LIFT² Symposium

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.

Friday, March 27, 2020
Student Union
Wright State University


2019 LIFT2 Symposium

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
Theresa Busher, Social Security Public Affairs Specialist 

A Primer on Structured Products
Erik Heavey, VP of Structured Products, First Trust Portfolios

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
Steve Gresham, Wealth Management Executive and Whealthtech Investor

Economic Outlook in the Time of Trade Uncertainty
Rick Kaglic, Vice President and Senior Regional Officer, Cincinnati Branch of the Federal Reserve Bank of Cleveland

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

Doug Lennick, CFP

Morning Keynote Speaker

Doug Lennick is CEO and co-founder of Think2Perform.

Steve Gresham

Luncheon Keynote Speaker

Steve Gresham is a longtime consultant, executive, and investor in the wealth management industry.

David Grau, Sr., J.D.

Final Keynote Speaker

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.