Agenda

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12:30 pm – 1:30 pm

R E G I S T R A T I O N   A N D  L U N C H

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1:30 pm – 1:40 pm

W E L C O M E   A D D R E S S 

• Bev Hendry, CEO–Americas, Aberdeen Asset Management

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1:40 pm – 2:40 pm

Vision in Action: Evolving Your Business for Success IMCA

In this interactive panel discussion, three veteran advisors will share insights on how they are evolving and adapting their approaches to create better client outcomes and sustained growth in their business. Conversation topics will include best practices and lessons learned on managing teams, clients and investments in an unpredictable market.​​​

• Carl Hoover, Merrill Lynch—Private Banking & Investment Group
• Sacha Millstone, Raymond James
• Wally Obermeyer, Obermeyer Wood Investment Counsel LLLP
• Nancy Weisel, ​Western Divisional Director, Aberdeen Asset Management  ( M O D E R A T O R )

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2:40 pm – 3:40 pm

Integrating ESG For the Long-Term IMCA  |  CFP

The world of responsible investing has developed from a “nice to have” stance to an essential tool in the investment process. In light of this, how can investors fully integrate these elements effectively and in a meaningful way? In this session, Cindy will illustrate how investors can be sure investment managers are integrating ESG and not just checking the box.

• Melissa Harrison, UBS Financial Services
• Cindy Rose, Head of Responsible Investing—Stewardship, Aberdeen Asset Management

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3:40 pm – 3:50 pm

B R E A K

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3:50 pm – 4:50 pm

The Future of Financial Advice IMCA

Sterling Shea of Barron’s examines the critical trends influencing the development of the wealth management industry. The presentation will focus on the adjustments and strategic shifts successful advisors are making in order bolster momentum and deliver better, and more viable outcomes.

• ​​​Sterling Shea, Associate Publisher, Head of Wealth Management Programs, Barron's

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4:50 pm – 5:00 pm

B A R R O N ' S   T O P   A D V I S O R S   A W A R D S 

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5:15 pm

C O C K T A I L S   A N D   N E T W O R K I N G   R E C E P T I O N  

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Attendees can apply for 1 CE CFP credits & 3 CE hours toward CIMA®/CIMC®/CPWA® designations. See registration desk for details.

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S P O N S O R E D   B Y

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