2019 Recruiting & Retention Summit Agenda

Wednesday, June 12, 2019


2:15 pm - 2:30 pm - BREAK

2:30 pm - 3:30 pm - GENERAL SESSION 1

A New View of Distribution

Many forces are converging to reshape the financial services landscape. How are companies and their advisors adapting to these new realities, and what impact does it have on talent management? This session will set the stage for our meeting by highlighting the critical consumer, advisor, and organizational trends shaping how companies connect with consumers to drive profitable growth.

Patrick T. Leary, M.B.A., LLIF - Corporate Vice President, Workplace Benefits Research, LIMRA

3:30 pm - 4:15 pm - DISCUSSION GROUP

Advisor of the Future Discussion Groups

4:15 pm - 4:30 pm - BREAK

4:30 pm - 5:00 pm - GENERAL SESSION 2

Cleveland Rising

In 1969 the world noticed what Clevelanders had known for a long time: our city was suffering. The image of the Cuyahoga River on fire, published in 1969, was simply a flash point. Fifty years later, Cleveland has proven its resiliency in the midst of an astounding rebound. With a reinvented Downtown, booming neighborhoods, and cleaned up waterfront, the city has re-established its international image.

What can we learn from this striking transformation that might inform the way we rethink our own industry image? In this session, a community influencer who has been part of this momentous change will share insights about Cleveland’s journey that could help us look at our industry in a whole new way.

Jeffrey T. Verespej - Old Brooklyn Community Development Corporation

5:30 pm - 6:30 pm - WELCOME RECEPTION

Thursday, June 13, 2019

7:15 am - 8:00 am - BREAKFAST

8:00 am - 9:15 am - GENERAL SESSION 3

Science + Technology: Emerging Trends in Talent Assessment

Selecting and captivating top talent is a unique process for every organization. Discover more about the latest assessment technology trends to re-imagine a process that is accurate, effective and engaging.

You’ll learn about the risks, benefits, and applications for these hot topics: 

  • Game-Based Assessments
  • Immersive Experiences
  • Custom Assessment Solutions
  • Scalable Technology
  • Soft Skills Development

Chris Small - Senior Vice President, Talent Measurement, PSI

9:15 am - 10:15 am - GENERAL SESSION 4

HR Technologies: A Silver Bullet in Hiring Strategies?

With the unemployment rate hovering at 3.7 percent, how can employers differentiate themselves from the competition? Angie Wesley believes that investing in HR technologies is part of the answer. Wesley and her team at TIAA have implemented, among other things, mobile technology, gamification and text analysis software to help streamline their hiring. This session will provide insights on how HR tech can make recruiting a more seamless and personal process.

Jocelyn Caldwell - Vice President, Talent Acquisition, Operations and Workforce Planning, TIAA

10:15 am - 10:30 am - BREAK

10:30 am - 11:30 am - GENERAL SESSION 5

Disruptive Recruiting — the New Trends

Consider this: one out of three people in the U.S. are Hispanic, Black, or Asian, 40% of privately-owned businesses are owned by women, and Millennials are the largest living generation. Does your recruiting reflect these numbers? Companies that can successfully leverage technology and recruit and retain a work force that more closely aligns with changing demographics can gain a competitive advantage in today’s tight recruiting market. In this session, we’ll cover trends and demographics along with tactical approaches to take advantage of these opportunities, including using social media in new ways, to help us avoid being left out in the rapidly changing marketplace.

Tariq Khan - Founder and CEO, Global Diversity Marketing, Inc.
Adjunct Professor, Marketing and Leadership, New York University

11:30 am - 12:45 pm - LUNCHEON

12:45 pm - 2:00 pm - GENERAL SESSION 6

Mid-Century Modern Recruiting The Old Ways of the Past With Modern Conveniences & Twists

Rekroot co-founders, Kimberly Buck and Morgan Freitag, will present on all things recruiting, including best trends and creative ideas. As recruiting partners to most of the industries’ field leaders, Kimberly and Morgan will share techniques that have helped the field with successful execution on recruiting. To put things into perspective, field leader, Neil Manthe, will join the presentation to add real-life experiences about situations faced every day, along with strategies for overcoming those challenges.

Kimberly Buck - Co-Founder, Rekroot

Morgan Freitag - Co-Founder, Rekroot

Neil Manthe - Field Recruitment Consultant, Securian Financial

2:00 pm - 3:00 pm - GENERAL SESSION 7

Candidate Experience — Learning from the #HylandLife

Having recently won their fourth consecutive CandE Award from the Talent Board for excellence in Candidate Experience, Hyland, a leading content services provider, knows the importance of focusing on the candidate. After all, candidates are customers, with knowledge and expertise that just might help your organization succeed in its business goals. In this session, we’ll hear some of the strategies and tactics Hyland uses to show their candidates, and their employees, that Hyland is a great place to be.

Christina Gibson - Senior Recruiter, Hyland Software

3:00 pm - 3:15 pm - BREAK

3:15 pm - 5:00 pm - GENERAL SESSION 8

Recruiting & Retention Innovation Lab Session

Let’s gather what we’ve heard so far and help build stronger recruiting and retention strategies with this hands-on innovation lab session. We’ll learn some innovation techniques you can take back to use with your teams right away to help creatively solve problems, and get to work on problems that vex us today. By the end of the session, we’ll have take-away roadmaps and ideas we can build on when we get back to the office.

Carolyn Clement - Associate Product Manager, LIMRA

6:30 pm - 9:00 pm - EVENING NETWORKING EVENT

Rock and Roll Hall of Fame

Join the group for a unique event at the world-famous Rock and Roll Hall of Fame! We’ll have the place to ourselves, good food, and guides providing insider tours and answers to all of our rock and roll questions.

Friday, June 14, 2019

7:15 am - 8:00 am - BREAKFAST

8:00 am - 9:00 am - GENERAL SESSION 9

Successfully Launching New Advisors with Development Meetings

How do we bring new people into the business and ensure that they transition properly from recruitment to development? Learn how to develop new advisors in their first year by setting the stage with clear expectations and enhanced communication. Hear how successful managers motivate and develop new advisors to ensure shared success.

Jason McMahon - Managing Director, Ontario East, Freedom 55 Financial

9:00 am - 9:15 am - BREAK

9:15 am - 10:15 am - GENERAL SESSION 10

Evolve Your Recruiting Approach to Attract Today’s Candidate

Today’s competitive job market coupled with the values of the modern candidate, are shifting our recruiting approach. It is more important than ever to show up in the marketplace with a value proposition that prompts candidates to think differently about the opportunity. Leveraging team-based practices can help you attract top talent and be a differentiator in your recruiting conversations. This session will help you navigate the ever changing recruiting landscape by providing new ways to position the financial services career.

Katie Martineau - Head of Field Recruiting Support, MMFA Business Planning/Recruiting, MassMutual Financial Advisors

10:15 am - 11:00 am - GENERAL SESSION 11

Deliberate Practices for Onboarding and Retention Success

Training, developing, and coaching are all part of what attracts top candidates to a firm. Showing prospects a proven track record, including intentional onboarding strategies and weekly coaching, helps make for a powerful recruiting story. Hear one company’s success in developing new associates using specific actions, role-play, interactive video, and deliberate practice. The step-by-step process described in this presentation has led to top-performing producers and an enviable retention rate, and will likely spark some ideas to boost your recruiting and retention efforts.

Ed Ayala - Chief Development Officer, Strategies for Wealth

11:00 am - 11:30 am - WRAP UP AND TAKE-AWAYS

11:30 am - ADJOURN