The Future of Wealth Management

Best Practices Executive Forum

Stathis-Mittel will be hosting a select group of about 25 valued industry colleagues for a three-day, two-night executive forum and roundtable focused on industry best-practices knowledge exchange and recreational networking opportunities. The event will be held at Riverside Hotel in Ft. Lauderdale FL on February 4th through the 6th, 2024.

The structure of the event will be a combination of roundtable discussions, recreational outings meant to energize creative thinking, and networking-oriented meals & entertainment. We are limiting sponsorships to assure an appropriate ratio of bankers to sponsors.

Discussion Topics

  • Where “Wealth Management” is headed
  • The dynamics of creating trust.
  • Structures for creating wealth teams.
  • The role of Product in Wealth Management process
  • Protecting the wealth plan.
  • Avoiding client hand-offs.
  • Wealth management in the communities served.
  • Aligning compensation models.
  • The high-tech, high-touch balancing act.

Schedule of Events

Sunday February 4th

  • Travel to Fort Lauderdale International Airport
  • 3:30 PM Group bus to Riverside Hotel
  • 5:30 Welcome Reception at The Boathouse
  • 7:00 PM Private group dinner at The Boathouse

Monday February 5th

  • 8:00 AM Group breakfast
  • 8:45 AM Morning executive knowledge exchange roundtable discussion
  • 11:30 Sponsor Speed Dating
  • 1:00 PM Lunch
  • 3:00 PM Afternoon group recreational activity
  • 6:30 PM Private Reception and Group Dinner with Live Band

Tuesday February 6th

  • 8:00 AM Group breakfast
  • 8:45 AM Morning executive knowledge exchange roundtable discussion
  • 11:00 AM Group Bus Departure to Fort Lauderdale International Airport

No Cost
Thanks to our sponsors, there is no cost to participate in the Industry Leadership Forums if you are an executive from a bank or credit union. (Product and service providers to the channel may participate only as sponsors. Please contact us for sponsorship information.)

Travel Reimbursement includes travel expenses up to $600 and your hotel room which will be booked by Stathis-Mittel (excluding incidentals) for the two evenings of the forum. Reimbursement does not include meal expenses outside of those provided during the event.

Flights
Flights are booked by the participant and airline receipts are submitted to Stathis-Mittel or reimbursement according to the terms above. We recommend booking flights early to avoid costs above the $600 maximum reimbursement. NOTE that since the venue is 15-20 minutes away from Fort Lauderdale airport we do have a group bus departing from the airport at 3:30 PM EST so please book your flight in time to take this bus. The group bus for return flights will arrive at Fort Lauderdale airport at 11:30 AM EST so book return flights accordingly.

Hotel Reservations
Stathis-Mittel will make your hotel reservations at the hotel specified above for the two nights of the event. If you do not use Stathis-Mittel you will be responsible for your own reservations. We will email you a formal hotel reservation confirmation prior to the event. You may stay at the inn more than two night at your own expense. If you’d like to do so please advise us so we can arrange the group discount for you.

Dress Code
Dress for the Industry Leadership Forums is casual. Be comfortable. Jeans are appropriate.

Cancellation Policy
Please register for this event only if you fully expect to attend. Attendance is limited and we make commitments to the venue and our sponsors based on the number of registered attendees. For that reason we must ask you to agree, by registering for this event, that if you cancel within 10 business days of the meeting you are subject to a charge equivalent to one night’s hotel stay. (Applicable only for non-sponsors.)

Forwarding Invitations
These events are by invitation only, however, if someone else in your organization should be attending this forum please feel free to pass along this invitation. All registrations will be reviewed for appropriateness.

Please confirm your attendance with either Scott Stathis or Bob Mittel. We hope you can join us!