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Welcome to the 2016 eMoney Advisor Summit

Experience Matters  |  September 21-23, 2016  |  Dana Point, CA

 

Suddenly, this industry is no longer simply about delivering financial services – it’s now the business of financial experiences. Join us at the 2016 eMoney Advisor Summit and be inspired to refresh, refocus, and reinvent your experience to better meet your clients’ expectations and differentiate your business. See how.

 

 

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Innovation 

Design our next big feature at our Hack-a-thon (don’t worry, we’ll supply the engineers), catch up on our latest product roadmap plans, and hear the latest tech trends.

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Education 

Live, interactive and on-demand, leverage more than 23 hours of product breakouts and training; hear how the market, election and regulatory reform will shape our industry.

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Inspiration 

Find it listening to our top advisor case study sessions; mingling with Ed O'Brien; networking with the industry’s brightest; or listening to our world-renowned keynote speaker.

Register Now

Why Attend?

At eMoney’s 2016 Advisor Summit, you’ll see how innovative wealth management technology amplifies your experiences. The kind of experiences that keep your clients committed to your relationship, and the kind that keeps your business running smoothly. Knowing how to use technology to its full potential makes a difference. We’ll show you the way.

Breathtaking Location
The Ritz-Carlton Laguna Niguel in Dana Point, California offers spectacular ocean views, a soothing atmosphere, and impeccable service. While you’re here, you can enjoy the hotel’s salon and spa boutique, outdoor swimming pools, outdoor lounge and bar, tennis courts, and more! While conference activities are reserved for financial professionals, the hotel welcomes your family and guests. Make it a long weekend and take in the incredible sights of the surrounding area.

Inspiring Discussions
Our keynote speaker, Simon Sinek, has electrified audiences across the globe by daring them to start with their “Why.” Now it’s your turn. Listen as Simon teaches you what it takes to make an emotional connection with your market and how it translates into business success. And throughout the event, you’ll hear our top advisors discuss their success stories with eMoney, mingle with our new CEO, Ed O’Brien, and network with more than 500 of the industry’s best and brightest financial professionals.

Innovative Hack-a-thon
Compete for the chance to put your fingerprint on the eMoney app! We’ll pair you with eMoney developers and programmers to brainstorm new product ideas and code a working piece of tech. Our judges will place the winning idea on our product roadmap for a future eMoney release.

Stimulating Education
Live, interactive and on-demand education to master your eMoney technology. Leverage more than 23 hours of product breakouts and training, hear how the market, election and regulatory reform will shape our industry, and take a deep dive into your client expectations.

Market Yourself Like a Pro
Where else can you work with an award-winning filmmaker and camera crew to create a one-of-a-kind marketing video? We’re giving subscribers to Advisor Branded Media an exclusive opportunity to meet with our Video Producer and star in their own professional video to promote their firm. While some video agencies may charge you up to $10,000 to produce a video, we’ll record and edit videos for our ABM subscribers at no charge other than the price of attending the Summit. You write the script, we press record, and shortly after the Summit you’ll have a video ready to showcase to your audience. But hurry! Our shooting schedule is limited and time is reserved on a first-come first-served basis.

 

Register Now

 

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Don't just take our word for it.

Top advisors come to the eMoney Summit to redefine success for their business.

 
 
 

Summit Agenda 

 

Wednesday

Time

Activity

7:00 - 9:00 AM Pre-Conference Registration
9:00 - 10:00 AM Pre-Conference Session: FinTech Update, Joel Bruckenstein

 

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AVOIDING COMMON TECHNOLOGY AND OPERATIONAL MISTAKES: A VIEW FROM THE TRENCHES
With Joel P. Bruckenstein, CFP®, Technology Tools for Today (T3) Advisor Conference Producer

Based upon his extensive experience visiting RIA firms for technology consultations, Joel addresses some common mistakes that firms make, and what can be done to prevent them. Also, bring your tech questions. Joel will be happy to answer them.

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JOEL BRUCKENSTEIN
Technology Tools for Today

Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (t3technologyhub.com) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Joel’s monthly technology columns appear in Financial Advisor magazine and Financial Planning magazine. In addition, he compiles the annual technology survey for Financial Planning magazine.  Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows.

