AGENDA

All sessions and agenda items are displayed in Eastern Time. Please note that this is a sample agenda and not yet final, all timings are subject to change. CLICK HERE FOR A DETAILED VIEW OF SESSIONS and their descriptions.

9:00 a.m. – 6:00 p.m. ET Product Experience
10:00 a.m. – 10:30 a.m. ET Summit Opening: Bridging the Gap: Proprietary Research on Consumer Expectations
10:30 a.m. – 11:00 a.m. ET eMoney Product Roadmap & Vision
11:15 a.m. – 11:45 a.m. ET Product Experience - including Live Q&A in Product Experience
12:00 p.m. – 12:30 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
12:45 p.m. – 1:15 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
1:30 p.m. – 2:00 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
2:15 p.m. – 2:45 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
3:00 p.m. – 3:30 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
3:45 p.m. – 4:15 p.m. ET Optimizing your Process Breakouts (0.5 CE Credits)
4:30 p.m. – 5:30 p.m. ET Digital Empowerment: A Structured Approach to Technology to Drive Business Forward
9:15 a.m. – 9:45 a.m. ET Product Experience
8:00 a.m. – 9:55 a.m. ET CFP Board Code of Ethics and Standards of Conduct
10:00 a.m. – 10:50 a.m. ET Carla Harris: Intentional Leadership
11:00 a.m. – 11:50 a.m. ET Panel Discussion: Conflict Resolution in Financial Planning
12:15 p.m. – 12:45 p.m. ET Sponsor Breakouts
1:00 p.m. – 1:30 p.m. ET Sponsor Breakouts
1:40 p.m. – 2:30 p.m. ET Panel Discussion: Bridging the Gap
2:45 p.m. – 3:15 p.m. ET Presenting to Clients (0.5 CE Credits) or Beyond Planning Breakouts
3:30 p.m. – 4:00 p.m. ET Presenting to Clients (0.5 CE Credits) or Beyond Planning Breakouts
4:15 p.m. – 5:00 p.m. ET Andrew Busch: Future Economy: Growth Opportunities
5:15 p.m. – 7:15 p.m. ET CFP Board Code of Ethics and Standards of Conduct
9:00 a.m. – 6:00 p.m. ET Product Experience
9:00 a.m. – 9:30 a.m. ET Presenting to Clients (0.5 CE Credits) or Beyond Planning Breakouts
9:30 a.m. – 10:00 a.m. ET Presenting to Clients (0.5 CE Credits) or Beyond Planning Breakouts
10:15 a.m. – 10:45 a.m. ET Building Plans Breakouts (0.5 CE Credits)
11:00 a.m. – 11:30 a.m. ET Building Plans Breakouts (0.5 CE Credits)
11:45 a.m. – 12:15 p.m. ET Building Plans Breakouts (0.5 CE Credits)
12:30 p.m. – 1:00 p.m. ET Building Plans Breakouts (0.5 CE Credits)
1:15 p.m. – 1:45 p.m. ET Building Plans Breakouts (0.5 CE Credits)
2:00 p.m. – 2:30 p.m. ET Building Plans Breakouts (0.5 CE Credits)
2:45 p.m. – 3:15 p.m. ET Building Plans Breakouts (0.5 CE Credits)
3:30 p.m. – 4:00 p.m. ET Building Plans Breakouts (0.5 CE Credits)
4:15 p.m. – 4:45 p.m. ET Building Plans Breakouts (0.5 CE Credits)
5:00 p.m. – 5:30 p.m. ET Building Plans Breakouts (0.5 CE Credits)

Mainstage Sessions

Bridging the Gap

eMoney's leadership team will present proprietary research on how to bridge the gaps between your services and expertise and the experience consumers want.

Product Roadmap & Vision

In order to bring planning to more people, financial professionals need to be able to offer their clients a fulfilling, personalized, hybrid experience. The experience relies equally on the practical, emotional, and behavioral understanding of human elements and the smart, scalable, time-saving elements of the technology component. Learn how this need is informing our product vision.

Intentional Leadership

In past decades, particularly in “producer cultures” professionals were given positions of leadership and authority because they were great “producers.” The top trader, the banker that posted the most revenues or the lawyer that had the most billable hours were compensated with money, an elevated title, and positions of leadership without much thought as to whether the person was the kind of individual that could motivate and inspire others to perform beyond their own expectations. Yet, today, we find ourselves in an environment where a growing majority of the professional workforce are Millennials and Generation Zers and they demand motivation and inspiration as table stakes for their performance in any environment. So the question is, “What does it take to be an outstanding leader in today’s environment?” Carla Harris asserts that if anyone chooses to take on the leadership seat, then one must be INTENTIONAL about 8 things in order to be a powerful, impactful, influential leader in today’s environment. Hear her make the case for: Authenticity, Building Trust, Clarity, Creating other Leaders, Diversity, Innovation, Inclusivity, and Voice as essential components of being a Powerful Leader today.

