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CE Credit

Earn valuable continuing education (CE) credits for qualified sessions at the 2017 Advisor Summit.

The sessions below provide 1 hour of CIMA and 1 hour of CFP credit.

This year's qualified sessions:

 NOTE: Schedule is subject to change. Please check online for updated schedule.
Monday, May 1st (Pre-conference)
General  
Envestnet  
Retirement Solutions  
Tamarac  
Tamarac University  
Yodlee  
Breaks/Misc.
Monday, May 1st (Pre-conference)Print Schedule

Tamarac University

Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

   

Tamarac University

Tamarac University is hosted Monday and Tuesday before the Advisor Summit.
Advisor Rebalancing® Track
7:00AM
Breakfast
7:00AM - 8:00AM
Breakfast

Texas Breakout 1-3 (click for map)
Monday, May 1 • 7:00AM - 8:00AM

8:00AM
Welcome and Introductions
8:00AM - 8:30AM
Welcome and Introductions
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 8:00AM - 8:30AM

8:30AM
Basic Model Setup
8:30AM - 10:00AM
Basic Model Setup
In this session, you will learn how to:
  • Building and maintaining basic Security Level models and Allocation models in Advisor Rebalancing
  • Applying ranks and goal weights to models
  • Building models in Advisor Rebalancing
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 8:30AM - 10:00AM

10:00AM
Networking Break
10:00AM - 10:15AM
Networking Break

Texas Breakout 1-3 (click for map)
Monday, May 1 • 10:00AM - 10:15AM

10:15AM
Security Level Settings
10:15AM - 12:00PM
Security Level Settings
In this session, you will learn how to:
  • Apply global security restrictions
  • View different fees associated with each security at the fund and custodian levels
  • View and edit minimum and subsequent investment settings per trade file group
  • Enter a custom trade price and custom round lot
  • Create and apply custom security classes
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 10:15AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Texas Breakout 1-3 (click for map)
Monday, May 1 • 12:00PM - 1:00PM

1:00PM
Advanced Model Setup
1:00PM - 3:00PM
Advanced Model Setup
In this session, you will learn how to:
  • Create a Security Level model that uses ranks
  • Apply substitutes to your models
  • Develop Alternate Security Sets
  • Account for different mutual fund share classes and alternative investment selectionsbased on your rules and logic
  • Discuss N-Tiered Modeling
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 1:00PM - 3:00PM

3:00PM
Networking Break
3:00PM - 3:15PM
Networking Break

Texas Breakout 1-3 (click for map)
Monday, May 1 • 3:00PM - 3:15PM

3:15PM
Basic Account & Rebalancing Group Setup
3:15PM - 4:30PM
Basic Account & Rebalancing Group Setup
In this session, you will learn how to:
  • Find an account and assign it to a model
  • Rebalance an account and review the Rebalance Summary report
  • Find a rebalancing group and assign it to a model
  • Review rebalancing group allocation preference options
  • Use bulk reports to view model assignments
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 3:15PM - 4:30PM

4:30PM
Account Search
4:30PM - 5:00PM
Account Search
In this session, you will learn how to:
  • Identify the ways to search for your accounts
  • Find and select accounts to act on in Advisor Rebalancing
  • Build searches for ongoing monitoring and management
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Monday, May 1 • 4:30PM - 5:00PM

Advisor View Track
7:00AM
Breakfast
7:00AM - 8:00AM
Breakfast

Texas Breakout 4-6 (click for map)
Monday, May 1 • 7:00AM - 8:00AM

8:00AM
Welcome and Introductions
8:00AM - 8:30AM
Welcome and Introductions
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Monday, May 1 • 8:00AM - 8:30AM

8:30AM
New Account and Security Workflows
8:30AM - 10:30AM
New Account and Security Workflows
In this session, you will learn about:
  • Saved Searches
  • Account and household setup procedures
  • Security and category setup procedures
  • Benchmarks and target allocations
  • Data Uploads
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Monday, May 1 • 8:30AM - 10:30AM

10:30AM
Networking Break
10:30AM - 10:45AM
Networking Break

Texas Breakout 4-6 (click for map)
Monday, May 1 • 10:30AM - 10:45AM

10:45AM
User Management
10:45AM - 12:00PM
User Management
In this session, you will learn about:
  • Users and user groups
  • Roles
  • Account sets
  • PDF templates and template sets
  • Sharing views and dashboards
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Monday, May 1 • 10:45AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Texas Breakout 4-6 (click for map)
Monday, May 1 • 12:00PM - 1:00PM

1:00PM
User Management Continued - Continued
1:00PM - 1:45PM
User Management Continued - Continued
In this session, you will learn about:
  • Users and user groups
  • Roles
  • Account sets
  • PDF templates and template sets
  • Sharing views and dashboards
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Monday, May 1 • 1:00PM - 1:45PM

1:45PM
Networking Break
1:45PM - 2:00PM
Networking Break

Texas Breakout 4-6 (click for map)
Monday, May 1 • 1:45PM - 2:00PM

2:00PM
PDF Workshop
2:00PM - 4:00PM
PDF Workshop
In this session, you will learn how to:
  • Generate PDF reports
  • Design headers/footers, custom files, themes
  • Build PDF reports using different sections
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Monday, May 1 • 2:00PM - 4:00PM

Advisor CRM® Track
7:00AM
Breakfast
7:00AM - 8:00AM
Breakfast

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 7:00AM - 8:00AM

8:00AM
Welcome and Introductions
8:00AM - 8:15AM
Welcome and Introductions
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 8:00AM - 8:15AM

8:15AM
Tour of Advisor CRM
8:15AM - 9:15AM
Tour of Advisor CRM
In this session, you will learn about:
  • RIA Client Life Cycle
  • Client Structure
  • Accessing Advisor CRM
  • Converted Client Records
  • How to access the Support andTraining Center
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 8:15AM - 9:15AM

9:15AM
Leads and Business Development Reports
9:15AM - 10:15AM
Leads and Business Development Reports
In this session, you will learn how to:
  • Benefits of Using Leads
  • Creating Leads
  • Disqualifying and Reactivating Leads
  • Business Development Reports
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 9:15AM - 10:15AM

10:15AM
Networking Break
10:15AM - 10:30AM
Networking Break

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 10:15AM - 10:30AM

10:30AM
Onboarding Clients and Opportunities
10:30AM - 11:30AM
Onboarding Clients and Opportunities
In this session, you will learn about:
  • How to qualify Leads
  • What to update on the Account/Household
  • What to update on the Contact
  • How to track potential new business with existing clients through Opportunities
  • How to manage related clients with Families
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 10:30AM - 11:30AM

11:30AM
Q&A Session
11:30AM - 12:00PM
Q&A Session
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 11:30AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 12:00PM - 1:00PM

1:00PM
Leveraging Integration in Advisor Xi
1:00PM - 2:00PM
Leveraging Integration in Advisor Xi
In this session, you will learn how to:
  • Integrated Records in Advisor CRM
  • Cross-product Single Sign On (SSO)
  • Link Advisor View Households to Advisor CRM
  • Bi-directional Address Sync
  • Send client email adress changes to Advisor View
  • Publish cross-product Saved Searches to Advisor CRM
  • AdvisorXi® Integration Event Logs
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 1:00PM - 2:00PM

2:00PM
Capturing Client's 360 Degree View
2:00PM - 3:00PM
Capturing Client's 360 Degree View
In this session, you will learn about:
  • Adding Accounts/Contacts for Third Parties
  • Creating Connections
  • Managing Trusts
  • Adding Wealth Management records
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 2:00PM - 3:00PM

3:00PM
Networking Break
3:00PM - 3:15PM
Networking Break

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 3:00PM - 3:15PM

3:15PM
Tracking Emails and Appointments from Outlook
3:15PM - 4:15PM
Tracking Emails and Appointments from Outlook
In this session, you will learn about:
  • Tracking email correspondence with clients, prospects, & COIs
  • Email Tracking Best Practices
  • Tracking Appointments
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 3:15PM - 4:15PM

4:15PM
Q&A Session
4:15PM - 4:30PM
Q&A Session
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Monday, May 1 • 4:15PM - 4:30PM

 NOTE: Schedule is subject to change. Please check online for updated schedule.
Tuesday, May 2nd (Pre-conference)
General  
Envestnet  
Retirement Solutions  
Tamarac  
Tamarac University  
Yodlee  
Breaks/Misc.
Tuesday, May 2nd (Pre-conference)Print Schedule

Envestnet Pre-Conference Essential Advisor Certification

5:30PM
Essential Advisor Certification Program: Reception
5:30PM - 7:00PM
Essential Advisor Certification Program: Reception

Texas Station Patio (click for map)
Tuesday, May 2 • 5:30PM - 7:00PM



Yodlee Pre-Conference General Sessions(Open to Yodlee and Envestnet Analytics Attendees)

8:00AM
Breakfast
8:00AM - 9:00AM
Breakfast

Tuesday, May 2 • 8:00AM - 9:00AM

9:00AM
Yodlee Vision and Company Update
9:00AM - 9:30AM
Yodlee Vision and Company Update
Speaker:
Anil Arora, Vice Chairman and CEO, Envestnet | Yodlee

Texas Ballroom C (click for map)
Tuesday, May 2 • 9:00AM - 9:30AM

9:30AM
Trends Shaping Digital Financial Services
9:30AM - 10:30AM
Trends Shaping Digital Financial Services
This session will dive into the key industry trends shaping the future of financial services including artificial intelligence and predictive analytics.
Speaker:
Alyson Clarke, Principal Analyst, Forrester

Texas Ballroom C (click for map)
Tuesday, May 2 • 9:30AM - 10:30AM

10:30AM
Morning Break
10:30AM - 10:45AM
Morning Break

Texas Pre-Function (click for map)
Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM
Yodlee Strategy for Data Intelligence
10:45AM - 11:30AM
Yodlee Strategy for Data Intelligence
Speaker:
Bill Parsons, Chief Customer Officer, Envestnet | Yodlee

