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LIFT² Symposium


March 24, 2017
Student Union Atrium
Wright State University


Presenting our third annual LIFT(Leading Innovation in Finance Today and Tomorrow) symposium, delivering insight into contemporary issues shaping the future of financial services. Up to six hours of continuing education credit hours are pending for the day.

Designed for practicing professionals in the banking, insurance, accounting, investing, and financial planning industries, this year LIFTincludes discussions on such pressing issues as the exploding role of digital advice in financial services, healthcare in retirement, financial planning for Gen X and Gen Y, the complexities of divorce planning, and discussion of complex tax and insurance cases to name a few.

“Outstanding panel of speakers and topics for LIFT² 2017. I’m looking forward to being a part of this year’s Symposium”
-Joseph Maugeri, CFP ®, Lunch Keynote Speaker, Managing Director of Corporate Relations CFP Board.


Time Event Topic and Speaker Location

8–9 a.m.

Breakfast and Registration


Student Union Atrium

9–10 a.m.

Morning Keynote

The Health-Wealth Connection: From Misery to Wisdom by Doug Lennick, CFP ®

Student Union Atrium

10–10:15 a.m.

Break with refreshments N/A

Student Union Atrium

10:30–11:30 a.m.

Breakout Sessions

Healthcare in Retirement by Katy Votava, Ph.D.:

Digital Advice: What’s the worry? by Barry MulHolland,, Ph.D, CFP ®, CFC

Student Union Atrium

11:30 a.m.–1:30 p.m.

Lunch Keynote

Planning for the Digital Invasion by Joseph Maugeri, CFP ®

Student Union Atrium

1:30–2:30 p.m.

Breakout Sessions

Financial Planning for Gen X and Gen Y by Alan Moore, MS, CFP ®

Evolution of Banking Products by Timothy Walsh

Student Union Atrium


2:30–3 p.m.

Break with refreshments N/A

Student Union Atrium

3–4 p.m.

Breakout Sessions

Financial Planning for Divorce by Jeffrey Rattiner, CPA, CFP ®, MBA, RFC

Complex Cases in Tax and Insurance by David Houston, JD, CFP®

Student Union Atrium


4–6 p.m.

Reception and Networking N/A Pathfinder Lounge and Student Union Atrium

Speakers and Topics

David Houston, JD, CFP ®

David brings an extensive background in financial services consulting to his role as director of advanced strategies for RiverSource.  Before joining RiverSource, he worked as an advanced sales consultant for ING Financial Services, where he provi

Doug Lennick, CFP ®

Morning Keynote Speaker

Doug Lennick is CEO and cofounder of Think2Perform.  He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert in developing practical applications of the art and science of huma

Joseph Maugeri, CFP ®

Lunch Keynote Speaker

Joseph Maugeri, CFP ® joined CFP Board in 2011 and is the Managing Director of Corporate Relations for the organization.

Alan Moore, MS, CFP ®

Alan Moore, MS, CFP ® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM.  He is passionate about helping financial plann

Barry Mulholland, Ph.D., CFP ®, ChFC ®

Dr. Mulholland is the Director of CFP Programs for the Department of Finance, College of Business, University of Akron where he oversees program development and Financial Planning industry relationships, assists students with recruitment, and advises the student chapter of the FPA.

Jeffrey Rattiner, CPA, CFP ®, MBA, RFC

Jeffrey Rattiner is president of Rattiner’s Financial Planning Fast Track, Inc.

Katy Votava, Ph.D.

Dr. Votava is a registered professional nurse with a Ph.D. in health economics and nursing from the University of Rochester in Rochester, NY.

Timothy M. Walsh

Mr. Walsh currently holds a portfolio of executive roles including independent Trustee of Blackstone TORO, a private residential mortgage REIT, Investment Advisor to the $50 billion Alaska Permanent Fund Corporation, and Director of Strategic Relationships for Owl Rock Capital Partners, a direct lending BDC.


Gold Sponsors

CFA Society Dayton

Gaw Capital

Cardinal Pointe Financial Group


Silver Sponsors

James Investment Research, Inc.

Marsh & McLennan Agency


Wright-Patt Credit Union, Inc.

Bronze Sponsors




Financial Planning Association


Questions? Contact:
(937) 775-3141