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Submission: On January 20 via manual from US — Scanned from DE
Effective URL: https://events.thefei.com/
Submission: On January 20 via manual from US — Scanned from DE
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* Summary * Agenda * Presenters * Partners * Venue * Registration * Summary * Agenda * Presenters * Partners * Venue * Registration THE FUSIONPOWER CONFERENCE BRIDGE THE OFFERING GAPS DEMANDED BY HNW CLIENTS TO MAGNIFY SUCCESS FUSE NEW-AGE ADVICE, PRODUCTS AND SERVICES WITH DIGITAL TRANSFORMATION MASTER THE MAZE GET YOUR BACKSTAGE PASS TO HOLISTIC LEARNING RAISE YOUR GAME - CONVERT FROM CHECKERS TO CHESS LIVE IN ORLANDO - MARCH 26TH - 28TH FIRMS LEARN TO INSTALL NEW STRATEGIES Create fresh revenue and profit silos while enhancing client acquisition and retention. Easy Interface Solutions WHO SHOULD ATTEND TopTier Advisors Multi-Family Office Execs Insurance & Investment Pros Retirement and Estate Planners Wealth Managers Attorneys and CPAs RIAs • RRs • OSJs ADVISORS LEARN TO DEPLOY NEW TACTICS Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider". Bridge Your Wealth Planning GAPs GROW ORGANICALLY THRU NON-AUM FEE STRUCTURES Choose Your Experience Video Sessions On-Demand Regular Registration $159 In-Person Regular Registration $795 $60 Savings thru Jan 20th $300 Savings thru Jan 20th CONFERENCE FOCUS - HNW MORE THAN 1,400,000 FAMILIES AND BUSINESSES WITH NET WORTH'S EXCEEDING $5 MILLION* EARN TWELVE HOURS OF CONTINUING EDUCATION VENUE SHERATON ORLANDO LAKE BUENA VISTA RESORT One mile from Disney Springs 12205 S Apopka Vineland Road, Orlando, Florida, USA, 32836 407-550-1010 SPECIAL ROOM RATE: $159 PER NIGHT reservations MARCH 26TH Launch Pad Reception: 5:00 - 7:00 MARCH 27TH Breakfast: 7:30 - 8:30 Sessions: 8:30 - 6:00 Reception: 6:00 - 8:00 MARCH 28TH Breakfast: 7:30 - 8:30 Sessions: 8:30 - 3:00 Conclusion APPROPRIATE COVID SAFETY PROTOCOLS WILL BE FOLLOWED IN A SEA OF SAMENESS... BRAND Transform Into A New Wealth Management Dimension - Wealth Engineering POSITION Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success DIFFERENTIATE Fuse advanced knowledge, services, products and wealth tech with sound engineering principles SELECTED PRESENTERS Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge "Future-Proofing Wealth Advisory Practices in the New Age" MATT MORRIS CEO Encorestate Plans ROBERT MERL National Practice Director BDO CPA Alliance MICHELLE DIAMOND Chief Development Officer Cumberland Trust RICHARD CONLEY Senior Vice-President Simplicity Wealth NICK GREGORY Founder, CEO The Wealth Advisors Hub JOSEPH PHOENIX Co-Founder, CEO Givinga CLIFFORD GIBSON V-P of Strategic Partnerships Heartland RONALD ALEXANDER President Covr Technologies HOWARD NEISWANDER Shareholder of Dentons Sirote JAMES SEKEL SVP of Private Banking TriState Bank BRAD WEST Chief Operating Officer Alternative Investment Exchange RAFFAELE MAUTONE CEO & Founder AaDya Security Choose Your Experience In-Person Regular Registration $795 $300 Savings thru Jan 20th Video Sessions On-Demand Regular Registration $159 $60 Savings thru Jan 20th CONFERENCE AGENDA “Fortify your client value proposition by fusing new services and products into your offering . . . Bridge wealth planning gaps with snap-on solutions” SUNDAY, MARCH 26TH 5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By Simplicity Wealth MONDAY, MARCH 27TH 7:30 - 8:30 Breakfast — Hosted By BDO CPA Alliance 8:30 - 10:00 Blueprinting the HNW advisory ecosystem for the digital age. Design your Wealth Advisory Multi-Family Office Dashboard. Built on a holistic, elastic infrastructure for families and their enterprises. Nick Gregory • CEO of Wealth Advisors Hub 10:00 - 10:15 Break — Hosted By Givinga 10:15 - 11:00 Simplify asset management into one turnkey platform: Investment Management - Marketing - Support - Tech Stack - Design Rich Conley • EVP, Head