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. Additionally, she was TD Ameritrades 2014 Impact Award winner for Diversity and Inclusiveness. She was formerly managing director for TD Ameritrade Institutional, leading marketing and Generation Next. The entries this year are fierce and the who's who of MICE will all be in one room awaiting the announcement of this year's winners. The illustrious event recognises and celebrates organisers achievements, standards of excellence from venues and service quality by suppliers and contractors throughout the industry. She is also a dynamic, transformative leader who serves her teams with passion. The Londoner Hotel in Leicester Square is one of the city's greatest new additions and provides the right touch of class and intimacy that makes for the perfect setting for an awards ceremony such as ours. 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. They have created stellar virtual and/or in-person attendee experiences, improved efficiencies, and demonstrated clear return on investment for their clients. Sourcing and managing effective in-person experiences while ensuring attendee safety onsite is a significant priority in the new event landscape. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Data-driven insights and robust resources to help you grow. He is the author of two books for advisors, Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, published in 2015, and the Financial Advisor M&A Guidebook, published in 2018. 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. Sponsorship programs are available in both virtual and live event formats and cover afternoon and evening ceremonies. The awards represent the best that the events industry has to offer and showcase the amazing achievements from within our industry. 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. These nominees can be found sharpening their skills through Cvent training and certifications or engaging with their peers through the Community. In his time at Cerulli he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. Our all-in-one virtual event platform delights attendees and proves event ROI. Tina graduated with honors from New York University with an M.A. All you need to know about Eventex Awards 2023. 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. Must show demonstrated use of Cvent solutions for internal and external events, including virtual, hybrid, and/or in-person. It recognizes a Cvent super user who leverages the Cvent platform to accelerate their organizations success. T. Neil Bathon is managing partner of Fuse Research Network, a leading-edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive and forward-looking guidance to firms in the asset management industry. As the voice of the sector, we serve our constituency through advocacy, research, professional standards and recognition. Must demonstrate how successful marketing of event program contributes to organizational success in measurable ways (ex:lead generation, brand awareness, engagement, retention, attribution to pipeline, closed business, etc.). Criteria: Must use Cvent Attendee Hub or Cvent Event Management with virtual platform integrations. These nominees are already showing impressive results at their organization for virtual, in-person, or hybrid events. Copyright 2022 Cvent Inc. All rights reserved. In-person or hybrid event formats are eligible to compete in this track. Use of Cvent Studio within Attendee Hub given special consideration. Select a sponsorship opportunity to align your brand with the best of the best in the global business events sector. He serves on several nonprofit boards,including Search Inside Yourself, a practical mindfulness, emotional intelligence, and leadership training organization spun out of Google. I cannot wait! Additionally, Craig is engaged in leadership roles across the financial services landscape. Broadcasted June 2022: The Industry Awards program provides powerful advantages to your public relations and marketing campaigns by helping you validate your marketing message. 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. Early registration for Eventex Awards 2023 is now open. If your nomination is selected as a 2022 Industry Awards Finalist, youll receive extraordinary exposure and publicity with the WealthManagement.com audience of 441,000 wealth management professionals. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially during challenging times. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies. Customer resources for suppliers and venues. There is one category of the Pacesetter Award: By signing up you agree to our Privacy Policy. Matt is a native of Dayton, Ohio and received his MBA from Xavier University in Cincinnati. Toussaint Bailey is the founder and CEO of Uplifting Capitala tech-forward impact investing platform that enables financial advisors and their clients to personalize impact through private market investments. He serves as a trustee on the Guggenheim Funds Board and is also a director on the US Global Investors (GROW) corporate board. Mr. Courtney advises executives on their most pressing challenges, focusing on both business and technology initiatives, via strategy sessions, inquiry calls and event participation. Nominees in this category use the Cvent Exchange solutions to source safe venues, create an event space with social distancing in mind, manage room blocks efficiently, and ensure a flawless onsite experience. Its lonely at the top, so make sure to bring your friends!. Evalato helps us run effective awards programs. Lydon started ETF Trends in 2005 on the heels of founding Global Trends Investments, an asset management firm located in Orange County, CA. 