Agenda

The 2012 fi360 Conference agenda features 35 sessions and nearly 50 speakers.

General sessions include a welcome and state of the industry address from fi360 CEO Blaine Aikin and other fi360 staff members, and keynote speeches by Justin Fox, who is editorial director of the Harvard Business Review Group and author of The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street and Doris Kearns Goodwin, who is a Pulitzer-Prize winning author and historian and the author of Team of Rivals: The Political Genius of Abraham Lincoln.

32 breakout sessions covering a wide variety of topics that has something for everyone, including content that is both practical and theoretical; based on the latest legal and regulatory updates and long-standing conventional wisdom and best practices; spans many portfolio types and business models; and for fiduciaries who are investment professionals, perform other fiduciary support roles, or non-professional investment stewards.

Toolkit Lounge open throughout the event conducting scheduled product demos and answering any questions you may have. Private demos will be available by appointment.

You can download the full agenda here. For additional details about confirmed speakers, session titles, and descriptions, please visit our agenda page. A general schedule of events can be found below.

The 2012 agenda is already filled, but we are accepting proposals to speak in 2013. If you are interested in speaking at an fi360 Conference in the future, please fill out and return a speaker proposal form.

Conference week schedule of events

The following is the general schedule for conference week events.

• Monday, April 23:
  • 8:30 a.m. - 5:00 p.m. CT - AIFA Designation Training, Day 1
• Tuesday, April 24:
  • 8:30 a.m. - 5:00 p.m. CT - AIFA Designation Training, Day 2
  • 1:00 p.m. - 5:30 p.m. CT - AIF Designation Training, Day 1
• Wednesday, April 25:
  • 8:30 a.m. - 3:30 p.m. CT - AIFA Designation Training, Day 3
  • 8:00 a.m. - 12:00 p.m. CT - AIF Designation Training, Day 2
  • 1:00 p.m. - 3:00 p.m. CT - fi360 Toolkits Session: Getting Started
  • 3:00 p.m. - 5:00 p.m. CT - fi360 Toolkits Session: What's New
  • 12:00 p.m. - 4:30 p.m. CT - fi360 Conference registration
  • 5:00 p.m. - 6:30 p.m. CT - Welcome cocktail reception for conference attendees
• Thursday, April 26:
  • 7:00 a.m. - 8:00 a.m. CT - Breakfast for conference attendees
  • 8:00 a.m. - 4:45 p.m. CT - Conference sessions
  • Hours TBD - Evening networking reception for conference attendees
• Friday, April 27:
  • 7:00 a.m. - 8:00 a.m. CT - Breakfast for conference attendees
  • 8:00 a.m. - 3:30 p.m. CT - Conference sessions