Fintech Solutions Summit

to
549 people attended
The Fintech Solutions Summit brings together a collaborative group of companies delivering a shared virtual training and user conference.

Schedule

· Stage
Welcome & Event Kickoff
Alex Bottom
· Stage
Adapting to Thrive in Today's World of Relentless Change
Steve Rader
· Expo
Exhibit Hall Open
· Stage
Event Overview and Logistics
Alex Bottom
· Sessions
Solutions Breakouts 1.1
Kyle  Christensen John Baier Scott Tyler Harsh Pandya H. Adam Holt Nick Cisler Jeff Tompkins Adrian Carr Brian Martin Jen Pritchard Amy Easterly Roger Lorelle Nate McGrath Derrick Girard Seth Slaughter Alex Hopkin Jason Nachreiner Corey Westphal Alex Bottom Michael Wallin Seth Preus Dr. Aprille Trupiano
· Sessions
Solutions Breakouts 1.2
Kyle  Christensen John Baier Alex Bottom Robert Krumroy Harsh Pandya Nick Cisler Jeff Tompkins Erik Svensson Adrian Carr TJ Hill Roger Lorelle Samantha Russell Derrick Girard Seth Slaughter Jen Pritchard Alex Hopkin Jason Nachreiner Corey Westphal Ryan Galiotto Michael Wallin Seth Preus Dr. Aprille Trupiano
· Sessions
Solutions Breakouts 1.3
Kyle  Christensen John Baier Michael Wallin Brian Martin Nick Cisler Mac Bartine Jeff Tompkins Nate McGrath Derrick Girard Seth Slaughter Jen Pritchard Alex Hopkin Jason Nachreiner Corey Westphal Roger Lorelle Seth Preus H. Adam Holt Dr. Aprille Trupiano
· Stage
Your Best Next Move: Key Steps to Maximizing Technology
Dr. Aprille Trupiano
· Networking
Networking Lounge
· Stage
Fintech Panel Discussion
H. Adam Holt Mike Zebrowski Alex Bottom Jen Pritchard Mac Bartine

Speakers

Kyle  Christensen
Kyle Christensen

President, Personal Financial Snapshot

Harsh Pandya
Harsh Pandya

Vice President of Business Development, Giant Oak

Robert Krumroy
Robert Krumroy

President & CEO, Identity Branding

Alex Bottom
Alex Bottom

Co-Founder, LoanBuddy

Dr. Aprille Trupiano
Dr. Aprille Trupiano

Author, Financial Business Consultant

Roger Lorelle
Roger Lorelle

President, Collegiate Funding Solutions

TJ Hill
TJ Hill

Director of Marketing, Asset-Map

Mike Zebrowski
Mike Zebrowski

Founder & CEO, Advisor Innovation Labs

Steve Rader
Steve Rader

Founder, Crowd Resources Consulting

Amy Easterly
Amy Easterly

AVP, Customer Growth SmartRia

H. Adam Holt
H. Adam Holt

CEO & Founder, Asset-Map

Seth Preus
Seth Preus

Founder, Mivation

Corey Westphal
Corey Westphal

CEO, Mobile Assistant

Jason Nachreiner
Jason Nachreiner

National Sales Director, Mobile Assistant

Alex Hopkin
Alex Hopkin

Founder, Simply Paraplanner

Jen Pritchard
Jen Pritchard

Partner, Simply Paraplanner

Seth Slaughter
Seth Slaughter

Relationship Manager, Redtail Technology

Derrick Girard
Derrick Girard

CEO, ionlake

Nate McGrath
Nate McGrath

AVP Strategy & Product, Life Happens

Samantha Russell
Samantha Russell

Chief Marketing & Business Development Officer, Twenty Over Ten

Brian Martin
Brian Martin

Director of Client Experience, Advisor Innovation Labs

Adrian Carr
Adrian Carr

CTO, SmartRIA

Erik Svensson
Erik Svensson

Customer Success Manager, Life Happens

Jeff Tompkins
Jeff Tompkins

Co-founder & President, AdvisorConnect

Mac Bartine
Mac Bartine

CEO, SmartRIA

Nick Cisler
Nick Cisler

Growth & Success, DecaReach

Scott Magoon
Scott Magoon

Co-Founder, LifeArcPlan

Ryan Galiotto
Ryan Galiotto

Founder, The Student Loan Practice

Michael Wallin
Michael Wallin

Co-Founder, LifeArcPlan

Scott Tyler
Scott Tyler

Vice President, e-Relationship

John Baier
John Baier

Chairman & Co-founder, 25 Point Systems

The event is over

Hosted by

LoanBuddy for Advisors

Booths

25 Point Systems Inc.

25 Point Systems Inc.

Attract, Retain and Grow Using Gamified Activity Management Tools

Advisor Innovation Labs

Advisor Innovation Labs

AI Labs

AdvisorConnect

AdvisorConnect

Integrated marketing solutions

Asset-Map

Asset-Map

Visualize the Possibilities

AT International

AT International

Improve People, Performance and Profitability

Collegiate Funding Solutions

Collegiate Funding Solutions

College-planning software for financial advisors

Crowd Resources Consulting LLC

Crowd Resources Consulting LLC

Stay Competitive in the Rapidly Evolving Global Economy

e-Relationship

e-Relationship

Your 24/7 Marketing Assistant!

Garrett Planning Network

Garrett Planning Network

Garrett Planning Network

Giant Oak, Inc.

Giant Oak, Inc.

Giant Oak Search Technology (GOST®) makes screening easy

Life Happens

Life Happens

Best-in-class insurance marketing resources

LifeArcPlan

LifeArcPlan

Client Data Gathering and Practice Management Solutions

LoanBuddy for Advisors

LoanBuddy for Advisors

Student loan repayment planning solutions.

Mivation

Mivation

Create a culture of performance, recognition, momentum and fun

Mobile Assistant

Mobile Assistant

Talk Don't Type

MyRepChat

MyRepChat

Compliant, Integrated Texting Solution

NAILBA

NAILBA

The Voice of Independent Brokerage Distribution

Personal Financial Snapshot

Personal Financial Snapshot

Principles-Based Financial Planning

Redtail Technology

Redtail Technology

Leading Provider of Web-Based Client Relationship Management

Simply Paraplanner

Simply Paraplanner

Expand Your Business, Not Your Office

SmartRIA

SmartRIA

Comprehensive RIA compliance management platform

Twenty Over Ten

Twenty Over Ten

A digital marketing platform for the modern advisor