The Future Economy: Growth Opportunities

The world is going to see more economic change in the next 5 years than we have seen in the last 100 years. Just when we were getting over the worst of COVID, Russia invaded. The war in the Ukraine is a great example of the speed of change and the disruption that can happen to the global economy. As well, foundational AI, blockchain and co-bots are just a few of the extraordinary tools being leveraged right now to help businesses overcome, adapt and thrive. Are you aligning yourself for what will occur? Andy literally wrote the book on large, catastrophic events and how they impact our markets, economy and world. As a futurist and economist, Andy dives deep into exploring how innovation, policy changes and societal shifts (war) drive opportunities for clients. He provides context by doing a “where we’ve been, where we are and where we’re going” for the economy. He takes the trends super charged by COVID & war, then applies them to your industry via a case study to show where money is flowing. Are you thinking about how to adapt to the disruptions to run your business better or how you can grow it faster? How are you challenging yourself with new ideas, new concepts, new technology? Can you understand the economic forces driving change to lead you in transforming your business and adapting your strategy to take control of the future? Andy says, “Let’s explore the economic future by getting you the tools you need to be successful.”

Panel Discussion: Conflict Resolution in Financial Planning (1 CE Credits*)

Conflict is natural, but navigating conflict may look different for each client. When conflict arises, financial planners have the unique opportunity to recognize the conflict and make it a part of the planning process. Learn from a team of experts how to help clients engage in effective communication and ensure lasting relationships.

Panel Discussion: Bridging the Gap

Join our panel members as they reflect on how the research shared in our opening session can inspire new ideas and approaches for building lasting connections with your clients by comprehensively addressing their unique needs and expectations.

CFP Board Code of Ethics and Standards Conduct (2 CE Credits)

In need of CFP Board approved Ethics CE credit? This program has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, effective October 1, 2019.

Digital Empowerment: A Structured Approach to Technology to Drive Business Forward

In this time of such change and challenge in wealth management, having the right approach to technology is more important than ever. While we've been working with firms for years, to help them to enhance and transform their technology, the scale and importance of this challenge today requires a scalable solution. That's why we've created a new framework, to ground our ongoing work to help wealth management firms transform the way they think about and manage their technology. This digital empowerment framework draws from our experience and expertise in wealth management technology strategy, design, and activation.

Optimizing Your Process

Enhancing Engagement Through the Client Portal (0.5 CE Credits*)

Explore the core functionality of the client portal including how to leverage it for onboarding and customize it to build the experience that works best for you and your clients.

Creating a Complete Financial Picture (0.5 CE Credits*)

See how to work in the eMoney platform to ensure all necessary data is captured and managed for maximum efficiency. Then see how to build and present a plan to a client in the most impactful way possible.

Streamlining Your Data Workflow (0.5 CE Credits*)

Discover how to leverage eMoney connection and integration technology to work smarter and more efficiently. You'll also learn a bit about the modern approach for delivering these functions: APIs.

Understanding and Maintaining Connections (0.5 CE Credits*)

Learn about the different types of connections for aggregating accounts in eMoney. Then hear how to problem-solve if a connection needs to be repaired.

Scaling Your Business with Foundational Planning (0.5 CE Credits*)

See the shortest path from data entry to plan delivery allowing you to have more planning conversations with more clients. You will also learn how the Asset Allocation, Expense Planning, and Life Insurance analysis modules fit into Foundational Planning.

Catching Up on eMoney Releases (0.5 CE Credits*)

Get caught up on the new features and enhancements released in the eMoney platform over the last 12 months and learn how to leverage them to increase efficiency and effectiveness within your practice.

Building Plans

Facilitating Deeper Client Discussions with Monte Carlo (0.5 CE Credits*)

Review the facts and assumptions that impact the Monte Carlo simulation within eMoney and see which reports can be used to demonstrate the value of Monte Carlo, enhance decision making, and increase client confidence.

Maximizing Income Tax Data for Better Planning (0.5 CE Credits*)

See how to effectively collect tax data and leverage it to develop the scenarios and reports for modeling desired planning outcomes for your clients.

