The Family Wealth Ecosystem Conference
Harvest More HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology
Preliminary Agenda
Subject to Change
“Fortify your client value proposition by fusing new services and products into your future, creating fresh revenue and profit silos
and enhancing client acquisition and retention . . . all while insulating your firm from unforeseen, uncontrollable events”
| Sunday, April 24 2022 |
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| 5:00 - 7:00 | Launch Pad Welcoming Reception — Hosted By BDO Alliance USA | |
| Monday, April 25 2022 | ||
| 8:00 - 8:30 | Breakfast — Hosted By BITRIA | |
| 8:30 - 10:00 | Blueprinting the wealth advisory ecosystem for the New Age The Shape Of Things To Come - Future-Proof Your Success |
Nick Gregory • CEO of The Wealth Engineering Institute |
| 10:00 - 10:15 | Break — Hosted By FP Alpha and Ubiquity Retirement | |
| 10:15 - 11:00 | Business transition, tax & estate planning, and asset protection strategies & tactics | Howard Neiswender, J.D., LL.M. • Dentons Sirote |
| 11:00 - 11:45 | Partnering with Local CPA Firms to deepen your client offering | Robert Merl • National Practice Director of BDO Alliance USA |
| 11:45 - 12:45 | Lunch — Hosted By AIX | |
| 12:45 - 1:30 | Your wealth advisory multi-functional dashboard - Convert from Checkers to Chess | Andrew Altfest, CFP • CEO of FP Alpha |
| 1:30 - 1:45 | Break — Hosted By TriState Capital Bank | |
| 1:45 - 2:30 | A modernized paperless digital platform for alternative investments | Brad West • COO of The Alternative Investment Exchange |
| 2:30 - 3:15 | Unveiling a seamless employee benefit digital ecosystem - click-n-go | Marc Blevens • CMO of EBenefits Hub |
| 3:15 - 4:00 | Bringing dynamic "specialty tax services" to your business clients | Randall Crabtree, CPA • COO Partner of Tri-Merit |
| 4:00 - 4:45 | Converting taxable capital into charitable capital - planned giving redefined | Nick Gregory • CEO of The Wealth Engineering Institute |
| 4:45 - 5:30 | TBD | TBD |
| 5:30 - 6:15 | An integrated platform for tax-qualified retirement plan solutions | John Farmakis • Executive Vice President of Ubiquity |
| 6:15 - 7:30 | Reception — Hosted By Dentons Sirote | |
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Tuesday, April 26 2022 |
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| 8:00 - 8:30 | Breakfast — Hosted By First State Trust Company and VSI | |
| 8:30 - 9:15 | Merging wealth advisory with high-touch family office tech | Nick Gregory • CEO of The Wealth Engineering Institute |
| 9:15 - 10:00 | Global residency and citizenship planning - A new world | Medhi Kadiri • Managing Director of Henley & Partners |
| 10:00 - 10:15 | Break — Hosted By Tri-Merit | |
| 10:15 - 11:00 | Embedding trust services into your wealth advisory practice | Jacqui Jenkins, CTFA • Managing Director of First State Trust |
| 11:00 - 11:45 | Utilizing a digital asset third party asset management platform | Daniel Eyre • CEO of BITRIA |
| 11:45 - 12:30 | Integrating private banking solutions into your practice | James Sekel • SVP of Private Banking at TriState Capital |
| 12:30 - 1:30 | Lunch — Hosted By Ahola Payroll/HR Solutions | |
| 1:30 - 2:15 | An inside look at a 54 year old, multi-generational family business | Jeff Ahola • CEO of Ahola Payroll/HR Solutions |
| 2:15 - 3:00 | Wrap-Up — The Shape of Things To Come Conclusion |
Nick Gregory • CEO of The Wealth Engineering Institute |