Agenda
The Member Summit provides you with education and networking opportunities like no other. With general sessions, breakout sessions, and workshops led by industry experts, inspiring leaders, and MarketCounsel staff, attendees always leave armed with a range of useful information, from big picture trends to actionable practice management tips and tricks. We are finalizing our agenda now, balancing what we know you want to hear about and what we think you need to hear about. Members are encouraged to submit a topic or speaker recommendation to our event committee via the Ideas app on MCx or email at
events@marketcounsel.com.
In the meantime, the below schedule provides a high level agenda for the event.
Wednesday, September 12, 2012
| 9:00am – 12:30pm | Pre-Conference: Technology Workshops | |
Wednesday, September 12, 2012
| 9:00am – 2:00pm | Registration | |
| 2:00pm – 2:30pm | Welcome and Call to Order Brian S. Hamburger, MarketCounsel |
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| 2:30pm – 3:30pm | State of the RIA Market Bill Crager, Envestnet |
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| 3:45pm – 4:45pm | General Session | |
| 5:00pm – 6:00pm | General Session | |
| 6:00pm – 7:00pm | Cocktails with the Exhibitors | |
| 7:30pm – 9:30pm | Members Only Event (Invitation Only) | |
| 10:00pm- 12:00am | After-Hours Hospitality Suite | |
Thursday, September 13, 2012
| 8:00am – 9:00am | Breakfast with the Managers | ||
| 9:00am – 10:00am | Creating the Ensemble Practice Philip Palaveev, Fusion Advisor Network |
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| 10:00am – 11:00am | General Session | ||
| 11:00am – 12:00pm | Investment Adviser Town Hall | ||
| 12:00pm – 1:30pm | Investment Insights Lunch | ||
| 1:30pm – 2:30pm | Business Strategy Track | Compliance Track | Practice Management Track |
| 2:45pm – 3:45pm | Business Strategy Track | Compliance Track | Practice Management Track |
| 3:45pm – 4:45pm | Business Strategy Track | Compliance Track | Practice Management Track |
| 4:45pm – 6:00pm | Business Strategy Track | Compliance Track | Practice Management Track |
| 6:00pm – 7:00pm | Cocktails with the Exhibitors | ||
| 7:00pm – 9:00pm | Exhibitor Supper Clubs | ||
| 9:00pm – 11:00pm | Evening Playground at DayDream Pool | ||
| 11:00pm – 12:30am | After-Hours Hospitality Suite | ||
Friday, September 14, 2012
| 8:00am – 9:00am | Breakfast with the Managers | |
| 9:00am – 10:00am | Delivering Happiness: A Path to Profits, Passion, and Purpose Zappos |
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| 10:15am – 11:15am | Workshop | |
| 11:30am – 12:30pm | Workshop | |
