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Wednesday, October 12, 2011

8:45 AM - 8:50 AM
Welcome & Introduction
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
8:50 AM - 9:20 AM
Advising Men, Advising Couples
Denise Federer, Ph.D., FEDERER PERFORMANCE MANAGEMENT GROUP
9:20 AM - 9:55 AM
Gender and the Investor Personality
Frank Murtha, Ph.D., Co-Founder, Managing Partner, MARKETPSYCH LLC.
9:55 AM - 10:45 AM
11:10 AM - 12:00 PM
Regulatory Panel: Dodd-Frank, Fiduciary Standards and More Affecting Your Practice
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Susan MacMichael John, CFP® AIF®, Founder and President, FINANCIAL FOCUS INC AND NATIONAL CHAIR, THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)
Jean Loewenberg, Executive Vice President and General Counsel, LOOMIS SAYLES & COMPANY
Panelist: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
12:00 PM - 12:30 PM
Advisor Transitions: What Does True Independence Mean to You?
Jennifer Gitto, Strategic Relationship Consultant Transition Specialist, TD AMERITRADE INSTITUTIONAL
12:30 PM - 1:45 PM
Luncheon & Networking

Sponsored by:

12:55 PM - 1:45 PM
Luncheon Keynote: Global Market Outlook
Kate Moore, Global Equity Strategist, BANK OF AMERICA MERRILL LYNCH GLOBAL RESEARCH
1:45 PM - 2:00 PM
2:00 PM - 2:50 PM
Remember the Alimony
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Panelist: Darlys S. Harmon-Vaught, CDFA, CDFP, CFFA, CFE, CTS, President, FINANCIAL SOLUTIONS FOR DIVORCE, LLC
Panelist: Ivy Menchel, CFP®, CDFA™, President, FAMILY WEALTH PLANNING PARTNERS
Panelist: Lili A. Vasileff, CFP, CFDA, CDS, President of the international Association of Divorce Financial Planners, DIVORCE AND MONEY MATTERS, LLC
2:50 PM - 3:40 PM
Compliance and Business Value on Social Media: How Financial Firms and Professionals Can Succeed in the Facebook Era
Clara Shih, Board Director, Starbucks; CEO, HEARSAY SOCIAL & AUTHOR OF: THE FACEBOOK ERA
4:05 PM - 4:55 PM
Panel: Rainmaker Secrets: Techniques That Bring In Business
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
Panelist: Kathleen Gaffney, Portfolio Manager, LOOMIS, SAYLES & COMPANY
Panelist: Dorie Rosenband, CEO, &WEALTH PARTNERS
5:45 PM - 7:00 PM