September 11-13, 2024
Renaissance Arlington Capital View
For questions or concerns, please reach out to susan@impactcollective.com.
The conference app is available for download. You can view the agenda, hotel map, speaker names, and bios on the app.
WEDNESDAY, SEPTEMBER 11, 2024
8:00am-4:00pm Complimentary Headshots
Room: Pre-function
8:00am-6:00pm Conference Registration Open
Room: Registration
10:50-11:00am Welcome
Room: Ballroom
11:00am-12:15pm Brunch for Heroes: Honoring Fallen Heroes and Financial Industry Leaders Affected by 9/11
Room: Ballroom
Moderator: Desi Wyatt, Director, Real Estate Strategy and Business Controls, Citi
Kick off the conference with a heartfelt tribute at our Brunch for Heroes. This special event honors the fallen heroes and the financial industry leaders and veterans impacted by the events of 9/11. Join us for a moving ceremony, followed by a delicious brunch, as we remember their courage and sacrifices. Engage with colleagues and peers in a meaningful setting, reflecting on the resilience and strength of our community. This event not only commemorates the past but also inspires us to build a stronger, more united future.
12:15pm-12:30pm Networking Break
Room: Pre-function
Speakers: Desi Wyatt, Director, Real Estate Strategy
and Business Controls, Citi
Araya Mesfin, Managing Director, Financial Advisor, Morgan Stanley
Dr. Alex David, Division Director
Independent Contractor Division, Raymond James
Reginald Lillie, Director, Associate Market
MERRILL 3-minute commercial
12:30pm-12:50pm Main Stage: Meet the Visionaries: Introducing our Board of Directors and CEO
Room: Ballroom
Moderator: Sheena Gray, CEO, Quad A
Join us as we roll out the red carpet for the brilliant minds behind AAAA! Our Board of Directors is a powerhouse team of leaders, innovators, and changemakers dedicated to driving the success of Black/African American financial professionals. Get ready to be inspired as they share their vision, passion, and commitment to shaping a brighter future for our community. This is your chance to connect, engage, and celebrate the incredible talent leading our mission. Don’t miss out on meeting the visionaries steering our journey towards generational wealth and professional excellence!
12:55pm-1:40pm Keynote: Empowering Wealth Through AI: The Black ChaptGPT Journey in Transforming Wealth Management
Room: Ballroom
Moderator: Erin Reddick, Founderpreneur, ChatBlackGPT
As the founderpreneur of Black ChaptGPT, Erin Reddick has pioneered a new era in wealth management, leveraging AI to address the unique needs and challenges of the Black professional community. In this keynote, Erin will share the inspiring journey of Black ChaptGPT, a groundbreaking platform that merges cutting-edge AI with culturally informed financial strategies. She will explore how AI can be harnessed to empower Black professionals, driving both individual wealth growth and broader community upliftment. Erin will also delve into the ethical considerations that guide this work, emphasizing the importance of privacy, respect, and human connection in the digital age. Attendees will gain valuable insights into how AI, when thoughtfully applied, can become a powerful tool for creating a more equitable and prosperous future for all.
1:40pm-2:00pm Networking Break
Room: Pre-function
JP MORGAN 3-minute commercial
2:00pm-2:45pm Main Stage: Fireside Chat: Introducing the SEC and OMWI
Room: Ballroom
Moderator: Jaqueline Campbell, Founder & CEO, Senior Wealth Advisor, Alexander Legacy Private Wealth
Speaker: Nathaniel H. Benjamin, OMWI Director, SEC
Join us for an intimate and insightful fireside chat with Nathaniel H. Benjamin, a prominent advocate for regulatory change in the SEC space. Gain unique perspectives on the evolving regulatory landscape and the critical role of advocacy in shaping SEC policies that promote fairness, transparency, and investor protection. Discover how the SEC’s Office of Minority and Women Inclusion (OMWI) is advancing diversity, equity, and inclusion within the financial industry, and how Nathaniel’s work aligns with these efforts. Learn about his journey, the challenges and successes he has encountered, and the future direction of financial regulation under the SEC’s guidance. This session provides a rare opportunity to engage with a key influencer and understand the impact of SEC regulatory changes, including the work of OMWI, on your practice.
2:45pm-3:00pm Networking Break
Room: Pre-function
UBS 3-minute commercial
3:00pm-3:45pm Breakout #1: Amplifying Advocacy: The Role of Financial Advisors in Shaping Industry Policy
Room: Studio D
Moderator: David Bellaire, Executive Vice President & General Counsel, Financial Services Institute (FSI)
This session will explore the critical role that financial advisors and industry executives play in shaping policy and advocacy efforts. David Bellaire, Executive Vice President & General Counsel of the Financial Services Institute (FSI), will lead a discussion on how professionals in the financial sector can effectively contribute to advocacy efforts, the impact of their involvement, and the benefits of engaging with organizations like AAAA and FSI.
3:00pm-3:45pm Mainstage: Financial Planning for Sports and Entertainment - Introducing the SE-AWMA Designation
Room: Ballroom
Moderator: Richard Downer, Financial Advisor, Morgan Stanley Wealth Management
Speakers: Michael Robinson, Managing Director, Market Executive, Morgan Stanley
Dwyatt Mcclain, Head of Retirement Income Distribution and Tax Exempt Registered Investment Advisor, Fidelity
Adewale Ogunleye, Head of Sports & Entertainment, UBS
Join us for an exciting session where we unveil the new Sport and Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA) designation, designed specifically for financial professionals serving the sports and entertainment industries. Hear from industry leaders and experts who will share their experiences and insights on navigating the unique financial challenges faced by athletes and entertainers. Learn about the specialized skills and knowledge required to achieve this designation, and understand how it can enhance your career and client offerings. Engage in a lively discussion with panelists who have successfully integrated the SE-AWMA designation into their practice and discover the benefits of becoming a certified expert in sports and entertainment financial planning. Don’t miss this opportunity to elevate your expertise and connect with like-minded professionals.**
3:45pm-4:00pm Networking Break
Room: Pre-function
WELLS FARGO 3-minute commercial
4:00pm-4:45pm Breakout #2
Breakout #2: Driving Growth: Proven Strategies for RIA’s & Independent Financial Planners & Advisors
Room: Studio B
Moderator: Vanessa Muandumba, Senior Associate, PIMCO
Speakers:Toni Polk, Financial Advisor, AAMS™, CRPC™, Edward Jones
Mani Grant, Vice President of Institutional Wealth – Private Foundations and
Endowments, Truist
Kevin Carrier, President Wealth Manager, Carrier Wealth Management
Marcus Ranger, Regional Vice President – Pacific West, Ameriprise Independent Advisors, Ameriprise Financial
Unlock the secrets to driving sustainable growth in your practice with this engaging session designed for licensed financial advisors and leaders. Learn proven strategies from industry experts on client acquisition, retention, and expanding your service offerings. Explore innovative marketing techniques, technology integration, and best practices for scaling your business. Whether you’re looking to attract new clients or enhance your existing relationships, this session will equip you with the tools and insights needed to thrive in a competitive market.
Breakout #2: Estate Planning: Importance of Succession Planning in Preserving Family Wealth
Room: Studio B
Moderator: Sharif Muhammad, AAAA Board of Directors, JMG CPAS LLC
Speakers: John Marshall, Senior Vice President – Investment Officer, Wells Fargo Advisors
Sean Wintz, Director of Financial Planning, Edelman Financial Engines
Kristina Dhountal, AAMS™, Edward Jones
Dive into the critical aspects of estate planning with a focus on succession planning to ensure the preservation of family wealth across generations. This session will cover essential strategies for creating robust estate plans that address tax implications, asset protection, and the seamless transfer of wealth. Hear from experienced estate planners and legal experts on the latest trends, common pitfalls, and practical solutions for safeguarding family legacies.
Breakout #2: Inclusive Board Leadership: Elevating Black Representation on Boards
Room: Studio D
Moderator: Dr. Renée Baker, CEO and Founder, The RBI Group
Speakers: Miguel Thames, President & CEO, NASP David Clunie, Principal, Head of Community Relations, Edward Jones
Desmund Adams, Founder & CEO, Focus & Find
This session focuses on the importance of increasing Black representation in board positions We will explore the benefits of diverse leadership, including enhanced decision-making, improved company performance, and a more inclusive culture. Learn practical strategies for aspiring Black leaders to prepare for and secure board roles, as well as how to support and advocate for diversity in boardrooms. Join us for an engaging discussion on fostering inclusive environments and the significant impact of Black board members on the industry.
