BNY Mellon | Pershing’s annual Insite meetings draw large crowds of over 2,000 financial advisors and guests every year, and this year’s gathering should continue this trend.
Pershing Insite takes place later this week in Phoenix, where temperatures could hit 112 degrees. Retired Phoenix Suns Basketball Hall of Famer Steve Nash will be the featured speaker for its closing session on Friday.
The Insite agenda features six main-stage presentations, 36 one-hour breakout sessions, four two-hour professional development workshops, 48 showcase stage presentations of 20-30 minutes, more than 140 exhibitors, 21 tech classes, 37 continuing education credits and several social events.
On Wednesday morning, former Ford Motor President and CEO Alan Mulally will speak about leading the company’s transformation via vision, strategy and skilled implementation from 2006 to 2014. For more than three decades before that, Mulally was an executive at Boeing.
Early Thursday, Pershing Managing Director Maura Creekmore will speak with Pershing CEO Charlie Scharf about the state of the wealth management industry.
This session will be followed by a panel discussion about “Future Proofing Your Business.” The speakers are Advisor Group Executive Chairman Valerie Brown, BNY Mellon Wealth Management CEO Catherine Keating and former U.S. Chief Technology Officer Megan Smith.
Next, Pershing Advisor Solutions CEO Mark Tibergien will moderate a chat with Simon Sinek, the best-selling author of “Leaders Eat Last: Why Some Teams Pull Together and Others Don’t” and other books.
In his latest column for ThinkAdvisor, Tibergien wrote: “According to the CFP Board Center for Financial Planning, the [advisory] profession has not seen much improvement in representation since diversity and inclusion became a conference topic about 20 years ago. Today the advisory world consists of just 23% women, and only 8% people of color.”
The RIA specialist added: “It’s time to make diversity and inclusion part of your mission. Each individual advisory firm has the opportunity to improve hiring practices and employee engagement now. A large population of talent waits to contribute to your growth, innovation, experience and community commitment.”
— Check out Tibergien Talks M&As, Wells Fargo’s RIA Move and Surprising Industry Trends on ThinkAdvisor.