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12th Annual IMPACT Awards Presentation with Jon Beatty and Bernie Clark 12th Annual IMPACT Awards Presentation with Jon Beatty and Bernie Clark 30 Minutes |
A Blueprint For The Future Of Financial Planning® Why Attend Find out how to target the growing number of retirees who will need financial advice in the coming decades and use MoneyGuidePro to develop strong plans that meet their needs.  Session Details Between now and 2040, the number of retirees will grow by 60 percent, creating an incredible opportunity for advisors who understand how to meet their clients’ needs. Discover how PIEtech’s MoneyGuidePro can help you make the client experience consistent, create strong financial plans, increase efficiency, and add value to the planning process based on your experience, knowledge, and relationships. Hear about the growth potential for financial planning, how to know and reach your target audience, and how to create a successful financial plan that will wow clients and gain you referrals. Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Chad Crouch, MoneyGuidePro, created by PIEtech, Inc.
Accumulating Wealth through Health Savings Accounts Why Attend Learn about the benefits of health savings accounts and how you can help your clients get the most out of them. Session Details Rising healthcare costs are a major concern for people near retirement. Health savings accounts are emerging as a central component of wealth accumulation strategies, while lawmakers are positioning them as a core element of healthcare reform. Advisors seeking to educate their clients about HSAs will learn from a subject-matter expert about their features and benefits, and discover: Strategies for maximizing their effectiveness How to incorporate them into fee-based planning How to evaluate HSA custodians and investment options 75 Minutes - Education Session | Peter Stahl, Bedrock Business Results
A Contrarian View of Global Markets Why Attend Learn how a non-consensus approach to investing – of managing risks first and returns later – can lead to both capital appreciation and capital preservation, in global equity markets. Session Details In a world of no, low, or negative bond yields, equity allocations are a good way to secure absolute returns. But equities come with risk, especially in the wake of their spectacular run-up since 2009. How can investors access the higher returns of this asset class without taking on higher risk?  Hear from one subject-matter expert who calls for an unconventional approach to global investing that prioritizes risk management over return management. You’ll come away with a better understanding of the pitfalls of global equity investing, where the risks lie, and how to maximize returns. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.    Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Rupal Bhansali, Ariel Investments
A Conversation with Michael Lewis Join us for a keynote session in a conversation with Michael Lewis, best-selling author of The Undoing Project, Flash Boys, The Big Short, Liar's Poker, and Moneyball, among other works. 1 Hour | Michael Lewis, Author
Adapting Schwab Technology to Broaden Your Retirement Planning Practice Why Attend Discover how working with independent recordkeepers and using Schwab technologies can simplify corporate retirement plan advising, enabling you to grow your retirement practice in this lucrative market segment. Session Details You now have the opportunity to easily expand your retirement planning practice by helping corporate plan sponsors and participants better understand their plans and improve outcomes. Schwab technology can help you analyze retirement plans, investment, and participant data, and focus on actionable tasks. Learn how to spend less time managing data and more time on strategic work that delivers value to clients, such as helping increase the effectiveness of plans and boosting participant confidence. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us at the Schwab Retirement Technologies kiosk. Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Benjamin Lee, Schwab Retirement Technologies
Alternative Income with Private Real Estate Why Attend Join us for a discussion on current real estate market fundamentals and discover how to spot investment opportunities for your clients.  Session Details Real estate, the largest asset class after stocks and bonds, can generate yield and long-term capital appreciation, providing income-seeking investors with a range of opportunities. Learn how to evaluate these opportunities across metropolitan markets, examine the structural benefits of different investment vehicles that offer stabilized real estate, and position this asset  as a “yield alternative” that is less vulnerable to rate increases. In this session we will discuss: Current real estate market fundamentals How real estate assets may perform in various market conditions, including a rising-rate environment Socio-economic trends influencing real estate investment opportunities Common investment structures enabling investors to access real estate assets 75 Minutes - Education Session | A. J. Agarwal, Blackstone
Are We Really Worse Off? Why Attend Explore how today’s prevailing sentiments about the economic well-being of Americans leads to sub-optimal investment planning, and misses the practical meaning of economic data for clients.  Session Details The sentiment that most Americans are losing ground economically is widespread. Indeed, the most common measures of economic performance and, by extension, living standards, show troubling trends. But these measures are incomplete: they fail to capture the true economy and what economic trends practically mean for investors. Indeed, as we transition from the “terrestrial” to the “cyber” economy, the schism between the numbers and reality threaten to widen.  In this session, in which we will encourage audience participation, we will explore the following: What the numbers don’t tell us and put their interpretation into perspective How incomplete measurements can lead consumers and investors to make poor financial planning choices If wrongly interpreting the data should matter to individual investors, on a day-to-day level 1 Hour - Snapshot Session | Stephen Wendel, Morningstar, Inc.
