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Fi360 Conference

2009 Conference

Thanks to everyone who attended the 2009 Fi360 Conference in Scottsdale!

The below speakers appeared at the 2009 Fi360 Conference. A detailed agenda with slotted dates and times for all conference events can be downloaded here. Most of these sessions were recorded and are available for download by AIF and AIFA designees via the Designee Portal. If you have any questions, please email

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
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!
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