2020 Highlights
Explore content from this year's event
Day 1
Clara Shih, Hearsay
Delivering the Human Client Experience in Extraordinary Times
- Brad Auerbach of Facebook
- Kathryn Lattuca of RBC
Fireside Chat between Brooke Forbes of Fidelity Investments & Clara Shih
The CIO Perspective on Technology Imperatives: Omnichannel, AI, and Customer Satisfaction at Scale
Fireside Chat between Naveen Agarwal of Prudential & Clara Shih
The Importance of the Last Mile
Fireside Chat between Dontá Wilson of Truist & Clara Shih
Delivering the Human Client Experience
Innovation Panel: Unlocking Human Potential
Jeremy Balkin of HSBC, Tim Henry of Farmers Group, Inc., Leyla Lesina of Guardian Life, Moderated by Will Trout of Celent
The Future of Social Selling
Josh Feyen of American Family Insurance, Michelle Smyth of RBC, Paulina Dudzinska of Co-Operators, Kristi Daraban from Nationwide, Moderated by Gloria Roheim McRae of Hearsay
What Keeps Compliance Officers Up at Night
Bill Tester of Ameriprise Financial, Stacy Cook of Northwestern Mutual, Andrew Sorenson of Hearsay, Moderated by Melissa MacGregor of SIFMA
Day 2
Clara Shih & Amy Webber of Cambridge Investment Research
Opening Remarks & Fireside Chat. Advisor of the Future: Winning Attributes, Behaviors, Competencies
Amanda Bradford, The League
The Omnichannel Dating Journey: Navigating Digital and Offline Connection in Today’s Swipe Culture
Fireside Chat between Jim McCarthy & Stephanie Glashow of Morgan Stanley, Moderated by Leslie Leach of Hearsay
Sales & Marketing Partnership: The Key to Advisor Digital Transformation