Hal Ratner, Morningstar Investment Management
Asset Acquisition through Community Involvement and Charitable Planning Why Attend Learn how top advisors in the country use community involvement to drive their business with high net worth prospects and incorporate charitable planning into their wealth management strategy to deepen relationships with clients.   Session Details Have you thought about community involvement as a way to make a bigger impact? Have you discussed the benefits of charitable planning with your clients?  82% of Americans want help with their charitable giving, yet only 17% have been addressed by their advisor.* By being strategically involved in your community and incorporating philanthropy, you open the door for gathering assets in a meaningful way. Learn: Ways to build your brand and differentiate your practice through community involvement Strategies for client acquisition events that benefit your community and allow you to connect with ideal prospects in a meaningful setting How to engage with multi-generations of a family through philanthropic conversations; thereby cementing existing assets and garnering new, younger relationships How to incorporate charitable planning into your existing practice to help clients maximize the impact of their philanthropy   * National Institute on Philanthropic Planning, 2015 Barron’s conference 75 Minutes - Education Session | Susan Kay, MFS Fund Distributors
Kim Laughton, Schwab Charitable
Avoiding Your Firm's Expiration by Creating a Sustainable Business Why Attend In this hands-on workshop, learn how to avoid a succession crisis by gaining a deep understanding of how to build a sustainable business through organic growth. Session Details Success and growth go hand-in-hand, but many small and midsize firms struggle to attract top talent. Rising overhead costs, heavier workloads, and client attrition leave many RIAs unable to grow and approaching expiration without a plan—a potential industry crisis. This workshop will make the case for organic growth and offer a fresh perspective on how to reverse the expiration trend through sustainability and talent acquisition. During the session, you will: Understand RIA-specific data about the industry’s succession crisis Hear from an industry leader who overcame succession issues Evaluate your business’ strengths and growth challenges Leave with tangible resources to help you create a sustainable business  3 Hr - Pre-conference Session | James Blair, Moneta Group Investment Advisors
Patrick McGinnis, Moneta Group Investment Advisors
Thomas O'Meara, Moneta Group Investment Advisors
Kate Pexa, Charles Schwab & Co., Inc.
Becoming the Whole Family Advisor Why Attend During this pre-conference workshop, discover how to broaden your relationships with high-net-worth families to help them retain their wealth and grow your practice . Session Details Advisors working with wealthy families face several challenges: They must work across generations, retain assets, and identify growth opportunities for their businesses. In this three-hour workshop, a subject-matter expert will help advisors transition from a one-to-one to one-to-family relationships. Discover: How to retain these clients and assets and promote growth How advisors can prepare younger family members to become responsible stewards of their families’ wealth and legacy Tools for expanding and solidifying relationships with multi-generational family clients in order to be viewed as their trusted advisor Learn to speak Millennial and useful ways to engage this generation based on OppenheimerFunds exclusive research * Please note that space is limited to a maximum of 35 participants including advisors and team members. 3 Hr - Pre-conference Session | Richard Orlando, Ph. D., Legacy Capitals, in partnership with OppenheimerFunds, Inc.
