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Metropolitan Club
1 East 60th Street
New York, NY 10022
(212) 838-7400

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Conference Agenda

Thursday, April 28, 2011

8:00 AM -
Registration Opens/Exhibits
8:45 AM - 9:00 AM
Welcome
Frances A. McMorris, Editor in Chief, ON WALL STREET
8:55 AM - 9:45 AM
Advising Men, Advising Couples (1CE- CIMA®/CIMC®/CPWA®)
Nicole Spinelli, Director, Network for Women Advisors, RAYMOND JAMES & ASSOCIATES, INC.
Ginger Snyder, CFP®, AEP, Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES, INC.
9:45 AM - 10:15 AM
Ear to the Ground at the Capitol
Tracey Flaherty, Senior Vice President, Government Relations, NATIXIS GLOBAL ASSOCIATES
10:15 AM - 10:40 AM
Morning Networking Break at Exhibits
10:40 AM - 11:30 AM
A Woman's Approach to Business Planning (1CE-CIMA®/CIMC®/CPWA®)
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK
11:30 AM - 12:20 PM
Gender and the Investor Personality (1 CE-CIMA®/CIMC®/CPWA®)
Frank Murtha, Ph.D., Co-Founder, Managing Partner, MARKETPSYCH LLC.
12:30 PM - 1:45 PM
Luncheon & Networking/Conference Co-Chair Introductions
1:00 PM - 1:40 PM
Luncheon Keynote: If a Cat Has Nine Lives, How Many Does an Advisor Have? (1CE- CIMA®/CIMC®/CPWA®)
Janine Craane, CIMA, WMA, Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT
Valery Craane, CRPC, Managing Director - Investments, Founder of the Craane Group, MERRILL LYNCH WEALTH MANAGEMENT
1:45 PM - 2:35 PM
KEYNOTE ADDRESS: Dodd-Frank and You-How the Regulatory Landscape Affects Your Practice (1 CFP® CE & 1 CE- CIMA®/CIMC®/CPWA®)
Panelist: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2:35 PM - 3:25 PM
Remember the Alimony (1 CFP® CE & 1 CE CIMA®/CIMC®/CPWA®)
Panelists: Stacy Francis, President, FRANCIS FINANCIAL, INC.
Vivian Groman, Senior Finance Specialist, STARMONT ASSET MANAGEMENT, LLC
Panelist: Darlys S. Harmon-Vaught, CDFA, CDFP, CFFA, CFE, CTS, President, FINANCIAL SOLUTIONS FOR DIVORCE, LLC
Panelist: Lili A. Vasileff, CFP, CFDA, CDS, President of the international Association of Divorce Financial Planners, DIVORCE AND MONEY MATTERS, LLC
3:25 PM - 4:00 PM
Afternoon Networking Break : Networking Challenge- Meet three new people/business card exchange
4:00 PM - 4:30 PM
TRUE GRIT: Advising Against the Grain
Panelist: Kathleen Gaffney, Portfolio Manager, LOOMIS, SAYLES & COMPANY
4:30 PM - 5:20 PM
Panel Discussion: Social Media Strategies (1CE- CIMA®/CIMC®/CPWA®)
Clara Shih, Board Director, Starbucks; CEO, HEARSAY SOCIAL & AUTHOR OF: THE FACEBOOK ERA
Panelist: Michelle R. Alberda CFP®, CLU®, Senior Financial Advisor, AMERIPRISE FINANCIAL
Marie Swift, President & CEO, IMPACT COMMUNICATIONS, INC.
5:15 PM - 6:30 PM
Cocktail Networking Reception
5:30 PM - 6:00 PM
Closing Keynote Presentation: Why Aren’t We There Yet? (1 CE-CIMA®/CIMC®/CPWA®)
Aditi Vora Mohapatra, Senior Sustainability Analyst, Governance and Diversity, CALVERT INVESTMENTS
6:15 PM -
Prize Drawing for iPad
6:30 PM -
Conference Concludes