Texas Ballroom C (click for map)
Tuesday, May 2 • 10:45AM - 11:30AM

11:30AM
What To Expect - Regulatory and Political Change
11:30AM - 12:15PM
What To Expect - Regulatory and Political Change
The inauguration of a new administration will bring with it a host of new leaders of the regulatory agencies and a political seachange. What does it mean for Yodlee and fintech more broadly?
Speaker:
Steve Boms, Envestnet | Yodlee

Texas Ballroom C (click for map)
Tuesday, May 2 • 11:30AM - 12:15PM

12:15PM
Lunch
12:15PM - 1:30PM
Lunch

Texas Ballroom C (click for map)
Tuesday, May 2 • 12:15PM - 1:30PM

5:30PM
Reception
5:30PM - 7:00PM
Reception

Texas Station Sports Bar (click for map)
Tuesday, May 2 • 5:30PM - 7:00PM



Yodlee Pre-Conference Breakout Sessions

Platform Breakout Track
1:30PM
Data Intelligence Platform and API
1:30PM - 2:30PM
Data Intelligence Platform and API
This session will dive into the Envestnet | Yodlee Data Intelligence Platform and APIs that will be powering the next generation smarter AI-based Financial Applications.
Speaker:
Somu Vadali, Envestnet | Yodlee

Texas Ballroom C (click for map)
Tuesday, May 2 • 1:30PM - 2:30PM

4:00PM
Envestnet | Yodlee Incubators - Innovations Leveraging Yodlee APIs
4:00PM - 5:00PM
Envestnet | Yodlee Incubators - Innovations Leveraging Yodlee APIs
This session will highlight companies that have participated in the Envestnet | Yodlee Incubator Program and their innovative solutions that use Envestnet | Yodlee APIs.

Incubator companies presenting:
  • DRAFT: a crowdsourced investment analysis tool that compares the returns, fees and allocation of a user's holistic portfolio to top performers.
  • Genivity: tracks and predicts family health risks to help financial advisors better serve their clients.
  • InvestReady: verifies accredited investors and allows for a secure environment to invest in startups and private equity.
  • StreamLoan: digitizes the mortgage application process via a native mobile app usable by all participants in the home buying value chain.
  • Totum: brings risk clarity to financial advisors with comprehensive risk profiling of human capital factors and interactive portfolio analytics.
Speakers:
Jeff Cain, Envestnet | Yodlee
Brad Lawler, CEO, DRAFT
Heather Holmes, CEO, Genivity
Herwig Konings, CEO, InvestReady
Stephen Bulfer, CEO, StreamLoan
Min Zhang, CEO, Totum Wealth

Texas Ballroom C (click for map)
Tuesday, May 2 • 4:00PM - 5:00PM

Wealth Management Solutions
1:30PM
Driving Holistic Financial Planning and Performance Measurement
1:30PM - 2:30PM
Driving Holistic Financial Planning and Performance Measurement
Examining workflows critical to your client relationships, and how to optimize efficiency using data aggregation.
Speakers:
Colby Payne, Envestnet | Yodlee
Aaron Adolphson – Envestnet | Yodlee
Marco Marazzi, Envestnet | Logix

Fort Worth 3 & 4 (click for map)
Tuesday, May 2 • 1:30PM - 2:30PM

2:45PM
Empowering the Advisor Through Intelligent Data Aggregation
2:45PM - 3:45PM
Empowering the Advisor Through Intelligent Data Aggregation
Diving deeper on ways to improve Advisor insights into their book of business. Topics to include Advisor Analytics, Alerts, Strategic Advisor software integrations, and onboarding tools.
Speakers:
Colby Payne, Envestnet | Yodlee
Aaron Adolphson, Envestnet | Yodlee
Frank Coates, Envestnet Analytics

Fort Worth 3 & 4 (click for map)
Tuesday, May 2 • 2:45PM - 3:45PM

Financial Wellness
1:30PM
State of Financial Wellness & Why You Should Care
1:30PM - 2:30PM
State of Financial Wellness & Why You Should Care
In this session we will dive into the definition of what makes up financial health and the current state of financial wellness in the US. We will explore how educating and providing pro-active tools to your customers to reach their optimal financial health will make them happier and more profitable customers for you.
Speakers:
John Thompson, CFSI
Katy Gibson, Envestnet | Yodlee

Fort Worth 5 (click for map)
Tuesday, May 2 • 1:30PM - 2:30PM

2:45PM
Improving Financial Outcomes Through Engagement
2:45PM - 3:45PM
Improving Financial Outcomes Through Engagement
Envestnet | Yodlee’s approach to Financial Wellness. Using financial wellness best practices to gauge consumer overall financial wellness based on their account and transaction level data. Building insights and recommendations on healthy behavior using pattern detection and analytics to identify early detection of issues and recommendations on how to change behavior. Various use cases, credit decisioning, consumer engagement, long term planning.
Speaker:
Katy Gibson, Envestnet | Yodlee

Fort Worth 5 (click for map)
Tuesday, May 2 • 2:45PM - 3:45PM

Risk Insight
1:30PM
Driving Better Credit Decisions with Risk Insight
1:30PM - 2:30PM
Driving Better Credit Decisions with Risk Insight
Transactional data from banking, investment, card, and loan products provides a comprehensive, real-time view into a consumer’s financial life. This session discusses how Envestnet | Yodlee’s Risk Insight platform leverages advanced data analytics and intelligence within an FCRA framework to use asset, income, employment, and non-loan payment behavior to drive better credit risk decisions for origination and account servicing.
Speakers:
Mike Burger, Envestnet | Yodlee
Nikolaos Pavlou, Envestnet | Yodlee

Fort Worth 6 (click for map)
Tuesday, May 2 • 1:30PM - 2:30PM

2:45PM
Risk Insight for Mortgage
2:45PM - 3:45PM
Risk Insight for Mortgage
Mortgage lenders are looking to streamline manual processing and improve the borrower experience. Envestnet | Yodlee’s Risk Insight Mortgage solutions leverage Yodlee’s advanced data analytics and intelligence to deliver reports critical for underwriting, and have the opportunity to receive rep and warrants relief from the GSE’s. 
Speakers:
Mike Burger, Envestnet | Yodlee
Nikolaos Pavlou, Envestnet | Yodlee

Fort Worth 6 (click for map)
Tuesday, May 2 • 2:45PM - 3:45PM



Envestnet Analytics Pre-Conference Sessions

2:00PM
How Analytics is Changing the Wealth Management Industry
2:00PM - 2:45PM
How Analytics is Changing the Wealth Management Industry
Hear from industry pioneer Frank Coates on how analytics will change the lives of advisors, money managers, and the people who work with them. Learn how analytics can cut business costs, as it combats the time consuming practice of gathering data.
Speaker:
Frank Coates, Executive Managing Director, Envestnet | Yodlee

Fort Worth 1 & 2 (click for map)
Tuesday, May 2 • 2:00PM - 2:45PM

2:45PM
Three Biggest Challenges of Working with Disparate Wealth Management Data
2:45PM - 3:30PM
Three Biggest Challenges of Working with Disparate Wealth Management Data
Join this educational session from our head of data engineering to discuss the greatest challenges analysts face when working with disparate data, including marrying data sets, benchmarking, and systems.
Speaker:
Tony Kukulich, VP of Engineering

Fort Worth 1 & 2 (click for map)
Tuesday, May 2 • 2:45PM - 3:30PM

3:30PM
Afternoon Break
3:30PM - 3:45PM
Afternoon Break

Fort Worth 1 & 2 (click for map)
Tuesday, May 2 • 3:30PM - 3:45PM

3:45PM
Cognitive Analytics: What's Around the Corner
3:45PM - 4:30PM
Cognitive Analytics: What's Around the Corner
Engage with a panel of experts in analytics who will share their unique insights on cognitive analytics and answer your questions on what's next for the industry.

Fort Worth 1 & 2 (click for map)
Tuesday, May 2 • 3:45PM - 4:30PM



ERS Technology University Pre-Conference Sessions

8:00AM
Breakfast
8:00AM - 9:00AM
Breakfast

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 8:00AM - 9:00AM

9:00AM
Plan Data Aggregation/Management/Reporting
9:00AM - 10:30AM
Plan Data Aggregation/Management/Reporting
Explain the data aggregation services and the process to set up data feeds from providers. Source of fund expense/performance and benchmark performance data. Using the Data Dashboard to review the status of data loading. Using tools on the platform to review status of data for a plan. Manually entering plan data and finding the correct fund on the platform.
Speaker:
Ajay Agrawal, Chief Operating Officer, Envestnet│ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 9:00AM - 10:30AM

10:30AM
Morning Break
10:30AM - 10:45AM
Morning Break

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM
Creating Retirement Plan Proposals
10:45AM - 11:30AM
Creating Retirement Plan Proposals
Use the 5500 data as a starting point ot create a proposal. Specifying current and proposed fund line ups and compare using an advisor specified IPS. Generating a proposal PDF.
Speaker:
Suma Vinod, Chief Technology Officer, Envestnet | ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 10:45AM - 11:30AM

11:30AM
Creating and Sending an RFP
11:30AM - 12:00PM
Creating and Sending an RFP
Best practices and steps to creating a RFP. Sending the RFP and reviewing responses from Providers.
Speaker:
Mark Griffith, CPC, AIFA, Sr. Vice President, Product Development, Envestnet | ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 11:30AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM
Responding to an RFP
1:00PM - 1:30PM
Responding to an RFP
Best practices for responding to a RFP, ensuring your information is current in the RFP module
Speaker:
Mark Griffith

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 1:00PM - 1:30PM

1:45PM
Fund Monitoring and IPS Set-Up
1:45PM - 2:45PM
Fund Monitoring and IPS Set-Up
Responsibilities under 3(21) and 3(38) coverage, setting up the IPS and Fund Monitoring. Overview of the 90+ criteria available for setting up the IPS. Source of fund expense/performance and Benchmark performance data. Enterprise vs. Branch vs. Sub-Office vs. Plan IPS.
Speaker:
Suma Vinod, Chief Technology Officer, Envestnet | ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 1:45PM - 2:45PM

2:45PM
Data Vault and Communication Tools
2:45PM - 3:30PM
Data Vault and Communication Tools
Organizing documents in the Vault, using the Vault for storage, sharing documents with Plan Sponsors and email capabilities.
Speaker:
Candice D'Andrea, VP, Director Client Relations, Envestnet | ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 2:45PM - 3:30PM

3:30PM
Model Management
3:30PM - 4:30PM
Model Management
Non-Unitized vs. Unitized Models, creating and editing a Model, adding a model to a plan and Model Reports.
Speaker:
Ajay Agrawal, Chief Operating Officer, Envestnet│ERS

Grapevine Ballroom B (click for map)
Tuesday, May 2 • 3:30PM - 4:30PM

5:30PM
ERS Technology University Pre-Conference: Reception
5:30PM - 8:00PM
ERS Technology University Pre-Conference: Reception

Mission Plaza (click for map)
Tuesday, May 2 • 5:30PM - 8:00PM




Tamarac University

Tamarac University is hosted Monday and Tuesday before the Advisor Summit.