Biagnostics™: Where Behavioral Finance Meets Client Experience Why Attend Learn how to incorporate behavioral finance into your practice with the Biagnostics™ framework from Charles Schwab Investment Management.  Session Details In today’s age of automated investing, a changing fiduciary landscape, and an impending multibillion dollar generational asset transfer, it’s more important than ever for financial advisors to master “human skills.” This brings behavioral finance—a field which seeks to combine psychology with economics to explain why investors make irrational financial decisions—to the forefront. In this session, you’ll learn how to apply Biagnostics, a behavioral finance-based framework to create an emotionally and financially customized client experience. Key learnings and action items: Identify and mitigate client investing biases Incorporate psychological and life stage needs in investing plans and communications Design client experiences that address psychological and financial needs Use Biagnostics tools to foster meaningful ongoing client conversations and long-term loyalty 75 Minutes - Education Session | Omar Aguilar, Ph.D., Charles Schwab Investment Management
Greg Laurence, CFP, CMIA, AIF, Charles Schwab Investment Management
Can We Talk? Why Attend Gain practical skills that will enable you to focus on the needs of new clients and engage in meaningful dialogue, even when conversations become emotionally charged. Session Details Engaging in sensitive conversations about wealth and life situations with new clients can be daunting for advisors. Many advisors focus on their firm’s capabilities and accomplishments, rather than the prospect’s needs and goals. Through role playing and exercises, practice the art of active listening, non-verbal communications, and mindfulness in a session that will help you: Encourage meaningful conversation while also maintaining control of meetings Enhance self-awareness and interpersonal skills to build effective relationships Understand various skills in the discovery process and their use in financial planning Deal with special situations such as grief and reluctance Improve client acquisition and retention 1 Hour - Snapshot Session | Deena Katz, Texas Tech University
Charles Schwab’s Fixed Income Platform: It’s All About You Why Attend Learn how Schwab’s fixed income platform can be tailored to suit your needs and help you build a successful portfolio.  Session Details Find out how Schwab can help you meet your fixed income portfolio goals—whether you want a hands-on experience or prefer to do it on your own with self-directed online tools. Two subject-matter experts will show you how to use the online platform to source, price, trade, and submit allocations; and partner with Schwab’s fixed income specialists for additional guidance on building portfolios and creating personalized prospecting reports. 30 Minutes | Jeffrey Flynn, Charles Schwab
Robert Malone, Charles Schwab & Co., Inc.
China: Too Risky to Invest in or Too Big to Ignore? Why Attend Recognize the risks and opportunities of investing in China and learn how to take advantage of the latter to broaden client portfolios. Session Details Investors are rethinking international allocations in their portfolios thanks to strong emerging-markets performance, especially in Asia. With the inclusion of Chinese A-shares in the MSCI indexes, China is now taking a bigger role on the world stage. A macroeconomist and two portfolio managers offer a framework for properly understanding the world’s second-largest economy and stock tactics for building portfolios to take advantage of secular trends. Learn: Why Asia should represent a bigger part of an investor’s portfolio China’s growing importance in investing strategies How to generate attractive returns with the correct exposure while also mitigating volatility   75 Minutes - Education Session | Andy Rothman, Matthews Asia
Kenneth Lowe, Matthews Asia
Tiffany Hsiao, Matthews Asia
College Savings and the Planning Conversation Why Attend Learn how engaging your clients in college savings discussions not only contributes to their holistic financial plan, but to your bottom line as well. Session Details The numbers are scary. The over $1.45 trillion in student loan debt in this country now exceeds the total U.S. credit card debt. A 2016 college graduate carries an average of just over $37,000 in loan debt. The majority of your clients face concerns over college costs, whether they’re parents who are helping pay for college or young adults whose lives are affected by their college debt load. Who are they turning to for solutions?  How does paying for college impact retirement planning? Learn how to deepen client relationships and increase referrals by integrating college savings into the planning discussion. Discover financial planning tips and business building techniques from a top 529 College Savings Plan producer.    This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.    Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Winnie Sun, Sun Group Wealth Partners
