Wednesday, September 25

11:00 a.m.             Registration Opens

3:30-4:15 p.m.      First Time Attendee Reception

4:35-4:40 pm.       Charity Introduction

4:40-5:10 p.m.      Cambridge Talk - Eric Schwartz

5:10-6:00 p.m.      Nichole Malachowski - First Woman Thunderbird Pilot, White House Fellow & Adviser, and Fighter Squadron Commander. Topic: Pushing the Envelope: Being the Best When it Counts

6:00 p.m.               Welcome Reception and Expo Hall Open

8:00 p.m.               Registration Closes

Thursday, September 26

7:00-8:30 a.m.       Networking Breakfast

8:30-9:00 a.m.       Welcome and Cambridge Talk

9:00-10:00 a.m.     Cambridge Talk - Amy Webber

10:00-10:30 a.m.    Networking Break

10:30                       Breakout Sessions

10:30-11:20 a.m.   Super Breakout - Coaching and Speaking Your Client's Language, Jay Mooreland, Brighthouse Financial

10:30-11:20 a.m.   Super Breakout - Andy Busch, Horizon Investments

10:30-11:20 a.m.   Mo Campanella, Indland Securities Corporation

10:30-11:20 a.m.   Understanding What Makes Clients Tick Using Investor Blueprint Assessment, Nicholas Arreola, FTJ FundChoice & CLS Investments

10:30-11:20 a.m.   Your High Net Worth Client Strategy: It's What They Want, Not What You Know, John Anderson, SEI

10:30-11:20 a.m.    Fighting Elder Financial Abuse: New Duties for Advisors

10:30-11:20 a.m.    Digitizing Your Practice for the Future of Financial Advice, Alex Cavalieri, CION Securities, LLC

10:30-11:20 a.m.    Grow Your Practice by Managing Both Sides of the Balance Sheet, Gary Basso, Goldman Sachs Private Bank

11:30 a.m.                Networking Lunch

1:00 p.m.                 Breakout Sessions

2:10 p.m.                 Breakout Sessions

3:00-3:30 pm.          Networking Break

3:30-5:00 p.m.        General Session

4:10-5:00 p.m.        Rohit Bhargava - Marketer I Author I Speaker I Professor I Nice Guy. Topic: How To Be Trusted In A Skeptical World

5:00-6:00 p.m.        Happy Hour

TBD                          Top Golf, Off-site Dinner

Friday, September 27

6:00-7:30 a.m.        Charity Fun Run/Walk

7:00-8:30 a.m.         Networking Breakfast

8:40-9:00 a.m.        Keynote: Dale Brown, FSI with Seth Miller

9:00-9:50 a.m.        Keynote: Mark Zinder, CIM

10:00-10:30 a.m.     Networking Break

10:30-11:20 a.m.    Breakout Sessions

11:30 a.m.               Networking Lunch

11:30 a.m.              Cambridge Women's Community Luncheon

1:00-1:50 p.m.       Breakout Sessions

2:10-3:00 p.m.       Breakout Sessions

3:00-3:20 p.m.        Networking Break

3:45-4:45 p.m.       Keynote: Steve Pemberton - Best Selling Author I Philanthropist I Acclaimed Speaker I Senior Level Executive. Topic: A Chance in the World

6:00-10:00 p.m.     Outdoor Music Festival