a Agenda | 2017 BDFS / IAC Annual Conference
 
Broker Dealer Financial Services Corp. & Investment Advisors Corp.

Agenda

Wednesday, July 26

9:00 -11:00am Insurance Continuing Education (2 hours) – provided by: Rick Cordaro, DIA,DIF,LUTCF Disability Income Regional Vice President, Principal Financial Group

12:00 – 4:30 pm Best Ball Golf Tournament - Otter Creek Golf Course, Ankeny (details)

5:00 – 6:00 pm Awards Reception, Appetizers & Cocktails – Otter Creek Golf Course

7:15 – 7:30 pm Sponsored dinners for Advisors based on Distribution Channel (Banks, Independents)

Day 1 – Thursday, July 27

7:00 – 8:00 a.m. Registration and Breakfast buffet

8:00 – 8:15 a.m. Opening―Lisa Smith, BDFS/IAC President & CEO

8:15 – 9:15 a.m. "The Hero Effect" - Kevin Brown, Keynote

9:15 – 9:45 a.m. Exhibit session and break

9:45 – 10:40 a.m. “IGNITE: Investment Advice of the Future”―BDFS/IAC Executive Team Panel

10:45 – 11:30 a.m. Breakout Session #1

    Alternative Investments: Shawn O’Shaughnessy, SC Distributors – "Understanding Alternative Investments" (Room: Skinner C2)
    Mutual Funds: : Jeff Olson, American Funds “Expect More from Your Investments” (Room: Skinner Ballroom A)
    Advisory: Kristin Flack, First Clearing – "First Clearing- Advisory Programs" (Room: Skinner C1)
    Alternative Investment:Michele Wiens, Cole Capital “What’s Your Alternative“ (Room: Skinner B1)
    Practice Management: Mike Krapf, Riskalyze Demo ”Let’s empower the world to invest fearlessly” (Room: Skinner B2)

11:30 – 12:00 p.m. Exhibit session and break

12:00 – 12:50 p.m. Medallion Leaders Club Awards Recognition and Lunch Buffet

12:50-1:00 p.m. Break/Transition to breakout session #2

1:00 – 1:45 p.m. Breakout Session #2

    Alternative Investments: Geoffrey D. Flahardy, Exchange Right – “Uncovering 1031 Investment Opportunities with Your Book of Business” (Room: Skinner C2)
    Mutual Funds: Lisa Kueng, Invesco – “Creating and presenting Your Story with the Goal of Winning Prospective Clients” (Room: Skinner Ballroom A)
    Advisory: Joe Krasucki, AssetMark – “Positioning Your Practice for High Net Worth Investors” (Room: Skinner C1)
    Insurance: Brian Roberts, Jackson National – “Beyond the Numbers” (Room: Skinner B1)
    Practice Management: Matt Valkovic, Circle Black “Know Your Wealth Live Your Life” Demo (Room: Skinner B2)

1:45-1:55 p.m. Break/Transition to breakout session #3

1:55 – 2:40 p.m. Breakout Session #3

    Alternative Investments: Billy Glass, Gentry Mills – “GMI – TPS Irving, LP & GMI – Long Island HWS, LP” (Room: Skinner C2)
    Alternative Investments: Kevin Greene, Hartman Investments – “A History of Delivering Value to Investors” (Room: Skinner Ballroom A)
    Insurance: Billy Voyles, Allianz Life – “Retirement Disrupters” (Room: Skinner C1)
    Insurance: Eric Crites, CUNA Mutual Group – “Risky Business – How to Relieve Your Clients’ Financial Fears” (Room: Skinner B1)
    Practice Management: Carly Ford - Marketing Pro – “Relationship Marketing” (Room: Skinner B2)

2:40 – 3:15 p.m. Exhibit session and break

3:15 - 4:05 p.m. “Tech Stuff that Will Rock Your World” ― Speaker: Paul Gillin

4:05 - 5:05 p.m. BDFS/IAC Technology Initiatives/Q&A and Advisor Panel

5:05 – 5:10 p.m. Day 1 Wrap-up; Lisa Smith, President & CEO

5:15 – 6:15 p.m. Cocktail Reception – Prairie Meadows Trackside Pavilion

7:15 pm Sponsored Dinners (previously called dine-a-rounds) - AJ's Steakhouse

Day 2 – Friday, July 28

7:45 – 8:30 a.m. Breakfast Buffet

8:30 – 8:40 a.m. Welcome―Lisa Smith, BDFS/IAC President & CEO

8:40 – 9:40 a.m. “Cyber Fraud – Preventing Account Takeover” ― Speaker: Jeff Lanza, Retired FBI Agent

9:40 – 10:00 a.m. Exhibit session and break

10:00 – 10:50 a.m. "Economic & Market Strategy Update" - Marc Glass, Managing Director/Head of Advice & Market Strategy, Wells Fargo Advisors

10:50 – 11:15 a.m. Exhibit session and break

11:15 – 12:00 a.m. "Millennials" – Amanda Smith, Fidelity Investments Clearing & Custody Solutions

12:00 – 1:00 p.m. LUNCH with Table Topics

1:00 – 1 :50 p.m. “Compliance – State of the Union” ― Barb Bennett, BDFS/IAC Chief Operating Officer/Chief Compliance Officer

1:50 – 2:00 p.m. Announcements & Prizes

2:00 – 2:10 p.m. Closing Comments―Lisa Smith

2016 BDFS/IAC Annual Conference, Altoona Iowa

Annual Conference 2016, Altoona, IA

conf. sign up

2017 BDFS / IAC Annual Conference

July 26 – 28, 2017
Prairie Meadows Events Center
1 Prairie Meadows Drive
Altoona, IA 50009 

 

 

 

 

 

 

 

We are committed to providing our financial advisors with an exceptional partnership to ensure they have the support and resources needed to assist their clients in achieving their financial goals.

Broker Dealer Financial Services Corp.
Investment Advisors Corp.

140 South 68th Street
West Des Moines, Iowa 50266

Member: FINRA / SIPC / SIFMA

©2017 Broker Dealer Financial Services Corp - All Rights Reserved
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