Competing in The Age of Vanguard Why Attend Discover how to outwit, outplay, and outlast competitors in a rapidly evolving business landscape that is being recast by financial technology. Session Details Fintech is disrupting the world as advisors know it. From robo-advisors and turnkey asset management programs, to Vanguard’s Personal Advisor Services, technology is changing the way clients interact with and view advisors—and the way advisors must respond to survive. Hear from one visionary who will show you how to ride the sea change, including: Six rules for delivering financial advice in a world where geography and pricing are being upended Staggering facts about your competitors Staying relevant in 2017 and beyond Understanding what clients value and how to charge for it 75 Minutes - Education Session | Joe Duran, United Capital
Compliance Update: Protecting Your Firm in a Complex Environment Why Attend Stay on top of the latest regulatory changes and issues to manage compliance and safeguard your firm. Session Details As the regulatory oversight environment continues to evolve, advisors must keep abreast of changing conditions to manage compliance risk. Learn about the latest developments and what to watch for, including: New SEC Form ADV and record-keeping requirements in effect as of October 2017 Recent exam alerts Developments at the SEC Enforcement actions against advisors 75 Minutes - Education Session | John Walsh, Eversheds Sutherland (US) LLP
Conquering Compliance and Cybersecurity with the Right Technology Why Attend Learn how to best address cybersecurity and compliance by leveraging technology and savvy business practices. Session Details Hardly a day goes by without news of a data breach. How do you handle the growing frequency of cyberattacks and more stringent regulatory requirements without exhausting your firm’s resources? Find out how to gauge your risk and integrate your technology to intelligently manage cybersecurity and compliance obligations. Come away with a solid understanding of the challenges and requirements advisors face, how to use technology to protect your firm, and ways to leverage technology to stay ahead of cyber threats and regulations. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Justin Kapahi, External IT
Creating Impactful Client Proposals Why Attend Find out how customized, data-rich proposals can have an impact on clients by engaging their attention and answering their questions.   Session Details Are your proposals compelling? Help clients reach their financial goals by first understanding and appreciating the investment data and strategies you provide. A Schwab subject-matter expert will demonstrate how you can use the complimentary Investment Proposal Center (IPC) tool, powered by Informa Investment Solutions, at schwabadvisorcenter.com to develop rich, detailed proposals. Discover how to research and analyze thousands of money managers and investment products using Morningstar data. Provide clients with highly integrated analytics, including Monte Carlo simulations and proposed asset allocations based on mean-variance optimization. You can also customize client proposals with commentary, branding materials, and other information. 1 Hour | Dusty Sventy, Hantz Financial
Matthew Peake, Charles Schwab
Current Developments in Estate Planning Why Attend Help your clients with their estate planning by understanding the latest regulatory and legislative changes affecting wealth transfer. Session Details How do you help clients with estate planning in light of tax reform efforts and continually changing government regulations? Changes to estate and gift taxes are likely to be folded into tax reform. Stay up-to-date on the latest developments as an expert on federal income, estate, and gift taxation explains the current regulatory and legislative environment. Find out how to best assist your clients under the new rules in a session that will focus on: The “new normal” in estate planning given the estate exemption, lifetime gifting, and portability Potential consequences for life planning and death planning How to better partner with estate-planning centers of influence 75 Minutes | Samuel Donaldson, Georgia State University College of Law
Cyberattacks: Are You and Your Firm Protected Against the Threat? Why Attend Learn why your firm may be vulnerable to cyberattacks and what steps you can take to protect your business and your clients.  Session Details Is your business prepared for a potential cyberattack? Despite the growing number of such incidents around the world, many firms haven’t taken steps to adequately defend themselves. It may be possible to restore lost or stolen data, but salvaging your reputation after a corporate breach is far more difficult. A retired Marine Corps general with experience in all things cyber will discuss: The differences between cyber defense, cyberattack, and cyber warfare—and what they mean to your firm The latest developments in information technology security and how they can be used to thwart cyberattacks How countries, businesses, and individuals can protect themselves 1 Hour - Education Session | Gen. Peter Pace, USMC (Ret.), Chairman, Joint Chiefs of Staff (2005-2007)