Addressing the Needs of Business Owners (0.5 CE Credits*)

Learn about the relevant data inputs related to business owners, vital reports for verifying data, and planning strategies to consider when addressing their unique needs.

Accommodating Complex Needs in Cash Flow (0.5 CE Credits*)

Understand how to best leverage eMoney to create recommendations specific to a client's unique and complex cash flow needs while also learning how to communicate findings to clients.

Building and Delivering Estate Plans (0.5 CE Credits*)

Understand the assumptions relevant to estate planning, along with how data informs our trust types, wills, and gifting. Then see how to demonstrate interactive planning strategies in the eMoney Decision Center.

Leveraging Planning Solvers to Build Scenarios (0.5 CE Credits*)

See how to best leverage the various planning solvers, and how to incorporate those findings into a comprehensive, interactive discussion. Then learn more about the new Insights area in Decision Center.

Optimizing Recommendations with Troubleshooting Reports (0.5 CE Credits*)

Learn how to efficiently use troubleshooting reports to verify data output and ensure fact details to enable better analysis and planning.

Incorporating Annuities into your Client's Financial Plans (0.5 CE Credits*)

Learn about the various eMoney inputs, outputs, and presentation tools to help you explain and incorporate annuities into your clients' plans and effectively show them how this form of guaranteed income in retirement works.

Illustrating Equity Compensation (0.5 CE Credits*)

See how to enter stock options and other forms of equity compensation into eMoney to create planning opportunities for your clients. You'll also pick up some ideas for how to illustrate the potential impact of different option strategies.

Presenting to Clients

Uncovering and Addressing Potential Vulnerabilities (0.5 CE Credits*)

Learn how to leverage fact finder to surface topics or considerations that your client may not have on their radar, e.g., social security funding, annuities, etc. Then see how to effectively collaborate on solving for these by using presentations and reports.

Answering Common Investment Questions (0.5 CE Credits*)

Learn how to effectively model various economic changes and investment types including common economic impacts on a plan, such as inflation assumptions, bear markets, and tax changes. You'll also see how to model some common investment strategies, including alternative assets, private equity, and cryptocurrency.

Modeling Common Charitable Techniques (0.5 CE Credits*)

Understand how to effectively model and present various charitable giving techniques, including charitable trusts, donor-advised funds, and qualified charitable distributions from retirement accounts.

Beyond Planning

Grow Your Business with Incentive®

*NOTE: This session is not eligible for CE credits.

Does your firm work in the defined contribution space? If so, learn how Incentive can help you grow your business and attract new leads. Incentive is eMoney’s award-winning financial wellness solution that is offered to retirement advisors. In this session, you’ll learn about the growing need for financial wellness, how you can differentiate yourself in the market, and how technology can help you expand your business while helping employees with their money.

Outsourcing Planning: Serve More Clients with eMoney Collaborate

*NOTE: This session is not eligible for CE credits.

Understand your options for providing comprehensive planning services to your clients while balancing the resources in your firm. See how eMoney's white-label outsourced planning solution can help you gain your client's trust, demonstrate your value, convert prospects, and save time throughout your practice.

Total Client Engagement

*NOTE: This session is not eligible for CE credits.

This fast-paced presentation by Duncan MacPherson is all about Total Client Engagement. In this presentation, Duncan will discuss how service is brought to life reactively based on your standards of care—or your philosophy—and proactively by your standard operating procedures—or your process.

Personalized Coaching

One-on-One Training

Users attend the Summit for various reasons, but the virtual one-on-one personalized coaching sessions are a big one. Why?

  • 1REASON 1 | One-on-One Access to an eMoney Expert
    Although our CE and Breakout sessions have been specifically designed around users’ most searched topics, you have unique goals for your business. This is a personalized session entirely led by you with an expert familiar with your version of eMoney.
  • 2REASON 2 | Time Spent Efficiently
    You’re busy! That’s why our eMoney experts make the most of your 30 minutes together. After registering for the Summit, you’ll be prompted to select an available time slot and submit the topics you would like to discuss. That way, your coach will come to your meeting prepared and ready to help.
  • 3REASON 3 | Great Value
    The monetary value of 30 minutes with an eMoney coach is regularly $150. This one-on-one session is included in the virtual Summit experience, there is no additional cost beyond the price of registration.

Are you a user with an Enterprise version of eMoney? Your one-on-one specialist is familiar with your enterprise and the features available for you, resulting in an experience unique to your business.

Already registered for the Summit and looking to reserve your coaching slot? Please have your confirmation number handy and click here.

 

* These sessions are pending CFP board approval – topic and content subject to change; Must attend entirety of session for credit.

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