Category: Client Forum

2014 Client Forum Day Two – The Main Event


photo-1Yesterday was the main event of the Client Forum with a full day of sessions and speakers. The agenda was set to cover everything from economics and alternative investments to technology and innovation. Forum attendees gathered in the St. Regis Gallery Ballroom bright and early for opening comments from Boston Financial CEO, Terry Metzger.

Dr. Stephanie Kelton started the program with a talk titled Turning Conventional Thinking on Its Head: A New Approach to Economic Recovery. Dr. Kelton is an Associate Professor and Chair of the Department of Economics at the University of Missouri-Kansas City.  She not only shared her unique approach to economic thinking, but she also energized attendees for the day to come.

The morning continued with one of the forum’s most anticipated speakers Chip Conley. Chip Conley is the Head of Global Hospitality & Strategy at Airbnb, Founder and former CEO of Joie de Vivre (JDV), author, and speaker.  He imparted his passion for emotional intelligence in business, shared his success in the hospitality industry, and set the stage for the afternoon’s innovation discussions. For more from Chip Conley you can view his TED Talk here.

After a break for lunch, Rob Shelton kicked off the afternoon with his session titled Innovation Leaders: Think Different. Rob is the Lead for PwC’s Global Financial Services Innovation Center. During his talk he shared insights from PwC’s Global Innovation Survey. You can read more from the survey here.

The program continued with Kyle Mallot, Vice President, DST Systems, Global Insights Group. His session, Every Connection Counts, focused on unlocking the power of your data. He discussed new ways to look at consumers’ behavior, their preferences, and their attitudes, and how to drive real transformation in customer engagement.

The day wrapped up with two hot topic panel discussions. The first panel gathered a group of industry experts to provide their perspective on the state of alternatives. Since the alternative investment landscape continues to evolve, this was a huge topic of interest attendees. You can read more about alternatives from one of the panelists, Robyn Holloway, here.

The second panel addressed the next wave of technology. Boston Financial’s Brian Melter led a discussion with Rob Faludi, Chief Innovator, Digi International and Associate Professor at NYU, and Joe Polverari, Chief Strategy and Development Officer at Yodlee Inc. The group talked about how technology will continue to revolutionize our every day lives.

There is still more to come today, day three of the Client Forum. Follow the event Tagboard for photos and session highlights.

Look back on day one of the conference here.

Look ahead to day three of the conference here.


Kristin Ferguson

Kristin Ferguson

Kristin joined Boston Financial in 2012 as Social Media Community Manager. Kristin is responsible for Boston Financial's social media strategy as well as developing and managing internal and external online communities. Prior to joining Boston Financial Kristin worked in online marketing at Edvisors where she was also responsible for social media and community management. Kristin is a graduate of Stonehill College. Follow Kristin on Twitter @kferguson10.


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