2015 Performance Conference Agenda
Transcription
2015 Performance Conference Agenda
First Rate Performance Conference Hotel del Coronado – San Diego March 30-31, 2015 “Caddy Shackin’ Slouch Style” Monday, March 30, 2015 Time 8:00 – 8:40 Breakfast – Spreckles Complex 8:45 – 9:10 Welcome Conference Commencement/First Rate Vision Session – Rollinghills Resort Ballroom Kicking off our conference with our President’s address to let you know about the state of First Rate – highlights of 2014, improvements made, and things to look forward to. Craig will bring you up to date on our company’s health and overall strategy. 9:15 – 10:10 Presenter: First Rate President Craig Wietz Your Future, Our Future...Success Together - Rollinghills Resort Ballroom Come hear about how the needs of the investment world are changing and how as a company we are changing and advancing our solutions and services to come alongside our clients in support of the changing wealth management landscape. 10:15 – 11:00 Presenter Panel: Rob Bethmann, Sabine Adams, Osato Agboaye, Angie Purcell - User Group Member First Rate University – Rollinghills Resort Ballroom ARKON – The Greens Room Come learn about our learning module system (LMS), the newest endeavor of First Rate University. Learn how LMS is redefining the way training is being provided for our clients. Presenter: Ann Lane, First Rate 11:05– 11:50 All wealth management tools are not alike! Come hear how First Rate’s ARKON is a leg above other CRM’s with our focus on providing a fully integrated tool that integrates all aspects of streamlines managing your clients’ wealth. Presenter: Patrick Flaherty, First Rate Client Reporting Preferences in a Goal-based, Digital World – Rollinghills Resort Ballroom In this session, attendees will discover insights from recent CEB research highlighting how clients prefer to interact with their wealth management firms. Advice and digital interaction preferences, specific applications to client reporting, and firm approaches to these issues will also be explored. 12:00 – 1:00 1:15 – 2:15 Presenter: Darrin Courtney, Research Director, CEB Tower Group Lunch – Vista Walk Core Values Impact on Your Corporate Culture – Rollinghills Resort Ballroom Core Values are the building blocks of organizational culture. Just the process of identifying your Core Values can be an excellent vehicle for improving organizational culture. A company’s Core Values provide a common language to address issues in a non-threatening way and guide decisions and emphasize what is important as the firm continues to change, grow and improve. Core Values improve business performance and are a 'Behavioral Compass’. This is an interactive session to identify your Core Values and assimilate them into your day to day strategy. Guest Speaker: Colleen Affeldt, Director-Organizational Development with Robertson, Griege & Thoele 2:20 – 3:05 Goals Based Reporting – Rollinghills Resort Ballroom Hear more about the importance of incorporating Goals Based Reporting in your investor relationships…at all points in your client’s financial planning lifecycle. Participate in open discussion about what investment messages you want to support with Goals Based Reporting. 3:10 – 3:55 Presenter: Kate Baird, First Rate The Watch Dog and the New Dog (Management Dashboard and Advisor Express) – Rollinghills Resort Ballroom Stop by and hear how First Rate’s management dashboard simplifies and improves investment oversight. And get a sneak preview of our new Advisor Express. It’s got a fresh look, and plenty of new features! Presenter: Christian Jaeger and Deb Repak, First Rate Client Round Table and Topic Discussion The Sand Wedge Topic: Integration Nation – portals and tools of data integration Question: How are you using your technology? Facilitator: Shawn Gillespie, First Rate Client Round Table and Topic Discussion The Sand Wedge Topic: Reporting Focus Attribution and Data Aggregation (sources of returns) OnPoint Goal Based Reporting Client Reporting GIPS and Performance Composites Mobile and Client Access to Data Question: What do you like and what do you need? Facilitator: Jud M Stone, First Rate 4:00 – 5:00 A Radical Departure from the Norm: Viewing Risk through the Eyes of Clients and Fiduciaries – Rollinghills Resort Ballroom The traditional view of risk is through the eyes of mutual fund managers whose goal is to market their products in a competitive environment. As a result, everything is presented through standardized statistics for a “level playing