Expand your conference experience

LINCx is quickly becoming a highlight of our Friday afternoon conference programming, and we can’t wait for you to make powerful connections while engaging in unique experiences that help you develop personally and professionally.

Leadership communication that embodies passion, purpose, and presence

Duration: 3 hours
Time: 2 p.m. - 5 p.m.

Description: Hone your communication skills and command more attention by learning to build storytelling, expressive dialog, and passion into your business conversations. This high-octane program will teach participants to identify qualities and skills of successful communication, pick up expressive and contextual cues that uncover values, and experience the power of story to connect, illuminate, and inspire.

Delivered by Victor Barbella, Ariel Group

Enabling effective leadership in a VUCA* environment

Duration: 3 hours
Time: 2 p.m. - 5 p.m.

Description: Discover how to build cohesive teams through mutual trust promoting autonomy and initiative, within defined parameters. This workshop will: examine the leader’s and the team’s roles in problem solving, provide a framework for operational excellence, and review the key communication components that help ensure successful planning, execution, and assessment in a *Volatile, Uncertain, Complex, Ambiguous environment.

Delivered by COL John Vermeesch, Thayer Leader Development Group at West Point

Securing the future of your firm - how to prepare to buy, sell, or merge

Duration: 3 hours
Time: 2 p.m. - 5 p.m.

Description: Many firms are engaging in mergers & acquisitions, so what does it take for you to determine whether your firm should consider this strategy as well? Join us for an intensive, interactive workshop where we will explore who should consider M&A, what it takes to pursue this strategy, when you will know you’re ready to do so, why this strategy does or doesn’t make sense for you, and finally how to buy, sell, or merge to take advantage of this potential growth opportunity.

Delivered by Walter Booker, Chief of Staff, MarketCounsel and Bob Lipsey, Business Transaction Counsel, Hamburger Law Firm, MarketCounsel

How to give back and grow your practice with Opportunity Zones

Duration: 90 minutes
Time: 2 p.m. - 4 p.m.

Description: Want to do good by doing good? Attend this in-depth discussion around Opportunity Zones and learn: what they are, how they work, and how they benefit you, your clients, and the community. Opportunity Zones were created through the Tax Cuts and Jobs Act of 2017. Opportunity Zones are low income census tracts nominated by U.S. State Governors and certified by the U.S. Department of the Treasury, to encourage investors to reinvest their capital gains into these areas, in exchange for certain Federal (and possibly State) capital gains tax advantages. The United States has over 8,700 designated Opportunity Zone census tracts throughout the country, in every state and every U.S. territory.

Delivered by Brandon Lacoff, CEO of Belpointe Companies

Future Stock and bond returns: Introducing the Siegel-WisdomTree model portfolios

Duration: 60 minutes
Time: 2 p.m. - 3 p.m.

Description: Based on extensive research, Wharton Professor Siegel shares thoughts on the state of the markets and the economy. Putting today’s market and economic environment into a historical context is one of his unique capabilities. And with stocks near all-time highs and structural forces holding down bond yields for the foreseeable future, the forward expectations for both growth and income from the traditional 60-40 model has to be revised downwards. Compounding this issue, as people are living longer the risk of a client’s portfolio falling short of their retirement needs has grown. Join Professor Siegel to hear about his new model collaboration with WisdomTree, designed to overcome core issues facing investors who are living longer while return expectations from traditional stock and bond portfolios are declining.

Delivered by Jeremy Siegel, Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania, WisdomTree