Search for Sessions
| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Suwannee 2 |
Location: Suwannee 2 |
2024013108:0011:00 005 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
5:00 PM - 6:00 PM EST
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Location: Coastal AB SPONSORED BY: Lincoln Financial |
Location: Coastal AB |
2024012917:0018:00 000 | MON, JAN 29 |
D42C7C54-8D85-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
7:30 AM - 8:30 AM EST
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Location: Coastal AB SPONSORED BY: Wall Street Journal |
Location: Coastal AB |
2024013007:3008:30 002 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
9:30 AM - 10:00 AM EST
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Location: Coastal AB |
Location: Coastal AB |
2024013009:3010:00 000 | TUE, JAN 30 |
D42C7C54-8D85-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
2:30 PM - 3:00 PM EST
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Location: Coastal AB |
Location: Coastal AB |
2024013014:3015:00 000 | TUE, JAN 30 |
D42C7C54-8D85-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
12:15 PM - 1:30 PM EST
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Location: Coastal AB |
Location: Coastal AB |
2024013012:1513:30 001 | TUE, JAN 30 |
D42C7C54-8D85-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
5:00 PM - 6:00 PM EST
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Location: Coastal AB |
Location: Coastal AB |
2024013017:0018:00 000 | TUE, JAN 30 |
D42C7C54-8D85-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
8:30 AM - 9:30 AM EST
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Concurrent Session: Ransomware Attacks: New Developments in Cybersecurity
Speaker(s): Jonathan Klein Mike Lefebvre William Noonan Nick GrahamLocation: Desoto 3 - 4 |
Location: Desoto 3 - 4 |
2024013008:3009:30 005 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
10:00 AM - 11:00 AM EST
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Concurrent Session: Ransomware Simulation: Protecting Your Clients from Cybercrime
Speaker(s): Maria Kristina HaydenLocation: Desoto 3 - 4 |
Location: Desoto 3 - 4 |
2024013010:0011:00 005 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
1:30 PM - 2:30 PM EST
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Location: Desoto 3 - 4 |
Location: Desoto 3 - 4 |
2024013013:3014:30 005 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
3:00 PM - 4:00 PM EST
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Concurrent Session: The Future of the Independent Business Model…Continued
Speaker(s): Mitchell Bell Michael Rose Pete Thatch Andrew ChristoffersonLocation: Desoto 3 - 4 |
Location: Desoto 3 - 4 |
2024013015:0016:00 005 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
10:00 AM - 11:00 AM EST
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Concurrent Session: Innovative and Engaging Strategies to Develop Next-Gen Financial Professionals
Speaker(s): Thomas Lakatos Chel Bernard Matt Ransom Jeff Vivacqua Nate BiddickLocation: Lafayette 1 - 2 |
Location: Lafayette 1 - 2 |
2024013010:0011:00 003 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
1:30 PM - 2:30 PM EST
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Concurrent Session: Succession Planning Roadmap
Speaker(s): Kevin Beard Robert Goff Mary Steele Jeremi Karnell Dan MayesLocation: Lafayette 1 - 2 |
Location: Lafayette 1 - 2 |
2024013013:3014:30 003 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
3:00 PM - 4:00 PM EST
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Concurrent Session: Marketing Strategies to Attract Unique Client Segments
Speaker(s): Christine Byrne Kevin Darlington Joseph Kuo Gwendaline MazzaraLocation: Lafayette 1 - 2 |
Location: Lafayette 1 - 2 |
2024013015:0016:00 003 | TUE, JAN 30 | |||
| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Lafayette 1 - 2 |
Location: Lafayette 1 - 2 |
2024013108:0011:00 003 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
10:00 AM - 11:00 AM EST
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Concurrent Session: DEIB: Best Practices, Allyship and Resource Partners
Speaker(s): Anand Sekhar Elissa Mahendra Larry FisherLocation: Suwannee 1 - 2 |
Location: Suwannee 1 - 2 |
2024013010:0011:00 001 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
1:30 PM - 2:30 PM EST
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Concurrent Session: Creating a Culture that Values Mental Health and Wellbeing
Speaker(s): Kirstie Eustace Leigh McCluskeyLocation: Suwannee 1 - 2 |
