Bill Doyle

Vice President, Principal Analyst · Forrester Research

Digital Trends in Wealth Management

Mobile Social Usability Advice Investing

Jean (John) Pfeifer

Director · UBS

World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.

Private Banking Wealth Management Customer Experience Talent Management Blue Ocean Strategy

Bill Reichenstein, Ph.D.

Professor Emeritus of Investments · Baylor University

Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues

Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance

Claude Diderich

Managing Director and Owner · innovate.d llc

Dynamic, engaging speaker, with proven didactical capabilitie

Innovating in Wealth Management Investment Process Design Wealth Management Business Strategy

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning

Bryan Wisda, CFP®

President · Summit Wealth Management of Arizona LLC

Wealth Manager to Widows & Their Families

Wealth Management for Widows

Douglas Johnson

Managing Director · Cranganore Inc

Investment Banker and Portfolio Strategist

Emerging Markets Islamic Finance Behavioral Finance Venture Capital Cryptocurrencies

Paul Labarge

Board Chair, CATAAlliance // Founding Partner · LaBarge Weinstein LLP

Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.

IPOs Trade Mergers and Acquisitions Taxation Financing

Caspar Berry

Motivational and Keynote Speaker and Trainer · Caspar Berry Ltd

Keynote and Motivational Speaker and Trainer on the subject of Risk Taking and Decision Making

Risk Decision Making Uncertainty Change Motivation

Jason Bremner

Research Vice President, Industry and Business Solutions · International Data Corporation (IDC)

Jason Bremner leads team of experts helping clients succeed in the software and services markets in Canada.

Managed Cloud Services IoT & Mobility Cognitive Computing Digital Transformation Cloud Services

Dr. Ron Dembo

Founder and CEO · Zerofootprint Software Inc.

Easily filling even the biggest shoes and still leaving no mark, the CEO of Zerofootprint developed software to reduce environmental impacts

Energy Management Carbon Measurement and Management Renewable Energy Green Buildings Enterprise Risk Management

Tracy Weber

Healthcare Strategy Consultant · Health Business Group

Tracy Weber is a proven strategy consultant, serving clients in the healthcare, technology, and financial services sectors.

Healthcare Venture Capital & Private Equity Financial Modeling Business Strategy Strategy Consulting

Patrick Cote

Founding Partner · AssetGrade LLC

Patri Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy

Tom Deans

Full-time Professional Speaker · Detente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

Ian Scarffe

Entrepreneur's Organization - Ambassador to Poland · Entrepreneurs' Organization

Business Ambassador, Entrepreneur, Founder, Consultant, Business Analyst

Entrepreneur Start-Ups Strategic Consulting

Mark Dennis

President · A1A Wealth Management, Inc.

Engaging speaker who excels at simplifying personal and small business financial topics

Retirement Income Small Business Finance Social Security

Jiliene Helman

Founder & CEO · RealtyMogul

Real Estate Crowdfunding

Real Estate Finance Crowdfunding Entrepreneurship

Bin Chang, PhD

Associate Professor, Finance, and Finance Area Co-ordinator · University of Ontario Institute of Technology

Award-winning researcher leading first-of-its-kind international corporate governance study

Asset Pricing Corporate Finance Corporate Governance Dividends International Business

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