   

Tamarac University

Tamarac University is hosted Monday and Tuesday before the Advisor Summit.
Advisor Rebalancing® Track
7:30AM
Breakfast
7:30AM - 8:30AM
Foyer

Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM
Rebalancing Group Priorities
8:30AM - 10:00AM
Rebalancing Group Priorities
In this session, you will learn how to:
  • Set asset location preferences efficiently across many accounts
  • Overview of asset location logic used in rebalancing
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 8:30AM - 10:00AM

10:00AM
Networking Break
10:00AM - 10:15AM
Networking Break

Texas Foyer (click for map)
Tuesday, May 2 • 10:00AM - 10:15AM

10:15AM
Advanced Account Setup
10:15AM - 12:00PM
Advanced Account Setup
In this session, you will learn how to:
  • Recognize the various account settings and how they are defined
  • Understand how cash management settings affect rebalancing
  • Edit account level settings for a single account and across multiple accounts
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 10:15AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Texas Foyer (click for map)
Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM
Rebalancing & Cash Management
1:00PM - 2:30PM
Rebalancing & Cash Management
In this session, you will learn how to:
  • Understand how asset location affects rebalancing groups
  • Understand the different rebalance types
  • Identify and select the accounts to rebalance
  • Perform a full rebalance on an individual account and a rebalancing group
  • Perform a cash management rebalance on an individual account and a rebalancing group
  • Review and analyze the rebalance results
  • Approve trades and create a trade file
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 1:00PM - 2:30PM

2:30PM
Directed Trading
2:30PM - 3:30PM
Directed Trading
In this session, you will learn how to:
  • Reviewing and analyzing the rebalance results
  • Creating a trade file
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 2:30PM - 3:30PM

3:30PM
Networking Break
3:30PM - 3:45PM
Networking Break

Texas Foyer (click for map)
Tuesday, May 2 • 3:30PM - 3:45PM

3:45PM
Post Rebalance Workflows
3:45PM - 4:30PM
Post Rebalance Workflows
In this session, you will learn how to:
  • Place trades on hold for a target execution date
  • Use bulk reports to review trades suggested by Advisor Rebalancing
  • How to log trade orders for post-trade reconciliation and wash sale monitoring
  • Approve trades, generate a compliance report, log orders, and create a trade file for your custodians
  • Reconcile the previous day's trades with the actual executions from your custodians
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 3:45PM - 4:30PM

4:30PM
Reports
4:30PM - 6:00PM
Reports
In this session, you will learn how to:
  • Run all available reports in Advisor Rebalancing
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor Rebalancing

Texas Breakout 1-3 (click for map)
Tuesday, May 2 • 4:30PM - 6:00PM

Advisor View Track
7:30AM
Breakfast
7:30AM - 8:30AM
Breakfast

Texas Foyer (click for map)
Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM
Billing Workshop
8:30AM - 10:30AM
Billing Workshop
In this session, you will learn how to:
  • Setup billing definitions and billing groups
  • Generate billing history
  • Review billing history
  • Submit to custodians
  • Reconcile fees in client accounts
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Tuesday, May 2 • 8:30AM - 10:30AM

10:30AM
Networking Break
10:30AM - 10:45AM
Networking Break

Foyer (click for map)
Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM
Client Portal and iPad App
10:45AM - 12:00PM
Client Portal and iPad App
In this session, you will learn how to:
  • Create online content for your clients
  • Build client views to give access to reports
  • Use clients and households to build a presence online
  • Activate and configure iPad app
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Tuesday, May 2 • 10:45AM - 12:00PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Texas Foyer (click for map)
Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM
Client Portal and iPad App Continued
1:00PM - 2:00PM
Client Portal and iPad App Continued
In this session, you will learn how to:
  • Create online content for your clients
  • Build client views to give access to reports
  • Use clients and households to build a presence online
  • Activate and configure iPad app
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Tuesday, May 2 • 1:00PM - 2:00PM

2:00PM
Management Reporting and Composites
2:00PM - 3:00PM
Management Reporting and Composites
In this session, you will learn how to:
  • Bulk reports and custom views
  • Building composites to analzye performance of large sets of accounts
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Tuesday, May 2 • 2:00PM - 3:00PM

2:00PM
Integrations
2:00PM - 3:00PM
Integrations
In this session, you will learn about:
  • Tamarac Integrations
  • Custodian integrations
  • 3rd party integrations
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor View

Texas Breakout 4-6 (click for map)
Tuesday, May 2 • 2:00PM - 3:00PM

Advisor CRM® Track
7:30AM
Breakfast
7:30AM - 8:30AM
Breakfast

Texas Foyer (click for map)
Tuesday, May 2 • 7:30AM - 8:30AM

8:30AM
Managing Client Requests
8:30AM - 9:45AM
Managing Client Requests
In this session, you will learn how to:
  • Use Tasks to monitor for items due
  • Document and schedule calls with Phone Call
  • Using PING
  • Manage your activities
  • Documenting client information updates
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 8:30AM - 9:45AM

9:45AM
Managing Client Relationships
9:45AM - 10:30AM
Managing Client Relationships
In this session, you will learn how to:
  • Find clients overdue for a review meeting
  • Track meeting notes within the Appointment activity and auto-populate client review dates
  • Monitor for clients that need contact
  • Monitorfor client birthdays and anniversaries
  • Use the Client Profile report to prepare for meetings
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 9:45AM - 10:30AM

10:30AM
Networking Break
10:30AM - 10:45AM
Networking Break

Texas Foyer (click for map)
Tuesday, May 2 • 10:30AM - 10:45AM

10:45AM
Off-Boarding: Financial Accounts and Clients
10:45AM - 11:30AM
Off-Boarding: Financial Accounts and Clients
In this session, you will learn how to:
  • Track termination details for FinancialAccounts
  • Deactivate Financial Accounts
  • Understand the client off-boarding process
  • Document a change of Primary Advisor and re-assign records
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 10:45AM - 11:30AM

11:30AM
Q&A Session
11:30AM - 12:30PM
Q&A Session
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 11:30AM - 12:30PM

12:00PM
Lunch
12:00PM - 1:00PM
Lunch

Texas Foyer (click for map)
Tuesday, May 2 • 12:00PM - 1:00PM

1:00PM
Practice Management: Analyzing your Data
1:00PM - 2:30PM
Practice Management: Analyzing your Data
In this session, you will learn about:
  • Utilizing dashboards to find data
  • Using Advanced Find to rearrange columns in a view
  • Basics of Charts
  • Building your own custom dashboard
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 1:00PM - 2:30PM

2:30PM
Networking Break
2:30PM - 2:45PM
Networking Break

Texas Foyer (click for map)
Tuesday, May 2 • 2:30PM - 2:45PM

2:45PM
Practice Management: Leveraging Advisor Xi Reporting
2:45PM - 3:30PM
Practice Management: Leveraging Advisor Xi Reporting
In this session, you will learn about:
  • Firm Valuation
  • COI Profile
  • RMD Planning
  • Net Worth
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 2:45PM - 3:30PM

3:30PM
Q&A Session
3:30PM - 4:00PM
Q&A Session
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Product:
Advisor CRM

Dallas Breakout 5-7 (click for map)
Tuesday, May 2 • 3:30PM - 4:00PM

 NOTE: Schedule is subject to change. Please check online for updated schedule.
Wednesday, May 3rd
General  
Envestnet  
Retirement Solutions  
Tamarac  
Tamarac University  
Yodlee  
Breaks/Misc.
Wednesday, May 3rd Print Schedule
Use the filters above to see more sessions.
6:45AM
Tamarac University Consulting Breakfast
6:45AM - 8:00AM
Tamarac University Consulting Breakfast

Dallas Breakout 5-7 (click for map)
Wednesday, May 3 • 6:45AM - 8:00AM

7:00AM
Registration
7:00AM - 6:00PM
Registration

Longhorn Foyer (click for map)
Wednesday, May 3 • 7:00AM - 6:00PM

8:00AM
Tamarac University Consulting
8:00AM - 4:00PM
Tamarac University Consulting
Moderator:
Molly Pandya

Dallas Breakout 5-7 (click for map)
Wednesday, May 3 • 8:00AM - 4:00PM

9:00AM
Tamarac: Year in Review - Advisor View
9:00AM - 9:50AM
Tamarac: Year in Review - Advisor View
Every 60 days, Tamarac upgrades Advisor View with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.
Speaker:
Ashley Dahl, VP Product Management, Envestnet | Tamarac
Product:
Advisor View

