May 14, 2019
Alan Mulally, former president and CEO of Ford Motor Company, will deliver opening keynote; Steve Nash, an 8-time NBA All-Star, will deliver closing remarks
JERSEY CITY, N.J. — BNY Mellon’s Pershing (“Pershing”) today announced the agenda and speakers at its annual INSITE conference, which will take place Wednesday, June 12, through Friday, June 14, at the Phoenix Convention Center in Phoenix, Arizona.
INSITE 2019 will bring together financial experts, leaders, influencers, and innovators for three days of inspiration, education and networking. This year, attendees can expect more breakouts, more variety in session formats, and more networking and learning opportunities, all of which are designed to make the conference more impactful, productive and interactive than ever before.
“As our industry continues to evolve, we are constantly looking to reinvent ourselves,” said Jim Crowley, chief operating officer of Pershing. “For 20 years, INSITE has been the quintessential conference for the financial advice community. This year, we have reimagined our flagship event to deliver our clients an exceptional experience and a multitude of opportunities to learn from, engage with and be inspired by each other. These enhancements are further proof of our commitment to listening to our clients and advancing their ongoing evolution in a complex business environment.”
More than 140 sponsors, including asset managers and technology providers, along with 2,000 attendees will participate in INSITE 2019.
At the main stage, attendees will hear from highly respected business leaders and visionaries, including BNY Mellon Chairman and CEO Charlie Scharf, as well as:
This year, the main stage will also feature a panel of powerhouse female leaders, including Valerie Brown, executive chairman, Advisor Group, Inc.; Catherine Keating, CEO, BNY Mellon Wealth Management; and Megan Smith, CEO, Shift7, and third chief technology officer of the United States. The “Futureproofing Your Business” panel will cover topics including technology, developing next-gen and millennial talent, competition, and personal stories of the panelists’ rise to success.
Breakout sessions will feature industry leaders and influencers such as Dale Brown, CEO of FSI, and Michael Kitces, partner and director of wealth management at Pinnacle Advisory Group.
Among the key topics covered in the sessions will be disruptive trends shaping the industry, strategies for driving business growth, and deploying technology to deliver a better client experience and realize greater efficiencies. Examples of breakout sessions include:
Further, INSITE 2019 will feature a host of enhancements, including:
Attendees at the event will also be able to fulfill their continuing education requirements for CFP® Certified Financial Planner™ and IWI Investments & Wealth Institute™ (formerly IMCA®) by attending qualifying sessions.
Finally, attendees will have the opportunity to attend various evening receptions throughout the three-day event and a closing night celebration at The Duce.
For more information about INSITE 2019—including a full agenda of speakers, sessions and events—or to register, please visit bnymellonINSITE.com.
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of March 31, 2020, BNY Mellon had $35.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.