Automation in Action: Funding, Building, and Scaling Tech That Delivers
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: In this dynamic, no-fluff panel, financial institution leaders will share real-world automation strategies that have modernized operations, reduced cost and risk, and improved the accuracy and utility of enterprise data. Through case study-driven dialogue, attendees will explore how multiple firms have implemented data aggregation, compensation automation, and analytics capabilities that directly improved business outcomes. Expect practical takeaways, first-hand insights, and a roadmap for action.
Speakers:
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Kristefor Lysne
President
Terrapin Technologies, Inc. |
Arthur Osman
Managing Director
Arthur Osman & Company |
Jim Corbett
Chief Executive Officer
Wintrust Investments |
Tom Mudlaff
President
United Brokerage Services, Inc. |
Between Generations: Helping Clients Plan, Care, and Thrive
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: Nearly one in four Americans belongs to the Sandwich Generation, a group defined by their responsibilities to family members. This session shares insights from a survey of Americans ages 40 to 59 who provide support to adult children and elderly relatives. Attendees will gain a better understanding of this demographic and learn strategies to create greater market distinction and position themselves as thought leaders.
Speaker:
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Patti Hausherr
VP Retail Strategy
Athene
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BISA's 4th Annual Bracket Challenge - Finding Real Impact in the Age of AI Overload
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: This session is a fun, interactive panel with three rounds of 1:1 matchups from a pool of eight contestants. Participants respond to spontaneous prompts about real industry challenges in evaluating and adopting new technologies like AI. Expect audience participation, unexpected twists, and an entertaining yet educational experience.
Speaker:
Kelly Lytle
Chief Commercial Officer
Proformex
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Current State of AI in Wealth Management
When: Monday, March 2 | 4:15pm-5:00pm ET
Description: Artificial Intelligence is rapidly transforming the wealth management industry—redefining how firms operate, engage clients, and deliver value. This presentation shares key insights from Fidelity’s survey of professionals across wealth management firms, including executives, advisors, and support teams, on how generative AI is being used, challenges, and opportunities ahead.
Speaker:
Marissa Herr
Head of Technology Consulting
Institutional Wealth Management Services
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How to Organize Wealth Management in a Financial Institution: A Debate Between Today's Wealth Leaders
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: Decades of disappointing growth have led some financial institutions to reassess delivery of wealth management services. This session debates traditional segmentation versus integrated models, combined with benchmarking data from Kehrer Group, providing clarity on advantages and disadvantages.
Speakers:
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Tim Kehrer
Principal
Kehrer Group |
LeAnn Rummel
President & CEO
Cetera Investment Services |
Miles Milton
EVP, Chief Wealth Management Officer
Hancock Whitney Bank |
How to Partner in Women's Financial Growth
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: This session explores opportunities to partner with Women's Financial Growth, including priorities, retirement visions, and financial confidence-building strategies.
Speaker:
Chelsea Joyner
Key Account Manager
MassMutual Strategic Distributors
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Making Sense of the Political and Regulatory Environment After the Big Beautiful Bill: More Shoes to Drop
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: Explore the implications of recent financial policy changes, including the One Big Beautiful Bill Act and presidential executive orders, on investors and client expectations for financial advisers.
Speakers:
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Mark Quinn
Director of Regulatory Affairs
Cetera Financial Group |
Andrew Hartnett
VP for Regulatory Affairs and Deputy General Counsel
Financial Services Institute |
Self-Funding Growth: Balancing Advisor Force Roles to Maintain Profit Margin as You Add Advisors
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: Learn how to increase fee income by adding advisors without reducing profit margins, using proprietary data and timing strategies for hiring and promotions.
Speakers:
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Angelo Pietri
SVP, Client Experience
Osaic Institutions |
Tim Kehrer
Principal
Kehrer Group |
Frank Van Wert
SVP, Client Experience
Osaic Institutions |
Small Room Big Deal
When: Monday, March 2 | 3:15pm-4:00pm ET
Description: A high-energy, gamified breakout where financial professionals master high-stakes boardroom meetings in a fun and competitive environment.
Speakers:
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Bill Sweeney
Head of Creative Storytelling
Global Atlantic |
Jeannie Underwood
Director, Head of The Consulting Group
KKR/Global Atlantic |
The Connected Advisor Journey: Using Digital Innovation to Reimagine Advisor Onboarding and Everboarding
When: Tuesday, March 3 | 1:45pm-2:30pm ET
Description: Learn how firms are reimagining the Connected Advisor Journey—from pre-boarding to ongoing "everboarding"—using AI-powered platforms and journey-mapping methodologies to improve advisor readiness, compliance, and client experience.
Speakers:
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Mark Magnacca
President
Allego Inc |
Jared Geisler
Revenue Enablement Manager
Zions Bancorporation |
Antoine Walthour
Head of Client Experience and Service
MassMutual |
The Future of Advice: Human Connection, Advisor Intelligence and Sustainable Change
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: Learn how Advisor Intelligence combined with human connection drives client loyalty and growth. This session provides actionable frameworks to elevate client conversations and future-proof practices in the age of generative AI.
Speaker:
H Adam Holt
Founder and CEO
Asset-Map
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The Great Wealth Transfer and the K-Shaped Economy
When: Tuesday, March 3 | 2:45pm-3:30pm ET
Description: Explore the over $90 trillion Great Wealth Transfer and how structural disadvantages for younger cohorts present opportunities for financial professionals and the economy.
Speaker:
Tim Pierotti
Chief Investment Officer
WealthVest
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