Demystifying Cybersecurity: Best Practices to Help Jump-Start Your Program Why Attend Stay on top of cybersecurity best practices to protect your firm—whether you’re building your first plan or upgrading an existing one. Session Details Every firm needs a strong cybersecurity program. Do you know where to start? If you already have a plan, is it as comprehensive and robust as it should be? Every firm can benefit from using the latest best practices and comprehensive tools. Learn how to build a vigorous cybersecurity program in a session that will cover: The current cybersecurity landscape, including the regulatory environment Elements of a strong cybersecurity program Key best practices you can use to enhance your firm’s efforts Schwab tools and resources to help you build and maintain an effective program    75 Minutes - Education Session | Adam Moseley, Schwab Advisor Services
Developing Talent Through Mentorship and Coaching Why Attend Retaining top talent is an important driver of growth for firms. And because talented people continuously seek opportunities to grow personally and professionally, it’s important for principals to inspire a culture of development within their teams. An integral component of that culture is a mentorship program that can engage, inspire and prepare future firm leaders. Session Details This session will offer: An understanding of how to identify and develop high-potential talent to ensure a powerful legacy for your business Ideas about strong components of a mentorship program that focuses on developing sustainable leadership in your firm Strategies to help you implement a long-lasting culture of talent development at your firm 75 Minutes - Education Session | Nikolee Turner, Charles Schwab & Co., Inc.
Developing the Next Generation of Talent through Internships Why Attend Learn how to attract new, inexperienced talent to your firm to develop the next generation of advisors. Session Details Internships are an important avenue for training the next generation of advisors and creating a talent pipeline that can help your firm and the industry continue to grow. Find out how to develop an effective and competitive internship program, and hear from faculty, firm leaders, and students who will share their internship experiences and best practices in a session that will cover:  Advantages of internship programs for firms and students  Steps to establishing a program that will attract top-notch students  Tips for achieving your desired outcomes, including career path options for successful interns   * This session will be held in conjunction with a networking luncheon for students, faculty, and advisors. 75 Minutes - Education Session | John Salter, Evensky & Katz/Foldes Financial Wealth Management
Benjamin Hayes, Wipfli Hewins Investment Advisors
Linda Lepe, University of Wisconsin - Madison
Deena Katz, Texas Tech University
Bradley Losson, Charles Schwab & Co., Inc.
Differentiate Yourself: Identify, Define and Promote Your Unique Value in Our Evolving Industry Why Attend Explore how to frame and promote your unique value and competitive advantage in a way that will attract new clients and retain existing ones. Session Details How do you differentiate yourself from competitors? This age-old question has taken on a new twist in light of low-cost personal advisory services, the latest threat to the financial services industry. With the advent of inexpensive asset allocation, investment management, and financial planning services offered as commodities, full-service advisors must demonstrate their differences and superiority. Find out how to showcase your firm in a session that will help you: Clearly differentiate yourself from the competition Identify and define a unique value proposition Transform your value proposition into an elevator pitch Consistently promote your value through multiple communication channels 75 Minutes - Education Session | James Mooreland, The Emotional Investor
Do Advances In Technology Condemn Commodities? Why Attend Understand how new technologies continue to change the commodities sector and how the shift affects you and your clients.  Session Details Technological advances such as hydraulic fracturing have increased accessible supplies of industrial commodities, while similar progress in agriculture has enhanced crop yields to levels considered impossible 100 years ago. Does this create a persistent headwind for commodity investors? Learn how productivity gains affect spot returns and futures returns, whether there are comparable effects on traditional assets such as stocks, and how changing technologies are affecting pricing and investing in the commodities sector. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting USCF on the Exchange Floor.    ​Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Kurt Nelson, SummerHaven Investment Management
