Healy is a frequent contributor to industry publications and podcasts, including Barrons: The Way Forward, WealthManagement.com, and InvestmentNews, and is a repeat speaker at industry events including FPA, NAPFA, FA Magazine, and TD Ameritrades LINC national conference. In 2007, Charles Schwab honored him with its prestigious IMPACT Awardfor Best in Tech award, in 2008 Financial Planning Magazine included Friedman in its elite list of financial Movers and Shakers and he was recognized in 2017 onInvestmentNewsIcons and Innovators list. Criteria: Must use the Cvent Meetings Management module to manage the meeting request and approval process for virtual, in-person, and/or hybrid meetings and events. *Please note if program includes all three event formats (virtual, hybrid, and in-person). and an Operating Partner at the private equity firm Corsair Capital. Nominees in this category have harnessed the power of combined in-person and virtual experiences to drive attendee engagement and create impact for the organization. virtual, hybrid, and/or in-person events. Nominees in this category have implemented Cvent in a strategic and programmatic manner to support their entire event portfolio, including hosted events, trade shows, and even webinars. Lydon started ETF Trends in 2005 on the heels of founding Global Trends Investments, an asset management firm located in Orange County, CA. The Afternoon CTO Panel will be a unique gathering that features three of the industrys key technology officers who will share their insights, strategies, and approaches to supplying advisors with the latest tools to enhance efficiency and satisfy clients. Healy was named to InvestmentNews inaugural Women to Watch in 2015. They have improved their content delivery, elevated the quality of their content production, and increased interactivity while standardizing processes and consolidating data into a single system. We act as business accelerators; as champions for nature, bringing the world together to address the climate crisis; as drivers of social change, creating environments for transformation; and as a capabilities engine, developing a future-proof workforce and employment. The illustrious event recognises and celebrates organisers achievements, standards of excellence from venues and service quality by suppliers and contractors throughout the industry. Founded in 2009 to celebrate creativity, innovation and effectiveness in the industry, today Eventex Awards is the most esteemed accolade in the world of events and experiential marketing. In that role, he also helped spearhead major bespoke research projectsboth qualitative and quantitative, on HNW investors and their relationship with financial advisorsfor clients like Fidelity, Lincoln Financial and RBC Wealth Management. Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Broadcasted June 2022: The Industry Awards program provides powerful advantages to your public relations and marketing campaigns by helping you validate your marketing message. 24/7 support from Cvents internal experts. As the go-to knowledge hub, C&IT Insight gives its members access to highly relevant industry-leading webinars, expert reports, surveys and bespoke events, drawing on insights from expert contributors and in-depth industry research. Evalato helps us run effective awards programs. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto. They have expanded their skillsets as event producers and technologists, actively breaking down silos to better enable their organizations success. You may opt out of receiving these messages at any time by clicking, Investment Banks/Lenders/Succession Planning Consultants, Succession/Ownership Transition Services Non-Custodian/Broker/Dealer, Co-founder and Chair of the Advisory Board for RiskBridge Advisors; RiskBridge is an OCIO asset manager focused in the non-profit, endowments and foundations space, a Board Director and Lead Director for Westfield Groups Ohio Farmers Insurance Company. Tom Lydon is the CEO of ETF Trends and ETF Database. May also use Cvent Studio within Attendee Hub, Appointments, and/or Cvent Mobile Event App. Creating unforgettable attendee experiences and measurable advances in event marketing while driving total event programs to new heights of success. Our Afternoon Leadership Panel will be hosted by top executives at broker-dealer organizations. These nominees are setting and exceeding goals, automating event communications, and maximizing attendance and response. He is co-founder and CEO of Private Ocean, one of the West Coasts leading wealth management firms, and also the co-founder and former CEO of Junxure, an industry-leading CRM for advisors. In the new event landscape, these nomineesrely on Cvent as the single source of truth to help power meetings and events of various types and formats, all whilefostering new skills and strategies to create measurable impact for the business. