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Agenda

Thursday, September 26

(All times are ET)

12:00 – 12:30 p.m.Regi-ception

Pick up your name badge and say hello to new and old friends.

12:30 – 12:35 p.m.Welcome

  • Karen Barr, President & CEO, IAA

 

12:35 – 2:00 p.m.Lunch: Breaking the Chains — AI Empowerment in Your Business

The adoption of artificial intelligence tools and platforms by the general public has been unprecedentedly rapid. ChatGPT was released in November of 2022. It had one million users (common, everyday, non-technical people) in five days and 100 million users in two months. Yet concerns — security, privacy, regulatory compliance among them — have kept many advisory firms on the sidelines. Our featured speaker will address some of these threats, while providing an overview of AI tools on the market, highlighting practical applications of this transformative technology and its ability to gain efficiencies and insights.

  • Todd Brook, Founder & CEO, Unchained
  • Al Castillo, Vice President of Solutions Management, SS&C Advent (Moderator)

 

2:00 – 3:10 p.m.Peer Breakouts: Smaller, Mid-Sized and Larger Firms

A signature feature of the IAA’s leadership events, allowing executives from like-sized firms (smaller, mid-sized, and larger) to discuss their top priorities, challenges, and solutions in an intimate setting.

 

3:10 – 3:30 p.m.Afternoon Break

Sponsored by

 

3:30 – 4:30 p.m.

 

Building for Resilience: Enhancing your Firm’s Cybersecurity Posture

As headlines featuring high-profile systems breaches amply show, “bad actors” looking for ways to exploit firms’ vulnerabilities have become increasingly sophisticated. In this session, our speaker will address the dynamic nature of cybersecurity and discuss strategies for recognizing and responding to threats, providing attendees with practical techniques they can readily implement within their organizations.

  • Sean Goodwin, Senior Manager, Wolf & Co.

 

4:30 – 5:30 p.m.View from the Top: No Rose-Colored Glasses

To cap the day, a trio of firm leaders will share their perspectives on challenges and opportunities for our industry presented by the current environment. From talent to technology to regulation to market forces, they’ll offer their thinking on managing a host of elements – and harnessing their power – to position their organizations to grow and thrive.

  • Sonia Kowal, President, Zevin Asset Management
  • Anne Putnam, CEO, Fenimore Asset Management
  • Chat Reynders, Chairman & CEO, Reynders, McVeigh Capital Management, LLC
  • Jonathan Stern, Partner, Berkshire Global Advisors (Moderator)

 

5:30 – 5:45 p.m.Wrap-Up

 

5:45 – 7:00 p.m.

 

Closing Reception

Sponsored by

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