Does International Investing Still Make Sense? Why Attend Explore the case for global diversification of client portfolios in the midst of a period of dominance for U.S. stocks. Session Details Are your clients better off with a portfolio that’s concentrated in U.S. stocks, given the juggernaut of the U.S. stock market in recent years, or should they maintain a broadly diversified portfolio that includes international equities? Two subject-matter experts will make the case, based on research, for why global allocations make more sense than ever in a rapidly changing world. Learn how to improve portfolio results by understanding the new geography of investing, including the: Role of international investing in portfolios Correct asset allocation to improve client outcomes New meaning of “global” in today’s environment Latest recommendations for optimizing international exposure 75 Minutes - Education Session | Sunder Ramkumar, American Funds from Capital Group
Joanna Jonsson, Capital Group, home of American Funds
EDTalks: Aging Clients Dig into the questions and issues that matter most to you. EdTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Branding and Marketing Dig into the questions and issues that matter most to you. EDTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: COI and Social Media Dig into the questions and issues that matter most to you. EDTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Digital Marketing Dig into the questions and issues that matter most to you. EdTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Engaging Your Community Dig into the questions and issues that matter most to you. EdTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: International Investments Dig into the questions and issues that matter most to you. EdTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Internships Dig into the questions and issues that matter most to you. EDTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Next Generation Leaders Dig into the questions and issues that matter most to you. EDTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
EDTalks: Talent Development Dig into the questions and issues that matter most to you. EdTalks are hour-long, hosted conversations in The Exchange that amplify education session topics. Join with a small group of peers to share insights, learn more, and explore new possibilities. 1 Hour - Education Session |
ESG, Sustainability, And Investing For Impact: Why Everyone Is Suddenly Talking About It Why Attend Find out how ESG investing can benefit your clients and how to develop strategies for successfully deploying the approach in their portfolios.  Session Details In today’s connected world, your clients have ready access to information about market trends. Advisors are increasingly facing questions about non-traditional approaches such as investing based on environmental, social, and corporate governance (ESG) metrics, which is growing in popularity. A subject-matter expert will discuss the tools you need to create a thesis based on ESG and socially responsible investing. Learn how to convey a strategy to clients in jargon-free language that will convince them of the merits of “investing for impact”—and keep them coming back to you for further insight. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting the Schwab Center or Mirova/Natixis Global Asset Management on the Exchange floor. Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Jens Peers, Mirova
Fiduciary (R)Evolution Why Attend Hear from three leaders in financial services on recent and future changes to fiduciary standards and whether and how you and your firm may be impacted.  Session Details What are you required to do under various fiduciary standards? How do they apply to advisors in financial planning, wealth management, and retirement planning?  As the Department of Labor, SEC, CFP Board, and the states adopt or consider different definitions and requirements, the lines are being blurred between investment advisors and broker-dealers. In an expert panel discussion led by Charles Schwab & Co.’s general counsel, Christopher Gilkerson, learn: The latest developments with the standard along with practical guidance Threats and opportunities facing investment advisors of different stripes Potential future impacts on the industry 75 Minutes - Education Session | Blaine Aikin, Fi360
Karen Barr, Investment Adviser Association
Ira Hammerman, Securities Industry and Financial Markets Association
Christopher Gilkerson, Charles Schwab & Co., Inc.
