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| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
5:15 PM - 6:30 PM EDT
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2021072617:1518:30 000 | MON, JUL 26 | |||
| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
11:00 AM - 12:00 PM EDT
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Ready for Action: Committing to Diversity and Inclusion
Speaker(s): Dale E Brown Lazetta Rainey Braxton
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2021072711:0012:00 000 | TUE, JUL 27 |
86F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
4:15 PM - 5:15 PM EDT
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Firm Executives Panel: The Post COVID World: Moving #ForwardTogether
Speaker(s): Libet Anderson George Chuwang Chuang Jamie Price Estee Faranda
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2021072716:1517:15 000 | TUE, JUL 27 |
86F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
5:15 PM - 6:30 PM EDT
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2021072617:1518:30 000 | MON, JUL 26 |
86F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
8:00 AM - 9:00 AM EDT
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Reigniting & Rethinking Company Culture in a Flexible Work Environment
Speaker(s): Mary Creagh Jeffrey Green Chris Perry Michelle A. Barry
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2021072708:0009:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
9:30 AM - 10:30 AM EDT
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Cybersecurity and Privacy Measures
Speaker(s): Guru Rao Kathleen Santeufemio Mark Schlesinger Frank Smith
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2021072709:3010:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
1:30 PM - 2:30 PM EDT
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Virtual Branch Inspections and Supervision in the Time of Virtual Collaboration
Speaker(s): MacGregor B. Maitland Julie A. Sullivan Matthew Sugden Robert Cruz
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2021072713:3014:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
3:00 PM - 4:00 PM EDT
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They Gotta Have It: A Critical Look at Special Products
Speaker(s): Marissa Macdonald Michael A. Pagano Daniel Weiss Summer Pretzer
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2021072715:0016:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
8:00 AM - 9:00 AM EDT
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Navigating Compliance in the Evolving Investment Advisory Landscape
Speaker(s): Michael Bryan Seth Miller Chris Thurston Denis Dice
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2021072708:0009:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
9:30 AM - 10:30 AM EDT
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Responding to Trends Shaping Advisory Models
Speaker(s): Colleen Bell Sam Edgerton Desiree M. Sii Amy Rehn
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2021072709:3010:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
1:30 PM - 2:30 PM EDT
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Mythbusters: Put These Advisory Beliefs to the Test
Speaker(s): Maura Creekmore Ben Harrison Shannon Larson Christopher R. Roberts Tim Stinson
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2021072713:3014:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
9:00 AM - 10:30 AM EDT
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PRE-CONFERENCE: DOL Investment Advice Rule & PTE Workshop: Your Questions Answered*
Speaker(s): Jennifer Klass Valerie Mirko
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2021072609:0010:30 001 | MON, JUL 26 | |||
| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
3:00 PM - 4:00 PM EDT
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Innovation through Digital Marketing
Speaker(s): Kevin Darlington Patti Newcomer-Smalls Robert Sofia Leah Alter
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2021072715:0016:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
8:00 AM - 9:00 AM EDT
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Fostering Successful Partnerships through Vendor Due Diligence
Speaker(s): Amy Magnotta Jessica Penovich Blake Wood Leo Kogan
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2021072708:0009:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
9:30 AM - 10:30 AM EDT
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Lasting Effects of COVID-19 on Financial Advisory Practices
Speaker(s): Denise B. Barrows Stephen J. Horn Thomas John Santucci Mitch Bell
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2021072709:3010:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
1:30 PM - 2:30 PM EDT
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2021072713:3014:30 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Tuesday, Jul 27, 2021 |
Tuesday, Jul 27, 2021
3:00 PM - 4:00 PM EDT
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See You Back at the Office?
Speaker(s): Lauren Brouhard Jeannie Finkel Noreen Beaman Stephen Langlois
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2021072715:0016:00 000 | TUE, JUL 27 |
87F67553-32B3-EB11-80EE-D1E7CDE2D2B0 |
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| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
8:00 AM - 12:00 PM EDT
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2021072608:0012:00 000 | MON, JUL 26 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
7:00 AM - 10:00 AM EDT
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2021072807:0010:00 000 | WED, JUL 28 | |||
| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
7:00 AM - 6:30 PM EDT
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2021072607:0018:30 000 | MON, JUL 26 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
7:30 AM - 8:00 AM EDT
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2021072807:3008:00 000 | WED, JUL 28 | |||
| Wednesday, Jul 28, 2021 |
Wednesday, Jul 28, 2021
8:00 AM - 11:00 AM EDT
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2021072808:0011:00 000 | WED, JUL 28 | |||
| Monday, Jul 26, 2021 |
Monday, Jul 26, 2021
11:00 AM - 1:30 PM EDT
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2021072611:0013:30 000 | MON, JUL 26 |
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