After months of preparation in collaboration with many of you, we are excited to announce that we have more than 1,600 registrants joining us for our largest Summit yet! All employees are invited to attend this year’s Summit and watch it LIVE! However, we know that not everyone will be able to attend live due to scheduling conflicts and day-to-day responsibilities. Don’t worry! Access to the virtual environment, including recordings, will be available for 60 days after the Summit.
Internal Attendee Information
Event dates: Monday, Oct. 16 – Wednesday, Oct. 18
Virtual Summit environment: Use this link to access the 2023 eMoney Summit virtual environment: https://onlinexperiences.com/Launch/Event.htm?ShowKey=230232
- Username: Your eMoney email address (must be in lowercase letters)
- Password: Your eMoney email address (must be in lowercase letters)
- If you still have issues logging in, please reset your password.
Agenda: To download a PDF of the full agenda, click here.
Profile: Be sure to update your Time Zone so the agenda accurately reflects where you are located. Click your profile in the top right corner to edit settings.
eMoney Mainstage Presentations & Keynote Speakers
Monday, Oct. 16
- 10:00 a.m. – 10:09 a.m. ET – Beyond the Plan
- 10:09 a.m. – 10:26 a.m. ET – Beyond the Plan Research
- Matthew Schulte, Head of Financial Planning
- Emily Koochel, Manager, Financial Wellness & Education
- 10:26 a.m. – 10:45 a.m. ET – eMoney Product Vision & Roadmap
- Tom Sullivan, Head of Product
- Chad Porche, SVP, Product Management
- Ricky Illigasch, VP, Product Management
- 11:20-11:50 a.m. ET Exhibit Hall—Live Q&A Product Experience
- 4:25 – 5:30 p.m. ET – Leadership Lessons Learned from Working for 7 (Yes, 7) Financial Services CEOs in the Best and Toughest of Times
- Keynote Speaker: Sallie Krawcheck, CEO and co-founder of Ellevest
Tuesday, Oct. 17
- 10:00 a.m. – 10:55 a.m. ET – The Psychology of Money
- Keynote Speaker: Morgan Housel, partner at The Collaborative Fund and former columnist at Motley Fool and Wall Street Journal
- 10:55 – 11:50 a.m. ET – Panel Discussion: Beyond the Plan: Evidence and Application (Part 1)
- Emily Koochel, Manager, Financial Wellness & Education
- Connor Sung, Director, Practice Management
Wednesday, Oct. 18
- 11:40 a.m. – 12:35 p.m. ET – Panel Discussion: Beyond the Plan: Evidence and Application (Part 2)
- Emily Koochel, Manager, Financial Wellness & Education
- Connor Sung, Director, Practice Management
Your eMoney Summit Support Team (INTERNAL)
We put together a list of FAQs to help anticipate client questions for the Summit but if you can’t find an answer in the FAQs, please join this Summit Teams room and tag one or more of the team members below based on the type of question.
2023 Summit Teams Room Staff:
- Notified/Virtual Experience – Jamie Giacobbe, Alison Bitton
- Product Experience – Joe Pearson
- Sponsorship – Liz Bonvetti
- Emails/Communications Q’s – Julie Salvatore
- Content – Moira Bishop
- Research – Linda Sikora
- PR – Joanna Armandi and Liz Novak
- General – Jamie Giacobbe
Social Media Promotion
We’ve prepared a few posts below (+ a graphic) that you can use to promote the Summit on your personal accounts. We’ll also be sharing eMoney’s social posts over the next three days in the eMoney General Teams Room that we’d encourage you to like, comment, or re-share to your personal LinkedIn.
- It is time for the 2023 eMoney Summit! Join me virtually to learn how to personalize your clients’ experiences while unlocking your full potential as a trusted financial partner. #eMoneySummit23 #emoneyadvisor #financialplanning [Download graphic]
- Excited for #eMoneySummit2023, which starts today! Looking forward to welcoming more than 1,500 attendees to our event and connecting with our amazing clients to go #BeyondthePlan [Download graphic]
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