Subject to change.


Mon, Sept 23


Registration & Information Desk Opens in Foyer (until 5pm)


Experts Bar Opens in Foyer (until 5pm)

1:30PM - 2:00PM

Welcome & Opening Remarks

[Main Ballroom D&E] - Presented by Craig Ramsey and Matt Kress

AdvisorEngine leadership kicks off the 2019 >drive summit.

2:00PM - 2:45PM

Keynote Presentation with TD Ameritrade Institutional

[Main Ballroom D&E]

Speaker and session details coming soon!

3:00PM - 4:00PM

Reporting in Junxure - Keeping a Bird’s Eye View on Your Database

[Ballroom A&B] - Presented by Billy Rueckert

More often than not, we spend so much time concentrating on putting the highest quality data into our database, but we don't think about how to get that information back out. In this session you will learn tips and tricks on building effective reports for countless situations. Then it's time to roll up your sleeves as we share ideas and build some examples in real time!


Engage Yourselves as Change Agents

[Ballroom G&F] - Presented by Katie Taylor

Change is never easy, hard to manage, and yet almost always necessary to stay relevant and competitive. We all see it, a process or issue that can be improved. Is it possible to bring change to your firm? Challenge yourself in this session to explore what kind of change you can bring.


Get to Know MyRepChat

[Ballroom C]

Speaker and session details coming soon!

4:15PM - 5:15PM

The Haas Seat

[Ballroom A&B] - Presented by Erin Kincheloe, Billy Rueckert and… John Haas

A household name (for Junxure users), John Haas is our resident Junxure Consulting and Training expert. It’s time to really test his knowledge! We’re putting him in the Haas seat to see what he knows about best practices and Junxure features. You won’t want to miss this!

Marketing Deep Dive

[Ballroom G&F] - Presented by Matt Kress

Back by popular demand! Advisor marketing guru, Matt Kress shares his must-haves for a successful marketing strategy.

Get to Know AdvisorEngine

[Ballroom C] - Presented by Brad Frey

Join us for a session that explores AdvisorEngine's comprehensive platform and how we're revolutionizing technology for financial advisors and their clients. We’ll take you on a tour of our many solutions and integrations that create the ultimate financial experience.

5:30PM - 7:00PM

Opening Reception


Cheers to our 7th annual >drive summit! Meet our team of highly talented individuals who continue to work hard to bring you the best possible products, as well as all of our sponsors who have made this conference possible. We look forward to meeting each and every one of you!

Enjoy cocktails and heavy hors d'oeuvres while networking with fellow attendees.


Tues, Sept 24

6:00AM - 7:00AM

Morning Run

[Meet in Foyer]

Calling all early birds! Join us for an invigorating run through the Omni La Costa’s breathtaking resort.

7:00AM - 8:00AM


[Main Ballroom D&E]

8:00AM - 8:30AM

The Future of Technology in Wealth Management

[Main Ballroom D&E] - Presented by Ryan Doherty Vice President, Platform Product Management, Fidelity Practice Management & Consulting

Fidelity kicks off Day 2 of the 2019 >drive summit with a look ahead at technology’s role in the client experience.

8:30AM - 9:15AM

The M&A Experts: How Successful Transactions Get Done

[Main Ballroom D&E] - Moderated by Scott Slater, Vice President, Fidelity Practice Management & Consulting

In this panel discussion, industry experts share what you should consider financially, legally and operationally before doing a deal. Featured guest panelists include:

  • Liz Nesvold, Silver Lane Advisors

  • Al Zdenek, Mercer Advisors

  • Charles Torres, Perkins Coie

9:20AM - 10:35AM

Making Workflow “Work” for You (Hands-On Workshop)

[Main Ballroom D&E] - Presented by John Haas and Erin Kincheloe

Workflow is the heart of Junxure Automation. By clearly defining a repeatable task, you can ensure consistency both in internal process and in client interaction. If you’re not defining Workflows for your firm, now’s the time to start.

For this hands-on learning experience, participants should come with ideas in mind and be ready to build Workflows alongside fellow Junxure users and members of the Junxure Consulting and Training Team.

Small Accounts, Big Opportunity

[Ballroom C] - Presented by George Irvin

Why aren’t you serving smaller relationships? Because it didn’t make sense...until now. Join us for a session that uncovers a new opportunity for you to efficiently and profitably service small-balance accounts by digitizing certain aspects of your practice.

10:50AM - 12:15PM

Workflow Workshop (Continued…)

[Main Ballroom D&E, Ballroom A&B]

Attendees will break off into smaller group for the hands-on portion of this session.

Power User Feature Set

[Ballroom G&F] - Presented by Katie Taylor

We know how Power Users are leveraging Junxure, and we’re ready to share that insight with you! We’ll explore fields you never knew existed, talk about best practices for specific features designed to increase your ROI, and learn about a new integration that you can use to maximize your efficiency. 

Building Your Referral Base

[Ballroom C] - Presented by George Irvin

We’ll uncover tips for building and maintaining a solid referral engine that drives a steady stream of leads with little to no monetary investment.

12:15PM - 1:15PM


1:15PM - 2:15PM

CRM Showdown!

[Ballroom A&B] - Presented by Billy Rueckert

It’s game time, and you’re invited to play from the stage or your seat! In this electrifying, fast-paced, and heart-pounding race against the clock game, it’s your chance to show everyone that you have what it takes to become a Junxure Power User! This is not your average conference session…

We are looking for game show participants! If you’re interested in having fun and earning prizes, please contact us at, and we’ll send you all of the details.

Preparing for the Next-Gen Investor

[Ballroom C] - Presented by Brad Frey and Dan Lang

The Great Wealth Transfer is coming… Are you ready? This session will examine how you can change your relationship with technology to keep pace with the changing preferences of younger clients.