9:00 - 10:00 AM Pre-Conference Session: Meaningful Financial Conversations, Adam Holt

 

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MEANINGFUL FINANCIAL CONVERSATIONS
With Adam Holt, CEO of Asset-Map

With robo-advisors providing more stale advice than ever, H. Adam Holt, ChFC® will share his insights on how to get your clients talking. You'll learn best practices for using print, digital and remote technologies to create a customer experience that drives meaningful financial conversations and promotes client engagement and action.

 

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ADAM HOLT
CEO at Asset-Map

Adam Holt (Partner, RubinGoldman & Associates; MDRT™, Court of the Table Advisor; CEO of Asset-Map) began his career in financial services in 1998 with Karr Barth Associates serving as an insurance and investment professional. He built a practice centered on a consultative approach, educating clients in financial matters and communicating specific, well thought-out plans to help them meet their needs. He joined RubinGoldman and Associates in 2000, when he was charged with building the firm’s investment team.

10:00 - 1:00 PM Hack-a-thon moderated by Bill Winterberg

 

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Hack-a-thon
Pre-Conference Session

Compete for the chance to put your fingerprint on the eMoney app! We’ll pair you with eMoney developers and programmers to brainstorm new product ideas and code a working piece of tech. Our judges will place the winning idea on our product roadmap for a future eMoney release.

 

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BILL WINTERBERG
FPPad

Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser. In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine. Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor. Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys. Bill lives in Atlanta, GA with his wife and seven-year old son.

10:00 - 11:00 AM Training Workshop: Maximize Your Client Experience

 

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MAXIMIZE YOUR CLIENT EXPERIENCE
Session Speaker : Melinda Ruth

Think of eMoney as your personal, interactive billboard. Learn the best way to position your brand throughout the system and within your office, and how to show off your client portal. We’ll also give you a sneak peek at our latest client site features: self-registration, onboarding, and the new Organizer.

11:00 - 12:00 PM Training Workshop: What's New With eMoney

 

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WHAT'S NEW WITH eMONEY
Session Speaker : Leah Simoglou, Director of Training at eMoney Advisor

The folks here have been hard at work developing new and improved features for our advisors. Join this session to get the latest information about our most recent enhancements, including our Monte Carlo simulator, Knowledge Base and How-To's, Analytics, HSAs, and more!

11:00  - 1:00 PM Registration
12:00 - 1:00 PM Pre-Conference Attendee Lunch
2:00 - 2:15 PM Opening Remarks: Experience Matters, Drew DiMarino, General Session

 

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Experience Matters, General Session
With Drew DiMarino from eMoney Advisor

Don’t miss the kickoff to our 2016 Advisor Summit! Join Drew DiMarino, EVP and Head of Sales at eMoney, as he extends a warm welcome to our attendees and sets the stage for this year's theme: Experience Matters. He’ll also give you an exclusive look at a few of our future product features.

 

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DREW DiMARINO
EVP, Sales with eMoney Advisor

Drew was named SVP, Head of Sales in April 2014 and has more than 15 years of financial services sales experience. Since his arrival at eMoney, Drew has filled various leadership roles. He started at the company as a Regional Vice President overseeing Mid-Atlantic and Northeast regional sales operations. In his current position, Drew leads the entire sales force, which includes two regions, 17 sales representatives, and several internal support functions.

In addition, Drew is responsible for the firm’s enterprise business development efforts. To establish and strengthen these relationships, Drew works closely with the larger independent broker-dealers, RIA’s, banks and trusts across the country. Since he began working for eMoney, Drew has been successful in generating new business and in implementing a clear vision for the future. Additionally, Drew facilitates collaboration across departments for idea generation that promote company growth. Prior to joining eMoney, Drew worked in mortgage wholesale for a Goldman Sachs company where he was consistently one of the company’s top producers.

University of Pennsylvania graduate, Drew earned a bachelor’s degree with a concentration in history. Later, he went on to pursue his MBA in Finance from St. Joseph’s University. In his spare time, Drew spends time with his wife and three children. Additionally, he enjoys surfing and playing golf.

2:15 - 3:00 PM eMoney CEO, Ed O’Brien, Interviewed by Joel Bruckenstein

 

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INTERVIEW
eMoney CEO, Ed O’Brien, Interviewed by Joel Bruckenstein

Joel Bruckenstein sits down with eMoney’s new CEO, Ed O’Brien, to hear his vision for the future of the company, including how eMoney will continue to serve advisors through innovative technology.