4:00pm-4:45pm Main Stage: Sales Leadership: Mastering the Art of Leading High Performing Sales Teams
Room: Ballroom
Moderator: James Cadet, Director – Wealth Management Marketing Executive, Merrill
Speakers: Jamar Baker, VP, Workplace Planning and Advice Leader, Fidelity Investments Cassandra Cyrius, Market Director – Wealth, J.P. Morgan Wealth Management
Sheila Jacobs, Managing Director- Senior Lead Business Growth Strategy Consultant, Wells Fargo
Marc Henderson, Market Leader, Thrivent
Discover the secrets to leading and motivating high-performing sales teams in this dynamic session focused on sales leadership. Learn from top sales leaders who will share proven strategies for driving performance, fostering team cohesion, and achieving sales targets. Explore effective coaching techniques, goal-setting practices, and methods for creating a positive and competitive sales culture. Whether you’re a seasoned leader or new to managing sales teams, this session will provide you with the tools to inspire excellence and drive results.
4:45pm-5:45pm FREE TIME
5:45pm-7:30pm Cocktails & Conversation: An Interactive Networking Experience
Room: Pre-function
Join us for an unforgettable evening at the Cocktails & Conversation networking reception, where you’ll not only connect with fellow financial advisors and industry leaders but also enjoy a unique interactive experience. Featuring a talented mixologist, this event will teach you how to craft a few signature cocktails step-by-step. Savor a selection of delicious hors d’oeuvres as you engage in stimulating conversations and expand your professional network in a relaxed, enjoyable atmosphere. Whether you’re looking to enhance your mixology skills, share experiences, or simply have a great time, this reception promises to be a highlight of the conference. Raise your glass to new connections and memorable moments!
6:30pm-8:30pm Dine Around Town: Exclusive Sponsor Dinners
Room: Off-site
Experience the local culinary scene while forging valuable connections at our exclusive Dine Around Town event. Hosted by our generous sponsors, these invite-only dinners offer a unique opportunity to enjoy fine dining at some of the best restaurants around the conference venue. Each dinner provides an intimate setting to engage with leading firms, learn more about their unique offerings, and build meaningful relationships with industry peers. Delight in exquisite cuisine, great company, and stimulating conversations as you explore what our sponsors have to offer in a relaxed and exclusive atmosphere.
6:30pm-8:30pm C-Suite Connection Dinner: Exclusive Networking for Industry Leaders
Room: Off-site
Join us for an exclusive C-Suite Connection Dinner, a premier networking event designed for industry leaders. This invite-only dinner offers a sophisticated setting to connect with top executives, share insights, and discuss the latest industry trends. Enjoy an evening of fine dining at one of the city’s best restaurants, where you can engage in meaningful conversations with peers and thought leaders in a relaxed and elegant atmosphere. This is an unparalleled opportunity to build high-level connections and explore potential collaborations with the industry’s most influential figures. Register here.
THURSDAY, SEPTEMBER 12, 2024
6:30am-7:30am Day One: Energizing Cardio Blast
Room: TBD
Kickstart your conference experience with an invigorating cardio workout designed to boost your energy and get your heart pumping. This high-intensity session includes a mix of aerobic exercises, such as jumping jacks, high knees, and burpees, followed by a cool-down stretch. Perfect for shaking off travel fatigue and getting you in the right mindset for a day of learning and networking.
7:30am-5:00pm Conference Registration Open
Room: Registration
7:00am-8:30am Breakfast & Networking
Room: Pre-function/Brallroom
8:00am-4:00pm Wealth Career Symposium
Room: Salons 5-7
Join us at the Wealth Symposium Career Fair, a premier event designed to connect top talent with leading firms in the financial services industry. Whether you’re a seasoned professional seeking new opportunities or a recent graduate eager to start your career, this career fair offers unparalleled access to potential employers.
