LIFT² Symposium

Doug Lennick, CFP

Morning Keynote Speaker

Doug Lennick is CEO and co-founder of Think2Perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.

Before founding Think2Perform, Lennick, a certified financial planner (CFP), was executive vice president—advice and retail distribution for American Express financial advisors (now Ameriprise Financial). In that capacity, he led an organization of 17,000 field and corporate associates to unprecedented success.

Lennick and co-author Fred Kiel, Ph.D., recently released their newest book, Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times. Just one year earlier, he released the popular title, Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life. Lennick is also the co-author of the internationally successful and original title, Moral Intelligence (Wharton School Publishing). Doug is the sole author of The Simple Genius (You) and co-author with Roy Geer, Ph.D., of How to Get What You Want and Remain True to Yourself.

Lennick is in high demand as a keynote speaker as well as an executive and organizational advisor. He has been quoted and referenced in many publications and books, including Daniel Goleman’s seminal book, Working with Emotional Intelligence and Richard Leider’s bestselling Power of Purpose.

In November 2000, Lennick was honored by Columbia University’s Center for Social and Emotional Education and is a fellow at the Carlson Executive Development Center, Carlson School of Management, and University of Minnesota. He is also a member of the prestigious Consortium for Research on Emotional Intelligence in Organizations.

Lennick and his wife, Beth Ann, reside in Edina, Minnesota. Their youngest daughter, Joan, has a psychology major from Stonehill College in Easton, Massachusetts, and a master’s degree in Counseling and Psychological Services from St. Mary’s University of Minnesota. Their oldest daughter, Mary, has a sociology degree from the University of Minnesota and a master’s degree in Social Work from Augsburg College in Minneapolis. Their son, Alan, is a complex director with Ameriprise, and lives in Los Angeles with his actress wife Sari, and their son, Dylan.


Keynote: Leveraging your Financial Intelligence: At the Intersection of Money, Health, and Happiness

Financial intelligence is not just an industry buzzword. It has emerged as a best practice and core competency in forward-thinking financial services firms. Financial intelligence is not an innate skill, but rather a learned set of skills that can and should be developed that will lead to improved financial performance and stronger client relationships. Lennick will convey an understanding of the foundation, art, analysis, and big picture context that leads to happier clients and advisors.