Looking Inward, Seeing Outward
A focus on talent
As leaders, we are always looking outward, positioning our organizations for sustainability and growth against an evolving market and competitive landscape. But successful leaders invest just as much time, money, and energy working on the inner dynamics of their business, the cornerstone around which everything else is built: their team. We invite you to join us at the 2021 Alliance Summit to spend some time looking inward at your personnel and purpose.
Leaders who take the time to invest in their people see growth in all other key performance metrics. Firms reporting high levels of employee engagement also reported lower turnover, improvement in quality of work, and higher levels of connection to the organization’s mission. Successful firms know how to foster an inclusive culture that inspires, empowers, and engages.
During this event, we will discuss finding top talent, cultivating true connections, building a thriving culture, and nurturing the future leaders on your team.
Topics include:
- Evolving Client Expectations
- Talent Acquisition
- A Panel of Young Professionals
- Purposefully Re-Imagining Your Culture
- Nurturing Your Talent
The Alliance Summit is an exclusive gathering of C-suite family wealth executives from Alliance member firms. This virtual event is complimentary for Alliance members thanks to the generous support of our Partner Co-Hosts. To learn more about becoming a member firm, please click here.
This event is by invitation only and all registrants are subject to approval. Before you register, please confirm you’ve been authorized by your firm to reserve a seat.
Alliance members and partners, log in to register!
To view the Event Policies and Attendee Release Agreement, please click here.
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2021 Alliance Summit Monday, April 19th 10:00 AM CT: Opening Session & Alliance Insights: Industry Trends 10:50 AM CT: Morning Break 11:00 AM CT: Our New Reality 11:50 AM CT: Peer Groups: Client Expectations 12:35 PM CT: Mid-day Break 1:30 PM CT: Talent Acquisition: Finding the Employee of the Future 2:30 PM CT: Afternoon Break 6:00 PM CT: Executive Mixer & Wine Tasting
Tuesday, April 20th 10:00 AM CT: The Talent: A Panel of Young Professionals 10:50 AM CT: Peer Groups: Talent (Recruiting, Compensation, Diversity) 11:35 AM CT: Mid-day Break 1:00 PM CT: Nurturing Your Talent & Culture 2:30 PM CT: Conference Ends
Detailed Agenda
Monday, April 19 10:00 AM CT: Opening Session & Alliance Insights: Industry Trends Kick off your Summit experience with Tom Livergood, CEO and Founder of The Family Wealth Alliance, unpacking the latest industry trends.
10:50 AM CT: Morning Break 11:00 AM CT: Our New Reality We are in a transformative time in the family wealth industry. Clients’ expectations are shifting and leading this change. Clients today expect a lot from their advisors: a custom-tailored experience, seamless technology, team diversity, ESG expertise, and flexibility in how you work together. In this session, we will hear from true industry experts on how client expectations are shifting and implications of recent industry trends, including:
11:50 AM CT: Peer Groups: Client Expectations Summit attendees will join facilitated peer groups (Zoom rooms) discussing the following questions:
12:35 PM CT: Morning Break
1:30 PM CT: Talent Acquisition: Finding the Employee of the Future We hear consistently from Alliance members that the search for new talent in this industry is an ongoing challenge. In search of solutions, innovative leaders are examining the way they recruit talent and starting to think outside the box. What if you looked outside the industry for transferable skills? How do you identify those skills and where do you start? In this session, we will unpack identifying transferable skills and building a pipeline of diverse and viable candidates.
2:30 PM CT: Afternoon Break
6:00 PM CT: Executive Mixer & Wine Tasting You are invited to join us for a complimentary wine tasting with Madrigal Family Winery. A tasting kit with 5 wines will be mailed to your house prior to the event. During the tasting all participants will be broken up into smaller groups to enjoy tasting the wines led by a winemaker from Madrigal and have a chance to network and interact with fellow Summit attendees.
Tuesday, April 20th
10:00 AM CT: The Talent: A Panel of Young Professionals Mentoring is a long-standing and increasingly popular tool for supporting personal development. Many family wealth firms have seen success in reverse-mentoring programs that allow executives to learn from junior staff. In this group-style reverse mentoring exercise, we will hear from three rising stars from the Alliance Young Professionals Network on their experience working and growing in this industry.
10:50 AM CT: Peer Groups: Talent (Recruiting, Compensation, Diversity) Facilitated peer groups (Zoom rooms) discussing the following questions:
11:35 AM CT: Mid-day break
1:00 PM CT: Nurturing Your Talent & Culture Whether the pandemic threw your culture into pandemonium or emphasized its strength, we all can agree it has opened new avenues for change. Questions have emerged about remote work, inclusivity, and better managing the mental and emotional well-being of staff. In this session, we will hear from leaders who have a successful virtual and inclusive culture on how they do it and what they’ve learned. We also will unpack how firms are making real impact and increasing motivation from employee feedback.
2:30 PM CT: Conference Ends
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Kristen Bauer Chief Executive Officer |
Shannon Kennedy Global President |
Robert (Bobby) Stover Partner, Americas Family Enterprise & Family Office Leader |
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Lynne Born CEO |
Richard Joyner President |
Leslie Tabor Managing Director, Business Consulting & Education |
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Steve Cohen Executive Recruiter Intel Corporation
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Maria Chrin Founder & Managing Partner |
Tom Livergood Founder & CEO The Family Wealth Alliance |
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Karen Fleming Director |
Jeff Strese Principal |
Abigail George |
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Victor Hicks Investment Advisor BMO Family Office |
Laurel Eschbach HR Manager Market Street Trust Company |
Thank you to our event co-chairs who have helped shape the content for this event!
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Carolyn Donnelly Managing Director, Marketing & Strategic Priorities CIBC Private Wealth Management |
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Shannon Kennedy Global President BMO Family Office |
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Richard Joyner President Tolleson Wealth Management |
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Executive Mixer & Wine Tasting
April 19th 2021 ∙ 6 pm-7:30 pm CT
Complete your Alliance Summit experience with a complimentary Executive Mixer & Wine Tasting. Together we will sample 5 wines shipped directly to you from Madrigal Family Winery, located in Calistoga, California. As professionals who serve families, we share a special appreciation for a family run operation and how that makes their product so unique.
While we taste, we will hear directly from the winemakers themselves to learn more about the wine making process and the winery family legacy, During our time together, there will also be an opportunity to network with other Summit attendees and participate in a trivia game.
You will be given the opportunity to register for the Wine Tasting during your registration for the Summit.
Important Notes:
•Your wine will need an adult signature in order to be released upon arrival.
(UPS will send you tracking information.)•Registration for the Executive Mixer is open until April 5th, even if you previously declined.•We are unfortunately unable to ship wine to members in Utah and New Hampshire.
