{"id":1999,"date":"2024-08-01T16:12:05","date_gmt":"2024-08-01T16:12:05","guid":{"rendered":"https:\/\/emoneyadvisor.com\/summit\/?page_id=1999"},"modified":"2025-10-17T17:31:03","modified_gmt":"2025-10-17T17:31:03","slug":"sessions","status":"publish","type":"page","link":"https:\/\/emoneyadvisor.com\/summit\/sessions\/","title":{"rendered":"Sessions"},"content":{"rendered":"\t\n
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Sessions<\/h1>\t\t\t<\/div>\n<\/div>\n\n\n
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Mainstage, Networking Lounge, and Exhibit Hall<\/a><\/h2>
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Celebrating eMoney\u2019s Past, Present, and Future<\/h3>\n
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Join CEO Susan McKenna as she kicks off the 12th eMoney Summit. In the opening session, she\u2019ll highlight the inspiration for this year\u2019s Summit: our history, our clients, and our desire to shape the future of planning together.<\/p>\n\n <\/div>\n <\/div>\n

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Talking About Tomorrow: How eMoney Power Users Are Leading with Innovation<\/h3>\n
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Join Matt Schulte, Head of Financial Planning and founding member of eMoney, for an insightful conversation about the evolution of financial planning. Draw inspiration from the successful careers of eMoney power users Patti Brennan, CFP\u00ae, CEO, Key Financial; Greg Furer, CFP\u00ae, CEO and Founder of Beratung Advisors; and James Werner, CFP\u00ae, Partner, Wealth Advisor, Waverly Advisors, as they offer their perspective on serving the needs of clients today and into the future.<\/p>\n\n <\/div>\n <\/div>\n

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eMoney Product Vision and Roadmap<\/h3>\n
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Join eMoney\u2019s product leaders as they unveil how we\u2019re reimagining the platform to help you plan faster, collaborate better, and deliver more value to clients.<\/p>\n\n <\/div>\n <\/div>\n

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Networking Lounge<\/h3>\n
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Connect with your peers, chat about the latest trends, and ask whatever\u2019s on your mind in the Networking Lounge.<\/p>\n\n <\/div>\n <\/div>\n

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Exhibit Hall<\/h3>\n
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Visit our sponsors\u2019 booths and the eMoney Experience to learn more about products, updates, and services.<\/p>\n\n <\/div>\n <\/div>\n

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Reimagining Wealth Through Simple Sketches<\/h3>\n
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In this keynote, Carl Richards\u2014creator of The New York Times \u201cSketch Guy\u201d column and a trusted voice in the financial planning world for over 25 years\u2014delivers a transformational experience. Drawing on hundreds of keynote events, thousands of conversations with real people, and the most powerful insights from his new book, Carl weaves live sketching, storytelling, and human truth into an unforgettable session. This isn\u2019t about performance or products\u2014it\u2019s about the emotional side of money, and the real work of advice. The audience will walk away not just inspired, but equipped with language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.<\/p>\n\n <\/div>\n <\/div>\n

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Secrets of Leading Through Change <\/h3>\n
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Leaders in all industries find themselves dealing with the challenges of a rapidly changing work environment. This includes management, procedures, technology, generational changes, and more. What can be perceived as rocking the boat, however, is also a great opportunity for growth.<\/p>\n

In this motivational experience, Dr. Michelle shares the best-kept secrets for initiating, dealing with, and leading through change. She offers not only the best possible way but also a way that will lead to extraordinary engagement, motivation, and performance.<\/p>\n

Dr. Michelle utilizes roleplaying, humor, easy-to-remember tips and tools, and a high level of audience interaction to lead you (the audience) through an experience that will transform the way you lead yourself and others. These tools will be instrumental in navigating through rapid and oftentimes unexpected changes to reach your goals.<\/p>\n

You will leave this motivational experience with the best and most practical tools for achieving professional and personal growth through challenge and change to lead yourself, your team, and your organization to new levels of success and performance.<\/p>\n\n <\/div>\n <\/div>\n

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The Four Factors That Really Drive Advicer Productivity (1 CFP\u00ae CE Credit) <\/h3>\n
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As advisory firms grow and add clients, they inevitably reach capacity limitations, because a financial advisor only has so much time to provide advice and service to clients before they just run out of hours in the day or week, and have to hire more advisor talent. Yet given the cost of advisor talent, advisory firms first and foremost try to lift the productivity of their existing advisors to first generate more with the team they’ve got. In practice, though, firms often don’t focus in the right places to actually generate those productivity lifts. <\/p>\n

In this session, Chief Financial Planning Nerd Michael Kitces of Kitces Research will share their latest findings on the four factors that really drive the productivity of advice-centric firms, including the impact of team leverage, face-time with clients, the affluence of the firm’s clientele, and the pricing confidence of the advisors themselves… and in the process, will show how the prevailing focus on AdvisorTech actually plays a remarkably small role in advisor productivity, once advisory firms get the four “big” things right! <\/p>\n\n <\/div>\n <\/div>\n

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CFP\u00ae Board Code of Ethics and Standards of Conduct (2 CFP\u00ae CE credits) <\/h3>\n
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In need of CFP\u00ae Board approved Ethics CE credit? This program has been designed to educate CFP\u00ae professionals on CFP\u00ae Board\u2019s Code of Ethics and Standards of Conduct.<\/p>\n\n <\/div>\n <\/div>\n

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The Future of Advice: Talent, Tools, and Skills for the Next Generation<\/h3>\n
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As the financial planning landscape continues to evolve, firms must adapt with new skills, innovative tools, and diverse talent to succeed. During this dynamic discussion, panelists will share strategies for enhancing advisor capabilities, creating career pathways that attract the next generation, and strengthening firm culture to support growth at every stage of a career. By embracing inclusion and innovation, firms can take meaningful steps to ensure they are not only preparing for the future of advice but also shaping it.<\/p>\n

Moderator:<\/strong><\/p>\n