Grapevine Ballroom C (click for map)
Wednesday, May 3 • 9:00AM - 9:50AM

Incubator Breakfast and Program
9:00AM - 10:30AM
Incubator Breakfast and Program

Texas Ballroom C (click for map)
Wednesday, May 3 • 9:00AM - 10:30AM

10:00AM
Tamarac: Year in Review - Advisor View (Continued)
10:00AM - 10:50AM
Tamarac: Year in Review - Advisor View (Continued)
Every 60 days, Tamarac upgrades Advisor View with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.
Speaker:
Ashley Dahl, VP Product Management, Envestnet | Tamarac
Product:
Advisor View

Grapevine Ballroom C (click for map)
Wednesday, May 3 • 10:00AM - 10:50AM

Impact Investing Pre-Conference: State of the Market and Opportunities for Impact
10:00AM - 10:50AM
Impact Investing Pre-Conference: State of the Market and Opportunities for Impact
This panel will provide an overview on the state of the impact investing market, including growth, performance and investment solution innovations.  The panel will also discuss best practices and strategies for utilizing impact investing for client portfolios.
Moderator:
Zachary Karabell, Head of Global Investments, Envestnet | PMC
Panelists:
Nicole Davis, Partner, Veris
Diederick Timmer, EVP, Sustainalytics
Darby Hobbs, President, Social3
Ali Caffery, Portfolio Manager, Envestnet | PMC

Texas Ballroom D (click for map)
Wednesday, May 3 • 10:00AM - 10:50AM

10:30AM
Coffee Break
10:30AM - 11:00AM
Coffee Break

Texas Pre-Function (click for map)
Wednesday, May 3 • 10:30AM - 11:00AM

11:00AM
Opening Keynote - Empowering Financial Wellness and the Lifecycle of Advice
11:00AM - 12:30PM
Opening Keynote - Empowering Financial Wellness and the Lifecycle of Advice
The Advisor Summit has earned a reputation for being a unique forum for financial advisors and industry leaders seeking perspective on innovations in the industry and the forces that are continually reshaping it. In our opening session, Envestnet’s leaders, Jud Bergman and Bill Crager, will discuss the opportunity for financial advisors and firms that embrace the macro forces impacting our industry. While much of the focus has been on the potential disruptive change of the DOL Fiduciary Rule, organic change was already driving the industry in new directions, and regulation may act more as an accelerant rather than as the primary catalyst for change. This session will offer a framework for advisors who seek to stay ahead of the rapid pace of change and highlight Envestnet initiatives designed to help financial advisors deliver lasting value, a more engaging client experience, and a scalable framework for the growth of their businesses.
Speakers:
Jud Bergman, Chairman and CEO, Envestnet
Bill Crager, President, Envestnet

Texas Ballroom A & B (click for map)
Wednesday, May 3 • 11:00AM - 12:30PM

12:30PM
Lunch
12:30PM - 1:25PM
Lunch

Exhibit Hall (click for map)
Wednesday, May 3 • 12:30PM - 1:25PM

12:45PM
Showcase Session: Unlocking Your Client Acquisition Potential
12:45PM - 1:25PM
Showcase Session: Unlocking Your Client Acquisition Potential
Based on his extensive experience coaching and consulting with large and fast-growing advisor teams, Mr.Jeppesen will explain how top advisors are sustaining growth while addressing the increasing complexity of their business. Have you developed and refined a process that effectively attracts your share of the recent acceleration of assets in motion? Mr. Jeppesen will identify the core metrics that may help competitor-proof your business, while adding a sequential process for a meaningful breakthrough in the quality and quantity of your referrals.
Speaker:
Chris Jeppesen, Senior Vice President, Chief of Advisory Practices, First Trust

Showcase Theater - Exhibit Hall (click for map)
Wednesday, May 3 • 12:45PM - 1:25PM

1:30PM
Essential Retirement Advisor: Innovating Your Practice Through Technology
1:30PM - 3:30PM
Essential Retirement Advisor: Innovating Your Practice Through Technology
This session will review the ERS Technology Roadmap and the vision of how we intersect each area of the retirement services marketplace the impact and access of how data will fuel the product evolution and enhance participant outcomes. Additionally we'll provide an overview of the Essential Advisor Program and its engagement with the Essential Retirement Advisor Training offered through The Retirement Advisor University (TRAU). It will outline the entire online course system, in person education program and the relevance of designations and certifications in the new fidcuiary fee based environment.
Speakers:
Babu Sivadasan, Group President, Envestnet Retirement Solutions
Kelly Michel, MBA, AIF, Chief Marketing Officer, Envestnet Retirement Solutions

Grapevine Ballroom B (click for map)
Wednesday, May 3 • 1:30PM - 3:30PM

Tamarac: Business Unit Keynote
1:25PM - 2:20PM
Tamarac: Business Unit Keynote
Join Envestnet | Tamarac President, Stuart DePina for a business update on the Tamarac Advisor Xi platform and a look forward regarding how we'll be leveraging data analytics, financial planning and more to drive greater engagement between advisors and their investor clients.
Speaker:
Stuart DePina, Group President, Envestnet | Tamarac

Grapevine Ballroom C (click for map)
Wednesday, May 3 • 1:25PM - 2:20PM

ENV Technology Session: What's New With the Advisor Suite
1:30PM - 2:20PM
ENV Technology Session: What's New With the Advisor Suite
Join our session to review the evolving platform technology and take a closer look at the development highlights from the last year.
Speaker:
Danny Hamer, VP Product Engagement

Texas Breakout 1 & 2 (click for map)
Wednesday, May 3 • 1:30PM - 2:20PM

ENV Technology Session: New Integration Partners and Updates
1:30PM - 2:20PM
ENV Technology Session: New Integration Partners and Updates
Envestnet's Advisor Suite and Client Portal continue to offer an array of third-party integrations including financial planning, CRM, and risk management. This session will cover our current capabilities and take a look ahead at upcoming features.
Speaker:
Don Bart - VP Product Manager, Envestnet

Texas Breakout 3 & 4 (click for map)
Wednesday, May 3 • 1:30PM - 2:20PM

ENV Technology Session: Answer Your Key Business Questions with Envestnet Analytics
1:30PM - 2:20PM
ENV Technology Session: Answer Your Key Business Questions with Envestnet Analytics
Learn how Envestnet’s data, coupled with data from your individual firm, can help you define and answer your key business questions. Combat the biggest challenges in working with disparate wealth management data, and discover how analytics is changing the industry.
Speaker:
Frank Coates, Managing Director, Data Analytics, Envestnet

Texas Breakout 5 & 6 (click for map)
Wednesday, May 3 • 1:30PM - 2:20PM

2:35PM
Business Unit Keynote: Yodlee
2:35PM - 3:30PM
Business Unit Keynote: Yodlee
Speaker:
Anil Arora, Vice Chairman and CEO, Envestnet | Yodlee

Texas Ballroom C (click for map)
Wednesday, May 3 • 2:35PM - 3:30PM

2:45PM
Tamarac: New Business Intelligence Offering
2:45PM - 3:45PM
Tamarac: New Business Intelligence Offering
Join us for a first time look at our new Tamarac Analytics offering. Tamarac Analytics help you to identify the critical business questions related to drivers of the success for your firm. We can uniquely pull from a large pool of data to provide actionable insights in the areas of opportunity management, benchmarking and goal measurement.

Tamarac Analytics provides answers to questions like:
  • What are my business drivers?
  • Where are my best growth opportunities?
  • Where are my biggest risks?
  • What new money has come under my management?
  • How much money has left my management?
  • How are individual advisors or offices performing, including what new assets and fees are they generating?
  • What is my business worth?
Presenters:
Steven Rawczak, Product Manager, Envestnet | Tamarac
Frank Coates, Managing Director, Data Analytics, Envestnet
Product:
Advisor Xi Suite

Grapevine Ballroom C (click for map)
Wednesday, May 3 • 2:45PM - 3:45PM

3:30PM
Afternoon Break
3:30PM - 4:00PM
Afternoon Break

Exhibit Hall (click for map)
Wednesday, May 3 • 3:30PM - 4:00PM

Showcase Session: Create Better Plans in Less Time with MoneyGuidePro®
3:30PM - 4:00PM
Showcase Session: Create Better Plans in Less Time with MoneyGuidePro®

Showcase Theater - Exhibit Hall (click for map)
Wednesday, May 3 • 3:30PM - 4:00PM

4:00PM
American Funds' Viewpoint on The Value of Advice and Envestnet Advisor and Manager Awards Presentations
4:00PM - 5:15PM
American Funds' Viewpoint on The Value of Advice and Envestnet Advisor and Manager Awards Presentations
American Funds offers its perspective on how top advisors are delivering maximum value to their clients. The first annual Essential Advisor Awards will be presented, followed by a panel discussion on how the award recipients are evolving their practices to enhance the value of their client relationships. The session concludes honoring the 2017 SMA Managers and Strategists of the Year.