of Sales of Simplicity Wealth 11:00 - 11:45 Partnering with local CPA Firms to deepen your client offering. Create a cross-referral platform with enhanced planning capabilities. Robert Merl • National Practice Director of BDO Alliance USA 11:45 - 12:45 Lunch — Hosted By AIX 12:45 - 1:30 The digitization of life insurance - An all-in-one platform. Life - Disability - Long Term Care Ron Alexander • President at Covr Technologies 1:30 - 1:45 Break — Hosted By AaDya Security 1:45 - 2:30 Your modernized, paperless, digital platform for alternative investments. Your alternatives universe. Farewell to processing nightmares. Brad West • COO of The Alternative Investment Exchange 2:30 - 3:15 Helping businesses and families secure their digital end-to-end footprints. A cyber privacy hub for clients, their businesses and their employees. Raffaele Mautone • CEO of AaDya Security 3:15 - 4:00 Integrating private banking solutions into your practice. Securities based lending - FDIC Insurance Deposit Programs - Liquidity Solutions James Sekel • SVP of Private Banking at TriState Capital 4:00 - 4:45 Including comprehensive trust services and estate administration into your wealth management offering. Michelle Diamond, CFTA • Chief Development Officer at Cumberland Trust 4:45 - 5:30 Embedding Payroll and Human Resources into your offering to Business Owner Clients - Total Workforce Management - Expand your services and revenues. Clifford Gibson • V-P of Strategic Partnerships at Heartland 5:30 - 6:15 Bringing giving to the workplace thru the Give@Work Platform. A cloud based micro donor advised fund platform - Philanthec® Joe Phoenix • Co-Founder, CEO of Givinga Dave Gilmartin • CMO of Givinga 6:15 - 8:00 Networking Reception — Hosted By Heartland TUESDAY, MARCH 28TH 7:30 - 8:30 Breakfast — Hosted By Tri-State Capital 8:30 - 9:15 A fully integrated platform for tax-qualified retirement plans. Single Employer Plans - Pooled Employer Plans - IRAs David Herlihy •Senior Vice-President at Slavic401k 9:15 - 10:00 Converting taxable capital into charitable capital - planned giving redefined. CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work. Nick Gregory • CEO of Charitable Capital 10:00 - 10:15 Break — Hosted By Cumberland Trust 10:15 - 11:00 An estate planning digital platform built for wealth advisors. Matt Morris • CEO at Encorestate Plans 11:00 - 11:45 Bridge the wealth planning gaps to master the planning maze at scale. Holistic integration - Checklists and spread sheets are gone forever. Nick Gregory • CEO of The Wealth Engineering Hub 11:45 - 1:00 Lunch — Hosted By Covr Technologies 1:00 - 1:45 TBD TBD 1:45 - 2:00 TBD TBD 2:00 - 2:45 TBD TBD Choose Your Experience Video Sessions On-Demand Regular Registration $159 In-Person Regular Registration $795 $300 Savings thru Jan 20th $60 Savings thru Jan 20th INTRODUCING THE MYWEALTHHUB MULTI-FAMILY OFFICE PLATFORM High-Touch Wealth Advisory Synced With High-Touch Wealth Tech The Platform's elastic infrastructure accommodates family net worth's from $5 Million to $5 Billion Your browser does not support HTML5 video. INTRODUCING THE WEALTH ADVISORY TRANSFORMATION FUSIONPOWER TOOL KIT ENGAGE MORE HNW CLIENTS REDEFINE BEST PRACTICES RE-IMAGINE OPEN-ARCHITECTURE WEALTH-TECH CUSTOM DESIGN YOUR WEALTH ECOSYSTEM DASHBOARD High-Touch Wealth Advisory Harmonized With High-Touch Wealthtech UTILIZING THE OPEN OPTION PRACTICE ENGINEERINGTM SANDBOX "Recalibrate your practice ecosystem to enhance success" Choose Your Experience Video Sessions On-Demand Regular Registration $159 $60 Savings thru Jan 20th In-Person Regular Registration $795 $300 Savings thru Jan 20th CONFERENCE PARTNERS Research & Marketing Partner MEDIA PARTNERS THE FUSIONPOWER CONFERENCE IN-PERSON REGULAR REGI STRATION: $795 ($300 SAVINGS THRU JAN 20TH) REGISTER NOW CHOOSE YOUR EXPERIENCE IN-PERSON — VIDEO SESSIONS ON-DEMAND SELECT FROM THE DROP DOWN BELOW YOU