8:30am-9:15am Main Stage: Empowering Excellence - Black Women Leaders in Wealth Management
Room: Ballroom
Moderator: Sheena Gray, CEO, AAAA
Speakers: Tiffanie Gray, Executive Director, Branch Manager, Wells Fargo Advisors
Tammy B. Haygood, CDFA, JD* Managing Director – Financial Advisor, Black Pearl Wealth Management Group
LaTosha Miller, Regional Client Service Director, J.P. Morgan Wealth Management
Mai Skyles, Managing Director, Center for Economic Empowerment & Equality
Join us for an inspiring and powerful session featuring trailblazing Black women in wealth management. This main stage event will celebrate their achievements, leadership, and contributions to the industry. Our distinguished panelists will share their journeys, discuss the unique challenges they have faced, and highlight the strategies they have employed to succeed in a competitive field. Attendees will gain valuable insights into the importance of diversity, equity, and inclusion in wealth management, and learn how to foster an environment where Black women can thrive. Don’t miss this opportunity to be inspired by these exceptional leaders and to learn how you can support and champion diversity in your own organization.
9:15am-10:00am Main Stage: Top Affluent Advisors: Industry leaders Share their Best Practices
Room: Ballroom
Moderator: Reginald Lillie, Director, Associate Market Manager, Merrill
Speakers: Dale Self, Partner, Maia Wealth
Read Hubbard, Senior Vice President, Senior Financial Advisor, Merrill
Araya Mesfin, Managing Director, Financial Advisor, Morgan Stanley
Richard Downer, Financial Advisor, Morgan Stanley Wealth Management
Join the industry’s elite as top affluent advisors come together to share their most effective strategies and best practices. This session will offer a rare opportunity to gain insights from the best in the business, covering everything from client acquisition and retention to innovative investment strategies and personalized wealth management. Learn how these leading advisors navigate the complexities of working with affluent clients, ensuring exceptional service and outstanding results. Whether you’re looking to elevate your practice or stay ahead of industry trends, this session promises to provide valuable takeaways to enhance your advisory skills and success.
10:00am-10:15am Networking Break
Room: Pre-function
AMERIPRISE 3-minute commercial
10:15am-11:00am Breakout #3
Breakout #3: A Day in the Life of a Financial Advisors-Insight for HBCU Students/Next Gen talent
Room: Studio B
Moderator: Mark Adams, Managing Director, Regional Director, J.P. Morgan Wealth Management
Speakres: Toni Polk, Financial Advisor, AAMS™, CRPC™, Edward Jones
Dana Palma, Financial Advisor, CEPA®, AAMS®,Edward Jones
Cleon Cato, Senior Financial Advisor, Wells Fargo
Gain a behind-the-scenes look at the daily responsibilities and challenges faced by financial advisors in this engaging session tailored for HBCU students and next-generation talent. Experienced advisors will share their personal experiences, providing valuable insights into the skills, mindset, and work ethic required to succeed in the financial services industry. Learn about client interactions, portfolio management, and career progression opportunities, and get practical advice on how to prepare for a rewarding career as a financial advisor.
Breakout #3: Crafting Resilient Portfolios: Best Practices for Financial Advisors
Room: Studio D
Moderator: Rickie Taylor, Service Oriented Director of Retirement Planning, CEP Consultants
Speakers: Veronica Willis, Global Investment Strategist, Wells Fargo Investment Institute, Wells Fargo Advisors
DeAnte Thompkins, Market Director Thrivent Kristina Dhountal, AAMS™, Edward Jones
Delve into the best practices for building resilient investment portfolios that withstand market volatility and economic uncertainties. This session will cover essential strategies for asset allocation, diversification, and risk management. Financial experts will share their insights on balancing growth and stability, optimizing portfolio performance, and adapting to changing market conditions. Learn how to construct robust portfolios that meet your clients’ financial goals and provide peace of mind in turbulent times.
10:15am-11:00am Main Stage: Building Bridges with HBCU- Tapping into Top Talent
Room: Ballroom
Moderator: Dawn Mabery Chestnut, CFP, Mabery Consulting
Speakers: Dr. Mariko Carson, Director of Graduate Affairs, Howard University
Antonio Mackey, Executive Director; Market Director Wealth, J.P. Morgan Wealth Management
Jamar Baker, VP, Workplace Planning and Advice Leader, Fidelity Investments
Join us for an inspiring main stage session dedicated to building meaningful partnerships with Historically Black Colleges and Universities (HBCUs). Learn how to tap into the wealth of talent emerging from these institutions and create opportunities for diverse and dynamic hires. Industry leaders will discuss successful initiatives, share best practices for recruitment, and highlight the benefits of fostering strong relationships with HBCUs. This session aims to promote diversity and inclusion while strengthening the talent pipeline in the financial services industry.
