Monday, May 1

7:00 AM to 8:00 AM
8:00 AM to 8:50 AM
Ray Sclafani

Like it or not, you’ve been framed.  It’s time to become conscious of the frame that you are seen through by your team, your...

12:00 PM to 12:30 PM
12:30 PM to 3:25 PM
Jonah Berger,


The Wharton School, University of Pennsylvania

Managing an investment and wealth management business requires understanding the markets you serve, their needs, and how to...

3:45 PM to 5:25 PM
Ray Sclafani

Reframe your business for success.  Discover how to assess your clients’ perceptions, eliminate gaps between the services your...

Tuesday, May 2

7:00 AM to 8:00 AM
8:00 AM to 11:00 AM
Heather Caruso,


University of Chicago Booth School of Business

This session focuses on the fundamentals of effective team leadership and communication.  Using a framework for the conditions...

11:00 AM to 12:15 PM

How do you turn your practice into a business?  Learn how to apply the “best in breed” business management skills necessary to...

12:15 PM to 2:30 PM
Sherry Turkle,


MIT Initiative on Technology and Self, Massachusetts Institute of Technology

A generation has grown up feeling that “it would rather text than talk.”  And, believing it’s possible to share their...

Wednesday, May 3

8:00 AM to 9:00 AM
Jeremy Siegel,


The Wharton School, University of Pennsylvania

The notion that falling stocks are penance for an economy built on indebtedness is overblown. There’s nothing intrinsic in the...

9:30 AM to 10:30 AM
Michael Sandel,


Harvard University

Harvard University professor and author of What Money Can’t Buy, Michael Sandel examines one of the biggest ethical...