3:00 - 3:45 PM Market Update: Unleashing the Market's Potential - Burt White

 

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MARKET UPDATE
Unleashing the Market's Potential
With Burt White of Chief Investment Officer of LPL Financial

Burt White, Chief Investment Officer of LPL Financial and Managing Director of LPL Research, will present an update on the U.S. economy and the stock market. He’ll outline some of the key factors influencing the market, and what we may expect to see for the rest of 2016. Although this has been a volatile year so far, White will present some of the ways investors can still unlock the market’s potential in 2016 and beyond.

 

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BURT WHITE
LPL Financial

As managing director of research and chief investment officer, Burt White is responsible for the strategic direction and continued growth of the LPL Financial research platform. In 2015, he also became responsible for Corporate Strategy. His role includes setting the the vision for superior research capabilities and enabling the delivery of conflict-free, objective investment advice by LPL Financial advisors. He provides day-to-day oversight of the research team, which focuses on providing financial advisors with unbiased investment research about mutual funds, separate accounts, alternative investments, asset allocation strategies, financial markets, and the economy. He is also regularly sought after to speak to the national media— including CNBC, Fox Business, Bloomberg, and others.
3:45 - 4:30 PM Political Update: A View from the Hill - J.J. Johnson

 

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A VIEW FROM THE HILL
With J.J. Johnson of Fidelity

Please join J.J. Johnson as he shares the latest updates on the political environment in Washington and how those dynamics are influencing legislative and regulatory issues vital to investors and the financial services industry. J.J. will provide an overview of the political environment, its impact on our industry, and the outlook for 2017. He will also deliver insight into the evolving regulatory environment and updates on the policy topics that may create significant change in our industry.

 

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J.J. JOHNSON
Fidelity

J.J. Johnson is executive vice president, Public Affairs and Policy, for Fidelity Investments, one of the world’s largest providers of financial services. In his current role, Mr. Johnson supports Fidelity’s long-term business and strategic agenda by overseeing a number of key external and internal functions, including Government Relations and Public Policy, Media and Public Affairs, and Community Relations. His responsibilities include development and advocacy of Fidelity’s policies and positions on topics important to the firm and its clients, and creation and implementation of programs promoting Fidelity’s community engagement. He joined Fidelity in September 2008.
4:30 - 5:30 PM Consumer Expectations Panel: moderated by Stephen Langlois

 

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CONSUMER EXPECTATIONS PANEL
Moderated by Stephen Langlois of Fidelity

A panel of experts discuss the impact of rising consumer expectations amid today’s high-tech, high-touch environment. Learn how consumers are changing, why these changes are important to your business, and what you can do to adapt to them.

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STEPHEN LANGLOIS
Senior Vice President, Strategic Business Development for Fidelity Wealth Technologies

Stephen Langlois is senior vice president, Strategic Business Development for Fidelity Wealth Technologies. He is responsible for leading the division’s strategic development and partnerships as well as business planning.
Mr. Langlois joined Fidelity in 2011 as chief administrative officer for National Financial and also served as head of strategy and business analysis for Fidelity Institutional’s clearing and custody businesses.
Prior to joining Fidelity, Mr. Langlois was executive vice president of Strategic Development for LPL Financial from 2007 to 2012. In his role, he was responsible for the strategic planning, product development and management of the firm’s advisory, brokerage and retirement platforms. He also held other positions at LPL Financial, including executive vice president of Research & Financial Planning, and senior vice president of Research. Prior to LPL Financial, he was director of Strategy and Business Development for Columbia Management Group from 2002 to 2004. From 1998 to 2001, he was senior vice president, International Strategic Business Development for Zurich Scudder Investments, where he was also the vice president of Strategic Business Development from 1996 to 1998. Prior to this, he was a manager and consultant with Bain & Company from 1992 to 1996.
Mr. Langlois received a bachelor of arts with a distinction in economics from Colby College and an MBA from Dartmouth College – Amos Tuck School of Business Administration, where he was an Amos Tuck Scholar.

