|By PR Newswire||
|December 19, 2013 03:03 PM EST||
ANAHEIM, Calif., Dec. 19, 2013 /PRNewswire-iReach/ -- David Drucker and Joel Bruckenstein, producers of the 9th Annual "T3" Technology Tools for Today™ Conference to be held at the Hilton Anaheim in Anaheim, Calif., February 10-12, 2014 today announced the preliminary conference agenda.
"We are excited about our ninth T3 conference and hope to make it our biggest and most engaging conference yet," said David Drucker, CFP®. "We are happy to continue to organize a fantastic conference that brings together some of the best thought leaders in the industry to talk about the ways technology is making our jobs easier by introducing cutting-edge solutions into our practices."
Among the opportunities this year's T3 Conference will offer are LPL's Managing Director and Chief Information Officer Victor Fetter. On Day Two of the conference, Fetter will deliver a talk entitled "Technology: Enhancing Advisors' Business. Enabling Investors' Dreams," which will address the ways professionals can use technology to unlock value for clients and the ways technology can be used to deliver client solutions that make a difference.
Another highlight of this year's conference is the general session panel "Custodian Thought Leaders on The Future of Advisor Technology." The panel will feature a who's who of custodian thought leaders including Neesha Haithi, Senior Vice President, Advisor Technology Solutions at Charles Schwab, Edward O'Brien, Senior Vice President, Technology Product Management at Fidelity Investments, Jon Patullo, Managing Director, Technology Product Management at TD Ameritrade, and Ram Nagappan, Chief Information Officer at Pershing.
"The Custodian Panel is very exciting at this year's T3 Conference because we rarely, if ever, get four top-notch thought leaders together on one panel to share their enormous insight," adds Joel Bruckenstein, CFP®, and panel moderator. "These smart and talented executives will talk about where they see the future of technology in our industry headed and it will be a panel that attendees will not want to miss."
J.D. Bruce, President of Abacus Wealth Partners, LLC, will also deliver a session, "Getting to a Billion" that will cover the ways proper technology infrastructure can help advisors get to $1 billion in assets under management.
In addition, throughout the three-day conference, T3 will feature sessions "What's New in Rebalancing," "What's New in Portfolio Management," and panels on emerging technology, integrating tablets into one's practice and a Mac vs. PC panel. Andy Millard, CFP® and Principal of Millard & Company and Bill Winterberg, CFP® and host of FPPad Bits and Bytes will co-chair a panel on using video in one's practice.
New this year are fifteen-minute "flash sessions" during which sponsors who are in the "emerging technology" category will present their innovative solutions in a kind of "lightening round" scenario. So far, there are ten emerging technology companies slated to regale the audience gatherings with their fresh and innovative solutions, Drucker said.
Also at the conference, the winners of the "FAStech Cup" Showcase Competition and Quiz Bowl Competition will be announced. Both competitions, which are being hosted by the members of FAStech Partners (www.fastechpartners.com), are open to teams of undergraduate students at institutions of higher learning that offer degree-granting programs in financial planning. Student teams in the Showcase Competition will be tasked with branding their firm and creating a website that defines their practice. Then, they have to create a financial plan for a hypothetical client using FAStech-partner software such as Redtail CRM, Orion Advisor, and MoneyGuidePro. Teams will then grant guest access to their clients and present their plans remotely via recorded video. The finalists will be invited to the conference where they will be asked to respond to questions from clients and a three-judge panel of financial professionals. Well-known industry consultant Marie Swift of Impact Communications will emcee the Quiz Bowl, which will be held during the pre-conference.
The conference will be preceded by a day of pre-conference sessions and, as in years past, an Ethics program will be offered, through which attendees earn 2 hours continuing education.
Platinum Plus Sponsors:
Scottrade Advisor Services
Fox Financial Planning Network
TD Ameritrade Institutional
Back Office Support Service
CONCENTER SERVICES- XLR8
Envision Financial Systems, Inc.
First Rate, Inc.
Fujitsu Computer Products of America, Inc.
IB Technology Solutions, Inc.
John Norwood Consulting, LLC
Laser App Software
Money Tree Software
National Registry Services - NRS
Ndex Systems Inc.
Orion Advisor Services
Pershing Advisor Solutions, a BNY Mellon Co.
Shareholders Service Group
Texas Tech Personal Financial Planning Squad
The E-valuator, LLC
Total Rebalance Expert
Trade Warrior, Inc.
Trust Builders Inc.
Wealth Access, Inc.
Media Contact: Alfred Martin, Impact Communications, 913-649-5009, firstname.lastname@example.org
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SOURCE T3 Technology Conference