WILL RECEIVE AN EMAIL CONFIRMATION AFTER PAYMENT IS COMPLETE Choose Your Experience *Please select an optionIn-Person $495 (Regular $795)Video On-Demand $99 (Regular $159)In-Person $495 (Regular $795) Full Name * Company Name * Email Address * Business Phone * Total Credit / Debit Card * Submit THE WEALTH ENGINEERING INSTITUTE HOME OF THE PROFESSIONAL DESIGNATION CHARTERED WEALTH ENGINEER (CHFE) POWERED BY WEALTH ADVISORS HUB 407-878-3520 grow@MyWEHub.com MyWEHub.com Mailing Address: 265 Terracina Drive Sanford, FL 32771 National Headquarters: 255 Primera Blvd., Suite 160 Lake Mary, Florida CONTACT US TO LEARN MORE. Message Submit Thank you! Your message has been sent. Unable to send your message. Please fix errors then try again. Δ Copyright The Wealth Advisors Hub, LLC 2023. All Rights Reserved. RAFFAELE MAUTONE FOUNDER AND CEO OF AADYA SECURITY Raffaele's strategic thinking and effective leadership have been instrumental and paramount in his career as an IT, sales and operations professional. His extensive experience in the IT and security industry serves as the platform of AaDya. Raffaele's consistent record of leading teams through successful acquisitions; strategic planning and implementation and deploying large, multi-tiered complex programs has served companies such as Duo, FireEye, McAfee and Dell. He also has experience in implementing marketing and sales strategies, positioning companies for future growth, and deploying applications and business process improvements to assist with bookings, leads and new go-to-market programs. Raffaele holds a BS from Eastern Michigan University. ROBERT MERL NATIONAL BUSINESS RESOURCE NETWORK DIRECTOR AT BDO USA Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland. CLIFFORD GIBSON V-P OF STRATEGIC PARTNERSHIPS OF HEARTLAND PAYROLL AND HUMAN RESOURCES Cliff, leads Heartland’s national partner program with strategic sales & integration partners and payroll portfolio acquisitions in the Professional Services Channels to accelerate sales and drive revenue for the Payroll, Payments and POS Dealer Sales Divisions in North America. He is a true example of an entrepreneur respectfully serving entrepreneurs. With over 30 years of payroll experience under his belt with Paychex and Ovation payroll. Cliff’s commitment to helping partners from all industry verticals meet their business goals is outstanding. His knowledge of the competition allows him to create the best possible opportunities for our partner community. Cliff played football for the University of Oregon, where he graduated with his degree in marketing and finance. HOWARD W. NEISWENDER, J.D., LL.M., CFP®, TEP, CEPA SHAREHOLDER OF DENTONS SIROTE Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law. RICH CONLEY EXECUTIVE VICE PRESIDENT OF SIMPLICITY WEALTH Rich heads up sales, marketing and revenue responsibilities for the three primary business channels of Simplicity Wealth (part of Simplicity Holdings); RIA, Broker-Dealer as well as Bank Wealth and Trust. His 35+ years in the financial services industry have included executive positions with FIS, SunGard Asset Management, Adhesion Wealth Advisor Solutions and Fidelity. My Conley holds a B.A. Economics from Virginia Polytechnic Institute & State University. NICHOLAS GREGORY, CHWE, CHCCA CEO OF THE WEALTH ENGINEERING FAMILY OF COMPANIES Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation. JOE PHOENIX CO-FOUNDER AND CEO AT GIVINGA, INC. Joe Phoenix is co-founder and CEO of Givinga, a financial technology firm that has developed tools and technology to remove the traditional barriers to philanthropy. Givinga’s Philantech® platform powers experiences that transform workplace culture, build brand affinity, and cultivate everyday philanthropy. With 30 years of experience in asset management, including 25 years at Putnam Investments, as Head of Global Institutional Management, Joe created Givinga to