Moving from Desktop to Cloud

[Ballroom G&F] - Presented by Kathy Crowley

If you are considering or already planning to upgrade your Junxure CRM to the cloud, then this session is a must-attend! We’ll dive deep into the differences between Junxure’s on-premise and cloud systems, the process of making the transition, and the team approach we take to help make it a seamless experience. Imagine the freedom you’ll enjoy by securely accessing and interacting with your client data from virtually anywhere.

2:30PM - 3:30PM

Compliance Readiness Check-Up

[Ballroom A&B] - Presented by John Haas

Have you and your firm ever experienced the joy of being audited? Join us in this session to take part in a mock audit where you will:

  • Work as a team as we present you with real-life audit request items.

  • Share what you do and learn how others approach the same topic with a different perspective.

  • Learn from the Junxure team how to best be prepared for an audit in the future.

If You’re Not Doing This…

[Ballroom G&F] - Presented by Erin Kincheloe

“How do other firms use Junxure?”

Maybe you’ve asked this question - because we hear it often. Now you can find out! Join Junxure and industry expert, Erin Kincheloe, as she shares the most robust features and best practices she has seen power users take advantage of over the years so you can take them home for yourself.

Digitize Your Firm

[Ballroom C] - Presented by Stefanie Fetterolf

Learn the ins and outs of transforming your firm into a digital practice. From CRM, to performance reporting, to scheduling apps, let’s talk about efficiencies and ways to digitize to attract the right clients!

3:30PM - 4:45PM

User Group

[Ballroom A&B] - Presented by Stefanie Fetterolf and Katie Taylor

There is strength in numbers! As a Junxure user, you’re part of a larger community that has a wealth of knowledge and experience with Junxure. Whether you’re newer or a seasoned user, this is your opportunity to learn and/or share best practices and general advice with that community. Come eager to learn and be ready to leave with a new friend!

Tidying Up: Transition Tips for Your Cloud Upgrade

[Ballroom G&F] - Presented by Erin Kincheloe

Preparing your team and your database for a cloud upgrade is crucial for a seamless transition. We’ll offer our top tips and best practices to ensure that your cloud conversion experience sparks joy!

5:00PM - 6:00PM

Keynote Presentation: Sarah Thomas, NFL’s 1st Female Official

[Main Ballroom D&E] - Presented by Sarah Thomas

AdvisorEngine welcomes Sarah Thomas to >drive summit 2019. Since her addition to the NFL's roster of referees, she has become a trail-blazing inspiration who embodies the notion that with a belief in self, inner drive, hard work, preparation, and a mindset of being the best you can be, no barrier or ceiling is impenetrable.

6:30PM - 9:30PM

Evening Entertainment

[Resort Pavilion]


WED, Sept 25

7:30AM - 8:30AM


[Main Ballroom D&E]

Women’s Leadership Breakfast

[Ballroom A&B] - Presented by Kathy Crowley, Katie Taylor and Erin Kincheloe

Elevate Your Voice: Be a Champion of the 3 C's Women Bring to the Workplace!

The strengths and experiences women bring to the workplace are unique and valuable. It’s time to celebrate our strengths, as well as of those women around us! Join us to elevate your voice and hear from fellow women in this women-empowering-women session. 

8:30AM - 9:00AM

Keynote Presentation with Riskalyze’s Aaron Klein and AdvisorEngine’s Rich Cancro

[Main Ballroom D&E] - Presented by Aaron Klein and Rich Cancro

Session details coming soon!

9:00AM - 9:45AM

Future Product Roadmap: Platform + CRM

[Main Ballroom D&E] - Presented by Rich Cancro, Patrick Arnold and Jason Kissinger

Join our Product Development team as they discuss the latest product rollouts and innovations to come. This will be a moderated panel with time for Q&A.

10:00AM - 11:00AM

Make Your Life Easier! Automate the Way You Schedule and Track Meetings

[Ballroom A&B] - Presented by John Haas

We’re fans of making daily tasks easier and more efficient because it saves time and saves money! Scheduling and tracking meetings can be a headache, if you’re not doing it properly! Come and learn how to automate that process and become more efficient and consistent with tracking.

Customize, Automate and Outsource

[Ballroom G&F] - Presented by David Coyle and Dan Lang

Session details coming soon!

11:15AM - 12:00PM

Crush Your Goals in 2020

[Ballroom A&B] - Presented by Stefanie Fetterolf and Katie Taylor

“Crushing it” is one of our company pillars. It helps us understand our vision and our purpose while motivating us to work together to achieve our goals. Join us as we take you through the science and strategy behind “Crushing Goals” while helping you to uncover goals for yourself and your firm.

Acquisition Branding Segmentation

[Ballroom G&F] - Presented by Matt Kress and George Irvin

Session details coming soon!

12:00PM - 1:00PM

Putting “Service” Back in Your Client Service Model

[Ballroom A&B] - Presented by John Haas

“Did Billy call that client last week?”
“How many Meetings do I have coming up next month?”
“What else can I do to keep my client base engaged?”
“My employees are looking frazzled and overworked these days, what can I do to help?”
These questions, and others like them, are the things that keep me up at night. 

Come join this session where we will learn how the Junxure Service Monitor can help us gain peace of mind and ensure that we are providing the highest level of service possible for our clients.

User Adoption - Rallying the Troops

[Ballroom G&F] - Presented by Billy Rueckert

Getting your entire team on the same page is no easy task, especially when it comes to technology adoption. Come learn from our panel as we explore some of the different scenarios other firms have experienced, and some things you can do to overcome these challenges and elevate your team to the next level.


[Main Ballroom D&E]

Enjoy a boxed lunch before you hit the road, or fuel up for some fun activities around the resort.