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies. By fusing in-depth industry knowledge from C&IT with expertise from game-changing partners, this platform offers innovative ideas to help you continually evolve and enhance your events. We play a collective role in inspiring our workforce by recognising these remarkable efforts and celebrating their lasting legacy and impact on our sector. Craig is an alumnus of Indiana University Kelley School of Business and most proud of his wife Cissy, their 40-year journey, their two married children and their six grandchildren. Attendance at the virtual awards event will also be opened up to financial advisors and other wealth management professionals as well who are drawn to the excitement of learning more about products and services from the industrys best-in-breed companies. Our awards day has been expanded in 2021 to include special live and virtual events for executives from finalist companies at leading asset managers, RIAs, B/Ds, tech providers and other industry-related companies. His journalism career began at Fox News, where he was one of the first business reporters for Foxnews.com. The firepower Awards for event industry professionals! Data-driven insights and robust resources to help you grow. Abby resides in New Jersey with her husband, three teenagers and her two beloved French bulldogs. Wealthmanagement.com named her to the 2018 Ten to Watch list. Criteria: Must use Cvent Supplier Network,Diagramming & Seating solution, and/or Passkeyfor venue management and relations. David Armstrong is the editor-in-chief and executive director of content and user engagement for WealthManagement.com and its print component, Wealth Management magazine. Review the latest trends in group business with our monthly webinar series. If youre a Finalist, plan to attend this webinar to learn how to make the most of your accomplishment, see actual case studies from previous Finalists and Winners, and get valuable tips for maximizing the benefits and value of your achievement. Nominees in this category may be new to the Cvent platform, but their strong adoption of Cvent technology is quickly transforming their event planning process. She holds a unique perspective in the financial services industry due to her experience with both registered investment advisors and broker dealers.Additionally, Flourry serves as chair of the Rehmann Womens Initiative Network (WIN) Council and has been a member since 2012. They can also equip sponsors and exhibitors with the tools they need to optimize and prove event ROI. PRIVACY POLICY | TERMS OF USE | Do Not Sell My Personal Information (CCPA Required), Explore solutions for suppliers and venues, Browse and discover over 290,000 venues and vendors for free to create a successful event, Engage and inform your attendees at in-person, virtual, and hybrid events. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College. They prove the value of events as a key channel in their organizations overall marketing strategy by mastering event promotion with creative new tactics and multi-channel marketing strategies, all while enhancing their brand. Get the Entry kit and save time. Tina is a TEDx Speaker and host of In the Suite Podcast, a show that explores contemporary themes for mid and senior women in the financial services and wealth management industry, listened in 54 countries and over 1003 cities around the globe. Use of Cvent Studio within Attendee Hub given special consideration. Having a strong crisis management strategy is critical in ensuring the well-being of attendees and the overall health of the business. As the author of iMoney and The ETF Trend Following Playbook, Lydon is a highly sought-after speaker and ETF influencer. No matter how they engage, nominees in this category are unmatched in their appreciation ofand passion forspreading the power of the Cvent platform across their network. This award recognizes those successful practitioners who master the complicated blend of registering and approving meetings, strategic sourcing, and budgeting and cost saving methodologies, all while continuously improving the attendee experience. The ROI Rockstar is able to drive revenue growth and maintain business momentum using creative technology solutions. It recognizes a Cvent super user who leverages the Cvent platform to accelerate their organizations success. Only a particular aspect of an event/brand experience or their marketing or supporting campaign is taken into consideration here. More than 300 companies submitted a record-setting 900 nominations in 2021 a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition. These nominees are already showing impressive results at their organization, Must use one or more Cvent solutions to manage. THE AWARDS ARE IMPORTANT BECAUSE THE GOOD AND THE GREAT OF THE INDUSTRY ARE HERE. Tim earned a bachelors degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado. Tina Powell is the CEO of C-Suite Social Media, a high-performance digital marketing and social media agency for the financial services industry. Meetings and events are essential to businesses for training employees, engaging clients, and building strong relationships. Our all-in-one virtual event platform delights attendees and proves event ROI. To learn more about our sponsor programs inquire here. Use of Cvent Studio within Attendee Hub given special consideration. He is active as. Must useOnsite Solutions for in-person experience. She is also a dynamic, transformative leader who serves her teams with passion. Matts professional background includes progressive senior leadership roles as President & CEO of an independent broker-dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. Criteria:Must use one or more Cvent solutions to manage virtual, in-person, or hybrid events. YOU GET TO MEET ALL YOUR PEERS AND ITS A FABULOUS WAY OF REWARDING THE BEST OF THE BEST. On C&IT Insight, our specialist content covers the following areas: Copyright 2022 Haymarket Media Group Limited. Recognises extraordinary effort on the part of an individual or organisation (an association, company, destination organisation, think tank, foundation) in the areas of adaptation and innovation to ensure our industrys relevance now and into the future. The program includes networking activities and receptions. