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.