| | Live, interactive sessions with award-winning executives | |
| | Panel 1: Workflow Automation—Moving Beyond DocuSign (3:00-3:30 EST) Clients and prospects increasingly expect their advisor to provide the types of automated, predictive and seamless experiences akin to those found in their daily, app/phone-driven lives. Join us to hear how tech innovations and best practices are pointing the way to a more automated and scalable future for the industry. REGISTER | |
| | Moderator  Mindy Mahaney, Chief Operating Officer, BOK Financial | | Speaker 
Rob Klapprodt, Corporate Strategy Officer, Vestmark | | Speaker 
Adrian "AJ" Johnstone,
Co-founder & Chief Commercial Officer, Practifi | | Speaker 
Matt Schreiber, Co-CEO, WBI | | Speaker 
Linda Ding, Senior Director of Strategic Marketing, Laserfiche |
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| | Panel Sponsor | |  | |
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Panel 2: Practical Must-Haves for Cybersecurity and Data/Privacy Protection
(3:45-4:15 EST) Like it or not, every advisor is going to need a working and conversational understanding of how they are protecting client data as well as planning for massive technology disruption from cyber events. This session will lay out some of the basic issues, themes and best practices that clients will increasingly expect from their advisor. REGISTER | |
| | Moderator 
Doug Fritz, President and Founder, F2 Strategy | | Speaker 
Gregory Wilson, Chief Information Security Officer, Docupace | | Speaker 
Ric Urrutia, Founder and Executive Chairman, Taos | | Speaker 
Tania Neild, Founder and CTO, InfoGrate | | |
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Panel 3: Supporting the Modern Wealth Experience— Where Innovation and Trends are Re-Defining Middle and Back Office (4:30-5:00 EST) One of the lesser-reported-upon impacts of COVID and the new WFH/remote culture is how middle and back office teams are supporting clients and advisors they may no longer work alongside. Join us to hear how wealth firms of varying sizes are dealing with changes in client/advisor needs, where they’re paying off, and what it might spell for the future of client service and support. REGISTER | |
| | Moderator 
Toussaint Bailey, CEO and Principal, EnsoWealth | | Speaker 
Matt Ahlstrand, VP Product Management & Solutions Consulting, SS&C Advent | | Speaker 
Matt Enyedi, Managing Director Business Solutions, LPL | | Speaker 
Chris Hastings, Co-founder and CEO, Sapphire Software Services and Panoramix | | Speaker 
Brian Bleasdell,
Chief Product Officer, FIX Flyer |
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| | Panel Sponsor | |  | |
| | Operations Innovation: Managing The New Normal Wednesday, February 24th | 3:00-5:00 EST | |
| | Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Must attend all three panel discussions to qualify. | |
| | Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. | |
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