Texas Ballroom A & B (click for map)
Wednesday, May 3 • 4:00PM - 5:15PM

5:15PM
Keynote - Garry Kasparov
5:15PM - 6:00PM
Keynote - Garry Kasparov
Known for his record-setting career as a chess player, including his two epic matches against IBM’s Big Blue, Garry Kasparov is also a noted thought leader, writer and political activist. In this session, Kasparov will discuss his experiences both winning and losing matches to a supercomputer, and how marrying the best in human and artificial intelligence can help achieve better outcomes. As the financial services industry grapples with the rapid changes brought on by consumer-facing technology and robo-advisors, Kasparov will provide you with fresh thinking on the opportunity to leverage technology as an extension of your own experience and knowledge.
Speaker:
Garry Kasparov, Russian Chess Grandmaster and Former World Chess Champion

Texas Ballroom A & B (click for map)
Wednesday, May 3 • 5:15PM - 6:00PM

6:15PM
Welcome Reception in the Exhibit Hall
6:15PM - 7:45PM
Welcome Reception in the Exhibit Hall

Exhibit Hall (click for map)
Wednesday, May 3 • 6:15PM - 7:45PM

7:45PM
Dine-Arounds
7:45PM
Dine-Arounds

Wednesday, May 3 • 7:45PM

 NOTE: Schedule is subject to change. Please check online for updated schedule.
Thursday, May 4th
General  
Envestnet  
Retirement Solutions  
Tamarac  
Tamarac University  
Yodlee  
Breaks/Misc.
Thursday, May 4th Print Schedule
Use the filters above to see more sessions.
7:45AM
Breakfast
7:45AM - 8:45AM
Breakfast

Exhibit Hall (click for map)
Thursday, May 4 • 7:45AM - 8:45AM

8:00AM
Showcase Session: iRetire & BlackRock's Retirement Investment Framework
8:00AM - 8:45AM
Showcase Session: iRetire & BlackRock's Retirement Investment Framework
Join Ross Znavor from BlackRock to overview the iRetire technology for accumulation and decumulation focusing on client’s #1 goal: retirement and sustainable retirement income. This session will include a detailed overview of the Retirement Investment Framework powering iRetire, as well as the investment model portfolios
Speaker:
Ross Znavor, Head of Commercialization for BlackRock’s Digital Wealth Solutions Group

Showcase Theater - Exhibit Hall (click for map)
Thursday, May 4 • 8:00AM - 8:45AM

8:45AM
Tamarac Platform Roadmap
8:45AM - 10:00AM
Tamarac Platform Roadmap
Join Tamarac's Managing Director of Technology, Brandon Rembe, as we walk through our top technology initiatives and product roadmap for the next 12 months.
Speaker:
Brandon Rembe, Managing Director of Technology, Envestnet | Tamarac
Product:
Tamarac Advisor Xi platform

Grapevine Ballroom C (click for map)
Thursday, May 4 • 8:45AM - 10:00AM

ENV Technology Roadmap
9:00AM - 10:00AM
ENV Technology Roadmap
Speakers:
Blake Wood, SVP, Director of Program Innovation, Envestnet
Molly Pandya, SVP, Product Development, Envestnet

Texas Ballroom A & B (click for map)
Thursday, May 4 • 9:00AM - 10:00AM

ERS: State of the Retirement Advisor Market
9:00AM - 10:00AM
ERS: State of the Retirement Advisor Market
This session will provide an overview of the retirement advisory marketplace and trends impacting the success of a retirement focused practice.
Moderator:
Kelly Michel, MBA, AIF, Chief Marketing Officer, Envestnet Retirement Solutions
Speaker:
Fred Barstein, JD, C(k)P; Editor-in-Chief, 401kTV; Founder & CEO, TRAU & TPSU

Thursday, May 4 • 9:00AM - 10:00AM

10:15AM
Investment Session: Factor Investing - A New Opportunity for Alpha?
10:15AM - 11:15AM    
This session offers CE credit
Investment Session: Factor Investing - A New Opportunity for Alpha?
Alpha is driven by security selection, isn’t it? Factor investing (sometimes referred to as "smart beta") is presenting both opportunities and challenges for advisor clients when constructing client portfolios. This panel will provide general education on this growing area.
Presenter:
Michael Gebhardt
Speakers:
Luciano Siracusano, Executive Vice President, Chief Investment Strategist, WisdomTree Investments
Frank Pape, Director, Consulting Services, Russell Investments
Dan Waldron, Senior Vice President, ETF Strategist, First Trust
Bob Keiser, Vice President, Global Markets Intelligence, S&P Global
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

Investment Session:  Limits of Central Bank Stimulus
10:15AM - 11:15AM    
This session offers CE credit
Investment Session:  Limits of Central Bank Stimulus
Since the financial crisis, global central banks have thrown everything but the kitchen sink at preventing deflation – from quantitative easing, to negative interest rate policy, to yield curve targeting. This panel will evaluate the effectiveness of monetary policy in generating growth and inflation, explore additional tools for monetary stimulus, and discuss the impact of central bank intervention on the markets and what the unwinding of these policies will mean for investors.
Moderator:
Dave Hawal
Speakers:
Tiffany Wilding; SVP, US Economist, PIMCO
Kent Burns, CFA; SVP, Portfolio Manager, Franklin Templeton
Wesley Phoa, PhD; Portfolio Manager, American Funds
James Camp; Director of Fixed Income, Carillon Tower
 This session offers CE credit

Dallas Breakout 5-7 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

ENV Practice Management Session: Communicating Your Investment Story
10:15AM - 11:15AM
ENV Practice Management Session: Communicating Your Investment Story
Discusses the most effective strategies for constructing and delivering your investment story to clients utilizing "the six Ps."
Moderator:
John Harris, CFP, Managing Director, Head of Global Advisor Sales
Speakers:
Phil Nicolaou, SVP, Regional Director, Envestnet
Kipp Cormier, SVP, Regional Director, Envestnet
Matt Erickson, SVP, Regional Director, Envestnet

Texas Ballroom D (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

ENV Technology Session: Demo and Update on the Latest in the Envestnet Client Portal
10:15AM - 11:15AM
ENV Technology Session: Demo and Update on the Latest in the Envestnet Client Portal
Envestnet's Client Portal offers access to performance reports, aggregated account data, Financial Wellness Solutions, and investment goal planning. Learn more about these features and other upcoming user experience improvements that provide clients with a holistic view of their wealth.
Speaker:
Blake Kannady, VP Product Engagement

Texas Breakout 1 & 2 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

ENV Technology Session: Portfolio Management Tools on the Envestnet Advisor Suite
10:15AM - 11:15AM
ENV Technology Session: Portfolio Management Tools on the Envestnet Advisor Suite
Join our session to take a closer look at Envestnet's robust trading tools including the Unified Managed Account and Advisor as Portfolio Manager programs. Learn more about recent enhancements and best practices for delivering a model based solution for your clients.
Speaker:
Ryan Gizewski, AVP Business Solutions

Texas Breakout 3 & 4 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Custom Views and Data Mining
10:15AM - 11:15AM
Tamarac: Custom Views and Data Mining
We'll take a deep dive into using Custom Views in Advisor View and show you how to optimize many of your regular business management tasks.

In this session, you'll learn how to:
  • An overview of Custom Views
  • How to leverage Custom Views to achieve more meaningful saved search results
  • Examples of beneficial daily/weekly/monthly/quarterly/yearly Custom Views
  • Utilization of the data mining capabilities within Custom Views
  • Global Custom Views for management-level reporting and other data analysis
Presenter:
Reed Roy-Byrne, AVP Advisor View - Envestnet | Tamarac
Product:
Advisor View

Grapevine Breakout A (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Year in review - Advisor Rebalancing
10:15AM - 11:15AM
Tamarac: Year in review - Advisor Rebalancing
Every 60 days, Tamarac upgrades Advisor Rebalancing with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

In this session, we'll cover:
  • How to view your options and short positions in the context of a rebalance
  • Additions to rebalance preferences as it relates to default buy orders
  • Modeling flexibility with zero target rank based models
  • Greater control over what trades are recommended when performing directed trades
Presenters:
Brian Harlan, Product Manager, Envestnet | Tamarac
Kate Sullivan, Product Manager, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine 1-2 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

Tamarac: Advanced Finds, Charts & Dashboards 201
10:15AM - 11:15AM
Tamarac: Advanced Finds, Charts & Dashboards 201
Every 60 days, Tamarac upgrades Advisor CRM with meaningful features and enhancements. In this session, we'll show you the top features we added this year and show you how to get the most out of them.

In this session, we'll highlight:
  • Create Households in Advisor View
  • Financial Accounts can be assigned automatically
  • Sync closed date and find closed financial accounts
  • Service Team information syncs between Advisor View and Advisor CRM
  • Beneficiary report
Presenter:
Jenni Thomas, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

ERS: Challenges of Running a Fee Based Retirement Practice
10:15AM - 11:15AM
ERS: Challenges of Running a Fee Based Retirement Practice
Documentation, client expectations, exposure to lawsuits as well as expectations of a broker dealer home office and the uncertainty with BICE and moving from commisisons to fees.
Moderator:
Fred Barstein , The Retirement Advisor University
Speaker:
Vince Morris, Bukaty Companies Financial Services

Grapevine Ballroom B (click for map)
Thursday, May 4 • 10:15AM - 11:15AM

11:15AM
Morning Break
11:15AM - 11:45AM
Morning Break

Exhibit Hall (click for map)
Thursday, May 4 • 11:15AM - 11:45AM

Showcase Session: Tamarac Portfolio Management & Client Portal Overview
11:15AM - 11:45AM
Showcase Session: Tamarac Portfolio Management & Client Portal Overview
Join us as we take a look at how Tamarac’s integrated RIA platform, Advisor Xi®, can take your client engagement to the next level. See how Advisor Xi combines powerful portfolio management, rebalancing, performance reporting, Advisor CRM, and the industry-leading client portal all into an integrated web-based solution.
Speaker:
Cameron Sheehan, VP, Practice Management Consultant, Envestnet | Tamarac

Showcase Theater - Exhibit Hall (click for map)
Thursday, May 4 • 11:15AM - 11:45AM

11:45AM
Investment Session:  Rates Haven't Gone Up, Now What?
11:45AM - 12:45PM    
This session offers CE credit
Investment Session:  Rates Haven't Gone Up, Now What?
After years of forecasted higher interest rates in the post-crisis era, bond yields have not increased materially.  What factors may continue to propel this lower-for-longer regime?  What opportunities exist in a range-bound environment?  How should you be positioning the fixed income portion of your portfolio?
Moderator:
Ed Zablan
Speakers:
Brian Pytlewski, Senior Vice President, Director of Municipal Fixed Income, RNC Genter Capital Management
Paul Matlack, CFA, Senior Vice President, Senior Portfolio Manager and Fixed Income Strategist, Delaware Funds Macquarie Investment Management
Jason Vassil, Senior Portfolio Strategist, Deutsche Asset Management
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Investment Session:  Using Strategists to Meet Client Goals
11:45AM - 12:45PM    
This session offers CE credit
Investment Session:  Using Strategists to Meet Client Goals
Unlike traditional investments, Strategist Portfolios are often designed to provide a specific investment solution that meets a common investment need. This panel will shed light on what is a Strategist Portfolio and how to combine these investments to meet a number of investment goals. It will ultimately address: the types of FSP solutions available, how to pair with other investments, and how to identify unique solutions. 
Moderator:
Brooks Freiderich
Speakers:
Ed Kelly, Executive Vice President for National Sales, Brinker Capital
Dave D’Amico, President, Braver Capital Management
Gary Fullam, Chief Investment Officer, Globalt Investments
John Forlines, Chairman and Chief Investment Officer, JAForlines Global
 This session offers CE credit

