Past Events

November 2021

Website Design Best Practices for Wealth Managers

Website Design Best Practices for Wealth Managers Play
What
Public Event
Where
Online
Who
  • Samantha Russell Speaker; Chief Evangelist at FMG Suite and Twenty Over Ten
  • Aaron Alley Lecturer, Relationship Manager, DoubleLine

October 2021

September 2021

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management
Play
What
SPS Event
Where
Online
Who
  • Haig Ariyan Head of Raymond James Global Wealth Solutions; President of Alex. Brown
  • Melinda Davis Founder and CEO, Davis Wealth Advisors
  • Jeff Whitaker Speaker; President and CEO, Chevy Chase Trust
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine

June 2021

May 2021

April 2021

March 2021

Digitization and the Relationship Imperative

Digitization and the Relationship Imperative
Play
What
Public Event
Where
Online
Who
  • Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors
  • Meghaan Lurtz Lecturer, Partner, Shaping Wealth
  • Alejandro Zarate Santovena Lecturer, Insurance Management; Senior Vice President, Marsh-USA
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine