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ANNUAL CONFERENCE

Thank you for joining us at the 2009 fi360 National Conference in Scottsdale, AZ. Designees may access recordings from previous conferences in the designee portal.

For information on upcoming fi360 Conferences, visit our Conference page.

Fi360 2009Conference Agenda

Keynote Sessions
Fred Reish	New Laws, More Regulations and Fiduciary Trends: Where Are We Going?
Bob Veres	Planning in Mayhem
Breakout Sessions
Brian Hamburger	Compliance Mythbusters: Proving and Dispelling the Greatest Myths of Regulatory Compliance
Roger Gibsonr	Multiple-asset-class Investing: is it still Relevant in Today's Market?
Wayne Miller	A Prudent Expert Standard of Care: What now?
Charles Lowenhaupt	Protecting Private Wealth: A Call to Action for Global Families, Trusted Advisors
John Griswold	Problems and Opportunities in Managing Endowments for Nonprofits: Insight from the Commonfund Benchmarks Studies
Jennifer Connelly Bob Clark	Becoming a Sought After Media Expert: Leverage the Power of Public Relations
Ron Hagan Lauren Lenfest Rick Applegate	Emerging Trends of Investment Committees
Rich Lynch Susan Mangiero Fred Reish	Managing Risk with Improved Documentation and Business Practices
Mike Dicenso Ed Lynch Stuart Ober	Fiduciary Consulting Business Models
David Witz Tom Kmak	Fee Benchmarking
Al Otto Mike Dicenso	Unique Approaches to Servicing Clients with a Fiduciary Best Practices Viewpoint
Blaine Aikin Roger Gibson Marcia Wagner	Ramifications of the Current Economic and Market Turmoil on Asset Allocation: Is it Now Time for Managed Accounts?
Robert Kennedy	Ethics, Professionalism and the Economic Crisis
Carlos Panksep Matt Hutcheson	Learning from over 120 CEFEX Assessments
Daniel Kravitz	Why You need to be in the Cash Balance Business
Joseph Gordon Dave Musto Fred Reish	Reports of Target Date's Death Have Been Greatly Exaggerated -- Analyzing the Success of Target Date Funds
Chad Griffeth Ed Lynch Rich Lynch Marcia Wagner	Fiduciary Participant Advice (PPA): Can It Work in Your Practice and How Do You Manage the Fiduciary Liability
Sam Richter	Top 10 Tips for Marketing Your Financial Practice Grow Your Business by Promoting Your Designation
Carl Richards	Behavior Gap
Gary Sutherland Tom Schrandt	Answers to 5 Liability Questions that will Save You Money, Time & Headaches
Marcia Wagner	ERISA Litigation Matters and Evolving Best Practices
Greg Kasten	Active Intervention to Improve the Retirement Outcome
Spencer Segal	From Process to Profits: How a systematized business enables fiduciary excellence, enhances your value proposition, and drives revenue.
Josh Itzoe	Ignorance is NOT Bliss: The Sad State of 401(k) Fee Disclosure and What You Must Do About It!

Quotes from attendees of previous fi360 Conferences:

“The fi360 annual conference has become a mandatory event for me to stay current on the specialized information that will keep me competitive as an investment advisor.”
– David Bromelkamp, AIFA

"If you do retirement plans and don’t come to this conference, your clientele is vulnerable"
– Ed Proulx, AIFA

"My goal is generally to leave a conference like this one with 3 or 4 new, actionable items. I left this one with sixteen!"
– Ed Proulx, AIFA

"This was the first time I felt I received an understandable definition of what a fiduciary advisor and investment fiduciary are. I feel more prepared to present what differentiates our business form most investment advisors working on pension plans for plan sponsors."
– Scott Hohman

"Terrific! To sit under the feet of the best of best (fiduciary excellence) in this honorable industry and see a proper standard emerge is NOT completely describable in the words but my heart knows it…and that I will revisit over and over again until we meet again.”
– Donald K. Jones, AIFA