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Annual Meeting Schedule

Wednesday       Thursday       Friday       My Schedule

8:45am to 10:00am
Breakfast, Plated N/A Talbot Colonade
10:00am to 11:00am
BO1 Ethics and Defamation: The Pitfalls of Communicating with Potential Clients through Blogs and Direct Solicitations Mark Pugsley, Joshua Kons, Kirk Smith, Joseph Wojciechowski Talbot D-E/ Virtual
BO2 How to Bring RIA Cases Jane Stafford, Joseph Borg, Courtney Werning, Jason Kane Talbot F-H/ Virtual
BO6 Broker Theft Jeffrey Sonn, Michael Bixby, Richard Orsini, Kerry Finegan Talbot A-C
11:00am to 11:15am
Break N/A Talbot D-E/ Virtual
11:15am to 12:15pm
BO3 Ethics of Succession Debra Speyer, Angela Hayden Talbot D-E/ Virtual
BO4 How Ya Gettin' Paid: Successor Broker Dealer Liability and Control Person Liability Peter Mougey, Frank Cuccio, Peter Fruin, Joseph Peiffer Talbot F-H/ Virtual
BO5 Fundamentals of Arbitration: Significant Documents and an Introduction to the Discovery Guide Richard Lewins, Melanie Cherdack, Kimberly Chavers, Christine Lazaro Talbot A-C
12:20pm to 1:15pm
Networking Reception N/A Virtual
12:30pm to 5:30pm
Golf Tournament N/A The Golf Club of Amelia Island
12:30pm to 2:30pm
New Member Luncheon N/A Tidewater
6:15pm to 9:00pm
President's Dinner N/A Talbot D-E
9:00pm to 11:45pm
Casino Night N/A Talbot F-H