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October 19-21
Power to the Plan

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Join us online for the 2020 eMoney Summit as we explore how advisors are leveraging technology, evolving processes, and driving efficiencies in their business to power the plans of the future and deliver a client experience that exceeds expectations.

 


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1,000+

One-on-one Training Sessions

 


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70+

Speakers

 


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15+

Hours of Continuing Education for CFP® Professionals

 

 

 

Pricing Information

 

Individual Cost: $700 
Early Bird Pricing Available Now: $600
 

 

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Registering 10 or more people?

Click here for details on discounted pricing for Firm Registrations.

 

 

Agenda

Click here for a detailed view of sessions and their descriptions.

 

 

 

Monday, October 19

   8:00 - 8:00 pm Exhibition Hall

   10:00 - 10:10 am – Summit Kickoff, Jason Reiser

   10:10 - 10:45 am – KEYNOTE: Ed O'Brien & Matt Schulte, Power to the Plan

   10:45 - 11:00 am – Networking

   11:00 - 11:45 am – KEYNOTE: Jess Liberi, eMoney Product Vision

   11:50 - 12:30 pm – Networking

   12:30 - 1:00 pm – Breakout Sessions

   1:00 - 1:30 pm – Breakout Sessions

   1:35 - 2:30 pm – KEYNOTE: Cam Marston, Gen-Savvy Financial Advisor

   2:30 - 3:00 pm – Networking

   3:00 - 3:20 pm – Entertainment: Stay Tuned!

   3:30 - 4:00 pm – Breakout Sessions

   4:00 - 4:30 pm – Breakout Sessions

   4:30 - 4:45 pm – Closing Remarks, Jason Reiser

 

Tuesday, October 20

   8:00 - 8:00 pm Exhibition Hall

   10:00 - 11:00 am – KEYNOTE: Adam Grant, Givers Take All: Creating a Culture of Generosity

   11:00 - 11:50 am – Panel Discussions

   11:50 - 12:20 pm – Networking

   12:20 - 12:50 pm – Sponsor Breakouts

   12:50 - 1:20 pm – Sponsor Breakouts

   1:30 - 2:15 pm – Panel: Power to the Plan, Jess Liberi

   2:15 - 2:45 pm – Breakout Sessions

   2:45 - 3:15 pm – Breakout Sessions

   3:15 - 3:30 pm – Networking

   3:30 - 3:50 pm – Entertainment: Kodi Lee

   4:00 - 5:00 pm – KEYNOTE: Cynthia Marshall, Leading With Heart

   5:00 - 5:15 pm – Closing Remarks, Jason Reiser

 

Wednesday, October 21

   8:00 - 5:00 pm Exhibition Hall

   10:00 - 10:30 am – Breakout Sessions

   10:30 - 11:00 am – Breakout Sessions

   11:00 - 11:30 am – Breakout Sessions

   11:30 - 12:00 pm – Breakout Sessions

   12:00 - 12:30 pm – Breakout Sessions

   12:30 - 1:00 pm – Breakout Sessions

   1:00 - 1:50 pm – Breakout Sessions

   2:00 - 2:50 pm – Breakout Sessions

   3:00 - 3:50 pm – Breakout Sessions

   4:00 - 4:50 pm – Breakout Sessions

   4:50 - 5:00 pm – Closing Remarks, Jason Reiser

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Speakers

A highlight of every eMoney Summit is hearing from a dynamic group of keynote speakers whose stories, knowledge, and insights inspire us in our own professional and personal ventures. Check out this year's speakers!

mike-headshot-1Cynthia Marshall
CEO of the Dallas Mavericks

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Cynthia Marshall
CEO of the Dallas Mavericks


