Monday, February 19, 2024
5:00 PM - 6:00 PM
Badge Pick-Up and Networking Reception
Tuesday, February 20, 2024
7:00 AM
Badge Pick Up
7:00 AM - 7:45 AM
Networking Breakfast
7:45 AM - 8:00 AM
Welcome and Opening Remarks
8:00 AM - 9:00 AM
Becoming Superhuman: The Science of Optimizing Productivity and Performance
Dr. Sahar Yousef and Professor Lucas Miller
In the past few years, there has been a dramatic shift in the way teams and organizations work. To combat feeling overcommitted, overworked, and overloaded, we need a new playbook—one that enables each of us to fully leverage the opportunities in front of us and equip ourselves with the knowledge we need to both think more strategically and get more work done when time and resources are limited.
Join Berkeley neuroscientists Dr. Sahar Yousef and Professor Lucas Miller for a customized workshop called, “The Science of Optimizing Productivity and Performance”. In the session, the facilitators will review how our brains and bodies work best and provide highly effective and scientifically proven techniques for getting our most important work done, in less time, with less stress.
9:15 AM - 10:15 AM
Thinking Strategically about AI, Data, and Cybersecurity: How Leading Firms Are Positioning for the Future
Joel Bruckenstein, CFP®
10:45 AM - 12:15 PM
Industry Leaders Panel
Moderator: Cheryl Holland, CFP®, CFBA, Founder, Abacus Planning Group
Panelists:
Ben Harrison, Managing Director, BNY Mellon, Pershing
Richard Lofgren, Managing Director, Goldman Sachs
Brad Losson, Vice President Advisor Services, Charles Schwab
Rohit Mahna, Head of Client Growth, Fidelity
Jason Wenk, Founder and CEO, Altruist
Leaders from major custodians will share their insights on the state of the financial planning profession and identify areas that will require vigilance over the coming 5-10 years.
12:15 PM - 1:45 PM
Lunch and Networking
2:00 PM - 3:00 PM
Breakout Session
3:30 PM - 4:30 PM
Future of Talent
5:30 PM - 6:30 PM
Optional Group Activity
Signup will be available in January.
6:30 PM - 8:30 PM
Reception and Dinner
Wednesday, February 21, 2024
7:15 AM - 8:00 AM
Networking Breakfast
8:00 AM - 9:00 AM
The Aftermath of Mergers and Acquisitions
Moderator: Tom Orecchio, CFA®, CFP®, ChFC®, AIF®, Chief Executive Officer, Wealth Manager and Principal, Modera Wealth
This panel will discuss what happens after M&A. We will discuss challenges and successes related to the integration of culture, tech stacks and processes.
9:15 AM - 10:15 AM
From The Trenches: Hiring and Developing Next-Gen Talent
Caleb Brown, MBA, CFP®
10:45 AM - 12:15 PM
Forging a Team of Leaders
Carolynne Thomas
12:15 PM - 1:45 PM
Lunch and Networking
2:00 PM - 3:00 PM
Maintaining and Elevating Client Experience
This panel will discuss unique client experience offerings, training employees properly for consistent client experience, and tips for increasing client satisfaction.
3:30 PM - 4:30 PM
Future Traps and Opportunities for Large Firms
Dennis Stearns, CFP®, ChFC, Founder, Stearns Financial Group
4:30 PM - 4:40 PM
Closing Remarks
6:00 PM - 7:00 PM
Campfire Discussion with Cocktails and Appetizers
7:00 PM - 9:00 PM
Closing Dinner