Wrapping Up Conference Season at CSi Advisory Services

Kristi and Kelli showing off their virtual conference setups.

The months of August and September have been busy ones at CSi, as we’ve been preparing for and attending five industry conferences. In normal times, our team would be all over the country attending conferences that have now gone virtual due to the COVID-19 pandemic. Although the experience may not look the same as it has in years past; the knowledge, meaningful connections and innovative ideas we gather from each conference remain just as strong.

Although they keep us busy, we participate in these events because education is one of our main pillars here at CSi. Why? Because for both our clients and our staff, when it comes to something as personal and significant as finances, you can never be too knowledgeable.

The topics our advisors learn and discuss with industry colleagues at conferences is an invaluable resource on their journey of continuing education. It strengthens their ability to make informed decisions, stay ahead of trends and changes in the industry, and helps ensure they are providing innovative strategies and intelligent guidance to their clients.

This year, our President and Managing Partner Kristi Baker, and Vice President of Retirement Plan Consulting, Kelli Davis, had the opportunity to speak at three of the five conferences. Watching Kristi and Kelli deliver their presentations reminded our team how appreciative we are to be led by such insightful and in-demand individuals. Additionally, we are proud of their efforts to further solidify CSi’s position as a thought leader in our industry.

From financial wellness to the future of female advisors, see the list of conferences we attended and topics we covered below:

• LPL Focus (August 19-21, 2020): LPL Financial, our broker-dealer, hosts LPL Focus every year. This sales and education event brings together thousands of financial professionals with opportunities to learn, share and grow.

• HR Indiana SHRM Conference (August 24-26, 2020): As the Indiana affiliate of the Society of Human Resource Management, this conference unites HR professionals across our state. The HR Indiana Conference hosted Kristi Baker as a featured speaker, where she presented “Financial Wellness Beyond the Nudge – Tactics and Action Tips.” If you’re interested in learning more about CSi’s Financial Wellness offerings, check out our website. Read Kristi’s session description below:

• NAPA 401(k) Summit (September 9-11, 2020): The National Association of Plan Advisors annual conference featured both Kelli and Kristi on the agenda. Find out more about their sessions below:

• Reimagine- Retirement Plan Advisory Group (RPAG) National Conference (September 14-16, 2020): Unprecedented circumstances across the globe have compelled retirement plan advisors to REIMAGINE the way they do business. While navigating historic challenges, many are finding opportunities to grow their practice and extend their reach and provide value in new and innovative ways. Learn how top industry experts have leveraged technology and adapted their practice to REIMAGINE their marketing and service delivery models in a new world.

• 2020 PLANADVISER National Conference (September 14-18, 2020): This annual conference brings together some of the best and brightest in the retirement plan advisory industry. Following Kelli Davis’ feature in PLANADVISER Magazine in July, she spoke as a panelist on “Advisers Giving Back – Ideas for Getting Started.” Read the session description below: