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2013 Sponsors

Travel/Venue Info


Metropolitan Club
1 East 60th Street
New York, NY 10022
(212) 838-7400

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Conference Agenda

Wednesday, May 15, 2013

8:00 AM -
Registration, Continental Breakfast and Networking
8:30 AM - 8:35 AM
Welcome Remarks from the Conference Chair
Lorie Konish, Managing Editor, ON WALL STREET
8:35 AM - 9:25 AM
Behavioral Finance in Action: A Tale of Two Minds – and Two Genders? —CE Credit Available
Cathy Smith, Director, Center for Behavioral Research, ALLIANZ GLOBAL INVESTORS
9:25 AM - 10:15 AM
Why Parity Matters to Investors--CE Credit Available
Eve Ellis, CFP, Portfolio Manager, The Parity Portfolio, THE MATTERHORN GROUP AT MORGAN STANLEY
10:15 AM - 10:45 AM
Networking Break in Exhibit Hall
10:45 AM - 11:35 AM
The 30% Solution
Kim Guimond Dellarocca, Director, PERSHING, A BNY MELLON COMPANY
11:35 AM - 12:10 PM
Making the Most of Technology to Delight Clients in a Multi-Screen World
Cynthia Stephens, Vice President Marketing, BYALLACCOUNTS
12:10 PM - 12:55 PM
Luncheon Keynote: The Value of CFP® Certification— Building Your Future by Helping Others Build Theirs
Nancy Kistner, Chair, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
12:55 PM - 1:30 PM
Standing Apart in a Crowd
Christine Gaze, Director of Practice Management, TD AMERITRADE INSTITUTIONAL
1:30 PM - 2:20 PM
Traditional Advice for Nontraditional Families--CE Credit Available
Lorie Konish, Managing Editor, ON WALL STREET
Panelist: Jennifer Hatch, CFP®, Managing Partner, CHRISTOPHER STREET FINANCIAL
Panelists: Stacy Francis, President, FRANCIS FINANCIAL, INC.
2:20 PM - 2:40 PM
Networking and Refreshments in Exhibit Hall
2:40 PM - 3:15 PM
Practice Acquisition for Quantum Growth
Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
3:15 PM - 4:00 PM
Leverage Your Independence
Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
Panelist: Michelle Smith, CEO, SOURCE FINANCIAL ADVISORS
4:00 PM - 4:05 PM
Closing Remarks & Conference Concludes
4:05 PM - 5:00 PM
Cocktail Networking Reception