breakfast in the Exhibit Hall
  • 7:00 – 7:50 a.m. – Early Morning Breakout Session
    • “Bonds Over Breakfast: The State of Fixed Income” – Presented by Venk Reddy, CEO, Zeo Capital Advisors, CFP CE Eligible
  • 8:00 – 8:30 a.m. – Conference Opening Session with Dan Skiles, president of SSG
  • 8:30 – 9:30 a.m. – “CEO Technology Insights” Panel Session with:
    • Aaron Klein, CEO of Riskalyze
    • Ed O’Brien, CEO of eMoney Advisor
    • Brian McLaughlin, CEO of Redtail
    • Moderated by Dan Skiles
  • 9:30 – 10:00 a.m. –Morning Refreshment Break
  • 10:00 – 11:00 a.m. – Concurrent Breakout Sessions
    • First Session: “Create Client Loyalty Across Generations by Understanding Family Dynamics,” (CFP CE Eligible) – Presented by Jean Dunn, Vice President, T. Rowe Price
    • Second Session: “Divorce and Death: Planning When Bad Goes to Worse,” – Presented by Evelyn M. Zohlen, MBA, MS, CFP, President, Inspired Financial and Mark L. Prendergast, CPA, CFP, CDFA, Director of Tax Strategies, Inspired Financial
    • Training and Demo Session
  • 11:15 – 12:15 p.m. – Keynote Session
    • Mark Eibel, Director, Investment Strategies for Russell Investments
  • 12:15 – 1:40 p.m. – Lunch Outside on Patio
  • 1:45 – 2:45 p.m. – Concurrent Breakout Sessions
    • First Session: “Understanding Others’ Influence on Client Money Behaviors,” – Presented by Sarah Stanley Fallaw, Ph.D., President of DataPoints, and co-author of The Next Millionaire Next Door
    • Second Session: “The Value Framework: Increasing Your Firm’s Enterprise Value – Profitability, Growth and Sustainability of Profits,” – Presented by Johann Schneider – Senior Director, Business Solutions, Russell Investments
    • Training and Demo Session
  • 3:00 – 4:00 p.m. –Concurrent Breakout Sessions
    • First Session: “How Smart Leaders Leverage Technology Infrastructure to Fuel Growth, Efficiency, and Firm Valuation,” – Presented by Wes Stillman – CEO, RightSize Solutions, & Michelle Jacko – CEO, Core Compliance & Legal Services
    • Second Session: “From Tolerance to Solution: Latest Research and Practical Examples,” – Presented by Shawn Brayman, CEO, PlanPlus Global Inc. Pending CFP CE Eligible
    • Training and Demo Session
  • 4:00 – 4:30 p.m. – Afternoon Refreshment Break
  • 4:30 – 5:30 p.m. – Keynote Presentation
    • Mike Scioscia, Former Manager of the Los Angeles Angels and former player of the Los Angeles Dodgers
  • 5:30 – 7:30 p.m. –Thursday Evening Reception

Friday, April 26th, 2019

  • 7:00 – 8:00 a.m. – Breakfast in the Exhibit Hall
  • 8:00 – 8:30 a.m. – “The Cash Landscape and Growing AUM” presented by Brad Wahal, AVP, StoneCastle Cash Management
  • 8:30 – 9:30 a.m. – Keynote Session
    • “The Six Dimensions of Client Service,” – Presented by Bob Veres – Publisher, Inside Information
  • 9:30 – 10:00 a.m. – Morning Refreshment Break in the Exhibit Hall
  • 10:00 – 12:00 p.m. – Ethics Session, a two-hour interactive seminar that fulfills the CFP Board of Standard’s Ethics requirement
    • “Ethics in 2019’s World,” – Presented by Peggy Doviak, Ph.D. – CFP® founder D.M. Wealth Management, Inc.
  • 10:00 – 11:30 a.m. – “Leveraging Technology Throughout the Client Lifecycle,” Brandon Heid, eMoney Advisor