Integrated Wealth Advisor Council - September 30-October 1, 2020


Wednesday, September 30, 2020 - 10:00am to Thursday, October 1, 2020 - 2:30pm


This Virtual Meeting will be held through the use of appropriate technology.  Any meeting links will be sent via an Outlook Meeting Invite.


The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.

For information about joining this Council, contact us by email or call 312-327-1247.


  • Agenda

Integrated Wealth Advisor Council Virtual Meeting Agenda
September 30 – October 1, 2020

Wednesday, September 30, 2020




10:00 AM


Day 1: Welcome and Participant Introductions




10:30 AM


Effectively Navigating Impact Investing with your Clients
Gretchen Postula, Head of Investor Relations, North Sky Capital

As more families include impact considerations into their investment decisions, they often look to their trusted advisors and professionals for guidance. But where to start? Gretchen will lead a discussion on ways in which you might help your clients formalize their impact objectives and tools available to integrate that will help them reach these goals, along with current trends in the impact marketplace.




11:30 AM






1:30 PM


Executive Dialogue
Karen Rush, Managing Director, and David Toth, Managing Director
Family Office Exchange




2:30 PM


Close of Day One




Thursday, October 1, 2020




10:00 AM


Day 2: Welcome




10:15 AM


Dealing with Challenging Family Dynamics: Breaking the Pattern
and Getting Started

Jeff Strese, Adjunct Professor at SMU and Head of Leadership Curriculum

As we continually look for ways to navigate the sometimes murky and unclear waters of family dynamics, Jeff will be joining us for an important presentation and discussion on the role of the trusted advisor and how to get involved in a more effective and appropriate way. He will reference relevant research, walk through several case studies, and share a few family learning models to expand our viewpoint and skill set.




11:30 AM






1:30 PM


What Family Learning Looks Like Today and How it has Changed
Mindy Earley, Chief Learning Officer, FOX Family Learning Center

Mindy will cover the state of Family Learning in 2020, how families are engaging and what learning looks like in a pandemic. This session will begin with a review of family learning best practices, and then cover how to make learning possible this year and next, while distancing, facing family transitions and deciding how to move forward as a family. Learn some practical ideas to infuse education into your practice and ensure your clients are accomplishing their goals during a tenuous year.




2:15 PM


Wrap Up




2:30 PM