Dallas Breakout 5-7 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Practice Management Session:  Differentiating Your Value Proposition
11:45AM - 12:45PM
Practice Management Session:  Differentiating Your Value Proposition
Learn how to build a unique value proposition based on your firm's strengths and your clients' needs.
Speaker:
Matt McGinness, Managing Director, Envestnet

Texas Ballroom D (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

ENV Technology Session: Financial Planning With Logix
11:45AM - 12:45PM
ENV Technology Session: Financial Planning With Logix
Take a look at the recent developments with Logix - Envestnet's financial planning solution within the Advisor Suite platform. This session will cover the Advice Logix and Advanced Logix tools, as well as upcoming enhancements to the overall offering.
Speaker:
Tom Handza, CFA, CFP, VP, Product Management- Financial Planning, Envestnet

Texas Breakout 1 & 2 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Platinum Showcase: The Municipal Market & The Trump Agenda: Themes in 2017
11:45AM - 12:45PM    
This session offers CE credit
Platinum Showcase: The Municipal Market & The Trump Agenda: Themes in 2017
Co-Head of Nuveen Fixed Income John Miller presents on the municipal market and effects of the Trump Agenda.
Speaker:
John Miller, CFA, Managing Director, Co-Head of FIxed Income, Nuveen Investments
 This session offers CE credit

Texas Breakout 3 & 4 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Tamarac: HANDS ON: Client Portal Workshop
11:45AM - 12:45PM
Tamarac: HANDS ON: Client Portal Workshop
In this hands on session we'll show you strategies for enhancing your clients' experience with new portal views and dashboard layouts using our new tiles. We will also provide quarter end best practices and tips on managing your end client users.

In this session, we'll cover:
  • New client views
  • Managing your end clients
  • Quarter end workflows
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Presenter:
Cameron Thomas, Implementation Consultant, Envestnet | Tamarac
Product:
Advisor View

Grapevine Breakout A (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Tamarac: Best Practices for Daily Workflows
11:45AM - 12:45PM
Tamarac: Best Practices for Daily Workflows
Join us for a discussion on best practices for managing your Advisor Rebalancing application on a daily basis.

In this session, we'll cover:
  • Best Practices surrounding dashboard setup
  • Commonly used saved searches and trading workflows
  • Tips for trade reconciliation
  • Utilizing saved searches and bulk reports to audit accounts and settings
Presenter:
Travis Ray, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine 1-2 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

Tamarac: Advanced Finds, Charts & Dashboards 202 - Hands On
11:45AM - 12:45PM
Tamarac: Advanced Finds, Charts & Dashboards 202 - Hands On
Advisor CRM offers a powerful filtering tool for finding the information you need and filtering it to make it more usable and actionable.

In this session, we'll highlight:
  • Creating a multi-record Advanced Find
  • Carrying out bulk edits and other actions
  • Building custom charts and dashboards
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Presenter:
Jenni Thomas, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Thursday, May 4 • 11:45AM - 12:45PM

ERS: Legal Perspective/Overview of Requirements and Changes
11:45AM -12:45PM
ERS: Legal Perspective/Overview of Requirements and Changes
Understanding the legal landscape helps ensure you comply with the rules - avoid pitfalls and uncertainty and advance your implementation of best practices.
Moderator:
Kelly Michel, MBA, AIF, Chief Marketing Officer, Envestnet Retirement Solutions
Speaker:
David Levine, Groom Law

Grapevine B (click for map)
Thursday, May 4 • 11:45AM -12:45PM

12:45PM
Lunch
12:45PM - 1:45PM
Lunch

Exhibit Hall (click for map)
Thursday, May 4 • 12:45PM - 1:45PM

1:00PM
Showcase Session: Find Opportunity in Today’s Volatile Markets by Taking a Tactical Approach with Fixed Income Assets
1:00PM - 1:45PM
Showcase Session: Find Opportunity in Today’s Volatile Markets by Taking a Tactical Approach with Fixed Income Assets
Fixed income securities should not be all lumped together as there are distinct differences between various fixed income asset classes. Explore how different sectors of the bond space have reacted in the past during various market cycles and how fixed income could be used regardless of the direction of interest rates. Learn how BTS Asset Management is managing traditional assets with a non-traditional approach.

With 35 years of tactical fixed income money management, BTS has the experience of managing through several market cycles, recessions, recoveries, and multiple up and down interest rate periods.
Speaker:
Isaac Braley, President and Investment Committee Member for BTS Asset Management

Showcase Theater - Exhibit Hall (click for map)
Thursday, May 4 • 1:00PM - 1:45PM

1:45PM
Investment Session:  Impact Investing Essentials
1:45PM - 2:45PM    
This session offers CE credit
Investment Session:  Impact Investing Essentials
What is impact/ESG investing and how is it incorporated into strategies? This panel will also address common impact investing myths.
Moderator:
Eric Halverson, Investment Analyst, Envestnet | PMC
Speakers:
Stephen M. Liberatore, CFA, Managing Director and Fixed-Income Portfolio Manager, TIAA-CREF
Benedict Buckley, VP, Portfolio Analyst: Environmental, Social and Governance Investment, Clearbridge
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Investment Session:  Generating Income by Leveraging Strategists
1:45PM - 2:45PM    
This session offers CE credit
Investment Session:  Generating Income by Leveraging Strategists
Income generation is a common investment goal. With interest rates (slowly) on the rise, take the opportunity to learn from some unique strategist managers on how they manage their income-focused solutions. This panel will highlight various investment methods for creating income and will showcase the variety of FSP solutions available.
Moderator:
Ling-Wei Hew, CFA, AVP, Senior Investment Analyst, Envestnet | PMC
Speakers:
Joe Bell, Executive Vice President, Clark Capital Management
Kenneth Sleeper, PhD, Portfolio Manager, Ocean Park Asset Management
Mike Dickson, PhD, Director, Horizon Investments
Thomas Wood, CFA, Director, BlackRock Investment Management
 This session offers CE credit

Dallas Breakout 5-7 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

ENV Technology Session: How Envestnet Can Help You Meet Your Fiduciary Responsibility
1:45PM - 2:45PM
ENV Technology Session: How Envestnet Can Help You Meet Your Fiduciary Responsibility
Learn more about the platform technology tools that help advisors provide a fiduciary standard of advice that clients are increasingly expecting. This session will review updates to the proposal workflow, reports, and integrated technology solutions for meeting the fiduciary standard.
Speakers:
Michael Aaronson, Product Manager
Michael Freeman, Consultant

Texas Breakout 1 & 2 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Platinum Showcase: The Good, The Bad, The Opportunity:  Tax Aware Investing in 2017
1:45PM - 2:45PM    
This session offers CE credit
Platinum Showcase: The Good, The Bad, The Opportunity:  Tax Aware Investing in 2017
While tax relief is being discussed in Washington D.C., the tax hit from investments will continue to be headwind for taxable investors regardless of tax changes. This session will help you understand how investing smartly around taxes can help both your clients and your practice. Make smart tax-aware investing a competitive advantage.
Speaker:
Frank Pape, CFA, CFP, Russell
 This session offers CE credit

Texas Breakout 3 & 4 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: RIA PANEL: Rebalancing Best Practices
1:45PM - 2:45PM
Tamarac: RIA PANEL: Rebalancing Best Practices
Hear from several advisors regarding the techniques they are employing across various rebalancing scenarios. Learn how several of our rebalancing power users are leveraging the system on a daily basis.
Moderator:
Dan Miller, VP Relationship Manager, Envestnet | Tamarac
Panelists:
Shane Cummings, Director Of Operations, Halbert Hargrove
Ben Littman, Director of Trading, Director of Investment Technology, Pure Financial
Ka-Tye Koo, Principal, Operations Manager, Hewins Financial Advisors
Product:
Advisor Rebalancing

Grapevine Breakout 1 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: Advisor CRM User Group Discussion
1:45PM - 2:45PM
Tamarac: Advisor CRM User Group Discussion
Join other Advisor CRM users from around the country as we moderate group discussions in a “user group” format. Email us your discussion topics for this session at TamaracEvents@envestnet.com.
Moderator:
Jenni Thomas, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Tamarac: Performance Calculations
1:45PM - 2:45PM
Tamarac: Performance Calculations
In this session we'll take a deep dive into Advisor View performance calculations. We will discuss the different ways to show returns on reports and when best to use them, how our new calculation is different and best practices on maintaining your data, as well as common scenarios where based on underlying numbers it seems there is no way the total return could be true.