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. Criteria:Must use one or more Cvent solutions to manage virtual, in-person, or hybrid events. They have expanded their skillsets as event producers and technologists, actively breaking down silos to better enable their organizations success. from Northeastern University and B.A. 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. Download it now for free! He is an avid student of the science of well-being and emotional health. Wealthmanagement.com named her to the 2018 Ten to Watch list. Tim holds the Certified Financial Planner (CFP) designation and is an active member of the Financial Planning Association (FPA), where he serves in a leadership role on a number of task forces and committees, and was formerly an elected member of the National Board of Directors. Attendee engagement and on-site experience. The most coveted and recognizable competition in the world of events. Please note if Cvent Professional Services were used. Event marketing is critical to the success of any event, whether. The Webinar Wonder has successfully optimized their program with the right technology at the core. They can also help drive measurable ROI for sponsors and exhibitors while proving event success through a cohesive reporting and analytics platform. Criteria: Must show demonstrated use of Cvent solutions for internal and external events, including virtual, hybrid, and/or in-person. They can also equip sponsors and exhibitors with the tools they need to optimize and prove event ROI. Criteria: Must be a travel, events, and meetings management agency with an active Cvent agreement. This years categories are: Since 1985, the Events Industry Council has distinguished the industry through the Hall of Leaders awards programme in order to promote the value of the industry and the contributions of the leaders working within it. Program includes networking activities and receptions. It doesnt take long to see positive changes in a meetings and events at an organization that has rapidly and successfully implemented new technology. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially. This individual peoples choice award is voted on by members of the Cvent Community. Criteria: Must use either Attendee Hub or Webinar Plus bundle to manage webinar(s) or webinar program. 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. In addition to his journalism background, Armstrong was a senior editor at HNW, a boutique marketing company, crafting messages and communications directed at high-net-worth clients of financial advisors from clients including Merrill Lynch Wealth Management, Wells Fargo, UBS and Northern Trust. Greg Friedman is an innovator and advocate for exceptional wealth management. Search destinations, manage bids, determine availability, and quickly build eRFPs. Get the Entry kit and save time. All you need to know about Eventex Awards 2023. Moreover, they are able to measure the return on investment that the conference ultimately delivers. Power of the Platform - Single Conference, Power of the Platform - Total Event Program, Do Not Sell My Personal Information (CCPA Required). An organizations Total Event Program (TEP) consists of the vast majority of the meetings and events an organization hosts and attends, large and small, across all formats (virtual, in-person, and hybrid). 2022 Informa USA, Inc., All Rights Reserved |, By clicking submit, I acknowledge and agree to Informas, By selecting "Yes," I acknowledge and agree to Informas, Informa would like to use your contact details to send you information and offers about our, products, services, events, conferences, subscriptions and publications that may be of interest to you, as well as on behalf of our carefully selected partners. Must use three or more Cvent solutions/modules to power a single, complex conference. Must use one or more Cvent solutions to demonstrate return on event for. The Wealthies Digital Forums are live interactive sessions paneled by c-level executives at Finalist and Winner companies on trending topics and issues in wealth management. 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. Tom Lydon is the CEO of ETF Trends and ETF Database. 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. Nominees in this category use event technology to drive virtual attendance, deliver compelling content, and enable valuable attendee interactions. He is active as. In-person or hybrid event formats are eligible to compete in this track. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. ", Awards Ceremony: Friday 30 September 2022, The Londoner Hotel. Join more than 4,000 employees around the world who power our technology. Were committed to helping planning professionals create safer event experiences. Use of Access Portal Premium given special consideration. He has nearly 30 years of financial services experience in operations, client service, sales, product management and business development roles. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University, started his career wearing a headset at Putnam Investments service center, before moving to more strategic roles at MFS Investment Management and then to Cerulli in 2007. Must have signed their first Cvent agreement no earlier than January 1, 2021. As the author of iMoney and The ETF Trend Following Playbook, Lydon is a highly sought-after speaker and ETF influencer. 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.
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