Emerge Stronger
September 15th 2020 | 9am – 12:30pm
Virtual Conference
Learn how CPAs like you are building significance with their clients through wealth management
During difficult times your clients trust you to help them through. Join us on September 15th and learn how you can successfully incorporate financial planning and wealth management services into your accounting practice and emerge from this storm stronger than before.
Expert Speakers
Gain skills you can apply to your firm now and in the future. Make connections and hear new perspecives.
The Conference Experience from the Comfort of Home
This is more than just a Zoom call, You will have the opportunity to connect with attendees and engage with our speakers in an exciting half day event.
3.5 Hours of PD
Following the conference you will receive a certificate for three hours of professional development.
Featured Talks & Speakers
We will equip you to understand and help your clients with their deepest needs, provide strategies on growing your firms profitability and broaden your service offerings.
Mitch Anthony
Keynote Speaker
More Details
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
More Details
Mitch Anthony is the founder and president of he Financial Life Planning Institute and as such, is a sought-after expert for the media. Mitch Anthony has been challenging and inspiring people around the world with his unique insights into the pitfalls of traditional retirement and how anyone can enjoy an EPIC Retirement.
Paul Tyers
FCPA, FCA, CFP, CIM
Wealth Stewards
More Details
Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors
More Details
Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors
Rick Claydon
CPA, CA, CIM
Welement
More Details
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
More Details
Rick specialized in managing the financial affairs of high net worth families, and focused on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth. For the last 5 years Rick has been coaching other wealth advisors on how to work more effectively with High Net Worth and Ultra
High Net Worth clients.
Jeremy Miller
Sticky Branding
More Details
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
More Details
Jeremy Miller is a brand strategist and bestselling author. Over the past decade, Jeremy and the Sticky Branding team have profiled and interviewed hundreds of companies across dozens of industries to uncover how companies grow Sticky Brands. Jeremy shares his expertise as a writer, consultant, and keynote speaker. His blend of humor, stories, and actionable ideas will inspire you to innovate and grow your business and brand.
Event Agenda
8:45-12:30 | Concierge/ help desk opens up
If you run into any technial difficulties or have any questions throughout the course of the conference, staff will be on hand to assist you at any point through the help desk.
8:45-12:30 | Concierge/ help desk opens up
If you run into any technial difficulties or have any questions throughout the course of the conference, staff will be on hand to assist you at any point through the help desk.
9:00-9:05 | Event Kickoff
An introduction to the day Presented by Peggy Tyers
9:05-9:35 | Mitch Anthony: Optimizing Your Value To Your Clients
- Understand their top priorities.
- Get commitment to help them achieve their priorities.
- Ensure implementation is completed, on time and delights them.
9:35-9:45 | Q&A with Mitch Anthony
9:50-10:30 | Workshop Rooms Session One
You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be availible for all sessions after the conference.
Workshop Sessions
Rick Claydon – Delivering an Integrated Wealth Management Experience
Using process and technology to help:
- Ensure a team approach to delivering and collaborating on client priorities
- Measure your client’s progress in real time
- Automate workflows to create efficiency and save time
Systematize. Simplify. Create Capacity
Paul Tyers – More Certainty For Affluent Clients
- Identify and quantify client objectives
- Model objectives so clients/spouses are engaged
- Implement their plan in keeping with their risk appetite and capacity
Jeremy Miller – Crisis Marketing: Emerging From the Crisis
- How to market (and sell) as we emerge from the crisis.
- How to engage your clients by being hyper relevant and hyper present.
- How to identify Green Shoots of opportunity.
10:30-10:45 | Break
Grab a coffee, stretch your legs, and explore some of our fun interactive elements.
10:45-11:25 | Workshop Rooms Session Two
You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be availible for all sessions after the conference.
Workshop Sessions
Rick Claydon – Delivering an Integrated Wealth Management Experience
Using process and technology to help:
- Ensure a team approach to delivering and collaborating on client priorities
- Measure your client’s progress in real time
- Automate workflows to create efficiency and save time
Systematize. Simplify. Create Capacity
Paul Tyers – More Certainty For Affluent Clients
- Identify and quantify client objectives
- Model objectives so clients/spouses are engaged
- Implement their plan in keeping with their risk appetite and capacity
Jeremy Miller – Crisis Marketing: Emerging From the Crisis
- How to market (and sell) as we emerge from the crisis.
- How to engage your clients by being hyper relevant and hyper present.
- How to identify Green Shoots of opportunity.
11:25-11:55 | Mitch Anthony Keynote Speaker
11:55-12:20 | Round table
The round table will be an opporrtunity for all presenterrs and attendees to reconvene, ask questions and discuss key take aways from the conference.