5:45 - 6:15 PM  Partner Demos
 *Additional opportunities throughout the Summit: 1:1 Training Sessions and Marketing Videos                                             

 

Thursday


7:00 - 8:00 AM Breakfast
8:00 - 9:00 AM The State of the Industry: Mike Durbin, Fidelity

 

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STATE OF THE INDUSTRY
With Mike Durbin of Fidelity

Mike Durbin, President of Fidelity Wealth Technologies, shares his take on the current landscape of financial services. Hear his unique perspective on the industry's most talked-about topics, including the DOL ruling, the upcoming election, robo advisors, and more.

 

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MIKE DURBIN
President of Fidelity Wealth Technologies

Michael Durbin is president of Fidelity Wealth Technologies, a unit of Fidelity Investments that drives and delivers digital solutions across Fidelity Investments and throughout the financial advice industry.

Mr. Durbin joined Fidelity in February 2009 as president of Fidelity Institutional Wealth Services (now part of Fidelity Clearing and Custody). In that role, he was responsible for the oversight and growth of the business by providing clients access to a flexible, open-technology environment, extensive practice management resources, and wealth management investments and related execution and custody services. Prior to joining Fidelity, Mr. Durbin acted as chief operating officer of the National Sales Division for Morgan Stanley’s Global Wealth Management. During his 18-year tenure with Morgan Stanley, Mr. Durbin held various leadership positions, including head of Capital Markets, head of International Private Wealth Management and chief strategic and risk officer for the Global Individual Investor Group.

Mr. Durbin received his bachelor of business administration degree in finance and economics from the University of Notre Dame in 1990. In 1998, he received his MBA from the Leonard N. Stern School of Business at New York University.
9:00 - 10:00 AM If You're Not in a Hurry, You're Probably Too Late: Howard Tullman

 

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HOWARD TULLMAN
CEO at 1871

Howard A. Tullman is the CEO of 1871 - where digital startups get their start and the General Managing Partner of G2T3V, LLC and of Chicago High Tech Investment Partners. He is a member of Mayor Emanuel’s Chicago NEXT and Cultural Affairs Councils; the Innovate Illinois Advisory Council; the Illinois Arts Council; a member of President Preckwinkle’s New Media Council; an adjunct professor at Kellogg; and an advisor to many start-ups. He is the former Chairman and CEO of Tribeca Flashpoint Media Arts Academy. Over the last 45 years, he has successfully founded more than a dozen high-tech companies.

 

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IF YOU'RE NOT IN A HURRY, YOU'RE PROBABLY TOO LATE
With Howard Tullman of 1871

A rapid fire review of major technology and social trends that are radically changing the ground rules and the ways in which every business will reach and engage its customers from now on.
10:00 - 10:15 AM Networking Break
10:15 - 11:15 AM FinTech CEO Panel Moderated by eMoney CEO,  Ed O’Brien

 

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ED O’BRIEN
CEO at eMoney Advisor

Named CEO of eMoney Advisor in March of 2016, Ed O’Brien has spent his 30-year career focused on the development of technology platforms that enable business growth for financial professionals.

O’Brien most recently served as senior vice president and head of platform technology for Fidelity Institutional. In his role, O’Brien oversaw a 300-person team responsible for managing the development and operation of the platform technology supporting registered investment advisor (RIA), broker-dealer and family office clients of Fidelity’s clearing and custody businesses. In 2011, O’Brien and his team were granted a patent for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology to support RIAs and family offices.

Outside of his Fidelity career, O’Brien launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.

O’Brien received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.

 

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FINTECH PARTNER PANEL
Moderated by eMoney Advisor's CEO, Ed O’Brien

eMoney’s CEO, Ed O’Brien, moderates a panel of our most prominent partners as they open-source new ideas to accelerate the industry. Hear from the most notable names in the FinTech business on what you need to succeed today and how you can prepare for tomorrow.
11:15 - 12:15 PM Billion-Dollar Insights on Where Our Profession is Headed: Ron Carson

 

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RON CARSON
Founder and CEO of Carson Wealth Management

Ron Carson is Founder and CEO of Carson Wealth, one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. In 1993, Ron launched Peak Advisor Alliance as a way to share his insights and formulas for growing an exceptional advisory practice. Ron also founded Carson Institutional Alliance, a partnership that equips elite advisors with the tools they need to communicate with their clients on a deeper level, including co-sourced investment management, integrated marketing strategy & customized materials, an on-demand succession solution, and more.