12:00pm-1:15pm Lunch
1:15pm-2:00pm Keynote
2:00pm-2:15pm Networking Break
Room: Pre-function
FIDELITY 3-minute commercial
2:15pm-3:00pm Breakout #4
Breakout #4: LinkedIn Branding – Elevate Your Professional Presence
Room: Studio B
Moderator: Ashley Mitchell, AAAA
Speakers: Mary Robinson Carter, Vice President, Senior Financial Advisor, Merrill
Marc Henderson, Market Director, SoCal, Thrivent
Unlock the power of LinkedIn to boost your personal and professional brand in the finance industry. This session will provide you with practical tips and strategies to enhance your LinkedIn profile, build a compelling personal brand, and expand your professional network. Learn how to create engaging content, leverage LinkedIn’s features for maximum visibility, and connect with key industry influencers. Whether you’re a financial advisor, recruiter, or industry professional, this session will equip you with the tools and knowledge to make LinkedIn work for you, driving career growth and business success.
Breakout #4: Interactive Workshop – Best Practices for Licensed Professionals Presenting in the Community
Room: Studio F
Speaker: Mani Grant, Vice President of Institutional Wealth – Private Foundations and Endowments, Truist
Join us for an interactive workshop tailored specifically for licensed professionals who conduct financial presentations in the community. This session will equip you with advanced techniques and best practices to enhance your public speaking and teaching skills. Learn how to craft engaging and informative presentations that resonate with diverse audiences, simplify complex financial concepts, and use visual aids effectively. Benefit from insights shared by seasoned professionals who have successfully educated and empowered community members. This workshop will help you refine your approach, build stronger connections, and deliver impactful financial education that drives positive change.
Breakout #4: Attracting top Talent: Recruitment Strategies for the Finance Industry
Room: Studio E
Moderator: John Green, General Agent, TGC Agency
Speakers: Keith Henry, Managing Director, Regional Director of JP Morgan Advisors
Kevin Coolican, SVP Executive Recruiting, Citi
Shevawn Adams, Senior Manager, RBC Wealth Management
Don Bausley, Regional Director – Wealth, J.P. Morgan Wealth Management
Unlock the secrets to attracting and retaining top talent in the finance industry. This session provides actionable recruitment strategies to help you stand out as an employer of choice. Learn from HR experts and industry leaders about innovative techniques for sourcing, interviewing, and hiring the best candidates. Explore effective employer branding, diversity and inclusion initiatives, and ways to create an engaging workplace culture. Equip your organization with the tools to build a strong and dynamic workforce.
2:15pm-3:00pm Main Stage: Senior Leaders Fireside Chat
Room: Ballroom
Moderator: Harry LaRosiliere, Senior Vice President, Financial Advisor, UBS
Speakers: David Clunie, Principal, Head of Community Relations, Edward Jones
David Dawkins, Managing Director, Senior Lead Business Growth Strategy Consultant, Head of Diverse Advisor Recruiting, Wells Fargo Advisors
Join us for an exclusive fireside chat with executives from leading financial services firms. Engage in a candid discussion about current industry trends, the future of wealth management, and strategic initiatives. This session offers a rare opportunity to hear firsthand from top leaders about their vision, challenges, and innovative solutions. Gain valuable insights that can inform your own practice and stay ahead in the competitive financial landscape.
3:00pm-3:15pm Networking Break
Room: Pre-function
TIAA 3-minute commercial
3:15pm-4:00pm Breakout #5
Breakout #5: Maximizing Internship Opportunities: Insights and Reflections from National Advisor Trust Interns
Room: Studio F
Moderator: Eriyaana Greene, Program Manager, AAAA
Speakers: August Chase, Student, University of Wisconsin – Madison
Dajour Stephens, Student, University of Wisconsin – Madison
Join us for an insightful panel discussion featuring two accomplished interns from the AAAA Pilot internship porgram with National Advisor Trust as they reflect on their summer experiences and share valuable lessons learned. This session will explore the importance of planning and securing internships early, strategies for standing out in a competitive application process, and the impact these experiences have on shaping career goals.
