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.

Wednesday, April 24th, 2019

  • 2:00 – 2:45 p.m. – SSG Training Sessions, Running Concurrently
    • Technology Services
    • Operational Services
  • 3:00 – 3:45 p.m. – SSG Training Sessions, Repeated
    • Technology Services
    • Operational Services
  • 3:45 – 4:15 p.m. – Refreshment Break in Exhibit Hall
  • 4:15 – 5:45 p.m. – Technology Provider TED Talks
  • 5:45 – 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
    • Zeo Capital Advisors
  • 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 McGlaughlin, 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
    • “Create Client Loyalty Across Generations by Understanding Family Dynamics,” (CFP CE Eligible) – Presented by Jean Dunn, Vice President, T. Rowe Price
    • Second Session: TBD
    • 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
    • “Understanding Others’ Influence on Client Money Behaviors,” Sarah Stanley Fallaw, Ph.D., President of DataPoints, and co-author of The Millionaire Next Door
    • Second Session: TBD
    • Training and Demo Session
  • 3:00 – 4:00 p.m. –Concurrent Breakout Sessions
    • First Session: TBD
    • Second Session: TBD
    • 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 – 10:00 a.m. – Ethics Session for Independent RIAs
  • 8:00 – 8:55 a.m. – Breakout Session
  • 9:00 – 9:55 a.m. – Breakout Session
  • 10:00 – 10:30 a.m. – Final Refreshment Break in Exhibit Hall
  • 10:30 – 11:30 a.m. – General Session