2019 Wholesaler Leadership Summit Agenda

Tuesday, May 7, 2019

12:00 pm - 5:00 pm - REGISTRATION

1:00 pm - 2:30 pm - COMFORT CARE BAGS — A CHARITABLE EVENT FOR THE LEUKEMIA AND LYMPHOMA SOCIETY (LLS)

2:30 pm - 4:00 pm - GET IN THE RACE!

4:00 pm - 5:00 pm - START YOUR ENGINE WITH A MEMBER PERSPECTIVE

5:00 pm - 5:30 pm - "THE 3 M's OF MOTIVATION"

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

Wednesday, May 8, 2019

7:00 am - 12:00 pm - REGISTRATION

7:00 am - 8:00 am - NETWORKING BREAKFAST

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

Accelerating Performance In a Changing World

9:00 am - 10:30 am - WORKING GROUP 1

Total Compensation: It’s More Than Money

10:30 am - 11:00 am - DEBRIEF WORKING GROUP 1

11:00 am - 12:15 pm - WORKING GROUP 2

Personal Development: Fine Tune Your Team

12:15 pm - 1:00 pm - NETWORKING LUNCH

1:00 pm - 1:30 pm - DEBRIEF WORKING GROUP 2

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

The Wholesaler of the Future — A Virtual Model

2:30 pm - 2:45 pm - REFRESHMENT BREAK

2:45 pm - 4:00 pm - GENERAL SESSION

Transform Client Relationship Management in Wealth Management

4:00 pm - 4:30 pm - TECH TALK: WHAT'S IN YOUR TOOLBOX?

4:30 pm - 5:00 pm - GENERAL SESSION OPEN MIC

5:45 pm - 6:00 pm - GATHER IN HOTEL LOBBY TO WALK TO DINNER EVENT

6:00 pm - 9:00 pm - DINNER EVENT AT CHEF JJ'S

Thursday, May 9, 2019

7:30 am - 8:30 am - NETWORKING BREAKFAST

8:30 am - 9:30 am - GENERAL SESSION

Accelerating Performance With a Supercharged Team

9:30 am - 9:45 am - BREAK

9:45 am - 10:45 am - DISTRIBUTION TABLE TALKS

10:45 am - 11:00 am - HIGH OCTANE REFRESHMENT BREAK

11:00 am - 12:15 pm - WORKING GROUP 3

Wholesaler Innovation: #turbochargetheteam #costsvsresults #canbescary

12:15 pm - 12:45 pm - DEBRIEF WORKING GROUP 3

12:45 pm - 1:00 pm - WRAP-UP AND ADJOURNMENT