In this session, we'll cover:
  • TWR vs. IRR
  • New calculation vs. legacy
  • Strange but true returns
Presenter:
Brian Daley, VP Advisor View, Envestnet | Tamarac
Product:
Advisor View

Grapevine Breakout A (click for map)
Thursday, May 4 • 1:45PM - 2:45PM

Essential Retirement Advisor: Retirement Plan Investment Product - Evolution of Product Development
1:45PM - 2:45PM
Essential Retirement Advisor: Retirement Plan Investment Product - Evolution of Product Development
This session will review the next generation QDIA, the expansion of the use of CITs to build a better investment menu, the changes in custody and how assets are held along with product trends and outsourcing of fiduciary services and the role of the robo-advisor.
Moderator:
Kelly Michel, MBA, AIF, Chief Marketing Officer, Envestnet Retirement Solutions

Thursday, May 4 • 1:45PM - 2:45PM

3:00PM
Investment Session:  The Active vs. Passive Debate: Has Passive Won?
3:00PM - 4:00PM    
This session offers CE credit
Investment Session:  The Active vs. Passive Debate: Has Passive Won?
Industry flows certainly suggest that investors have been voting to move money toward passive vehicles and away from traditional active investments. Should advisors follow the trend toward passive management and define their value to end clients in other ways?  Or can active management be used in portfolios to achieve better outcomes than with passive alone?
Moderator:
Greg Richards, CFA, CFP, AVP, Senior Investment Analyst, Envestnet | PMC
Speakers:
Dr. C. Thomas Howard, PhD, CEO and Director of Research, AthenaInvest
Gary Miller, CFA, Founding Principal, Frontier Asset Management
David M. Haviland, Managing Partner, Portfolio Manager, Beaumont Capital Management
Chris Tidmore, CFA, Senior Investment Strategist, Vanguard Investment Strategy Group
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Practice Management Session: Conducting Effective Client Reviews
3:00PM - 4:00PM
Practice Management Session: Conducting Effective Client Reviews
Examines the keys to delivering impactful, efficiently-run client review meetings: systematizing the process, setting the right expectations, properly engaging clients, and leveraging the right tools and resources.
Speaker:
Matt McGinness, Managing Director, Envestnet

Dallas Breakout 5-7 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Elite Showcase: Fixed Income Investing in a Post-Post Crisis World
3:00PM - 4:00PM    
This session offers CE credit
Elite Showcase: Fixed Income Investing in a Post-Post Crisis World
In a world of anemic growth and rock bottom interest rates, investors can still build bond portfolios to anchor an asset allocation program. A well-constructed fixed income program can provide diversification from equities, dampen overall portfolio volatility and generate meaningful income and total return.
Speaker:
E. Luke Farrell, Fixed-Income Investment Director, American Funds from Capital Group
 This session offers CE credit

Texas Breakout 3 & 4 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: New Account Workflow
3:00PM - 4:00PM
Tamarac: New Account Workflow
This session is intended to identify the areas within Advisor View that need attention when a new relationship is established. We will provide recommended workflows, and best practices for maintaining a clean and up to date database moving forward.

In this session, we'll cover:
  • Identifying data points that come from the Custodian, and the processes for updating account details in Advisor View moving forward.
  • Identifying Advisor View data points needing attention from a reporting, billing, and client portal perspective.
  • Best practice workflows for identifying new accounts and updating details in bulk within Advisor View.
  • Identifying Advisor View data points that integrate with other Tamarac platforms.
Presenter:
Peter Miars, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor View

Grapevine Breakout 2 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Rebalancing Groups & Asset Location
3:00PM - 4:00PM
Tamarac: Rebalancing Groups & Asset Location
Join us as we review best practices for using rebalancing groups and asset location to more strategically manage your clients accounts in a tax efficient way.

In this session, we'll look at:
  • Best practices for setting up asset location preferences
  • Managing around SMAs
  • Handling held away accounts
  • Supporting ownership accounts
Presenter:
Patrick Gaul, AVP Implementation, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine Breakout 1 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Tamarac: Dialogs 201
3:00PM - 4:00PM
Tamarac: Dialogs 201
Learn the ins and outs of building your own automated dialogs to collect information and leverage it within Advisor CRM. This session builds on last year's Dialogs 101 and will cover variables and input arguments.

In this session, you'll learn:
  • Dialog-specific features of automated processes
  • Best practices for using variables and input arguments
Presenter:
Joy Kirkwood, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Thursday, May 4 • 3:00PM - 4:00PM

Essential Retirement Advisor: Thriving in a Fee Based Fiduciary World
3:00PM - 4:00PM
Essential Retirement Advisor: Thriving in a Fee Based Fiduciary World
This session will review the Advisor value proposition and client expecations including areas of Participants and their financial wellness, Compliance and the role of the investment committee for fiduciary education and training, defining and delivering outcomes vs. 'services' and how to ensure you partner with the right organizations, including BDs, aggregators DCIO and technology.
Moderator:
Kelly Michel, MBA, AIF, Chief Marketing Officer, Envestnet Retirement Solutions
Speaker:
Jim O’Shaughnessy, Managing Partner, Sheridan Road

Thursday, May 4 • 3:00PM - 4:00PM

4:00PM
Afternoon Break
4:00PM - 4:30PM
Afternoon Break

Exhibit Hall (click for map)
Thursday, May 4 • 4:00PM - 4:30PM

4:30PM
Keynote - David Gergen
4:30PM - 5:30PM
Keynote - David Gergen
Following an unprecedented election and 100 days into a new presidential administration, David Gergen will offer insights into the Trump administration and how it could affect the DOL Fiduciary Rule, fiscal policy and global trade policy. Gergen has a unique lens on the presidency, having served as an advisor to four presidents and to both the Democratic and Republican parties, and as a leading commentator for CNN, PBS and U.S. News and World Report. Gergen’s keynote will conclude with an opportunity for Q&A.
Speaker:
David Gergen, American Political Commentator and Former Presidential Advisor

Texas Ballroom A & B (click for map)
Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: RIA PANEL: Strategies for engaging your clients via your portal
4:30PM - 5:30PM
Tamarac: RIA PANEL: Strategies for engaging your clients via your portal
In this advisor panel, we'll hear from several firms that are finding success in leverage Tamarac's client portal to better demonstrate their firm's value, drive greater efficiencies in client communications, and as a prospecting tool for new business.
Moderator:
Curt Rouser, AVP Advisor View, Envestnet | Tamarac
Panelists:
David Vollmer, Chief Operating Officer at Precision Financial Services
Lisa Martinez, Analyst at Sendero Wealth Management
Mike Damas, President at Maryland Capital Advisors
Sarah Jensen, Operations Manager CliftonAllenLarson Wealth Advisors, LLC
Product:
Advisor View

Grapevine Breakout A (click for map)
Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: Advanced Trading Workflows
4:30PM - 5:30PM
Tamarac: Advanced Trading Workflows
Take your rebalancing and trading to the next level. In this session we'll cover several advanced trading workflows to automate your complex strategies and client needs.

In this session, we'll cover:
  • Do's and Don'ts of directed trading
  • When to use tactical rebalancing
  • Cash management workflows for daily use
  • Associated system settings
Presenter:
Ryan Sherwin, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine Breakout 2 (click for map)
Thursday, May 4 • 4:30PM - 5:30PM

Tamarac: HANDS ON: Dialogs 202
4:30PM - 5:30PM
Tamarac: HANDS ON: Dialogs 202
Take what you learned in the Dialogs 201 session and apply it hands-on by building out a multi-page dialog in your own Advisor CRM site.

In this session, you will:
  • Understand how to combine the basic features of dialogs in the process builder to build out a dialog
  • Practice using variables and input arguments in a dialog
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Presenter:
Joy Kirkwood, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Thursday, May 4 • 4:30PM - 5:30PM

5:30PM
Cocktail Reception
5:30PM - 7:00PM
Cocktail Reception

Exhibit Hall (click for map)
Thursday, May 4 • 5:30PM - 7:00PM

8:00PM
Final Night Party
8:00PM - 12:00AM
Final Night Party

Glass Cactus (click for map)
Thursday, May 4 • 8:00PM - 12:00AM

 NOTE: Schedule is subject to change. Please check online for updated schedule.
Friday, May 5th
General  
Envestnet  
Retirement Solutions  
Tamarac  
Tamarac University  
Yodlee  
Breaks/Misc.
Friday, May 5th Print Schedule
Use the filters above to see more sessions.
7:30AM
Breakfast
7:30AM - 8:30AM
Breakfast

Texas Pre-Function (click for map)
Friday, May 5 • 7:30AM - 8:30AM

8:45AM
Investment Session:  What is an Alpha Thesis? - Examining Market Inefficiency & Manager’s Edge in Exploiting
8:45AM - 9:35AM    
This session offers CE credit
Investment Session:  What is an Alpha Thesis? - Examining Market Inefficiency & Manager’s Edge in Exploiting
The Envestnet | PMC research team believes active managers need to exploit market inefficiencies in order to generate alpha. These market inefficiencies must be empirically proven, and a few that have been identified are value, quality, momentum, yield, size, volatility. Envestnet | PMC believes a manager must also be able to point to an edge in exploiting this inefficiency, and this panel will discuss various types of market inefficiencies and edges.
Moderator:
Stephanie Hagglund, AVP, Investment Analystt, Envestnet | PMC
Speakers:
Jed Stocks, CFA, Portfolio Manager, MFS Investment Management
Christopher J. Eitzmann, Portfolio Manager/Analyst, Putnam Investments, Putnam Investments
Scott Krauthamer, CFA, CAIA, Global Head of Equity Product Management & Strategy, AllianceBernstein (AB)
Clint Harris, Senior Client Portfolio Manager, Invesco
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

Investment Session:  International Equity Investing:  Macro Risks, Alpha Rewards
8:45AM - 9:35AM    
This session offers CE credit
Investment Session:  International Equity Investing:  Macro Risks, Alpha Rewards
With uncertainty in global equity markets running high, where are managers finding opportunities to add alpha?
Moderator:
Dan Homan, CFA, Investment Analyst, Envestnet | PMC
Speakers:
Michael Bennett, CPA, Managing Director, Portfolio Manager, Lazard Asset Management
Kurt Umbarger, CFA, Vice President, Global Equity Portfolio Specialist, T. Rowe Price
Michael Arone, CFA, Managing Director and Chief Investment Strategist, SSgA
 This session offers CE credit