Location: Suwannee 1 - 2 |
2024013013:3014:30 001 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
3:00 PM - 4:00 PM EST
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Concurrent Session: Enterprise Risk Management Best Practices & Hot Topics
Speaker(s): Valerie Mirko Jamie Schlag Frank SmithLocation: Suwannee 1 - 2 |
Location: Suwannee 1 - 2 |
2024013015:0016:00 001 | TUE, JAN 30 | |||
| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
3:30 PM - 5:00 PM EST
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Location: Coastal CD |
Location: Coastal CD |
2024012915:3017:00 004 | MON, JAN 29 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
3:30 PM - 5:00 PM EST
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Location: Coastal CD |
Location: Coastal CD |
2024012915:3017:00 001 | MON, JAN 29 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
3:30 PM - 5:00 PM EST
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Location: Coastal CD |
Location: Coastal CD |
2024012915:3017:00 002 | MON, JAN 29 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
3:30 PM - 5:00 PM EST
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Location: Coastal CD |
Location: Coastal CD |
2024012915:3017:00 003 | MON, JAN 29 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
11:15 AM - 12:15 PM EST
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Location: Coastal CD |
Location: Coastal CD |
2024013011:1512:15 000 | TUE, JAN 30 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
4:15 PM - 5:00 PM EST
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Closing General Session: A Global Perspective on the Future of Financial Advice
Speaker(s): Emily Schlosser Marc Squires Dale E Brown Mike Durbin Adam Malamed Shannon Reid Amy WebberLocation: Coastal CD |
Location: Coastal CD |
2024013016:1517:00 000 | TUE, JAN 30 |
6E1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
6:15 AM - 7:00 AM EST
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Location: Escambia Terrace |
Location: Escambia Terrace |
2024013006:1507:00 000 | TUE, JAN 30 | |||
| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
11:00 AM - 1:00 PM EST
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Location: Suwannee 1 - 2 |
Location: Suwannee 1 - 2 |
2024012911:0013:00 001 | MON, JAN 29 |
6D1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
1:15 PM - 3:15 PM EST
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Pre-Conference Advancing Women in Leadership Workshop: Navigating Challenges, Embracing Triumphs: Empowering Women in Leadership
Speaker(s): Noelle RussellLocation: Suwannee 1 - 2 SPONSORED BY: Fidelity |
Location: Suwannee 1 - 2 |
2024012913:1515:15 000 | MON, JAN 29 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
8:30 AM - 9:30 AM EST
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Concurrent Session: Culture Continuity in a Fluid Work Environment
Speaker(s): Nicole Isom Jeffrey Green Gregor MaitlandLocation: Suwannee 1 - 2 |
Location: Suwannee 1 - 2 |
2024013008:3009:30 001 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
11:00 AM - 1:00 PM EST
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Location: Desoto 1 |
Location: Desoto 1 |
2024012911:0013:00 005 | MON, JAN 29 |
6D1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Desoto 1 |
Location: Desoto 1 |
2024013108:0011:00 002 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
11:00 AM - 1:00 PM EST
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Location: Desoto 2 |
Location: Desoto 2 |
2024012911:0013:00 002 | MON, JAN 29 |
6D1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Desoto 2 |
Location: Desoto 2 |
2024013108:0011:00 009 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
11:00 AM - 1:00 PM EST
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Location: Desoto 3 |
Location: Desoto 3 |
2024012911:0013:00 004 | MON, JAN 29 |
6D1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
11:00 AM - 1:00 PM EST
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Location: Desoto 4 |
Location: Desoto 4 |
2024012911:0013:00 003 | MON, JAN 29 |
6D1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
9:00 AM - 2:15 PM EST
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Location: Escambia SPONSORED BY: Wealth Solutions Report |
Location: Escambia |
2024012909:0014:15 000 | MON, JAN 29 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
8:30 AM - 9:30 AM EST
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Location: Escambia |
Location: Escambia |
