Thursday, November 17, 2011

8:00 AM
Registration Opens

9:00 AM - 9:05 AM
Welcome Remarks by Conference Chair Frances McMorris
Frances A. McMorris, Editor-in-Chief, ON WALL STREET

9:05 AM - 9:55 AM
Finding Your Inner Entrepreneur
Wendy Hanson, M.Ed, CPCC, Executive Coach

9:55 AM - 10:45 AM
Keynote Presentation: Don't Play Small
Valerie Brown, Chief Executive Officer, CETERA FINANCIAL GROUP

10:45 AM - 11:10 AM
Morning Networking Break at Exhibits

11:10 AM - 12:00 PM
Advising Men, Advising Couples
Cynthia Harrington, CFA, CFE, Founder, CYNTHIA HARRINGTON & ASSOCIATES LLC

12:00 PM - 12:30 PM
Advisor Transitions: What Does True Independence Mean to You?
Jennifer Gitto, Strategic Relationship Consultant Transition Specialist, TD AMERITRADE INSTITUTIONAL

12:30 PM - 1:45 PM
Luncheon & Networking
Presented by:

12:55 PM - 1:45 PM
Luncheon Keynote: Opportunities for Financial Advisors in Today’s Challenging Environment
Jennifer Williams, Director, Newport Beach Complex, MERRILL LYNCH

1:45 PM - 2:00 PM
Networking Break

2:00 PM - 2:50 PM
Compliance and Business Value on Social Media: How Financial Firms and Professionals Can Succeed in the Facebook Era
Alexandra Basak Russell, Head of Compliance, HEARSAY SOCIAL

2:50 PM - 3:40 PM
Remember the Alimony
Frances A. McMorris, Editor-in-Chief, ON WALL STREET
Panelist: Susan Campbell, CDFA, CFP, BUENA VISTA FINANCIAL RESOURCES
Vivian Groman CPA, Senior Finance Specialist, STARMONT ASSET MANAGEMENT, LLC
Cinda Jones, CFP, CDFA, Certified Divorce Financial Analyst, DIVORCE FINANCIAL SOLUTIONS

3:40 PM - 4:10 PM
Afternoon Networking Break at Exhibits

4:10 PM - 5:00 PM
Panel Discussion: Rainmaker Secrets: Techniques that Bring in Business
Moderator: Frances McMorris, Editor-in-Chief, ON WALL STREET
Shirley Quackenbush, CPWA, Senior Vice President, Wealth Management Advisor, MERRILL LYNCH
Shannon Ryan, CFP, Certified Financial Advisor, RYAN AND ASSOCIATES, A PLATINUM FINANCIAL SERVICES PRACTICE OF AMERIPRISE FINANCIAL
Debra Taylor, CPA/PFS, Esq., LPL Investment Advisory Representative and Wealth Manager, TAYLOR FINANCIAL GROUP, LLC
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK

5:00 PM - 5:50 PM
Closing Keynote Presentation: A New Era of Women and Financial Planning
Marissa Fox-Foley, Senior Vice President, Advisor Marketing, LPL FINANCIAL

5:50 PM - 7:00 PM
Cocktail Networking Reception
Presented by:

6:45 PM - 7:00 PM
Prize Drawing for iPad

7:00 PM
Conference Concludes