Cynt Marshall has been a dynamic force for inclusion and diversity within the Mavericks organization and over a 36-year career at AT&T. When Cynt was hired as new the CEO of the Mavs in March 2018, she set her sights on a culture transformation. Her vision was for the Mavericks organization to become the NBA standard for inclusion and diversity, and brought transparency, trust and her values-based leadership style that evolved the company culture in her first 100 days.
Prior to her joining the Mavs, Cynt founded Marshalling Resources, a consulting firm specializing in Leadership, Diversity & Inclusion, Culture Transformation and overall optimization of people resources. Upon the company naming its first Chief Inclusion Officer in June 2017, Cynt worked with The Dow Chemical Company to develop and implement a strategy for institutionalizing an inclusive culture.
Cynt’s notoriety began many years ago as a young Officer at AT&T and grew exponentially when she served as Senior Vice President – Human Resources & Chief Diversity Officer at AT&T. There she was responsible for identifying and developing leaders, aligning employees with the company’s vision and priorities, overseeing major business unit HR support, performance development, employee engagement, skills transformation initiatives, EEO and Affirmative Action. Cynt also led the team that created a world class Diversity and Inclusion culture, landing AT&T in the top 3 on Diversity Inc’s 2017 Top 50 list of companies. She also spearheaded the work that for the first time placed AT&T on Fortune’s 100 Best Companies to Work For list in 2017, one of only two Fortune 50 companies.
Before her SVP-Human Resources and Chief Diversity Office roles, Cynt served as President-AT&T North Carolina where she became the first African-American chair of the North Carolina State Chamber of Commerce. Prior to her North Carolina appointment, Cynt held a variety of executive line and staff, technical and non-technical positions at AT&T and its predecessor companies.
Widely recognized for her visionary leadership and ability to get things done Cynt is the recipient of several honors and awards. Most recently, Cynt was touted as one of Adweek’s 30 Most Powerful Women in Sports and was selected as one of the 2019 Women of Power Legacy Award honorees by Black Enterprise. In 2017, she was honored by The Network Journal as one of the 25 Most Influential Women in Business. In 2017, Cynt was awarded the ATHENA® Leadership Program Award by the Dallas Regional Chamber, which recognizes exceptional women who excel in their careers, contribute to their communities and develop women leaders. This annual award is presented by chambers of commerce, women’s organizations and universities worldwide. In 2019 and three times prior, she was selected as one of the “50 Most Powerful Women in Corporate America” by Black Enterprise magazine and named to Ebony magazine’s 2016 “Power 100” list. In 2014, industry analysts and members of the press conferred on Cynt the HR Executive of the Year - Best in Biz Award. For her efforts on behalf of the people of North Carolina, in 2013 Cynt received the prestigious Leadership North Carolina Governor’s Award, which honors just one citizen each year for lifetime achievements.
Cynt graduated from the University of California-Berkeley with degrees in Business Administration and Human Resources Management and holds four honorary Doctorate degrees. She has chaired a variety of non-profit boards and is currently on the board of Dallas CASA, Dallas Regional Chamber, Texas Women’s Foundation and a member of the Executive Leadership Council (ELC).
The fourth of six children, Cynt grew up in Richmond, California, and lives in the Dallas area. She and her husband, Kenneth Marshall, have four adult children.

abby-headshotAdam Grant
Author & Psychologist

 

 

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Adam Grant
Author & Psychologist


Adam Grant has been Wharton’s top-rated professor for seven straight years. As an organizational psychologist, he studies how we can find motivation and meaning, and lead more generous and creative lives. He has been recognized as one of the world's 10 most influential management thinkers, Fortune's 40 under 40, and Oprah’s Super Soul 100.
He is the author of multiple #1 New York Times best-selling books that have sold over 2 million copies and been translated into 35 languages: Give and Take, Originals, Option B, and Power Moves. His books have been named among the year’s best by Amazon, the Financial Times, Harvard Business Review, and the Wall Street Journal and praised by J.J. Abrams, Richard Branson, Bill and Melinda Gates, Malcolm Gladwell, and Malala Yousafzai.
Grant's TED talks on original thinkers and givers and takers have been viewed more than 20 million times. He received a standing ovation at TED in 2016 and was voted the audience's favorite speaker at The Nantucket Project. His speaking and consulting clients include Google, the NBA, the Gates Foundation, and the World Economic Forum, where he has been honored as a Young Global Leader. He hosts "WorkLife", a chart-topping TED original podcast; writes on work and psychology for The New York Times; and serves on the Defense Innovation Board at the Pentagon. He has over 3 million followers on social media and shares monthly insights in his newsletter, GRANTED.
Grant was profiled in The New York Times Magazine cover story, "Is giving the secret to getting ahead?" He was tenured at Wharton while still in his twenties, and has received the Excellence in Teaching Award for every class that he has taught. He is the founder and host of the Authors@Wharton speaker series, and co-director of Wharton People Analytics. He curates the Next Big Idea Club along with Susan Cain, Malcolm Gladwell, and Dan Pink, handpicking two new books each quarter for subscribers and donating 100% of profits to provide books for children in under-resourced communities. He is also the cofounder of Givitas, a knowledge collaboration platform that makes it easy to give and receive help in five minutes a day, and an angel investor in startups in HR and culture, technology, and consumer products.
Grant earned his Ph.D. in organizational psychology from the University of Michigan, completing it in less than three years, and his B.A. from Harvard University, magna cum laude with highest honors and Phi Beta Kappa honors. He has received awards for distinguished scholarly achievement from the Academy of Management, the American Psychological Association, and the National Science Foundation. His pioneering research has increased performance and reduced burnout among engineers and sales professionals, enhanced call center productivity, and motivated safety behaviors among doctors, nurses and lifeguards. He is a former magician and Junior Olympic springboard diver, and lives in Philadelphia with his wife, two daughters, and son.

