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Conference Agenda

Monday, October 25, 2010

10:00 AM - 12:00 PM
Registration/Exhibits
10:30 AM - 11:30 AM
Interactive Working Session: Presenting Yourself Powerfully (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
Lynn Torgove, Co-founder, GABRIEL COMMUNICATIONS
Patricia-Maria Weinmann, Co-founder, GABRIEL COMMUNICATIONS
12:00 PM - 1:15 PM
Luncheon: Gender Equality as an Investment Concept (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
Marion Asnes, Editor-in-Chief, FINANCIAL PLANNING
Joseph F. Keefe, President - CEO, PAX WORLD MANAGEMENT LLC
1:15 PM - 1:30 PM
Networking Break at Exhibits
1:30 PM - 2:20 pm
KEYNOTE ADDRESS: The New World Order: Mega Trends Affecting the Economy and Markets (CFP CE approved & by IMCA for CIMA®, CPWA® or CIMC®)
Consuelo Mack, Anchor & Managing Editor, PBS TV PROGRAM "CONSUELO MACK WEALTHTRACK"
2:20 PM - 3:10 PM
Panel Discussion: Building Cohesion: Advice from an All-Star Team (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
Moderator: Consuelo Mack, TV Anchor & Managing Editor, PBS TV PROGRAM "CONSUELO MACK WEALTHTRACK"
Tracey Flaherty, Senior Vice President, Government Relations, NATIXIS GLOBAL ASSOCIATES
Panelists: Diana Monteith, Senior Credit Analyst, LOOMIS, SAYLES & COMPANY
Panelists: Elaine Stokes, Portfolio Manager, LOOMIS, SAYLES & COMPANY
Panelist: Kathleen Gaffney, Portfolio Manager, LOOMIS, SAYLES & COMPANY
3:10 PM - 3:30 PM
Afternoon Networking Break
3:30 PM - 3:55 PM
Speed Networking Meetings
4:00 PM - 4:45 PM
Your Working Style: Power or Pitfall? (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
Anne Miller, Seminar Leader, BUSINESS BUILDER
4:45 PM - 5:45 PM
Panel Discussion: Rainmaker Secrets: Techniques that Bring in Business (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
Elaine E. Bedel CFP®, President & Founder, BEDEL FINANCIAL CONSULTING, INC.
Marcie M. Behman, CIMA, CFM, Senior Vice President - Investments & Wealth Management Advisor, THE BEHMAN/SMITH GROUP, MERRILL LYNCH GLOBAL WEALTH MANAGEMENT
Gina Bolvin, GEPC, President, BOLVIN WEALTH MANAGEMENT GROUP
5:45 PM - 7:00 PM
Closing Keynote Presentation & Cocktail Reception (CE approved by IMCA for CIMA®, CPWA® or CIMC®)
7:00 PM -
Conference Concludes