2024013008:3009:30 003 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Escambia |
Location: Escambia |
2024013108:0011:00 006 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Suwannee 3 |
Location: Suwannee 3 |
2024013108:0011:00 004 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
7:00 AM - 8:00 AM EST
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Location: Lafayette & Suwannee Foyer SPONSORED BY: Wall Street Journal |
Location: Lafayette & Suwannee Foyer |
2024013107:0008:00 000 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Monday, Jan 29, 2024 |
Monday, Jan 29, 2024
8:30 AM - 6:00 PM EST
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Location: Coastal Foyer |
Location: Coastal Foyer |
2024012908:3018:00 000 | MON, JAN 29 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
7:30 AM - 6:00 PM EST
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Location: Coastal Foyer |
Location: Coastal Foyer |
2024013007:3018:00 001 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
9:30 AM - 10:30 AM EST
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Location: Lafayette 3 |
Location: Lafayette 3 |
2024013009:3010:30 002 | TUE, JAN 30 | |||
| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Lafayette 3 |
Location: Lafayette 3 |
2024013108:0011:00 008 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Wednesday, Jan 31, 2024 |
Wednesday, Jan 31, 2024
8:00 AM - 11:00 AM EST
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Location: Suwannee 1 |
Location: Suwannee 1 |
2024013108:0011:00 007 | WED, JAN 31 |
701F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
8:30 AM - 9:30 AM EST
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Concurrent Session: AI Regulation and Implementation Best Practices: What We Know So Far
Speaker(s): Mark ZinderLocation: Suwannee 3 - 4 SPONSORED BY: Athene |
Location: Suwannee 3 - 4 |
2024013008:3009:30 002 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
10:00 AM - 11:00 AM EST
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Concurrent Session: SWOT Analysis of AI Regulation and Implementation
Speaker(s): Abby Armstrong Dani Fava Michael PedlowLocation: Suwannee 3 - 4 SPONSORED BY: Athene |
Location: Suwannee 3 - 4 |
2024013010:0011:00 002 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
1:30 PM - 2:30 PM EST
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Concurrent Session: Leveraging Digital Tools to Enhance the ADVISOR Experience
Speaker(s): Mike Alexander Beth Rodenhuis Colleen Bell Ainslie SimmondsLocation: Suwannee 3 - 4 SPONSORED BY: Athene |
Location: Suwannee 3 - 4 |
2024013013:3014:30 002 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
3:00 PM - 4:00 PM EST
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Concurrent Session: Leveraging Digital Tools to Enhance CLIENT Experience
Speaker(s): Tom Rieman Hilda Wong-Doo Val Vest Naomi WinLocation: Suwannee 3 - 4 SPONSORED BY: Athene |
Location: Suwannee 3 - 4 |
2024013015:0016:00 002 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
8:30 AM - 9:30 AM EST
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Concurrent Session: Exploring the Diversity of RIA Models
Speaker(s): Stephen Caruso Ben Harrison Chris Radford Michael LaneLocation: Desoto 1 - 2 SPONSORED BY: Axos Clearing |
Location: Desoto 1 - 2 |
2024013008:3009:30 004 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
10:00 AM - 11:00 AM EST
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Concurrent Session: Including Alternative Investments in Mainstream Portfolio Allocations
Speaker(s): Maurice Rabbenou Matthew Fries Julie Sullivan Seth MillerLocation: Desoto 1 - 2 SPONSORED BY: Axos Clearing |
Location: Desoto 1 - 2 |
2024013010:0011:00 004 | TUE, JAN 30 |
6F1F6696-BC79-EE11-80F7-D04F76CECEBB |
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| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
1:30 PM - 2:30 PM EST
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Concurrent Session: Resilience in the Face of Regulatory Change
Speaker(s): Amanda Hawley Matt Watts Ben BiardLocation: Desoto 1 - 2 SPONSORED BY: Axos Clearing |
Location: Desoto 1 - 2 |
2024013013:3014:30 004 | TUE, JAN 30 | |||
| Tuesday, Jan 30, 2024 |
Tuesday, Jan 30, 2024
3:00 PM - 4:00 PM EST
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Concurrent Session: Unleash the Potential of Direct Indexing
Speaker(s): Tim Gregory Shannon Larson Hunter Willis Stephanie Pierce Daniel GreenbergLocation: Desoto 1 - 2 SPONSORED BY: Axos Clearing |
Location: Desoto 1 - 2 |
2024013015:0016:00 004 | TUE, JAN 30 |