Focus on Next Generation Clients, Advisors, and Technology Online

These sessions from the Focus on Next Generation Clients, Advisors, and Technology conference will help you stay ahead of rapid chanes in the investment industry and learn how to navigate the dynamics of a new generation of clients and explore how technology can change your game.

Included Sessions

Session Title and Description

Speaker and Bio

CE Credit

A Fireside Chat With Two Successful NextGen Advisors: Noel Pacarro Brown CIMA®, CPWA® and Brian Gaister, CPWA®, CIMA®




Brian Gaister, CPWA®, CIMA®
Pennington Partners & Co

Noel Pacarro Brown, CIMA®, CPWA®
The Pacarro Group at Morgan Stanley


1 hour

Attracting the Next Generation of Clients

Alexandra Douwes
Purpose Generation

1.5 hour

How the Future of Client Engagement Will Impact the Future of Your Business

Julie Littlechild, MBA

1.5 hour

NextGen Technology and the Implications for Advisors




John Anderson
SEI Advisor Network

Raef Lee
SEI Advisor Network

1.5 hour

NextGen Advisors: Succession Planning

Anthony Davidow, CIMA®
The Schwab Center for Financial Research

Brian Sharps, CIMA®
UBS Institutional Consulting

Heather Pelant
Baker Street Advisors

1.5 hour



IMCA Member



Join & Learn1




Continuing Education

Focus on Next Generation Clients, Advisors, and Technology Online provides up to 7 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education.


This video bundle is available for viewing online through June 31, 2018. You must access the presentation before this date.