redefine “giving back”. His efforts are backed by the belief that anyone can be a philanthropist when they have access to the right resources. Joe earned his MBA from the Kellogg School of Management at Northwestern University, and serves as the President of the Board of the Givinga Foundation. JAMES SEKEL SENIOR VICE PRESIDENT OF PRIVATE BANKING AT TRISTATE CAPITAL BANK In this capacity, Jim works in developing deposit and loan relationships with family offices, trust companies, investment firms, financial advisors and their clients, as well as business owners and company executives. Jim has nearly 40 years of experience in the banking industry. He has expertise in Private Banking, along with retail and commercial banking. Jim is currently responsible for a $700 million loan and deposit portfolio. Jim is a graduate of Edinboro University with a B.A. in Accounting. Additionally, he earned his MBA from Robert Morris University. He also completed the Graduate School of Retail Bank Management at the University of Virginia and the Central Atlantic School of Commercial Lending at Bucknell University. MICHELLE DIAMOND CHIEF DEVELOPMENT OFFICER OF CUMBERLAND TRUST Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee . Michelle holds a B.A. in Business Administration from Hanover College and is a Certified Trust and Financial Advisor and is a graduate of Cannon Trust School. BRAD WEST CHIEF OPERATING OFFICER AT ALTERNATIVE INVESTMENT EXCHANGE (AIX) As COO of AIX, Brad arbitrates possibility and change across the alternative investments arena. His role is to help firms and advisors see the benefits of authentic data and process connectivity, understand why it matters and realize their true potential for growth. The reward is helping every AIX partner become stronger, and more vital by creating a connected ecosystem for alternatives, for the first time in history. With stints as Chief Information Officer at FS Investments and President and CEO of BankersEdge, he has made a career of leveraging technology to re-engineer and restructure businesses to enable commercial product strategies, streamline operations, and drive scale and profitability. MATT MORRIS CEO AT ENCORESTATE PLANS Matt’s career has been a series of entrepreneurial endeavors. A few years after the financial crisis, Matt pivoted into a role as a financial advisor and discovered a brand new fintech tool called Riskalyze. That discovery launched a transition into becoming the first sales hire at the startup technology firm and as Vice President of Sales, Matt built the process, strategy and sales organization from a start-up into a dominant industry leader. Ready for a new early-stage endeavor, Matt saw the desire advisors had to expand their holistic planning capabilities and the need for a high-quality estate planning partner. He joined Helios Integrated Planning and began building again a game-changing fintech solution for advisors. At the end of 2021, EncorEstate Plans was launched from Helios with its team intact where Matt took on the CEO role to lead the firm in its next phase of development and growth. RONALD ALEXANDER PRESIDENT OF COVR TECHNOLOGIES Ron is responsible for leading Covr’s technology team, product and platform management, carrier partnerships and operations. Ron has 20 years of e-commerce, life insurance and insurtech experience. He held a number of leadership roles at Crump Life Insurance Services, including head of digital solutions. He led the company’s digital innovation, including an online insurance platform, and ran advisor, consumer and digital support centers. He previously held digital business leadership roles with Progressive Insurance, GE Capital and KeyCorp. Ron started his career as a financial planner and is a CFP. Ron earned a bachelor’s degree in business administration from John Carroll University, and an MBA in finance and strategy from the University of Chicago.