event industry awards 2022

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He is an avid student of the science of well-being and emotional health. If your nomination is selected as a 2022 Industry Awards Finalist, youll receive extraordinary exposure and publicity with the WealthManagement.com audience of 441,000 wealth management professionals. Were committed to helping planning professionals create safer event experiences. David Armstrong is the editor-in-chief and executive director of content and user engagement for WealthManagement.com and its print component, Wealth Management magazine. The illustrious event recognises and celebrates organisers achievements, standards of excellence from venues and service quality by suppliers and contractors throughout the industry. More than 300 companies submitted a record-setting 900 nominations in 2022 a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition, and set their organization apart from the competition. Recognises extraordinary effort on the part of an individual or organisation (an association, company, destination organisation, think tank, foundation) in the areas of adaptation and innovation to ensure our industrys relevance now and into the future. All Rights Reserved. Nominees in this category have implemented Cvent in a strategic and programmatic manner to support their entire event portfolio, including hosted events, trade shows, and even webinars. Additionally, she was TD Ameritrades 2014 Impact Award winner for Diversity and Inclusiveness. Attendee engagement and on-site experience. Our awards day has been expanded in 2021 to include special live and virtual events for executives from finalist companies at leading asset managers, RIAs, B/Ds, tech providers and other industry-related companies. Now in its 7th year, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies. Industry Awards Members have the opportunity to speak on panels that are promoted to our industry-leading audience of 441,000 wealth management professionals. Wealthmanagement.com named her to the 2018 Ten to Watch list. Tina was named to The Ten Most Empowering Women in Business for 2021 by Insights Success Magazine and Industry Eras Ten Best Women Leaders of 2020. May also use Onsite Solutions and/or Mobile Event App to create engaging onsite experiences. Tom Lydon is the CEO of ETF Trends and ETF Database. Event marketing is critical to the success of any event, whether virtual, in-person, or hybrid. Together, the two companies total five million monthly impressions and have over 100,000 financial advisors register for their webcasts and virtual investment conferences annually. events. Kate Healy is a financial services industry Marketing executive and NextGen advocate, purposefully building brands. This years live and virtual Industry Awards Event will take place on September 8th at the Ziegfeld Ballroom in New York City, and will be simultaneously broadcast for firm leaders and team members at Finalist companies across the country. We play a collective role in inspiring our workforce by recognising these remarkable efforts and celebrating their lasting legacy and impact on our sector. Tina graduated with honors from New York University with an M.A. Nominees in this category use event technology to drive virtual attendance, deliver compelling content, and enable valuable attendee interactions. Categories devoted to their majesties EVENTS! Fuse Research Network delivers tactical research-based, client-specific recommendations that improve the productivity and effectiveness of the resources devoted to sales, marketing, and product management. These partners use event technology to demonstrate industry-leading expertise. Criteria: Must show demonstrated use of Cvent solutions for internal and external events, including virtual, hybrid, and/or in-person. He is a graduate of the University of Wisconsin-Madison and has taken post-graduate courses at the New School for Social Research. Nominees in this category have expanded their use of event technology to drive innovative experiences through their webinars and reimagined the attendee experience to maximize engagement and drive measurable results at scale. From 1982 to 2003, Craig advanced through field management roles, starting as a Financial Advisor, and transitioning into field management at all levels. Tim earned a bachelors degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado. Its lonely at the top, so make sure to bring your friends!. You may opt out of receiving these messages at any time by clicking, Investment Banks/Lenders/Succession Planning Consultants, Succession/Ownership Transition Services Non-Custodian/Broker/Dealer, Co-founder and Chair of the Advisory Board for RiskBridge Advisors; RiskBridge is an OCIO asset manager focused in the non-profit, endowments and foundations space, a Board Director and Lead Director for Westfield Groups Ohio Farmers Insurance Company. We act as business accelerators; as champions for nature, bringing the world together to address the climate crisis; as drivers of social change, creating environments for transformation; and as a capabilities engine, developing a future-proof workforce and employment. Prior to founding Nexus Strategy, Tim was director of