 

michael-headshot-1Cam Marston
Expert on the Generations

 

 

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Cam Marston
Expert on the Generations


Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years.
Marston’s books, articles, columns, and blog describe and analyze the major generations of our time: Matures (born before 1946), Baby Boomers, (born 1946-64), Generation X (born 1965-79), Millennials (born 1980-2000), and iGen (born 2000+). He explains how their generational workplace and marketplace preferences affect every aspect of business, including recruiting and retention, management and motivation, and sales and marketing.
His first book, Motivating The “What’s In It For Me?” Workforce (2005), explores the characteristics and motivations that each generation brings to the workforce and suggests management tactics applicable to any business setting. His next book, Generational Insights (2010) is a guide to the best practices in managing generational issues. Generational Selling Tactics That Work (2011) is the first book-length study of generational approaches to sales and marketing. His short book The Gen-Savvy Financial Advisor (updated in 2017) is a must-read in the financial services industry.
Marston’s half-day training program, “Leading Multi-Generational Teams,” features the Gen-Flex® process which teaches leaders how to be flexible in their generational workplace preferences to get the best performance out of their teams. His short, online micro-videos for sales, recruiting, and management are designed to help managers and leaders understand the reason such generational disparities exist and how to overcome them through specific sales and workforce tactics.
In 2018 Marston launched a regional radio show (also available as a podcast) called What’s Working with Cam Marston with expert guests offering insights and opinions on the trends that are shaping today’s workplace and workforce.
Marston’s expertise has also been featured in the Wall Street Journal, The Economist, the Chicago Tribune, BusinessWeek, Fortune, Money, FastCompany, and Forbes, as well as on Good Morning America, CNN International, and the BBC. He writes a column for Investment Advisor, and has been a featured columnist in many trade journals. His blog at GenerationalInsights.com tracks the latest changes and developments in generational issues and demographics.
As a consultant, Marston has provided insight and advice to leadership at the nation’s most prominent corporations as well as multinational corporations including American Express, Fidelity, BASF, Nestle, Schlumberger, Merrill Lynch, Coca-Cola, Macy’s, Warner Brothers, ESPN, Qualcomm, RE/MAX and Eli Lilly. He has also offered presentations and consultations for the U.S. Department of Agriculture, the Internal Revenue Service, and the U.S. Army, as well as for major professional associations such as the American Bankers Association, the Financial Services Roundtable, and the Million Dollar Roundtable.
Marston’s presentations are informative, engaging, and humorous. He offers concrete demographic research that is tailored to his audience and he enlivens the data with anecdotes, tales from the real business world, attention-grabbing visuals, and quips that make the message memorable. Marston’s clients consistently report that his research makes his programs relevant and his presentation style makes them interesting and fun.
Marston’s insights and expertise are the products of over 20 years of research and consultation across a wide range of industries as well as his own early-career background in corporate sales and research. He holds a Bachelor of Arts from Tulane University and is a native and resident of Mobile, Alabama.

 

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2019 Sponsors

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