Whether you’re a student seeking to maximize your own internship opportunities or a young professional looking to enhance your career trajectory, this session offers practical advice and firsthand perspectives on making the most of internship experiences. Attendees will leave with actionable tips and inspiration to begin their internship search with confidence and purpose.
Breakout #5: Navigating the First Years – Insights and Q&A for New Black Financial Advisors
Room: Studio D
Moderator: Desi Wyatt, Director, Real Estate Strategy and Business Controls, Citi
Speakers: Ebele Gunn, Financial Advisor, Thrivent Dawn Mabery Chestnut, CFP, Mabery Consulting
Manny Essien, CFP®,BFG Financial Advisors Cleon Cato, Senior Financial Advisor, Wells Fargo
Embark on a journey designed specifically for new Black financial advisors to help you navigate the challenges of your early career. This interactive session will provide valuable insights and practical advice from experienced professionals who have successfully overcome similar hurdles. Engage in an open Q&A where you can ask questions, share experiences, and gain support from industry veterans. Learn about effective strategies for client acquisition, building a strong professional network, and overcoming common obstacles faced in the first few years. Join us for an empowering session that aims to equip you with the knowledge and confidence needed to thrive in your financial advisory career.
Breakout #5: Networking with C-Suite Leadership – A Guide for Financial Advisors
Room: Studio E
Moderator: Tameka Galloway, Senior Vice President, Wealth Group Executive, Citi
Speakers: Chris Russell, Executive Market Director, Managing Director, Baird
Jaqueline Campbell, Founder & CEO, Senior Wealth Advisor, Alexander Legacy Private Wealth
Eric Harley, Partner, Merrick Financial Group
Unlock the secrets to effective networking with C-suite leaders in this engaging and practical session tailored for financial advisors. Learn how to build meaningful connections with top executives, enhance your professional presence, and leverage these relationships to advance your career. Through interactive activities, real-world scenarios, and expert advice, you’ll gain valuable strategies for initiating conversations, maintaining relationships, and positioning yourself as a trusted advisor. Discover the do’s and don’ts of executive networking, and leave with the confidence and skills to navigate high-level professional interactions successfully. Join us for a session that will transform your networking approach and open doors to new opportunities.
3:15pm-4:00pm Main Stage: Executive Black Leaders -State of the Industry Moderator Alex David
Room: Ballroom
Moderator: Dr. Alex David, Division Director Independent Contractor Division, Raymond James
Speakers: Barry Simmons, Managing Director-Divisional President-Northeast, Wells Fargo Advisors James Cadet, Director – Wealth Management Marketing Executive, Merrill
Keith Henry, Managing Director, Regional Director of JP Morgan Advisors
Joel Chery, Regional Managing Director, TIAA
Engage in a powerful and inspiring session featuring prominent Black executives from across the industry. Join our esteemed moderator, Alex David, as we delve into the current state of the industry through the perspectives of influential Black leaders. This engaging discussion will cover key trends, challenges, and opportunities, highlighting the significant contributions and leadership of Black executives. Gain valuable insights, be inspired by personal stories, and explore actionable strategies for fostering diversity and inclusion within your own organization. Don’t miss this pivotal session that sets the tone for an impactful conference experience.
4:00PM-4:15PM Networking Break
Room: Pre-function
Thrivent 3-minute commercial
6pm-7pm Pre-Gala Reception: The Elevate Hour
Room: Pre-function
Kick off the evening with The Elevate Hour, a sophisticated pre-Gala reception featuring delightful appetizers, refreshing drinks, and ample networking opportunities. Join fellow attendees for an hour of engaging conversations and connections before the main event begins. This is the perfect chance to mingle with peers, meet industry leaders, and set the tone for a memorable night at the 2024 AAAA Gala.
7:15pm-10:15pm 2024 AAAA Gala: Elevating Leaders in Wealth Management
Room: Ballroom
Join us for the 2024 AAAA Gala, a prestigious black-tie affair dedicated to honoring Black leaders in the wealth management industry. This elegant evening celebrates excellence and leadership, providing a unique opportunity to network with the industry’s finest. Dress in your finest formal attire and prepare for an unforgettable night of recognition, inspiration, and connection. Together, we’ll celebrate the achievements of distinguished professionals who are elevating the standards of wealth management and leading the way to success.
