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Agenda

Wednesday, October 13
2:00 p.m. Registration Opens

Cyber Café Opens
2:00 p.m. - 3:00 p.m. Interactive Solutions Center Open
3:00 p.m. - 3:05 p.m. Welcome
3:05 p.m. - 3:20 p.m. Opening Remarks
Richard Brueckner, Chairman and Chief Executive Officer, Pershing
3:20 p.m. - 4:20 p.m. Getting Things Done
David Allen, Founder and Chairman, The David Allen Company
4:20 p.m. - 5:30 p.m. General Session To Be Announced
5:30 p.m. - 6:30 p.m. Interactive Solutions Center Open
5:30 p.m. - 7:00 p.m. Reception in the Exhibit Hall
Thursday, October 14
8:00 a.m. Registration Opens

Cyber Café Opens
8:00 a.m. - 9:00 a.m. Breakfast in the Exhibit Hall

Interactive Solutions Center Open
9:00 a.m. - 9:05 a.m. Opening Remarks
9:05 a.m. - 9:45 a.m. Pershing's Strategy to Support Your Success
Brian Shea, President and Chief Operating Officer, Pershing
9:45 a.m. - 10:45 a.m. The Six Principles of Influence
Dr. Robert Cialdini, President, Influence at Work
10:45 a.m. - 11:15 a.m. Networking Break

Interactive Solutions Center Open
11:15 a.m. - 12:30 p.m. General Session To Be Announced
12:30 p.m. - 1:45 p.m. Lunch in the Exhibit Hall
12:30 p.m. - 1:45 p.m. Interactive Solutions Center Open
1:45 p.m. - 3:30 p.m. General Session To Be Announced
3:30 p.m. - 4:00 p.m. Networking Break

Interactive Solutions Center Open
4:00 p.m. - 5:00 p.m. Divided or United? President Obama, Congress and the 2010 Midterm Elections
Paul Begala, Political Analyst, CNN
Ari Fleischer, Former White House Press Secretary
5:00 p.m. - 6:00 p.m. Interactive Solutions Center Open
5:00 p.m. - 7:00 p.m. Reception in the Exhibit Hall
7:30 p.m. - 9:30 p.m. Group Dinner on Property
Friday, October 15
8:00 a.m. Registration Opens

Cyber Café Opens
8:00 a.m. - 9:15 a.m. Breakfast With Sam Stovall


Economic Outlook
Sam Stovall, Chief Investment Strategist, Standard & Poor's
9:30 a.m. - 11:00 a.m. Business Segment Discussions
  1. Bank-Affiliated Broker-Dealers
  2. Broker-Dealer Registered Investment Advisor Solutions
  3. Full Service Broker-Dealers
  4. Global Securities Solutions
  5. Independent Broker-Dealers
  6. Institutional Broker-Dealers
  7. Prime Brokerage Solutions
  8. Self-Directed and Online Broker-Dealers
11:00 a.m. Conference Concludes

Countdown to
Customer Conference 2010

October 13-15, 2010

Gaylord National
201 Waterfront Street
National Harbor, Maryland 20745