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The Center for Due Diligence's October 22-24, 2012 Advisor Conference, Outcomes Based Consulting, Higher Margins & Increased Efficiency, is the premier education and networking event for the retirement plans advisory industry. The must attend event includes two and one-half days of unmatched value and exclusive growth solutions. Completing the transition from advisor to consultant is essential because positive outcomes are the path to increased market share. Given the weak economy, challenging investment conditions, a mature retirement plans market, compliance burdens, increased competition, the inability to differentiate, margin pressure and increased demands, advisors must participate in consolidation, diversify, develop higher margin business and improve efficiency through scalable solutions. CFDD '12's unbiased guidance will illuminate the path, elevate your practice and put money in your pocket.
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Conference Overview
Known as the King of Content, the CFDD's broad, diverse and bottom-up agenda remains at the top of the food chain. The fifty different breakout sessions are populated by the industry’s most sought after speakers and accomplished advisors.
Providing actionable takeaways, the trade’s most prestigious research organizations will also participate, including Spectrem Group, Chatham Partners, LIMRA & Brightwork Partners.
Among the seven blockbuster keynotes, Fred Reish’s exclusive and game changing presentation will focus on Benchmarking Advisor Fees From A Legal Perspective. Other noteworthy keynotes include DC Plan Investment Trends: Death Of The Style Box by PIMCO’s Neel Kashkari. Sponsored by Allianz, Shlomo Benartzi and Glenn Dial will return with Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans.
In addition to four cutting edge Target Date Fund breakout sessions, the CFDD will provide exclusive proprietary research, commentary and advisor surveys to facilitate the implementation of successful TDF strategies.
An Evolving Industry
Target Date Funds and other low cost investment vehicles are poised for growth, but the economic recovery and the investment markets remain challenging.
With the retirement plans market and the financial services industry maturing, full compliance has become almost impossible. Competition has intensified, differentiation is increasingly difficult and margins are compressing. At the same time, clients are demanding more and tax code changes could have a major impact on the industry.
Given the changing dynamics, advisors must increase their volume, improve efficiency through scalable solutions, diversify, develop higher margin business, enhance Target Date Fund analytics and assist sponsors with disclosure management.
Because advisors cannot participate in consolidation without influencing positive outcomes, differentiating with a more holistic approach and reducing risk through good governance, CFDD ’12 will focus on these themes.
Added Value
As the only conference that focuses on advisor best practices, practical product applications and new growth strategies, no other conference can match the CFDD’s value, rich content, CE credits and accomplished advisor attendance. Our audience continues to expand and over 1,200 retirement plan specialists will attend CFDD ’12.
To add value and increase efficiency, the CFDD's Advisor Conference provides a single source solution for unmatched core CE credits, including IMCA, CFP, fi360, ASPPA, NIPA, IBF, CFA, SPARK, The American College, the College for Financial Planning and more. Attendees can also earn the Accredited Investment Fiduciary (AIF®) designation by attending fi360’s discounted pre-conference training.
Attendees further benefit from a fiduciary insurance discount program, a conference CD-ROM and online access to all prior conference presentations, including the audio files. Complimentary food, beverages, snacks and a NASCAR themed Kick-Off Party are all included in the registration fee. Sponsored by Allianz Global Investors, simulated Racecar Gameplay Competition with meaningful cash prizes is also included.
The TIAA-CREF sponsored Grand Prize includes a Daytona 500 Boxseat Package with beachfront accommodations. A secondary Grand Prize features a package to Charlotte’s ALL-Star May Race and Buck Baker Racing School Classes on the Charlotte Motor Speedway. To qualify for the grand prizes and the racecar gameplay competition cash prizes, attendees must stay in the Swissotel.
Registration
Recognizing the urgency to act now, CFDD ’12 will provide UNBIASED guidance and exclusive GROWTH SOLUTIONS to elevate your practice. To register early, SAVE MONEY, find out what is working from your peers and gain access to business building takeaways, click on the online registration link below. To facilitate practice development, advisors may bring one immediate team member at a discount and spouses may attend without cost.
Attendee Information
Exhibitor Information
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CFDD 2013 Advisor Conference |
Agenda Information
- Schedule of Events
- Topic Descriptions ( (Draft Agenda) )
- Speaker Bios
- Conference Presentations ( Registrants Only )
- Exclusive Target Date Funds Research ( Registrants Only )
- Attendance List ( Registrants Only )
 Conference Presentation Materials & Audio Files  As an independent, unbiased and bottom-up organization, the CFDD’s Advisor Conference content has consistently remained at the top of the food chain. To add value, we have always uploaded and archived the presentation materials from each conference to a secure area of the CFDD’s website. We also supply registered attendees with a CD-ROM of each conference that includes both the presentation materials and the MP3 audio files. To enhance our already unmatched value proposition, we have uploaded the audio files from CFDD ’11 to the same secure page the presentation materials are archived on. To access the presentation materials and the audio files for CFDD ’11, go directly to: http://www.thecfdd.com/CFDDconf2011presentations. To create your own password, click on “Request New Password,” enter your email address and follow the simple instructions. You may change your password at any time, but note that the system will only recognize the email address you used to register for the conference. To change your email address, contact the CFDD by phone or email. Password access to secure areas of the CFDD’s website expires at the end of each year, i.e., 12/31. In other words, exhibitors, advisors and others attendees must register and/or participate in the following year’s conference to maintain access to the conference materials. To access the presentation materials and the audio files from ALL prior year conferences, click on the appropriate links below. CFDD 2011 Conference Presentations |