 

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SETTING THE COURSE:
Billion-Dollar Insights on Where Our Profession is Headed
With Ron Carson of Peak Advisor Alliance

In this insightful session, industry veteran and Barron’s Hall of Fame advisor Ron Carson will share his insights on the direction of our profession, the factors advisors must consider and implement to grow their businesses, and the major trends affecting the future of the advisor landscape.
12:15 - 1:00 PM Lunch
1:00 - 1:45 PM Partner Breakout Sessions
2:00 - 2:45 PM Partner Breakout Sessions
2:45 - 3:00 PM Networking Break
3:00 - 3:45 PM  Power User Panel: Thom Hall, Tim Dougherty, Patti Brennan & moderated by Kelly Waltrich 

 

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POWER USER PANEL
With Thom Hall, Tim Dougherty, Patti Brennan & Scott Fitzgerald

Hear from four of eMoney’s most influential Power Users about their secrets to success. These are financial professionals with extensive knowledge of the most advanced features of eMoney, and who’ve built their businesses around the platform.
3:45 - 4:45 PM Information Security Panel: Moderated by Jason Novak

 

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Information Security Panel
With Jason Novak, eMoney’s Chief of Security as Moderator

New technology inevitably brings new challenges. Join eMoney’s Chief of Security, Jason Novak, as he moderates a panel including Bill Slattery from the FBI Cyber Unit, Mike Rappe, from the TD Ameritrade Fraud Group and Bill R. French from the Fidelity Customer Protection and Financial Intelligence Group as they explore the changing security landscape of the financial services industry, and examines the importance of having a technology partner that addresses these timely topics.

 

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JASON NOVAK, CRISC, CISSP, CISA, CISM, CEH
Chief Security Officer at eMoney Advisor

Jason is the Chief Security Officer and has over 17 years’ experience in Information Technology (IT), including infrastructure and security management, the information systems audit process, protection of information assets, IT service delivery and support, business continuity and disaster recovery. In his role as Chief Security Officer, Jason is responsible for all aspects of both physical security and Information Security. In addition to his security responsibilities, Jason also oversee all of IT operations for both the client facing and internal facing environments at eMoney.
He has extensive experience with all aspects of enterprise information security and IT infrastructure and operations. His vast experience includes policy development, workstation and server hardening and auditing, firewall and IDS/IPS design and architecture, vulnerability assessments and penetration testing, malware prevention, detection, removal and analysis, Active Directory design and security, web and email content filtering technologies, security reporting, data encryption and incident response, IT infrastructure and virtualization and routing/switching.
Prior to eMoney, Jason has served in various Information Security and IT leadership roles. He was responsible for running the Information Security Services practice at a regional consulting firm and served as an Information Security Director for a Global Fortune 500 technology company where he led the information security team which focused on securing a multi-site environment consisting of 1500 servers and 3000 computers running on various operating systems. Previous to that he was an Information Technology Manager for a publicly traded company responsible for all aspects of information security, IT infrastructure and IT Sarbanes-Oxley compliance.
Jason is Certified in Risk and Information Systems Control (CRISC) and is a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified Ethical Hacker (CEH), Microsoft Certified Systems Engineer (MCSE) and a VMWare Certified Professional (VCP). He is a member of the Information Systems Audit and Control Association (ISACA), International Information Systems Security Certification Consortium, Inc. (ISC)² and InfraGard (Philadelphia Chapter). He is a graduate of Muhlenberg College (B.A., History).
4:45 - 5:45 PM 2016 Product Launches by Lisa Graham

 

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LISA GRAHAM
Product Manager with eMoney Advisor

Lisa, joined eMoney in September 2013 as a Business Analyst working directly with our large enterprise clients and is now Product Manager of eMoney’s Enterprise Solutions. Lisa has 16 years of experience building solutions for Financial Advisors. Lisa is currently working on Office Analytics as well as Compliance Solutions.
Ursinus College graduate, Lisa earned a bachelor’s degree in Mathematics with minors in Computer Science and Art. Later, she went on to pursue her MBA from Villanova University. In her spare time, Lisa spends time with her husband and four children. Additionally, she enjoys ballroom dancing.
6:30 - 9:30 PM eMoney Party
 *Additional opportunities throughout the Summit: 1:1 Training Sessions and Marketing Videos

 

Friday

 

