Monday, May 1

7:00 AM to 8:00 AM
8:00 AM to 8:50 AM

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...

9:00 AM to 12:00 PM
Paul Tiffany,

Ph.D., MBA

Haas School of Business, University of California, Berkeley

Whether you’re launching a new business or working to strengthen or expand an established one, a sound strategy and effective...

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

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 2:00 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...

2:30 PM to 3:45 PM

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

4:00 PM to 5:40 PM
Brad Bueermann
FP Transitions
Gabriel Garcia
Pershing Advisor Solution LLC
Ray Sclafani,


Steve Samuels
Merrill Lynch Wealth Management

Moderator: Ray Sclafani, PCC, ClientWise

Gabriel Garcia, Pershing...

Wednesday, May 3

8:00 AM to 9:00 AM
Tobias “Toby” Moskowitz,


Dean Takahashi ’80 B.A., ’83 M.P.P.M. Professor of Finance, Yale University

Yale School of Management’s Tobias Moskowitz  provides unique historical insight on style premia – the basis for today's "...

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...