Synergy 2010 Agenda

Wednesday, February 24, 2010
6:00Welcome Reception in Exhibit Area
Thursday, February 25
7:30Registration
Exhibit Showcase Open
8:30Welcome
9:00eCustody CRM & Account Aggregation
10:30Session Break
Exhibit Showcase Open
11:00Keynote Speaker: Ginny Hudgens
12:00Lunch Break
1:15Breakout Session #1
2:15Breakout Session #2
3:00Session Break
Exhibit Showcase Open
3:30Keynote Speaker: Joel Bruckenstein
5:00Dismiss for the day
Friday, February 26
8:30Speakers: Kelli A. Capitano, J.D., CSCP® and Erika A. Subieta, J.D.
10:00Session Break
Exhibit Showcase Open
10:30A sneak peak at new features and benefits from TradePMR
11:30Final words from the CEO
12:00Dismiss conference
Breakout
Session #1
Please visit one of these fine sponsors during this breakout session for exciting information!
Breakout
Session #2
Please visit one of these fine sponsors during this breakout session for exciting information!
Lunch Break
During lunch feel free to visit one of the wonderful places to eat around the Swan.
Ginny Hudgens
Maintaining Control of Your Firm No Matter the Current Economic Climate
This session will cover ways to remain in control of your business no matter the economic climate. Ginny will discuss your business metrics, operations, time management, client communication and marketing and discuss the best practices for getting and maintaining control over these items.
Joel Bruckenstein
Technology and Your Future
Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, NAPFA Registered Financial Advisor, is publisher of Virtual Office News and a co-producer of Technology Tools for Today, the only annual technology/practice management conference for independent advisors.
Kelli A. Capitano, J.D., CSCP® and Erika A. Subieta, J.D.
Regulatory Compliance for Investment Advisers
National Compliance Services, Inc consultants Kelli A. Capitano, J.D., CSCP® and Erika A. Subieta, J.D. will be presenting Regulatory Compliance for Investment Advisers, an invaluable presentation for conference attendees regarding the current compliance environment and upcoming changes.
eCustody CRM & Account Aggregation
Benefits eCustody CRM and Account Aggregation
During this time we will be show the benefits of using the eCustody CRM and account aggregation in your office. Be sure to not miss the live demo.