7:00 - 8:00 AM Breakfast

8:00 - 8:50 AM

 

eMoney Training Sessions:
       -  Client Onboarding

 

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CLIENT ONBOARDING
With Erin from eMoney

Learn how to best onboard your clients using the new organizer and self-registration feature.
       -  Building Your Nest Egg and Making It Last

 

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BUILDING YOUR NEST EGG AND MAKING IT LAST
With Chelsea from eMoney

Use the cash flow family of reports to show your clients’ saving for and maintaining their wealth throughout retirement.
       -  Two Things Are Certain: Death and Taxes

 

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TWO THINGS ARE CERTAIN: DEATH AND TAXES
With Chris from eMoney

Properly using wills, trusts, and supporting reports for equitable distribution of estates.
       -  Who, What, and When of Interactive Planning

 

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WHO, WHAT, AND WHEN OF INTERACTIVE PLANNING
With Heather from eMoney

Strategies on using the three interactive planning tools.
       -  The Down-Low of Data

 

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THE DOWN-LOW OF DATA
With Ashley from eMoney

Integrations, Connections, and Analytics made easy.
       -  Mastering Monte Carlo

 

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MASTERING MONTE CARLO
With Caitlyn from eMoney

A detailed look at Monte Carlo and the reporting capabilities.
Advisor Led Best Practice Sessions:

 

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DIVERSIFY YOUR CLIENT EXPERIENCE
With James Werner of Silicon Hills Wealth Mgt.

The most successful firms incorporate the talents of their staff, office environment, and technology into a client experience that is truly different. If you get the client experience right, clients will see your business as a firm, be able to articulate your value proposition to referral sources, and the other advisors they work with will see your firm as an asset, not a competitor. You have all of the resources to do it. This session will provide you with the strategy to make it happen.
      -  Session 1 with James Werner & Deborah Fox

 

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JAMES WERNER
Silicon Hills Wealth Management

James is the founding partner of Silicon Hills Wealth Mgt., located in Austin, TX. In his early career, James founded a tax preparation and financial planning practice that grew from a single client to over 700 clients. James sold the tax practice to an accounting firm to focus on planning and wealth management. In 2013, Silicon Hills Wealth was founded with two other partners buying into the vision. The firm has since doubled in size and added another advisor/partner. The firm strives to bring diversity of ownership, talented staff, and client-focused solutions to an industry that is in desperate need of it.

 

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DEBORAH FOX
Fox Financial Planning Network

Deborah Fox is CEO and Founder of Fox Financial Planning Network (FFPN), a company nationally known for its comprehensive set of resources that enable advisors and the institutions that serve them to increase profitability, ensure compliance and scale their businesses to grow. Fox has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding LLC. Fox was one of the earliest adopters of moving her business into the cloud and incorporating detailed systems and web-based technology to work more efficiently, profitably and to be able to offer a higher level of service to her clients without working harder.

 

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SESSION 1

Part 1 - Diversify Your Client Experience
With James Werner of Silicon Hills Wealth Management

The most successful firms incorporate the talents of their staff, office environment, and technology into a client experience that is truly different. If you get the client experience right, clients will see your business as a firm, be able to articulate your value proposition to referral sources, and the other advisors they work with will see your firm as an asset, not a competitor. You have all of the resources to do it. This session will provide you with the strategy to make it happen.

Part 2 - Five Unique Ideas for Working More Efficiently and Creating More Meaningful Plans in eMoney
With Deborah Fox of Fox Financial Planning Network

Longtime eMoney user, Deborah Fox, will share five valuable ideas that can save you time when creating plans in eMoney and greatly improve plan modeling. She will show you how to create both a Client Assumptions template and a Plan template, how to band important expenses that should be modeled with a higher inflation rate than the one you use for the overall plan, how to stress test a plan, and how to preload unique factors into Decisions Center for personalized combinations of "what if" scenarios.
      -  Session 2 with Marc Freedman

 

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MARC FREEDMAN
Freedman Financial, Inc.

Marc S. Freedman CFP® is the President of Freedman Financial, Inc. A second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades.