Finding Today’s Top Talent to Build for Tomorrow’s Success Why Attend Learn how to recruit and retain a diverse team of high-performing employees to foster long-term success for your firm.  Session Details A company is only as strong as the employees who work for it. Building a diverse and accomplished team is a crucial element of success in today’s competitive market, but the process requires focus and determination. A top business journalist will lead a panel that includes subject-matter experts from the advisory world and academia in a discussion about techniques, strategies, and best practices for hiring and retaining top talent and building gender and cultural diversity at your firm.     75 Minutes - Education Session | Deena Katz, Texas Tech University
Pattie Sellers, SellersEaston Media and Veteran Fortune Writer and Editor
Jocelyn Wright, The American College
Jon Yankee, FJY FINANCIAL
Generating Income In A New Rate Regime: Equity Income Through ESG And Fixed Income Opportunities Why Attend What happened in the past, may not work going forward - find out how to think differently about generating income in both equity and fixed income portfolios during this new rate regime and utilizing ESG as a factor in equity portfolios. Session Details After 4 decades of falling interest rates, advisors face a new landscape of rising or sideways rates. Generating sustainable income may entail considering new strategies: Learn from Edward Kerschner, Chief Portfolio Strategist at Columbia Threadneedle Investments and adjunct professor at NYU Stern about: How equity income may be achieved through a multifactor approach Why ESG as a factor can be an indication of a sustainable income and how doing well and doing good aren’t mutually exclusive in today’s market Why broadening your fixed-income opportunity set should be balanced with managing yield, quality and liquidity  1 Hour - Snapshot Session | Edward Kerschner, Columbia Threadneedle Investments
Global Portfolio Management: Building In Currency Valuations Why Attend Delve into the impact of currency valuations on global investments, the approaches and tools available to help you, and the reasons why the U.S. dollar may have already peaked in the current market cycle. Session Details How much weight are you giving to currency cycles when making global allocation decisions? Gain a better understanding of the trade-offs to consider when allocating globally, the affect of historical USD cycles on global fixed income, and the options for making allocations outside of base currency. Advisors will learn the critical nature of currency valuations and the methodologies and tools for currency management. A subject-matter expert will also make the case for why the USD has peaked in the current cycle and where current opportunities lie. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting the Schwab Center or Brandywine Globa/Legg Mason on the Exchange floor. Seating for this session is at capacity, however standing room is still available. 30 Minutes – Showcase Stages | Richard Lawrence, Brandywine Global Investment Management
Gray Divorce: Threat or Opportunity Why Attend Learn how to effectively help and retain female clients going through a divorce later in life. Session Details A seismic transfer of wealth from men to women is underway as the divorce rate for people over age 50 grows at double the general divorce rate in America. Women are expected to control two-thirds of the nation’s wealth by the year 2030. Learn how to better serve clients through this difficult life transition in a session that will help you: Develop stronger client relationships by understanding the unique psychology related to late-life divorce Work effectively with attorneys and clients to develop sustainable settlement options Avoid the pitfalls of equitable distribution, including those related to closely held businesses, low-basis stock, and lump-sum distributions Steer clients away from devastating long-term financial mistakes 75 Minutes - Education Session | Haleh Moddasser, Stearns Financial Group
Growing Firms: The Evolution of Technology, Operations, and the Client Experience - An Advisor Panel Why Attend Find out from a panel of pioneering advisors how they tackle the continual challenges of keeping up with evolving technology, generating operational efficiency, managing rising client expectations, and safeguarding against cybersecurity threats.   Session Details Are you making a herculean effort to keep pace with the ever-increasing demands of maintaining your firm? As firms grow organically and through acquisition, they face technology and operational challenges. A panel of advisors who’ve “been there, done that” will share their experiences of modernizing technology, scaling the back office to increase efficiency and reduce fraud, and elevating the client experience. You’ll also learn how Schwab’s technology solutions are addressing these issues to help your firm grow. Gain: Perspectives on how to evolve your technology platforms Understanding of how client and employee experiences will change when you adopt digital solutions for the back and middle office Heightened awareness of what technology capabilities to consider Details on Schwab and partner solutions to explore in The Exchange 75 Minutes - Education Session | Dan Jurgovan, JMG Financial Group, LTD.
Karen Sandnes, Mariner Wealth Advisors
Mike Capelle, UNITED CAPITAL
Ed Obuchowski, Charles Schwab & Co., Inc.
