Day 1

Mike Boese, Hearsay Systems

Opening Session

• Brad Auerbach of Facebook
• Nicohle Schluender of Thrivent
• Tim Rickards of Charles Schwab
• Gabrielle Levin of Hearsay Systems
• Bill Tester of Ameriprise Financial
• Iain Duke-Richardet of Hearsay Systems
• Alex Falls of Hearsay Systems

Breakout Session

Revolutionize Advisor and Agent Sales Effectiveness

• Dennis Craig of RBC
• Chris Johnson of Janney Montgomery Scott
• Pradeep Ananth of Hearsay Systems

Breakout Session

What Isn’t Measured Isn’t Managed: Capture and Share the Value of Your Hearsay Programs

• Erika Clyma of Ameriprise Financial Services
• Kiersten Shank of Lincoln Financial Distributors
• Alex Schuster of Hearsay Systems
• Leslie Leach of Hearsay Systems

Breakout Session

If Content is King, is Your Content Strategy Ready to Rule?

• Tim Rickards of Charles Schwab
• Hannah Bland of Aviva Investors
• Gabrielle Levin of Hearsay Systems

Day 2

Mike Boese, Hearsay Systems

General Session

• Nick Ingham of Deloitte Digital
• Christine Duque of Deloitte Digital
• Audwin Tang of Hearsay Systems

Social Selling Innovation for Every Stage of Growth

• Cully Eisenbeis of Edward Jones
• Caitlin Pollack of RBC
• Leslie Leach of Hearsay Systems

Breakout Session

Unleash Advisor and Agent Productivity with Hearsay Relate

• John Heidrich of Allstate
• Allison Couch of Modern Woodman of America
• Joe Van Remortel of Hearsay Systems

Breakout Session

Innovation and Compliance: Friends, not Foes

• Stephen Anderson of Oyster Consulting
• David Vambre of LinkedIn
• Owen Donley of U.S. SEC
• Iain Duke-Richardet of Hearsay Systems

Closing Session

Guy Kawasaki on the Art of Igniting Change