Black Financial Advisors Network Symposium

Banner for the 5th Annual Black Financial Advisors Network Symposium, February 25–27, 2019 at the Hilton St. Petersburg Bayfront in St. Petersburg, Florida

Designed exclusively for black financial advisors in all stages of their careers, the BFAN Symposium provides an opportunity to get away, reflect and revitalize with two days of professional development. Attendees will be able to attend energetic presentations from industry and firm leaders, to engage in interactive business development workshops, and to connect with peers.

The sixth annual Black Financial Advisors Network Symposium will be held February 10 – 12, 2020 at the Hilton St. Petersburg Carillon Park & Raymond James Headquarters in St. Petersburg, Florida.

To register for the BFAN Symposium, please contact BlackFinancialAdvisorNetwork@soensa.com

Black Financial Advisors Network Symposium Agenda

Monday, February 10
3:00 – 7:00 pm Registration and Check-in
5:30 – 7:00 pm Partner Showcase Reception – Hilton Carillon Hotel
7:00 – 9:00 pm Welcome Dinner
Guest Speaker: Tom Walrond, SVP, Divisional Director – RJA
Eastern Division
Tuesday, February 11
7:00 – 8:00 am Breakfast
8:00 – 8:15 am Welcome and Diversity Update From the Network
Tony Barrett, Complex Manager
Renée Baker, Head of Advisor Inclusion Networks
8:15 – 8:45 am Diversity and Inclusion Panel
Renée Baker, Head of Advisor Inclusion Networks
Tony Barrett, Complex Manager
Pedro Suriel, VP, Diversity and Inclusion
8:45 – 9:35 am Resilience4Performance
Shawn Homan, AVP, Practice Management, Nationwide
9:35 – 9:50 am Networking Break
9:50 – 10:50 am Advisor Best Practices
Panel Moderator: Amara Duderstadt, Sr. Relationship Manager,
Advisor Inclusion Networks
Panelists: Steven Dawson CFP®, MS, President, Financial Advisor at Dawson Private Wealth
Terrance Dedrick CRPC®, AAMS®, AIF®, Partner at Dedrick Wealth Management Group of Raymond James
Derrick Lewis, Managing Director Senior Vice President, Investments at Raymond James
10:50 – 11:20 am Washington Policy Update
Chris Meekins, Vice President, Research Analyst – Washington
Health Policy
11:30 am – 12:00 pm Tech Talk
Salit Nagy-Todd, SVP, Technology
12:00 – 1:00 pm Partner Showcase Lunch with Lightning Round
1:00 – 2:00 pm Play Bigger Than You Are
Abram Claude, Vice President, Value-Add Programs, Columbia Threadneedle
Frank McAleer, Senior Vice President, Wealth Planning, Raymond James
Sponsored by Columbia Threadneedle
2:00 – 2:45 pm Client Best Interest Update
Michael Serbanos, General Counsel, Legal Department
2:45 – 3:00 pm Networking Break
3:00 – 4:00 pm Investment Strategy Committee Outlook
Moderator: Anne Platt, VP, Investment Strategy & Product Positioning
Panelists:
Nicholas Lacy, Chief Portfolio Strategist, Asset Management Services
Scott Brown, Chief Economist
Kevin Giddis, Chief Fixed Income Strategist
4:00 – 5:00 pm Exploring Black History from a Legacy Wealth Perspective
Dr. Pamela C.V. Jolly, Thought Leader, Author, Business Strategist
6:00 – 8:00 pm Gala Dinner (Hilton Carillon Park)
Guest Speaker: Bo Godbold, Raymond James Board Member
Wednesday, February 12
7:00 – 8:00 am Breakfast
8:00 – 8:45 am Town Hall
Scott Curtis, President, Private Client Group, Raymond James Financial
Tash Elwyn, CEO & President, Raymond James & Associates
8:45 – 9:15 am Raymond James Highlights
Paul Reilly, Chairman and Chief Executive Officer, Raymond James Financial
9:15 – 9:25 am Networking Break
9:25 - 9:45 am Health and Wellness Session
Kennie Taylor
9:45 – 10:35 am Financial Decision Making and the Aging Brain
Brie Williams, Head of Practice Management, State Street Global Advisors
10:35 – 10:45 am Networking Break
10:45 – 11:45 am From Great to Epic
Dawnna St Louis, CEO, Author, & Keynote Speaker
11:45 am – 12:00 pm Questions and Closing Remarks
Tony Barrett, Complex Manager
Renée Baker, Head of Advisor Inclusion Networks
12:00 –12:20 pm Working Lunch
12:30 – 1:00 pm IT Command Center Tour (Optional)