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The IMPACT Catalog lists the education sessions, speakers, and exhibitors currently available during the conference. The education sessions and speakers will be available in July.

Detecting and deterring social engineering, fraud and deception Why attend Find out how people can battle cybercrime by understanding social engineering and changing their behavior to deal with it.  Session details Is your firm ready to take advantage of an important and underused resource in the fight against cybercrime? Humans can be crucial assets instead of weak links, but first they must understand how manipulation, deception, and fraud work. Learn how to train staff to be a bulwark against hackers in an immersive and engaging session that will cover how to: Identify the most common forms of social engineering Apply anti-social-engineering skills in the workplace and at home Understand how deceptive triggers work and how to combat them Distinguish weapons of manipulation from beneficial tools of influence 75 Minutes - Education Session | John Sileo, The Sileo Group
Guiding principles for advisory firm success Why attend Learn and understand the five core principles propelling advisory firms that consistently outperform. Session details Do you know what makes the top-performing advisories leaders at every stage of growth? There are five principles that advisors will need to address repeatedly through phases of expansion and change. In this session, a subject-matter expert will dive deep into the five principles that create a clear path forward, providing strategic and behavioral clarity: Strategic planning is a leading indicator of success  Value is defined through your clients’ eyes Operational excellence creates greater capacity for clients Your reputation is your brand People are your most important asset 75 Minutes - Education Session | Jerry Cobb, Charles Schwab & Co., Inc.
MISSION: Success! A fighter pilot’s secret for peak performance Why attend Learn how to apply the same concepts used by fighter pilots to execute on key missions that are critical to your practice. Session details How do elite fighter pilots ensure the consistent success of their high-stakes missions? They have a carefully honed process that leaves nothing to chance. In this professional development workshop, learn why fighter pilots use a briefing and debriefing process to maintain peak performance in critical and dynamic situations, and how you can easily apply the same techniques to your most important business missions. By implementing this simple process in your practice, you can: Drive alignment and a culture of excellence to fuel purpose and motivation Prepare for peak performance in any situation Develop adaptive agility to respond in fast-changing situations Provide exceptional client experiences, demonstrating fiduciary responsibility by clearly setting and exceeding goals Learn from your missions and take informed action to improve results 75 Minutes - Education Session | Greg Laurence, Charles Schwab Investment Management
Anthony ''AB'' Bourke, Mach 2 Consulting
The Fourth Industrial Revolution: Catching the wave Why attend Learn how the Fourth Industrial Revolution is radically changing the business landscape and how you can benefit from the disruption.  Session details The Fourth Industrial Revolution, brought about by technology breakthroughs in a wide range of fields, will dramatically change the way people live, create new business sectors for the twenty-first century, and spark disruption. It will also offer opportunities for investors. This session will include audience participation, polling, and a Q&A, discover: Which areas of the economy will be affected by innovation and how investors can capture exposure to new technologies An alternative approach to understanding sectors affected by technology How disruptive technologies and alternative data can provide market insights Options for asset allocation and portfolio implementation in a changing world 75 Minutes - Education Session | John van Moyland, Kensho Technologies
We need to talk: How to have conversations that matter Why attend Discover the importance of meaningful conversation and a practical approach for using it to build relationships.  Session details Technology has created a host of new ways for people to communicate, but for many people, holding meaningful conversations remains a challenge. For those whose work requires strong communication skills, understanding the key ingredients of good conversation—honesty, brevity, clarity, and listening—is crucial. In an engaging session that will offer 10 practical lessons, discover: What conversational tools you should use to cultivate relationships The science-based fundamentals of conversation Strategies for enhancing personal and professional relationships How to inspire self-confidence through practical and habit-forming steps 75 Minutes - Education Session | Celeste Headlee, Author, Journalist and Speaker
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