Access the 2025 Summit Sessions On Demand 💻

All sessions offered during the 12th annual eMoney Summit (Oct. 20-22) are now available on demand until January 18, 2026.

• Access the virtual Summit environment
  • Username: Your eMoney email addressNo password required.
  • All employees have been pre-registered; no additional action is required.
• Session Descriptions: View session descriptions here.

Mainstage Highlights

eMoney Leadership, Product Vision and Roadmap

This session is made up of three sections:

Celebrating eMoney’s Past, Present, and Future

• Susan McKenna, CEO – eMoney

Talking About Tomorrow: How eMoney Power Users Are Leading with Innovation (Panel Discussion)

• Moderated by Matt Schulte, Head of Financial Planning – eMoney

Product Vision and Roadmap

• Tom Sullivan, Head of Product; Chad Porche, VP of Product Management; and Ricky Illigasch, VP of Product Management – eMoney

Reimagining Wealth Through Simple Sketches (Keynote)

• Carl Richards, The Sketch Guy Author

Secrets of Leading Through Change (Keynote)

• Dr. Michelle Rozen, The Change Doctor

Tomorrow’s Planning, Today (Panel Discussion)

• Moderated by Connor Sung, CFP^®, BFA™, Director, Practice Management – eMoney

The Future of Advice: Talent, Tools, and Skills for the Next Generation (Panel Discussion)

• Moderated by Emily Koochel, PhD, AFC^®, CFT™, BFA™​, Manager, Financial Wellness – eMoney