field” where the focus of both risk and performance is on making fund manager “look good” as they “tell their story.” But what about the clients who are the owners of these assets? What does risk mean to them? Are we giving them the information they need to evaluate the risks that matter to them? And what about the investment committee members, trustees and board members who have responsibility for the client’s overall investment program? What are the risks that keep them up at night? Can we help them be better fiduciaries, while helping clients be better investment consumers by looking at risk from the client’s perspective. Find out how in this compelling and innovative presentation by a handsome and welltailored thought leader. He’s also a heck of a nice guy! (And so humble…) 6:00 – 9:00 Guest Speaker : Steve Campisi, US Trust Eat, Drink and Be Murray Party! – Sun Deck Playing a round of golf at The Rollinghills Resort isn’t just confined to the golf course! Come tee off for a “hole” lot of fun, no golf spikes required. The food and beverage cart will be full and dancing will be required on the Hotel del Coronado’s sundeck! First Rate Performance Conference Hotel del Coronado – San Diego March 30-31, 2015 “Caddy Shacking’ Slouch Style” Tuesday, March 31, 2015 Date & Time All Attendees Track I 8:00 – 8:45 Breakfast – Spreckles Complex 9:00 – 10:00 Think Global, Invest Local – Michael Tyler, Vice President - Eastern Bank Most of our clients are American citizens with economic lives entirely denominated in U.S. dollars. Why should they care about issues beyond our shores? This presentation will focus on the financial impact that events and markets overseas have on us at home. How can investment managers translate global concerns into local portfolios? How can we communicate the need for a global approach? And how can we measure whether we’re doing a good job of it? 10:15 – 11:00 11:05 – 11:50 Guest Speaker: Michael Tyler, Vice President – Eastern Bank Performance through Experience: Sticky Conversations – Rollinghills Resort Room Strategic Guidance to Help You Be Successful - The Rollinghills Resort Ballroom Learn to use digital media to engage your clients and prospects in dialogues that create significant value and make your firm stand out in the crowd. This panel discussion will help attendees understand how to use performance to provide Demographic and survey analysis updates, how to offer guidance from first hand providing insights of High-net worth industry experience, and how to change the face individuals use of digital media of client relationships. Primarily focusing on Overview of various digital mediums providing performance for managed accounts used to engage clients and prospects and UMAs, this panel will strategically speak Discussion of compliance requirements about their experiences and what their related to digital media objectives, related to performance reporting, Suggested strategy for creating “sticky would be if implementing today. conversations” with clients and prospects Presenter: Jud M. Stone, First Rate Automating Your Firms Cash Flow with Fee Manager – Organizations are always in search of ways toincrease back office efficiency and access management analytics. If you are one of those organizations First Rate’s Fee Manager could end that search. It does so much more than handle your firm’s complex fee calculations. It can improve back office efficiency and overall profitability, provides management analytics, generates invoices and much more. Too good to be true? Come see for yourself. Presenter: Bo McWilliams, First Rate 12:00 – 1:00 1:30 – 5:30 6:00 – 8:00 Lunch – Vista Walk Client Activity From Grapes to Hops (starting at 2:30 p.m.) San Diego Zoo (starting at 2:30 p.m.) Guest Speaker: Jeff Clark, Principal - OrangeAxis Investment Staffing and Workload Benchmarking – How do you compare? – The Sand Wedge How does a Trust investment department get measured? How should you get measured? How do you compare to peers - true peers? We will present statistics from our TRUSTCOMPARE®, PRICECOMPARE™ and COMPCOMPARE™ services which derive data from subscribers from around the country. We will discuss productivity, staffing models, pricing and compensation in the Trust Investment world. Guest Speaker: E. Loyd Pohl, CEO Pohl Consulting and Training, Inc. Client User Group Meeting – The Green Room *Closed group session First Rate’s user group advisory members. Facilitator: Angie Purcell Conference Conclusion and Small Group Dinner *Dinner is Optional