2020 Highlights

Explore content from last year's event

Summit Highlights


Highlights from Summit 2020

Reimagine the Advisor Client Journey

Day 1


Clara Shih, Hearsay

Delivering the Human Client Experience in Extraordinary Times

  • Brad Auerbach of Facebook
  • Kathryn Lattuca of RBC

Sketchnotes | Presentation Slides


Glenn Shapiro, Allstate

The Future of Work



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

Sketchnotes | Presentation Slides


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

Sketchnotes | Presentation Slides


Amanda Bradford, The League

The Omnichannel Dating Journey: Navigating Digital and Offline Connection in Today’s Swipe Culture

Sketchnotes | Presentation Slides


Hearsay Innovator Awards

Presentation Slides