FRIDAY, SEPTEMBER 13, 2024
6:30am-7:30am Day Three: Yoga and Mindfulness
7:30am-10:00am Conference Regsitration Open
Room: Registration
7:30am-8:30am Breakfast & Networking
Room: Pre-function/Ballroom
8:30am-9:15am Main Stage: Leadership Excellence - Developing Tomorrow’s Financial Leaders
Room: Ballroom
Moderator: Dale Brown, President & CEO, FSI
Speakers: Michael Robinson, Managing Director, Market Executive, Morgan Stanley
Kevin Keller, CEO, CFP Board
Dr Alex David, Division Director- Independent Contractor Division, Raymond James
Focus on the essential skills and qualities needed to develop the next generation of financial leaders. This session will provide insights into effective leadership development programs, mentorship opportunities, and creating a culture of continuous learning and growth. Learn from successful leaders who have cultivated high-performing teams and empowered future leaders in the industry.
9:15am-10:00am Main Stage: Understanding Sleep and Anxiety for Optimal Performance
Room: Ballroom
Sponsored by Amundi Asset Management
Speakers: Dr. Melissa Milanak, Clinical Psychologist & Executive Consultant, MIND Impact Consulting
Understand sleep and unlock its power. Melissa Milanak, PhD, shares insightful information about the science and practicalities of sleep.
Dr. Melissa gives an exploratory talk encompassing information, active learning, conveying how sleep works, as well as sharing
10:00am-10:15am Networking Break
10:15am-11:00am Breakout #6
Breakout #6: Advanced Client Engagement Strategies for Financial Advisors
Room: Studio B
Moderator: Genevieve Sisco, Divisional Business, Cetera
Speakers: Rickie Taylor, Service Oriented Director of Retirement Planning, CEP Consultants
Eric Harley, Partner, Merrick Financial Group
Dale Self, Partner, Maia Wealth
Explore cutting-edge techniques for enhancing client engagement and satisfaction. This session will cover personalized communication strategies, leveraging digital tools, and creating memorable client experiences. Learn from industry experts who have successfully implemented these practices to build strong, lasting client relationships.
Breakout #6: Empowering Women in Finance – Strategies for Success
Room: Studio D
Moderator: Dr. Dana Palma, Financial Advisor, CEPA®, AAMS®, Edward Jones
Speakers: Laura Thurow, Executive Director of Wealth Solutions and Operations, Baird
Joi Thompson, Senior Vice President, Citi Law Firm Group
Dr. Renée Baker, CEO and Founder, The RBI Group
This session is dedicated to empowering women in the financial industry. Explore the unique challenges and opportunities women face in finance, and gain insights from successful female leaders. Learn strategies for career advancement, work-life balance, and creating supportive networks. Discover how to foster an inclusive environment that promotes gender equality and harnesses the full potential of female talent.
10:15am-11:00am Main Stage: The Power of Diversity - Building Inclusive Financial Institutions
Room: Ballroom
Moderator: Shevawn Adams, Senior Manager, RBC Wealth Management
Speakers: Corliss Taylor, Director of Growth, Baird Trust Tiffany Harrison, Diversity, Equity, and Inclusion Practioner, UBS
David Dawkins, Managing Director, Senior Lead Business Growth Strategy Consultant, Head of Diverse Advisor Recruiting, Wells Fargo Advisors
Explore cutting-edge techniques for enhancing client engagement and satisfaction. This session will cover personalized communication strategies, leveraging digital tools, and creating memorable client experiences. Learn from industry experts who have successfully implemented these practices to build strong, This session is dedicated to empowering women in the financial industry. Explore the unique challenges and opportunities women face in finance, and gain insights from successful female leaders. Learn strategies for career advancement, work-life balance, and creating supportive networks. Discover how to foster an inclusiveenvironment that promotes gender equality and harnesses the full This powerful session will highlight the importance of diversity and inclusion in the financial sector. Hear from top executives and thought leaders on how diverse teams drive better decision-making, foster innovation, and create more resilient organizations. Discover practical strategies for building and nurturing an inclusive culture within your firm.
11:00pm-11:15am Closing Remarks
11:15am Boxed Lunches To Go
Room: Pre-function