Best Practices Workshop 2017 - Boston | Investment News | 10 October 2017 | The Colonnade Hotel, 120 Huntington Avenue, Boston, MA 02116

For the fifth year in a row, InvestmentNews will host the Best Practices Awards and Workshop, and recognize the top-performing and most innovative advisory firms in the financial advice industry, using our own renowned industry research. With help from leading experts, attendees will:
- Learn the keys to success from the top-performing firms, with practical takeaways for increasing assets,
revenues and profitability.
- Set goals and objectives for business development and client acquisition.
- Participate in breakout sessions to evaluate your firm's financial performance, and create a meaningful valuation of it.

2017 Speakers:

Carolyn Armitage
Managing Director, ECHELON Partners

Mark Bruno
Associate Publisher, InvestmentNews

Jason Carroll
Managing Director, Live Oak Bank

Gabriel Garcia
Managing Director, Pershing Advisor Solutions, a BNY Mellon company

Amir Ghannad
Leadership Development Specialist and Culture Transformation Catalyst, The Ghannad Group, LLC

Philip Palaveev
Chief Executive Officer, The Ensemble Practice LLC

Craig D. Pfeiffer
President & CEO, Money Management Institute

Matt Sirinides
Senior Research Analyst

Mark Tibergien
Chief Executive Officer, Pershing Advisor Solutions, a BNY Mellon company

Timothy Welsh
President, CEO and founder of Nexus Strategy, LLC

Brie Williams
Head of Practice Management, State Street Global Advisors

2017 Sponsors

Executive
Pershing, a BNY Mellon company

Premier
Laserfishe
Northern Trust Asset Management

Lunch
Live Oak Bank