Book a room at Hyatt Regency Greenville

6 p.m.
Welcome Reception

Join us for cocktails and hors d’oeuvres.

8 a.m.
Breakfast

9 a.m.
General Session—Cheetah State of the Union

Adam Unger, President, Accutech Systems
Get the inside scoop on what to expect from Cheetah in 2024 and beyond.

10 a.m.
Introductions of Vendors and Logistics

10:30 a.m.
Break

11 a.m.
General Session—Growth, Stimulus, and Uncertainty 

Christian Chan, Chief Investment Officer, AssetMark 
Hear an inside look at the big-picture issues that impacted the investment landscape in 2023 and what top things to look for in 2024. Christian will share his outlook on growth, stimulus, and inflation. Learn how changes at the Fed could impact investments and what that could mean for the financial industry. 

12 p.m.
Lunch

1 p.m.
General Session—Crypto 101: An Introduction

David Chachanko, Director of Trust Administration, BitGo Trust
An introduction to crypto currency. Learn about what crypto is and its applications, challenges, and opportunities in trust and wealth management.

2 p.m.
Break

2:30 p.m.
Executive Track Session—Clients Are Changing, Are You?

Mike Tropeano, Vice President-Wealth, Bank Trust and Retirement Consulting, Broadridge
Broadridge research has found that despite a high level of investment, 69% of customers feel that the companies they do business with need to improve the customer experience. Furthermore, 54% of consumers stopped doing business with a company because it did a poor job of personalizing the experience, with younger consumers being more likely to make a switch for this reason.

The cost of not transforming is simple, reduced revenue. We will provide the latest insights on consumer preferences and perceptions, and actionable insights on what successful firms are doing to meet the needs of all generations of wealth management.

Investment Track Session—How Cheetah Is Making Proposals and Investments Easier for You

Scott Meyer, Product Manager, Cheetah, and Matt Garrett, Product Manager, Moneytree
Learn how to create custom, client-centric proposals in minutes. And learn more about Cheetah’s investments solution. 

Operations Track Session—Cheetah Configurations, Building Blocks to a Solid Foundation

Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Cheetah
Have you looked at Configuration since your conversion? Iris and Kelly will walk you through this critical part of Cheetah.

3:30 p.m.
Executive Track Session—Obtaining Optimal Risk Adjusted Revenue

Donald F. Moore, Jr., CEO, Bearmoor, LLC
Learn about a proven process for tracking, locating, and capturing additional fiduciary revenue while reducing overall risk and improving efficiency.

Investment Track Session—Cheetah and AssetMark
Brandon Jeffress, Executive Director of Sales, Cheetah, and John Henry, Business Development Officer, AssetMark

Operations Track Session—Improved Decisions and Better Processes

Craig Bushong, Senior Solutions Architect, and Shane Pond, Solutions Consultant, Cheetah
Business intelligence and modern workflow tools are critical to any firm’s success. Learn how to leverage Cheetah INSIGHTS and Cheetah FLOW to fuel growth.

4:30 p.m.
Break

6 p.m.
Dinner

8 p.m.
Piano Bar

7 a.m.
Breakfast

8:30 a.m.
Keynote Address—One Step at a Time

Josh Bleill, Inspirational Speaker
An inspirational speaker and combat veteran who touches on the highs and lows, the challenges, and the motivation to keep moving forward – One Step at a Time.

9:30 a.m.
General Session—The Art of Creating Emotionally Connected Clients

Brendan Frazier, Founder, Wired Planning
Research shows that emotionally connected clients pay more, refer more, consolidate assets, and follow through on advice. Learn how to get connected.

10:30 a.m.
Break

11 a.m.
Executive Track Session—Trends, Tailwinds, and Challenges

Michael Dixon, Director of Organizational Development, Pohl Consulting & Training, Inc.
Hear Michael’s perspectives on where the industry is heading with analysis that can help you develop new strategies and drive change during a volatile market.