business consulting services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. The ROI Rockstar is able to drive revenue growth and maintain business momentum using creative technology solutions. They track and measure attendee engagement across the event lifecycle through digital touchpoints, interactive sessions, and networking opportunities. He has nearly 30 years of financial services experience in operations, client service, sales, product management and business development roles. In his time at Cerulli he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. Contact us to learn more about membership in the wealthies as well as Awards Day and Wealthies Digital Forums sponsoring this years event. The Londoner Hotel in Leicester Square is one of the city's greatest new additions and provides the right touch of class and intimacy that makes for the perfect setting for an awards ceremony such as ours. She is also a dynamic, transformative leader who serves her teams with passion. They have expanded their skillsets as event producers and technologists, actively breaking down silos to better enable their organizations success. Criteria: Must use one or more Cvent solutions to demonstrate return on event for virtual, hybrid, and/or in-person events. These nominees are already showing impressive results at their organization for virtual, in-person, or hybrid events. Use of Access Portal Premium given special consideration. Must have signed their first Cvent agreement no earlier than January 1, 2021. Early registration for Eventex Awards 2023 is now open. Criteria: Must use one or more Cvent solutions to manage virtual, in-person, and/or hybridevents. To learn more about our sponsor programs inquire here. Specializing in strategic thinking and planning, driving top-line solutions, expanding revenue and growth through scaling marketing, strategic partnerships and fresh ideas, Abby won the 2020 Thought Leader of the Year Wealthies award. Sourcing and managing effective in-person experiences while ensuring attendee safety onsite is a significant priority in the new event landscape. Nominees in this category have implemented Cvent in a strategic and programmatic manner to support their entire event portfolio, including hosted events, trade shows, and even webinars. Before financial services, Toussaint spent over a decade as a practicing attorney. In-person or hybrid event formats are eligible to compete in this track. This years live and virtual Industry Awards Event will take place on September 9th at the Ziegfeld Ballroom in New York City, and will be simultaneously broadcast for firm leaders and team members at Finalist companies across the country. Amy Flourry is a Principal at Rehmann in the firms Lansing, Michigan office.Flourry has held operational roles in the financial services industry since 1998 and she joined Rehmann in 2001. As the voice of the sector, we serve our constituency through advocacy, research, professional standards and recognition. They prove the value of events as a key channel in their organizations overall marketing strategy by mastering event promotion with creative new tactics and multi-channel marketing strategies, all while enhancing their brand. This individual peoples choice award is voted on by members of the Cvent Community. Creating unforgettable attendee experiences and measurable advances in event marketing while driving total event programs to new heights of success. Must have signed their first Cvent agreement no earlier than January 1, 2021. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University, started his career wearing a headset at Putnam Investments service center, before moving to more strategic roles at MFS Investment Management and then to Cerulli in 2007. Healy is a frequent contributor to industry publications and podcasts, including Barrons: The Way Forward, WealthManagement.com, and InvestmentNews, and is a repeat speaker at industry events including FPA, NAPFA, FA Magazine, and TD Ameritrades LINC national conference. Use of Cvent Studio within Attendee Hub given special consideration. The awards represent the best that the events industry has to offer and showcase the amazing achievements from within our industry. Customer resources for suppliers and venues. This year's EIC Global Awards Celebration will take place at an in-person event on the evening of 10th October 2022, in the Orovado Ballroom at ARIA Resort & Casino, Las Vegas Nevada during IMEX America. Virtual events and experiences are here to stay and deserve to be celebrated on their own merit! Complete solution for virtual, in-person, and hybrid event success, Connecting planners to venues and vendors for remarkable events, Solutions for group and transient business. As a 2022 Industry Awards sponsor, you have powerful branding, thought leadership, and lead generation opportunities to influence senior executives at todays foremost companiesas well as leading financial advisors within the WealthManagement.com audience. PRIVACY POLICY | TERMS OF USE | Do Not Sell My Personal Information (CCPA Required), Explore solutions for suppliers and venues, Browse and discover over 290,000 venues and vendors for free to create a successful event, Engage and inform your attendees at