How Client Engagement is Being Disrupted Why Attend Understand the trends that are impacting how you will need to engage your clients and learn how to respond so that you aren’t just keeping up, but leading the charge. Session Details Client engagement is being disrupted and most of that change can be seen outside of the industry, where your clients live and work every day.  During this session, you’ll learn about the specific trends that will disrupt how you engage with clients and walk through a step-by-step plan to respond.  You’ll walk away with a plan to re-imagine your client experience in a way that reflects the needs of your ideal clients, is co-created and is personalized.  Drawing on research from inside and outside the advisor industry, a subject-matter expert will discuss: Tools advisors can use to improve client engagement Key trends that affect how advisors engage with clients How to design a client journey that will differentiate you, engage clients and support increased referrals. 75 Minutes - Education Session | Julie Littlechild, Absolute Engagement
How to Harness Digital Wealth Management to Connect with Next-Gen Clients while Driving Efficiency and Growth Why Attend Delve into the impact of robo-advising on wealth management and how your firm can ride the wave to drive growth and connect with clients. As robo-advice becomes the norm, advisors need to develop a clear sense where digital plugs into the traditional. Session Details The wealth management industry has won the robo-advisor revolution, says one global research firm, but the effect of robo-advising on how firms operate and connect with clients is still in the nascent stages. The largest investment firms worldwide are now deploying digital wealth management strategies with their retail and high-net-worth clients. Gain a unique perspective on how this innovation has changed the nature of your business and what you can do to adopt digital wealth technology and stand out from the competition. This session will cover how to: Leverage the technology in light of the fiduciary standard and new client expectations Integrate it as a channel strategy and manage brand issues Use innovation as a transformation strategy and differentiator to drive growth, efficiency, and client connection 75 Minutes - Education Session | Lex Sokolin, Autonomous Research
Inspiring and Influencing Others Around You Why Attend Learn how to influence the behavior of your colleagues and clients by recognizing and respecting their contributions. Session Details Traditionally, leaders have been taught how to encourage and challenge others to motivate and inspire them.Taking that a step further, leaders who are admired make an effort to recognize the specific contributions of others to spur the kind of behavioral change that benefits everybody involved. Discover: A new set of behavioral routines for offering rewards, encouragement, and praise to your employees and clients How to influence others by how you “show up” stylistically A framework for crafting compelling messages 1 Hour - Education Session | Suzanne Peterson, CRA Inc.
Institutional Finals: Preparation and Execution Why Attend Learn practical tips for increasing your success rate with RFPs and for approaching, and being more effective in, the institutional finals presentation. Session Details Institutional consultants may work a prospect for months or years to receive a request for proposal (RFP) and the opportunity to progress to a finals presentation, knowing that at any time they can be cut.  A subject-matter expert will discuss how novice and seasoned professionals alike can improve their prospects for success at each stage, from completing an RFP to submitting it to winning the business. Discover: Practical tips for improving your success rate with RFPs. What works and what does not work, based on case studies and experience. Top 10 do's and don’ts for increasing your success rate in the finals presentation. 1 Hour - Snapshot Session | Patrick Schussman, Aristotle
Institutional Intelligent Portfolios®: Automated Investing Tailored to Your Business Why Attend Learn about Institutional Intelligent Portfolios®, an automated investment management tool for advisors, and about upcoming enhancements. Session Details Do you struggle to efficiently manage your smaller clients? Schwab’s automated investment management tool can help. A subject-matter expert will demonstrate how to take advantage of Institutional Intelligent Portfolios®, discuss recent and upcoming enhancements that will make the tool more adaptable and user-friendly, and cover the resources available to advisors who want to learn more. This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.    30 Minutes | Martin Prazak, Charles Schwab & Co., Inc.
Integrating Responsible Investing into Client Portfolios Why Attend Delve into the current investor demand for responsible investing and learn how to capture new assets with RI investment strategies. Session Details Investor interest in responsible investing has ballooned in recent years, especially among women and millennials, two traditionally hard-to-reach segments for advisors. Gain a thorough understanding of today’s variety of sustainable strategies, portfolios, investments, and styles so that you’re prepared to intelligently discuss RI with your clients. Learn how to: Understand the fundamentals of responsible investing Deconstruct the myths and implementation hurdles of RI strategies Recognize the growing demand, expand your knowledge of RI, and market your expertise Identify socially responsible investors Integrate RI strategies into client portfolios 1 Hour - Education Session | Marcus Velasco, Nuveen Investments
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