1. For Internal Use Only – Not For Use With Clients

2. For Internal Use Only – Not For Use With Clients

3. For Internal Use Only – Not For Use With Clients

4. For Internal Use Only – Not For Use With Clients

5. For Internal Use Only – Not For Use With Clients

6. For Internal Use Only – Not For Use With Clients

7. For Internal Use Only – Not For Use With Clients

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9. For Internal Use Only – Not For Use With Clients

10. For Internal Use Only – Not For Use With Clients

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15. For Internal Use Only – Not For Use With Clients

16. For Internal Use Only – Not For Use With Clients

17. For Internal Use Only – Not For Use With Clients

18. For Internal Use Only – Not For Use With Clients

19. Cindy Scott
Director, 1st Global Wealth Management Academy
Welcome
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20. Chip Eichelberger
Author, Get Switched On!
Switched On
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21. David Knoch
President and Chief Operating Officer,
1st Global
The Catalysts
for Smart Growth
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22. Paul Blease
Director of the CEO Advisor
Institute, OppenheimerFunds
Compelling
Conversations
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23. Bruce G. Jones, CPA
Managing Partner,
Porte Brown Wealth Management
Making Change
Happen
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24. Alexandra Taussig
Senior Vice President of Marketing,
National Financial Services
Advisor 2.0:
Catalyst for
Change
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25. Tony Batman
Chairman and Chief Executive Officer,
1st Global
Surrounded by
Catalysts:
Embracing Positive Change
to Advance Your Enterprise
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26. Jonathan Raymond
CEO, EMyth
What to Do With
the “Why”—
From Inspiration to
Execution
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27. Cindy Scott
Director, 1st Global Wealth Management Academy
Workshop
Introduction
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28. Tricia Huebner
Director of Training, EMyth
Your Business
Reimagined
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