Investment Track Session—Monitoring Best Execution & Managing ETF Strategies for Asset Allocation Portfolios

David Choate, Director of Sales and Trading, COO, CAPIS
A discussion of transaction cost analysis for various order types, including small orders versus NBBO and block orders via interval VWAP and arrival price.

Operations Track Session—Gain Efficiencies through Cheetah Imports

Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Cheetah
Iris and Kelly will share what you can import and how you can implement best practices.

12 p.m.
Lunch

1 p.m.
Executive Track Session—80% of a Company’s Challenges Are People Related: Culture Index Helps Clarify and Solve People Challenges.

Patrick McHale, Executive Advisor, Culture Index, LLC.
A company’s greatest asset is its people. Culture Index is about building a winning people strategy by using analytics over gut instinct.

Investment Track Session—Top 10 Insights to Master the Human Side of Advice

Brendan Frazier, Founder, Wired Planning
The top 10 practical ways advisors can embed behavior and psychology into their practice, process, and conversations.

Operations Track Session—Hot Topics in Trust Regulation

Becky Kelly & Roger Pond, Fiduciary Education Center
Get the latest news and commentary on regulatory issues and focuses for 2023.

2 p.m.
Investment Track Session—Benefits of Insured Deposit Programs During a Banking Crisis

Kevin Bannerton, Executive Vice President, Head of Wealth Management, R&T Deposit Solutions
In light of recent economic turbulence, there has been immense pressure on wealth advisors and fiduciaries to provide safe, competitive and strategic cash solutions for their clients. In this session we will discuss:

1. How the recent bank turmoil and rising interest rates has customers seeking investment options with principal protection.
2. Strategies for customers who are concerned about potential loss of liquidity and solutions for customers seeking daily access to liquidity without operational risks.
3. The interest rate environment and its impact on fiduciaries looking for investments with competitive returns options for customers looking for flexible short-term investments to satisfy their primary objectives.

Operations Track Session—How Agility Wins: Techniques from the Software World to Enhance your Business

Valerie Hurwitz, Manager, Development, Cheetah
Agile has become a buzzword over the last 20 years, spilling over from the software world into the general business lexicon, but what does it actually mean? Join Cheetah’s Software Development Manager, Valerie Hurwitz, for an interactive session on agile methodologies.

3 p.m.
Break

3:30 p.m.
Executive Track Session— Leveraging Professional Services for Growth and Efficiencies

Chris Robinson, Manager, Cheetah Professional Services

Investment Track Session—The Rise of Separately Managed Accounts and What is Attracting Investors

Ryan Nauman, Market Strategist, Zephyr
Separately managed accounts (SMAs) have been historically used by institutions or UHNW households due to the high minimums required to participate. Innovation and technology have made it easier and less costly to administer, which has led to barriers to entry being removed. With lower minimums, increased tax advantages, customization, and transparency, these financial vehicles are attracting more mass influent and HNW investors. 

Due diligence is key to finding the best strategy for your clients. Ryan Nauman breaks down how SMAs are changing the investment landscape. 

Operations Track Session—Cheetah Client Panel

Various clients and Cheetah staff
A session designed to allow our attendees to help one another with best practices they have discovered in using Cheetah.

7:30 p.m. 
Cocktail reception at Sip

7:30 a.m.
Breakfast

8:30 a.m.
General Session—2023 Tax Update

Timothy Varner, Operations Manger, CCH, Trust Processing Solutions
This presentation will focus on recent legislation such as the Secure Act 2.0 and the Fiscal Responsibility Act of 2023 (aka the Debt Ceiling Deal) and its impact on taxes.

9:30 a.m.
Break

9:45 a.m.
General Session—Topics in Trust & Wealth Management

Becky Kelly and Roger Pond, Fiduciary Education Center
An open-floor discussion on the various changes you may be facing with today’s regulations.

10:45 a.m.
Closing remarks