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and WealthManagement.com, and is a frequent speaker at industry conferences and events. He is also a contributor to many major media outlets including CNBC, Fox, Yahoo, Forbes, The Wall Street Journal, Investors Business Daily, and MarketWatch. Julie Littlechild is the Founder and CEO of Absolute Engagement, a firm that provides innovative technology, tools and guidance to help advisors and advisory firms use input from clients to drive profound engagement and significant growth.Julie has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. We are celebrating brilliant events and the amazing people behind them; putting your outstanding achievements and creativity over the last year in front of MICE industry leaders. Recognises extraordinary effort on the part of an individual and or organisation (an association, company, destination organisation, think tank, foundation) in the areas of people, planet, and prosperity aligned with UN SDGs and EIC Principles for Recovery. Industry Awards Members have the opportunity to speak on panels that are promoted to our industry-leading audience of 441,000 wealth management professionals. The C&IT Awards is the most exciting celebration in the industry. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially. in Business Management, magna cum laude, from Fairleigh Dickinson University and holds a Series 65 license. Prior to Uplifting Capital, Toussaint was the founding CEO of private wealth firm Enso Wealth Management. The Webinar Wonder has successfully optimized their program with the right technology at the core. The award recognises outstanding leaders who have undoubtedly shaped the industry. With more than 20 years of financial services industry experience, Scott leads Cerullis research efforts focused on investor behavior and advisory relationships. Together, the two companies total five million monthly impressions and have over 100,000 financial advisors register for their webcasts and virtual investment conferences annually. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. Sourcing and managing effective in-person experiences while ensuring attendee safety onsite is a significant priority in the new event landscape. Must use either Attendee Hub or Webinar Plus bundle to manage webinar(s) or webinar program. Must have signed their first Cvent agreement no earlier than January 1, 2021. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. Get the Entry kit and save time. Nothing beats a WealthManagement.com Industry Award for boosting morale with employees who appreciate working for a winning team and for attracting elite advisors looking to move to one. Event professionals know when it comes to managing an important and sophisticated large-scale conference, the technology they leverage is pivotal to its success. Gain worldwide recognition across 300+ categories. All you need to know about Eventex Awards 2023. Complete solution for virtual, in-person, and hybrid event success, Connecting planners to venues and vendors for remarkable events, Solutions for group and transient business. The Webinar Wonder knows the importance of leveraging a webinar program to generate and nurture leads and drive brand awareness, as well as deliver valuable thought leadership, training, and other content. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. Tina is also a judge for the WealthManagement.com Industry Awards, a Grant Judge for Invest in Others Foundation, the 2021 Stevie Awards for Sales & Customer Service, and a member of the 2022 Women|Future Conference Advisory Board. The C&IT Awards champion, showcase and elevate events that are innovative, reactive and original, in an ever-changing landscape and environment. Examples include work related to diversity, equity, and inclusion in the global events industry. He worked at Forbes magazine for eight years, covering everything from entrepreneurs to technology to finance. There, he was a co-editor of the Forbes 400, the annual ranking of the 400 richest people in America. They understand the vital importance of leveraging an entire event technology platform to expertly manage and execute internal and external events of all sizes, complexities, and event formats. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. The Virtual Virtuoso has accelerated their total events program with best-in-class virtual events. His research advisory areas include tools that enhance advisor/client collaboration, including financial planning, portfolio management, client reporting, aggregation, digital tools and other wealth-related platforms. Whatever your area of interest, you can find something within our comprehensive library to bring you closer to your business goals. Download it now for free! In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards. Select a, About Covid-19 Business Recovery Task Force, Centre for Sustainability and Social Impact, APEX COVID-19 Business Recovery Task Force. Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. The awards represent the best that the events industry has to offer and showcase the amazing achievements from within our industry. This years live and virtual Industry Awards Event will take place on September 9th at the Ziegfeld Ballroom in New York City, and will be simultaneously broadcast for firm leaders and team members at Finalist companies across the country. Must use three or more Cvent solutions/modules to power a single, complex conference. Please note if Cvent Professional Services were used. Early registration for Eventex Awards 2023 is now open. I cannot wait! Prior to founding Nexus Strategy, Tim was director of business consulting services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. He serves as a trustee on the Guggenheim Funds Board and is also a director on the US Global Investors (GROW) corporate board.