2015 Fall Conference Agenda
Wednesday October 21, 2015
7:00 AM – 8:00 AM
First Time Attendee Breakfast
Networking Breakfast
8:30 AM – 9:20 AM
9:35 AM – 10:25 AM
In-the-Annapolis or Indianapolis? Insurance Directions & Misconceptions
Sponsored by Low Load Insurance Services, Inc.
Speakers:
Mark MaurerEducational Credits
1
1
Support for Your Practice from Academic Partners
Educational Credits
1
1
Women & Investing: How Gender Diversity Boosts Returns & Profits
Sponsored by the Women’s Initiative and TD Ameritrade
Speakers:
Meredith JonesEducational Credits
1
1
9:35 AM – 11:55 AM
9:35 AM – 5:00 PM
Practice Foundation: All Day Case Study
Educational Credits
5
5
10:40 AM – 11:55 AM
Incorporating Gender Diversity in Your Firm - A Panel Discussion
A Women’s Initiative program sponsored by TD Ameritrade Institutional
Educational Credits
1.5
12:00 PM – 1:00 PM
Lunch with Exhibitors
1:10 PM – 2:00 PM
Advanced Behavioral Finance: Asset Bubble and Investment Strategy
Speakers:
Gregory La BlancEducational Credits
1
1
Income or Liquidity, What’s the Right Approach?
Sponsored by Franklin Square
Speakers:
Brody BroweEducational Credits
1
1
Virtual Financial Planning:
How to Build a Virtual Practice, add Value, Reduce Expenses, and Expand
Speakers:
Kate HolmesEducational Credits
1
1:10 PM – 3:00 PM
Super Session: Mindful Money: How to ACE the Hard Part of Soft Skills in Financial Planning
Speakers:
Susan ZimmermanEducational Credits
2
2
2:10 PM – 3:00 PM
An Insider's View of Technology Best Practices: A Conversation with Fidelity
sponsored by Fidelity
Educational Credits
1
Executive Disability Planning - Reviewing and Protecting Variable Income Sources
Speakers:
Mitchell NelsonEducational Credits
1
1
3:10 PM – 4:00 PM
Break with Exhibitors
4:10 PM – 5:00 PM
Evaluating Mortgages as a Source of Leverage: Theory & Practice
Educational Credits
1
1
International Value Investing in Today's Uncertain Market
Sponsored by Advisors Asset Management, Inc.
Educational Credits
1
1
5:10 PM – 6:00 PM
6:05 PM – 7:00 PM
Cocktail Reception in Exhibit Hall
7:30 PM – 9:30 PM
Genesis Social: The Tavern on South
sponsored by Low Load Insurance Services, Inc
9:30 PM – 11:00 PM
Hospitality Suite
Thursday October 22, 2015
7:15 AM – 8:15 AM
Study Group Leaders Breakfast
7:30 AM – 8:30 AM
Networking Breakfast
8:15 AM – 8:30 AM
NCEF Update
Speakers:
Skip Schweiss8:40 AM – 9:30 AM
Keynote: Going Digital
National Sponsor, TD Ameritrade Institutional
Speakers:
Craig CintronEducational Credits
1
9:45 AM – 10:35 AM
2015 OCIE Exam Priorities / Common Compliance Mistakes Made by Advisors
Speakers:
Kevin WoodardEducational Credits
1
Cutting Edge Tax Planning Developments and Opportunities
Speakers:
Michael KitcesEducational Credits
1
1
Personal Insurance 202
A comprehensive analysis of the HNW personal insurance industry
Speakers:
Paul KountzEducational Credits
1
1
Using Economic Indicators in Portfolio Management
sponsored breakout by "AIER" American Institute for Economic Research
Speakers:
Robert HughesEducational Credits
1
1
10:35 AM – 11:30 AM
Break with Exhibitors
11:40 AM – 12:55 PM
New NASAA Model Rule for State-Registered Investment Advisors to Have a Succession/Continuity Plan
A Panel Discussion
Educational Credits
1.5
Next Gen and Beyond: Finding Work/Life Balance - A Panel Discussion
A Women’s Initiative program sponsored by TD Ameritrade Institutional
Educational Credits
1.5
The Value of A Business Always Matters - Ways to Keep It & Increase it!
Educational Credits
1.5
1.5
1:00 PM – 2:00 PM
Lunch with Exhibitors
2:10 PM – 3:00 PM
Guiding Your Clients Through a Successful Retirement: Developing Retirement Income Strategy
Sponsored by Vanguard
Speakers:
Nathan ZahmEducational Credits
1
1
Minimizing Income Tax-Opportunities for Commercial Property Owners to use Cost Segregation
Speakers:
Jeff HiattEducational Credits
1
1
The Leadership Agenda: Enhancing Your Leadership by Developing Leadership
Speakers:
Bob VeresEducational Credits
1
3:05 PM – 3:45 PM
Break with Exhibitors
4:00 PM – 4:50 PM
Keynote: On Choice and Change – Navigating Change in Turbulent Times
Speakers:
Kathy Cleveland BullEducational Credits
1
5:00 PM – 6:00 PM
Region Membership Meetings
7:00 PM – 9:00 PM
Closing Party and Reception
9:30 PM – 11:00 PM
Hospitality Suite
Friday October 23, 2015
7:30 AM – 8:30 AM
Networking Coffee
8:40 AM – 9:30 AM
9:35 AM – 10:20 AM
Brunch with Exhibitors
10:30 AM – 11:45 AM
Advising Breadwinner Women: Insights from the 2015 Family Wealth Advisors Council Study
A Women's initiative program sponsored by TD Ameritrade Institutional
Speakers:
Eileen O'ConnorEducational Credits
1.5
Real World Segmentation: How to Create Service Tiers in Your Practice
Educational Credits
1.5
10:30 AM – 11:55 AM
Public Policy Update:
What you need to know about the Current Regulatory Landscape
Educational Credits
1.5
11:50 AM – 12:40 PM
Clients Don't Care About Sharpe: How to Simplify Your Investment Advice Process
Speakers:
Justin NicholsEducational Credits
1
1