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AI, Succession, and More in Chicago This September 

August 18, 2023

The IAA’s Midwest Leadership Forum is an opportunity for senior executives to meet for a high-value program on a range of critical topics. This year, we are taking a regional approach with a half-day agenda on September 27 in Chicago.  

Highlights include: 

Greeting the AI Era: Implications for Leadership and Talent Management  

Artificial intelligence has gone from fiction to reality in a breathtakingly short period of time. Whether your firm is “all in” or still evaluating the use of AI, there’s no denying that the technology will have a tremendous impact on our industry. Jonathan Feldman, partner at Boston Consulting Group, and Al Castillo, vice president of solutions management at SS&C Advent, will kick off the Forum with a forward-looking discussion of AI’s potential for empowering you and optimizing your most important asset – your people.  

Steering into the Future through Change and Uncertainty (Still) 

“The measure of intelligence is the ability to change.” – Albert Einstein 

IAA Members Carolyn B. Goldhaber, president of CI Segall Bryant & Hamill Asset Management, Robert W. Mairs, president, chief compliance officer, and general counsel of Mairs & Power, Inc., and Jo Ann Quinif, president and chief client officer of Diamond Hill Capital Management, Inc. will have a candid discussion about challenges they face as leaders and opportunities they see for their firms and our industry to evolve and grow.   

From Fired Up to Burned Out: Management Strategies Across the Career Lifecycle 

Achieving that sought-after “well-oiled machine” when leading an increasingly diverse workforce spanning multiple generations is no small feat. Moreover, firm leaders cite laying the groundwork for successful succession – and executing that plan – as a critical concern.  

Bryan Kozlowski, business growth and strategy professional and partner at Focus Consulting Group, will team up with an IAA member executive and multi-generational dynamics expert Rachel Reiser, assistant dean of undergraduate student experience and services at the Boston University Questrom School of Business, to share their wisdom about attracting, managing, developing, and retaining your firm’s future and current team. Jonathan Stern, partner at Berkshire Global Advisors will moderate this important session. 

Peer Breakouts 

It wouldn’t be an IAA leadership event without our signature feature — peer breakouts. These sessions allow executives from like-sized firms to discuss their top priorities, challenges, and solutions in an intimate setting.  

This is a can’t miss event for those in the region to learn, share best practices, and forge crucial connections. Check out the full agenda – including perpetual favorite peer breakouts – and speaker roster on our website. And don’t forget that additional attendees from the same firm each save $100 on registration. 

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