Dallas Breakout 5-7 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

ENV Technology Session:  Empowering the Essential Advisor With ENV
8:45AM - 9:35AM
ENV Technology Session:  Empowering the Essential Advisor With ENV
Discover how the Envestnet platform can make it easier to deliver on the principles of the Essential Advisor and add value to your client relationships.
Moderator:
Matt McGinness, Managing Director, Envestnet
Speaker:
Danny Hamer, VP Product Engagement, Envestnet

Texas Breakout 1 & 2 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

ENV Technology Session: Delivering Advice in the Digital Space
8:45AM - 9:35AM
ENV Technology Session: Delivering Advice in the Digital Space
Learn more about what's new with Envestnet's digital advice offering. Our highly configurable digital investment solution helps you meet the growing online demands of your clients, capture the next generation of investors, and compete int he digital advice marketplace.
Speaker:
Blake Kannady, VP Product Engagement, Envestnet

Texas Breakout 3 & 4 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

Practice Management Session:  Tax Strategies to Help Your Clients Keep More of What They Earn
8:45AM - 9:35AM
Practice Management Session:  Tax Strategies to Help Your Clients Keep More of What They Earn
Differentiate your advice offering relative to low-cost, low-service providers by helping to lower your clients’ tax bills.
Moderator:
Erik Preus, CFA, Managing Director, Envestnet | PMC
Speakers:
Ron Pruitt, CFA, Executive Vice President, Envestnet
Michael Pescatore, CIMA, Senior Vice President, Business Development, Envestnet

Texas Ballroom D (click for map)
Friday, May 5 • 8:45AM - 9:35AM

Tamarac: Making Your Practice Paperless
8:45AM - 9:35AM
Tamarac: Making Your Practice Paperless
In this session we'll look at the various ways RIAs are leveraging the client portal to transition to a paperless practice.
Presenter:
Josh Hampton, Implementation Consultant, Envestnet | Tamarac
Product:
Advisor View

Grapevine Ballroom C (click for map)
Friday, May 5 • 8:45AM - 9:35AM

Tamarac: Advanced Tax Management
8:45AM - 9:35AM
Tamarac: Advanced Tax Management
Join us as we cover advanced tax management techniques available in Advisor Rebalancing.

In this session, we'll highlight:
  • Best Practices around Tax Loss Harvesting settings
  • Leveraging account level settings
  • Directed trade and saved search functionality
  • Tax loss harvesting workflows
Presenter:
Nate Johnson, Senior Consultant, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine Breakout 2 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

Tamarac: Workflows 101
8:45AM - 9:35AM
Tamarac: Workflows 101
Harness the power of workflow automation to automate regular business process across your organization leveraging Advisor CRM and the connected Advisor Xi suite. This session builds on Workflows 101 and will cover more extensive design and functions.

In this session, you'll learn:
  • The workflow-specific features of automated processes and the differences between workflows and dialogs
  • Best practices for designing workflows
Presenter:
Luisana Sawyer, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3-4 (click for map)
Friday, May 5 • 8:45AM - 9:35AM

9:45AM
Investment Session: The Case for Liquid Alternatives in Today’s Environment
9:45AM - 10:35AM    
This session offers CE credit
Investment Session: The Case for Liquid Alternatives in Today’s Environment
Returns from Liquid Alternatives have disappointed investors over the past several years.  Is there still a reason to keep them in client portfolios?
Moderator:
Ken Shaw, CFA, Senior Vice President, Envestnet | PMC
Speakers:
Dan Villalon, CFA, Managing Director, AQR
Marc Odo. CFA, CAIA, CIPM, CFP, Director of Investment Solutions, Swan Global
Jake Anonson, CFA, Portfolio Manager, Principal Global Investments
Marta Norton, CFA, Portfolio Manager, Head of Outcome-Based Strategies, Morningstar Investment Management
 This session offers CE credit

Texas Breakout 5 & 6 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

Investment Session:  Investment Grade and High Yield Credit: Performance Expectations in an Aging Credit Cycle
9:45AM - 10:35AM    
This session offers CE credit
Investment Session:  Investment Grade and High Yield Credit: Performance Expectations in an Aging Credit Cycle
During the current credit cycle, investors in corporate debt have been rewarded with impressive returns. While there have been bumps along the way, these concerns have been largely focused on individual sectors, and unprecedented monetary stimulus has generally helped to prolong the cycle. With the Fed on a tightening trajectory and the credit cycle in its later innings, how much longer can we expect the party to last, and what sort of performance should investors hope to achieve?
Moderator:
Mike Wedekind, Investment Analyst, Envestnet | PMC
Speakers:
Kathryn Glass, CFA, VP Portfolio Manager, Senior Investment Analyst, Federated Investment Management Company
David Lukkes, VP, Portfolio Manager, Oppenheimer
Erik Britt, Senior Portfolio Specialist, Lord Abbett
 This session offers CE credit

Dallas Breakout 5-7 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

ENV Technology Session: Implementing the Best Research Ideas on the Envestnet Advisor Suite
9:45AM - 10:35AM
ENV Technology Session: Implementing the Best Research Ideas on the Envestnet Advisor Suite
Learn how to leverage the growing set of research features on the Envestnet Advisor Suite including analyst QuickTakes, PMC Navigator, and additional Research Center customization controls.
Speakers:
John McGarry, VP Product Manager
Elliott George, AVP Product Manager
Todd Rais, VP Sr. Institutional
Tanner Howard, AVP Institutional Consultant, PMC Consulting

Texas Breakout 1 & 2 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

ENV Technology Session: Tools to Help You Transform Your Client Meetings
9:45AM - 10:35AM
ENV Technology Session: Tools to Help You Transform Your Client Meetings
Envestnet's Advisor Suite offers a comprehensive set of reporting and review tools for managing client interactions. This session will review the latest report updates for both the Advisor Suite and the updated Client Portal, as well as the improved client review workflow.
Speaker:
anny Hamer, VP Product Engagement, Envestnet

Texas Breakout 3 & 4 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

Practice Management Session: Reenvision Your Practice for the Dynamic Financial Planning Age
9:45AM - 10:35AM
Practice Management Session: Reenvision Your Practice for the Dynamic Financial Planning Age
Details how you can use digital strategies and data to define your value and drive satisfaction among clients.
Moderator:
Matt McGinness, Managing Director, Envestnet
Panelists:
Blake Kannady, VP Product Engagement, Envestnet
Tom Handza, CFA, CFP, VP, Product Management- Financial Planning, Envestnet

Texas Ballroom D (click for map)
Friday, May 5 • 9:45AM - 10:35AM

Tamarac: Advisor Rebalancing Roundtables
9:45AM - 10:35AM
Tamarac: Advisor Rebalancing Roundtables
Join other Advisor Rebalancing users from around the country as we moderate group discussions in a “user group” format. Email us your discussion topics for this session at TamaracEvents@envestnet.com.
Moderators:
Gopika Moolgavkar, VP Advisor Rebalancing, Envestnet | Tamarac
Nate Johnson, AVP Senior Consultant, Envestnet | Tamarac
Ryan Sherwin, AVP Implementation Consultant, Envestnet | Tamarac
Travis Ray, AVP Implementation Consultant, Envestnet | Tamarac
Patrick Gaul, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor Rebalancing

Grapevine Breakout 2 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

Tamarac: Leverage Advisor Xi for Prospecting
9:45AM - 10:35AM
Tamarac: Leverage Advisor Xi for Prospecting
The functionality within Advisor Xi, and your branded client portal, provide excellent sales tools when engaging with a prospective client. In this session, we'll cover how to leverage multiple aspects of Tamarac's platform to demonstrate the high level of service your firm can provide potential clients.

In this session, we'll cover:
  • Showing prospects how their portfolio would look within your model
  • Using the client portal as a sales tool
  • Walking prospects through your proposed trades and your trading process
  • Promoting your ongoing portfolio monitoring and rebalancing abilities
Presenter:
Dave Silvia, Implementation Consultant, Envestnet | Tamarac
Product:
Advisor View

Grapevine Ballroom C (click for map)
Friday, May 5 • 9:45AM - 10:35AM

Tamarac: HANDS ON: Workflows 102
9:45AM - 10:35AM
Tamarac: HANDS ON: Workflows 102
Take what you learned in the Workflows 101 session and apply it in this hands-on session, where you'll build out a multi-page workflow in your own Advisor CRM site. In this session, you will:
  • Understand how to combine the basic features of workflows in the process builder to build out a dialog
  • Practice designing and building workflows
 
Note:
  Bring your own laptop to participate in this hands on workshop.
Presenter:
Luisana Sawyer, AVP Implementation Consultant, Envestnet | Tamarac
Product:
Advisor CRM

Grapevine Breakout 3 & 4 (click for map)
Friday, May 5 • 9:45AM - 10:35AM

10:35AM
Morning Break
10:35AM - 11:00AM
Morning Break

Texas Pre-Function (click for map)
Friday, May 5 • 10:35AM - 11:00AM

11:00AM
Keynote - Jim Harbaugh
11:00AM - 12:00PM
Keynote - Jim Harbaugh
Some have called Jim Harbaugh the “Best Turnaround CEO” in the nation. Harbaugh has taken over football programs and immediately achieved success through strong leadership skills. Harbaugh will discuss how he addressed challenges head-on and outworked the competition, building an enviable track record as a college coach. Harbaugh has experienced firsthand the impact technology can have on a business that previously relied exclusively on human intelligence. He will describe how technology can enhance a leader’s toolkit, and will offer timeless leadership lessons to help you take your business to the next level.
Speaker:
Jim Harbaugh, Head Football Coach for the University of Michigan and Former NFL Quarterback

Texas Ballroom A & B (click for map)
Friday, May 5 • 11:00AM - 12:00PM

12:00PM
Box Lunch
12:00PM - 1:30PM
Box Lunch

Texas Pre-Function (click for map)
Friday, May 5 • 12:00PM - 1:30PM




Please submit your CFP and IMCA numbers to AdvisorSummit@envestnet.com, if you did not submit this info during your registration and would like to receive credit. Be sure to have your badge scanned as you exit each qualified session, so we know you attended.
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