2009 FI360 CONFERENCE AGENDA
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Past fi360 Conferences:
- 2011 in San Antonio
- 2010 in Orlando
- 2009 in Scottsdale, AZ
- 2008 in Charlotte, NC
- 2007 in San Diego
- 2006 in Savannah, GA
- 2005 in Santa Fe, NM
What attendees of our previous conferences are saying:
"Coming to conferences like this, learning from and networking with other fellow professionals keeps me on my game and really helps set me apart from my 'competition'."
– Francis Gillis, AIF
"What I like most about the fi360 Conference is the feeling that I am at a Mount Everest experience for fiduciary standards."
– J. David Strother, AIFA
"Excellent event: a must attend if you serve plan fiduciaries or if, as an investment advisor, you serve as a plan fiduciary."
"I am considering making a career change that will allow me to better implement my passion for fiduciary education. This conference was very motivating. Thank you for an outstanding program!"
"What I like most about the fi360 conference is that it is independent, objective and unbiased."
"I really appreciate and value the fact that this is a working conference where we as professionals can explore issues with experts and peers to identify and rectify our weaknesses; not a sales pitch or self-congratulatory conference."
"As the leader of a community bank trust department, I benefited greatly from the ideas and expertise expressed at each session. Our department will quickly adopt and adapt many of the best practices and fiduciary processes introduced at this conference. We will focus on what is important to our clients and their stakeholders."
"Excellent presenters with rich content of relevant and practical knowledge and information."
"My first conference: excellent topics and speakers. I will attend more."
-Peter Recchin
To submit a topic suggestion for a future conference, please download and submit a conference speaker proposal form.
If you have any questions about the conference, email us at conference@fi360.com
The following speakers appeared at the 2009 fi360 Conference.
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 |
Becoming a Sought After Media Expert: Leverage the Power of Public Relations |
Ron Hagan |
Emerging Trends of Investment Committees |
Rich Lynch |
Managing Risk with Improved Documentation and Business Practices |
Mike Dicenso |
Fiduciary Consulting Business Models |
David Witz |
Fee Benchmarking |
Al Otto |
Unique Approaches to Servicing Clients with a Fiduciary Best Practices Viewpoint |
Blaine Aikin |
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 |
Learning from over 120 CEFEX Assessments |
Daniel Kravitz |
Why You need to be in the Cash Balance Business |
Joseph Gordon |
Reports of Target Date's Death Have Been Greatly Exaggerated -- Analyzing the Success of Target Date Funds |
Chad Griffeth |
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 |
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! |