2008 FALL

Technology & Compliance Symposium

NAIBD Rings NASDAQ Stock Market Opening Bell

NAIBD President Stephen Distante and Chairperson Lisa Roth presided over the Opening Bell on October 2, 2008. The Opening Bell Ceremony officially ‘kicked-off’ NAIBD’s 2008 Fall Symposium Conference at the NASDAQ MarketSite in Times Square. Click here to watch the video clip of the Opening Bell ceremony.

NAIBD would like to thank the Fall Technology & Compliance Symposium sponsors and exhibitors:

AGENDA

8:30 AM

Breakfast/Registration Begins/Exhibit Hall Opens
Sponsored by: PriceMetrix

9:00 AM – 10:00 AM 

Coffee with the Regulators – Moderated by Lisa Roth, Keystone Capital Corporation

10:00 AM – 10:15 AM

Exhibit Hall - Break

10:15 AM – 11:15 AM

Business Development Practices to Enhance Firm Value and Increase Profitability – Moderated by Jeffrey Green, Laserfiche

11:15 AM – 12:15 PM

Buffet Lunch
Sponsored by: National Financial

12:15 PM – 1:00 PM

Keynote: Trends Among Broker/Dealers and their Brokers by Anne Steer, Executive Vice President of Relationship Management, National Financial

1:00 PM – 1:15 PM

Exhibit Hall - Break

1:15 PM – 2:15 PM

CEO Panel Discussion - Moderated by Tim Morton, Westland Financial Services, WBB Securities, LLC

2:15 PM – 2:30 PM

Exhibit Hall - Break

2:30 PM – 3:00 PM

Insurance Matters: Knowing Your Options

3:00 PM – 4:00 PM

How to Recruit the Best Representatives – Moderated by Robert Hackel, RF Laferty

4:00 PM – 6:00 PM

Closing of the Market and Hosted Reception - Grand Prize Giveaway

 

 

 

 

 

 

 

 

 

 

 

 

Contact Information:

Executive Director - Stacy Flint

191 Clarksville Road
Princeton Junction, NJ 08550
Tel: (888) 646-2423
Fax:(609) 799-7032

 info@naibd.com

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