in-person, virtual, and hybrid events. The Webinar Wonder has successfully optimized their program with the right technology at the core. Our Afternoon Leadership Panel will be hosted by top executives at broker-dealer organizations. Program includes networking activities and receptions. The AEO Excellence Awards 2023 opens for entries January 2023. In 2007, Charles Schwab honored him with its prestigious IMPACT Awardfor Best in Tech award, in 2008 Financial Planning Magazine included Friedman in its elite list of financial Movers and Shakers and he was recognized in 2017 onInvestmentNewsIcons and Innovators list. He worked at Forbes magazine for eight years, covering everything from entrepreneurs to technology to finance. A handy downloadable guide to help you prepare for entering Eventex Awards, When you want to be considered one of the best in the industry, We have extended the eligibility period to 24 months, so you have one less thing to worry about, You can now register 5 or more entries across all categories and pay only 60% of the price, Discover new categories for virtual and hybrid events and experiences, event suppliers and technology. The Afternoon CTO Panel will be a unique gathering that features three of the industrys key technology officers who will share their insights, strategies, and approaches to supplying advisors with the latest tools to enhance efficiency and satisfy clients. Broadcasting June 23, 2021: The Industry Awards program provides powerful advantages to your public relations and marketing campaigns by helping you validate your marketing message. Kate also is a founding member of the CFP Boards Womens Initiative (WIN) Council, the Center for Financial Plannings Advisory Council, and the Centers Diversity Advisory Board. Tina Powell is the CEO of C-Suite Social Media, a high-performance digital marketing and social media agency for the financial services industry. Tina is also a judge for the WealthManagement.com Industry Awards, a Grant Judge for Invest in Others Foundation, the 2021 Stevie Awards for Sales & Customer Service, and a member of the 2022 Women|Future Conference Advisory Board. Our all-in-one virtual event platform delights attendees and proves event ROI. Emerging Leaders with a proven track record of successful leadership and whose forward thinking and innovative approach led to groundbreaking changes (or actions) that are making an impact on advancing the industry today. Select a sponsorship opportunity to align your brand with the best of the best in the global business events sector. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially. With more than 20 years of financial services industry experience, Scott leads Cerullis research efforts focused on investor behavior and advisory relationships. Only virtual event formats are accepted here. She was formerly managing director for TD Ameritrade Institutional, leading marketing and Generation Next. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards. This award recognizes those successful practitioners who master the complicated blend of registering and approving meetings, strategic sourcing, and budgeting and cost saving methodologies, all while continuously improving the attendee experience. As an industry that fosters human connections and collaboration through events, we transform lives, accelerate business, and drive economic impact for the business communities we serve. His research advisory areas include tools that enhance advisor/client collaboration, including financial planning, portfolio management, client reporting, aggregation, digital tools and other wealth-related platforms. In addition to his journalism background, Armstrong was a senior editor at HNW, a boutique marketing company, crafting messages and communications directed at high-net-worth clients of financial advisors from clients including Merrill Lynch Wealth Management, Wells Fargo, UBS and Northern Trust. As the go-to knowledge hub, C&IT Insight gives its members access to highly relevant industry-leading webinars, expert reports, surveys and bespoke events, drawing on insights from expert contributors and in-depth industry research. With over 20 years of hands-on digital marketing campaign and strategy, Tinas extensive experience has kept her on the leading edge of marketing and social media. Gain worldwide recognition across 300+ categories. Founded in 2009 to celebrate creativity, innovation and effectiveness in the industry, today Eventex Awards is the most esteemed accolade in the world of events and experiential marketing. Recognises extraordinary effort on the part of an individual and or organisation (an association, company, destination organisation, think tank, foundation) in the areas of people, planet, and prosperity aligned with UN SDGs and EIC Principles for Recovery. And shine a spotlight on what sets your business apart from the competition. They understand the vital importance of leveraging an entire event technology platform to expertly manage and execute internal and external events of all sizes, complexities, and event formats. Now more than ever, event technology has become an integrated and integral contributor within the marketing tech stack. Previous Digital Forums have focused on Technology, Marketing, Asset Management, Wealth Planning and Practice Management. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and WealthManagement.com, and is a frequent speaker at industry conferences and events. The Worlds #1 Awards for Events & Experience Marketing. From 2003 to 2011, he held a progression of senior positions including the National Sales Group with responsibility for marketing strategy and client communications, desktop technology, and brokerage-based banking. The Hybrid Hotshot masterfully crafts one event with two incredible experiences using event technology. T. Neil Bathon is managing partner of Fuse Research Network, a leading-edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive and forward-looking guidance to firms in the asset management industry. Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Must useOnsite Solutions for in-person experience. The award recognises outstanding leaders who have undoubtedly shaped the industry. YOU GET TO MEET ALL YOUR PEERS AND ITS A FABULOUS WAY OF REWARDING THE BEST OF THE BEST. Craig Pfeiffer is the President & CEO of the Money Management Institute MMI is the leading voice for the global financial services organizations that provide advice and professionally managed investment solutions to individual and institutional investors. Toussaint Bailey is the founder and CEO of Uplifting Capitala tech-forward impact investing platform that enables financial advisors and their clients to personalize impact through private market investments. The Wealthies Digital Forums are live interactive sessions paneled by c-level executives at Finalist and Winner companies on trending topics and issues in wealth management. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies. The Hybrid Hotshot knows how to use the power of hybrid events to capture our attention and leave us feeling connected and inspired. Having a strong crisis management strategy is critical in ensuring the well-being of attendees and the overall health of the business. This award is for the talented event architect who harnesses the power of Cvents integrated solutions across their Total Event Program. On C&IT Insight, our specialist content covers the following areas: Copyright 2022 Haymarket Media Group Limited. Sponsorship programs are available in both virtual and live event formats and cover afternoon and evening ceremonies. They may choose to take part in Cvent CONNECT, early adopter programs, speaking engagements, or marketing programs. Lydon started ETF Trends in 2005 on the heels of founding Global Trends Investments, an asset management firm located in Orange County, CA. An organizations Total Event Program (TEP) consists of the vast majority of the meetings and events an organization hosts and attends, large and small, across all formats (virtual, in-person, and hybrid). Event marketing is critical to the success of any event, whether. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto. Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. Whatever your area of interest, you can find something within our comprehensive library to bring you closer to your business goals. The Webinar Wonder knows the importance of leveraging a webinar program to generate and nurture leads and drive brand awareness, as well as deliver valuable thought leadership, training, and other content. There is one category of the Pacesetter Award: By signing up you agree to our Privacy Policy. The AEO Excellence Awards tookplace on the 24th June 2022 at Grosvesnor House, Park Lane, London. May also use Cvent Studio in Attendee Hub, Cvent Supplier Network, Diagramming & Seating solution, Passkey, Mobile Event App, LeadCapture, and/or Appointments solutions. Having held multiple leadership positions at firms like InvestmentNews, TD Ameritrade, NFP and most recently as CMO of Hightower Advisors, Abby brings deep knowledge of martech (marketing technology) solutions, practice enrichment programs, and overall growth strategies required in the industry. It recognizes a Cvent super user who leverages the Cvent platform to accelerate their organizations success. Industry Awards Members have the opportunity to speak on panels that are promoted to our industry-leading audience of 441,000 wealth management professionals. He is also a contributor to many major media outlets including CNBC, Fox, Yahoo, Forbes, The Wall Street Journal, Investors Business Daily, and MarketWatch. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. Toussaint serves in several advisory and board capacities, including Advisory Board to Institutional Investor RIA InstituteImpact Investing and Implementation segment, and Alternative & Direct Investment Securities AssociationImpact and ESG subcommittee. All you need to know about Eventex Awards 2023. The awards celebrate and honour exemplary achievements and focus on leadership at all levels and areas of focus within the global business events industry. She holds a unique perspective in the financial services industry due to her experience with both registered investment advisors and broker dealers.Additionally, Flourry serves as chair of the Rehmann Womens Initiative Network (WIN) Council and has been a member since 2012.

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