Save the Date!
The next LIFT2 Symposium is scheduled for March 25, 2022. Please visit this page again for more details.
The Leading Innovation in Finance Today and Tomorrow (LIFT2) Symposium includes discussions on pressing issues in finance and financial services, transformative presentations from the who’s who of the financial services industry, and enriching discussions and networking with peers. This symposium is for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries.
Schedule
| Time | Event | Topic and Speaker | Location |
|---|---|---|---|
| 8–9 a.m. | Registration | Breakfast and registration | Skylight Lobby |
| 9–10 a.m. |
Morning Keynote |
Leveraging Your Financial Intelligence: At the Intersection of Money, Health, and Happiness Doug Lennick, CFP, CEO and co-founder of think2perform |
Apollo Room |
| 10–10:15 a.m. | Break | Refreshments | Skylight Lobby |
| 10:30–11:30 a.m. |
Breakout Sessions |
Hot Topics in Social Security: What financial services professionals need to know in 2020 A Primer on Structured Products |
Endeavour Room (156) Atlantis Room (157) |
| 11:30 a.m.–1:30 p.m. | Lunch Keynote | All Eyes on You: The Financial Advisor of the Future Is a Leader Steve Gresham, Wealth Management Executive and Whealthtech Investor |
Apollo Room |
| 1:30–2:30 p.m. |
Breakout Sessions |
Planning Potholes and Banana Peels: How Proactivity Earns Loyalty and Assets Economic Outlook in the Time of Trade Uncertainty |
Endeavour Room (156) Atlantis Room (157) |
| 2:30–3 p.m. | Break |
Refreshments |
Skylight Lobby |
| 3–4 p.m. | Final Keynote | Buying, Selling, and Valuing Financial Practices David Grau, Sr., J.D., President and one of the founders of FP Transitions |
Apollo Room |
| 4–6 p.m. | Networking | Networking Reception | Pathfinder Lounge |
Speakers
Steve Gresham
Steve Gresham is a longtime consultant, executive, and investor in the wealth management industry.
David Grau, Sr., J.D.
David Grau, Sr., J.D., is president and one of the original founders of FP Transitions.
Theresa Busher
Theresa Busher serves as the public affairs specialist for the Social Security offices of greater Dayton and Springfield.
Erik Heavey
Erik Heavey is a vice president of structured investments at First Trust Portfolios, L.P.
Rick Kaglic
Rick Kaglic is vice president and senior regional officer at the Cincinnati branch of the Federal Reserve Bank of Cleveland since 2018.