Marc is passionate about educating the public – as well as those who present themselves as financial advisors – about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

 

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SESSION 2

Financial Planning Strategies for Serving the Mass Affluent
With Marc Freedman of Freedman Financial

Could there be a magic formula that embodies the delivery of financial planning? It has taken a long while, but finally, “financial planning” has become a recognizable expression among those who need, those who deliver, and those who support financial planning. Yet, for a term like “financial planning” to be regarded as one that can stand on its own and not be viewed as a subset of investment management, we need a minimum benchmark so that everyone can identify when financial planning is delivered or when it is a variation of something else. In this talk, Marc will touch on the CFP Board's six-step process to help us understand developing a financial plan, his formula for financial planning, and much more.
Development Feedback Session: Analytics
Planning in eMoney

 

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ANALYTICS FEEDBACK
Moderated by Lisa Graham, Product Manager at eMoney Advisor

Business analytics will help advisors dive deep into their data, make real sense of it, and bring actionable opportunities to the surface. Help us understand what data you care about most.

 

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PLANNING IN eMONEY
Moderator TBD

Regulatory changes have placed a greater emphasis on the value of financial planning and the client relationship. This is your chance to keep our planning tools at the forefront of innovation.
 
9:00 - 9:50 AM eMoney Breakouts (See Above)
10:00 - 10:50 AM eMoney Breakouts (See Above)
10:50 - 11:00 AM Networking Break
11:00 - 11:30 AM Hack-a-thon Winner Presentations
11:30 - 12:30 PM Keynote Speaker: Simon Sinek

 

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SIMON SINEK
Keynote Speaker, Author, Blogger

Described as “a visionary thinker with a rare intellect,” Sinek teaches leaders and organizations how to inspire people. With a bold goal to help build a world in which the vast majority of people go home everyday feeling fulfilled by their work, Sinek is leading a movement to inspire people to do the things that inspire them. A trained ethnographer, he is the author of two books: the global bestseller, Start With Why: How Great Leaders Inspire Everyone to Take Action and his book, the New York Times and Wall Street Journal best seller, Leaders Eat Last: Why Some Teams Pull Together and Others Don’t. Up next, Simon will release Together is Better. Slated for released in September 2016, Together is Better inspires readers to overcome obstacles and become the leaders they wish they had.

Fascinated by the leaders and companies that make the greatest impact in their organizations and in the world, those with the capacity to inspire, he has discovered some remarkable patterns about how they think, act and communicate and the environments in which people operate at their natural best. He has devoted his life to sharing his thinking in order to help other leaders and organizations inspire action.

He is best known for popularizing the concept of Why and for the talk he gave on the subject that became the third most watched talk of all time on TED.com. Sinek’s unconventional and innovative views on business and leadership have attracted international attention and have earned him invitations to meet with an array of leaders and organizations, including: 3M, Costco, Deckers, Ernst & Young, HSM, jetBlue, KPMG, Pfizer, NBC/Universal, the military, government agencies and entrepreneurs. Sinek has also had the honor of sharing his ideas at the United Nations, the United States Congress and with the senior leadership of the United States Air Force, United States Marine Corps, and United States Army.

Sinek shares his optimism with all who will listen. He speaks around the globe and has commented for local and national press, including The New York Times, Inc. Magazine, NPR, BusinessWeek. Sinek is active on Twitter and writes his own blog, simonsinek.com.

Sinek is an adjunct staff member of the RAND Corporation, one of the most highly regarded think tanks in the world. He is also active in the arts and not-for-profit world, working with charity: water, an organization devoted to helping bring clean water to the over 700 million people around the world who don’t yet have it. He also serves on the board of the Tami Stronach Dance Company. He lives in New York.

 

speaker

START WITH WHY
With Simon Sinek

Any person or organization can explain what they do; some can explain how they are different or better; but very few can clearly articulate why. WHY is not about money or profit – those are results. WHY is the thing that inspires us and inspires those around us.

From Martin Luther King, Jr. to Steve Jobs to the Wright Brothers, Start with Why shows that the leaders who inspire all think, act, and communicate in the exact same way – and it’s the complete opposite of what everyone else does. Drawing on a wide range of real-life stories, it provides a framework upon which organizations can be built, movements can be led, and people can be inspired – and it all starts with WHY.
12:30 - 1:00 PM Recognition Awards & Closing Remarks, Drew DiMarino & Kelly Waltrich                                           
 *Additional opportunities throughout the Summit: 1:1 Training Sessions and Marketing Videos               
 

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