CONFERENCES and EVENTS
Energy levels ran high among expert presenters and 190 attendees
during Securities America’s 21 st Assistant University.
ENERGY
ABOUNDS AT
ASSISTANT
UNIVERSITY
The Assistant University Study Group and Sales Assistant Advisory
Board (SAAB) meeting began their day-long meetings first thing
Wednesday morning. Chris Kirby, senior business consultant for
Securities America Practice Management, and Karen Keithley,
business consultant for Securities America Practice Management,
led the study group’s discussions around the biggest challenges
and opportunities their firms have encountered.
Laurie Burkhard, senior Practice Management business consultant,
and Brian Eaton, manager of Practice Management Technology
Training, collected insights from SAAB members on how Securities
America’s initiatives are meeting our clients’ needs and what we can
do to better serve our advisors and their staff.
On Wednesday afternoon, over 50 industry
newcomers attended inaugural sessions of
the new track, “New to Financial Services
Foundation,” and principals and support
staff heard real-life case studies during
the continuing education session on anti-
money laundering.
During the early evening, first-time
attendees and AU veterans enjoyed
connecting and networking during the
welcome reception.
VIDEO SPOTLIGHT
13 The STAR | NOVEMBER 2018
On Thursday morning, Phil Hansen
presented an inspiring keynote message
titled “Embrace the Shake.” As a gifted
young artist working with pointillism (the
art of creating images with small dots),
Hansen developed permanent nerve
damage that caused a tremor in his
right hand. After a physician suggested