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2019 Annual Conference Experience On-Demand

2019 Annual Conference Experience On-Demand


Included Sessions

Creating High Performing Teams 
Cam Marston, Generational Insights | 1 CE
High performance teams aren’t created by luck. They come from a deliberate process of nurturing talent, creating clear goals, guidelines, and offering the right tools to meet those goals. All of this is managed by the team leader who has gained significant self-awareness of his or her own strengths and weaknesses. Too often the team leader’s own workplace biases hinder their ability to perform at their highest level and once they become aware of their predispositions around the workplace, they can learn to set their biases aside, so their team’s strengths can flourish. Learn from twenty years of research about generational workplace biases, how they hinder their team’s performance, how to Gen-Flex and get out of your own way so your teams can thrive.

The Economy 2019: Politics Collide with Reality
Marci Rossell, PhD, journalist and economist | 1 CE
New faces in Congress are confronting a rapidly changing economic landscape. Join Dr. Rossell as she considers the intersection of economics, financial markets and politics in the current year.
• Describe the overall global economic landscape in light of uncertainty around Brexit, slower growth in China, and identify the investment implications of that landscape. Outline the history that has resulted in U.S. quantitative tightening.
• Describe the effects of monetary policy on the economy and international trade.   

Big Ideas 2019
Catherine Wood, ARK Investment Management | 1 CE
ARK Investment’s “Big Ideas” is an annual research publication showcasing a selection of innovations that they believe should transform the way the world works and may deliver outsized growth across different industries. Join us for this educational series that explores the investment opportunities associated with disruptive innovations such as mobility-as-a-service, robotics, deep learning, CRISPR genome-editing, cryptoassets, frictionless value transfers and 3D printing.

Performance Excellence of World Class Advisors 
Susan Kay, MFS Fund Distributors | 1 CE
Being strategically involved in your community, as well as understanding the more sophisticated tactics of philanthropic planning can lead you to success. This session will enable advisors to leave with the tools and tactics to better educate and communicate with their clients. They will be inspired by what the top advisors in the country are doing to make smarter business decisions that will positivity impact their clients.

Casting a Vision for Wealth and Its Purpose  
David York, CPA, Esq., York Howell & Guymon | 1 CE
Estate planning today is based on three fundamental assumptions. First, a person’s wealth can be summarized on a balance sheet. Second, if transferring some financial wealth is good, then transferring more is better. Third, the first place you should go to do your estate planning is an estate planner. What if all of these fundamental assumptions are actually all fundamentally wrong? The keynote will discuss what is wrong with current estate planning and how it can be fixed. It will discuss the importance of capturing and transferring human capital, how to maximize the benefits of financial wealth transfer, and what can be done with excess financial resources. It will also review the Seven Disciplines that successful families follow to effectively transfer holistic wealth on a multi-generational basis. Objectives: Identify the elements of a vision for wealth transfer. Describe how to communicate with clients about intention and purpose with respect to wealth transfer and list those key elements.

Registration & Fees (USD)

  • $295 Member
  • $495 Join & Learn (includes one year of Institute membership)

Continuing Education

Investments & Wealth Institute membership) Learners must watch the program in its entirety to earn continuing education (CE) credit.  The following entitites have accepted it for CE credit:

Investments & Wealth Institute®
  • 5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Automatically uploaded to certification record(s) upon completion (may take up to 24 hours to be reflected)


This program is only available for online viewing through June 30, 2020, regardless of date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.