Home About This Event Keynotes Agenda Register Attendees Sponsors Activities Continuing Ed

Conference Agenda

Sunday, August 24
Time Track Session Title Speaker
4:00 - 4:30 pm General Matrix Update John Moody, President, MSCS
Cliff D'Amato, CEO, MSCS
Jamie DeRubertis, Vice President and National Sales Manager, MSCS
4:30 - 5:15 pm General Regulatory Update: Making Sense of It All
Cindy Dash, Vice President & General Counsel, Matrix Financial Solutions (moderator)
Brian Graff, Executive Director & CEO, ASPPA
Larry Goldbrum, General Counsel, The SPARK Institute
Georgeann Peters, Partner, Baker Hostetler
5:15 - 5:45 pm Break with Exhibitors
5:45 - 6:00 pm General A Pain in the Assets The Music of Phil Feigin
6:00 - 6:45 pm General TEAM Dynamics Lisa Kueng, Executive Director & Campaign Consultant
Greg Heffington, Executive Director, Senior Presentation Consultant
6:45 - 7:45 pm General The Peterman Guide to the Extraordinary Life John O'Hurley, TV Personality (Seinfeld)
8:00 - 10:00 pm Cocktail Reception with Exhibitors
 
Monday, August 25
Time Track Session Title Speaker
7:00 - 7:45 am Breakfast with Exhibitors
7:00 - 7:45 am Power Breakfast Ironman Advisor - Elite Performance in Practice Dana Klein, JanusINTECH
8:00 - 9:00 am Keynote 2008 Election Season Sam Donaldson, TV News Personality
9:00 - 9:45 am
(2 concurrent sessions)
Advisor/TPA Breakout Washington Update Brian Graff, Executive Director & CEO, ASPPA
Bank Breakout Money Market Portal Update Michael Rice, Money Market Portal Project Manager, Matrix Financial Solutions
Peter Crane, President, Crane Data
9:45 - 10:15 am Break with Exhibitors
10:15 am - 12:15 pm Special Session Advisor & Wholesaler Workshop: Keys to Retirement Sales Success

Stewart Cohune, President, MG Advisory
Paul Karasik, President, The Wholesaler Institute

10:30 - 11:15 am General Washington Hot Topics: What to Expect as Legislative and Regulatory Changes Loom on the Horizon for Financial Institutions Marc Powers, Partner, Baker Hostetler
Sally Miller, Director of ABA’s Center for Securities, Trust and Investments
11:15 am- 12:00 noon
(2 concurrent session)
TPA Breakout Navigation to a New Destination Christina Stauffer, CFA, Vice President and Member of PIMCO's Account Management Group
Bank Breakout Fiduciary Responsibilities Donald F. Moore, Jr., CEO, Bearmoor, LLC
12:00 noon Pick up Box Lunches
12:30 - 6:00 pm Networking Activities
7:00 - 10:00 pm Dinner at Keystone Ranch
 
Tuesday, August 26
Time Track Session Title Speaker
7:00 - 7:45 am Breakfast with Exhibitors
7:00 - 7:45 am Power Breakfast Marketplace Update Robert G. Wuelfing, President, RG Wuelfing & Associates and The SPARK Institute
8:00 - 9:00 am Keynote Outlook for the Economy and Financial Markets Richard Hoey, Chief Economist, Bank of New York, Mellon Corporation
9:00 - 9:45 am General The Age of Decadence - How We Got Here and What Does It Mean For The Future Brett Gallagher, Deputy Chief Invetsment Officer, Julius Baer
9:45 - 10:30 am Break with Exhibitors
10:30 - 11:30 am General Success in Wealth Management: The Next Generation Gib Watson, President, Prima Capital
Cliff Stanton, CIO, Prima Capital
11:30 am- 12:15 noon
(3 concurrent session)
Advisor Breakout Inside the Minds of Plan Sponsors Part II – A look at how Plan Sponsors and Participants are reacting in the Post Pension Protection Act Era Matt Mintzer, Managing Director, Corporate Retirement Solutions, AllianceBernstein Investments
TPA Breakout A Guide to Best Practices for 401(k) Plan Investment Committees Jeff Johnson, Thornburg
Bank Breakout Institutional Trends Using ETFs Greg Goostray, SSgA
12:15 pm Pick up Box Lunches
12:30 - 6:00 pm Networking Activities
7:00 - 10:00 pm Dinner at Conference Center (Motivational Talk with Goose Gossage)
 
Wednesday, August 27
  Morning Departures
Please note that sessions are subject to change.
 
© 2007 Kinsley & Associates, LLC. All Rights Reserved