Career influencers - Free

Who are career influencers? Teachers, guidance counselors, curriculum directors and others from schools districts. Academic advisors, admissions personnel, faculty and others from higher ed. Community leaders of all stripes. See full list of influencers
x
Career Influencers – Who to Invite
Career Influencers are those people in a position of trust and knowledge who are sought, both formally and informally, for career advice. While they are often in leadership or mentorship roles, they can be in more informal roles when we think of the people who are approached for advice on career choices.

When deciding on who to approach to invite to the Symposium as Career Influencers, please consider the following list as representative of the types of people to invite:
• High School Personnel
  • Teachers (especially business teachers)
  • Guidance Counselors
  • Curriculum Directors
  • Principals
  • Superintendents
• High School After-School Programs
  • Youth Opportunities Unlimited
  • Esperanza
  • College Now (Greater Cleveland)
  • Minds Matter
• University and College Personnel
  • Academic Advisors
  • Admissions Advisors
  • Financial Aid Advisors
  • Professors or Instructors
• Public/Private Career Advisors
  • Career Counselors
  • Workforce Development Advisors
  • Outplacement Counselors
• Student Organizations
  • Sorority/Fraternity Advisors
  • Sorority/Fraternity Officers
  • Advisors and Leaders to Any Student-focused Organization
• Community-Based Organizations
  • Girl Scout Troop Leaders
  • Boys & Girls Club Leaders and Advisors
  • Religious Group Leaders
  • Charitable Foundation Leaders
  • Civic Organization Leaders

University and high school students who are interested in understanding the financial planning profession and the wealth management industry.

Who are financial advisors? Anyone who is employed by a financial advisor, RIA, broker/dealer, custodian, bank, trust company, or other financial firms.
See corporate sponsorship opportunities
Download the Sponsorship flyer (PDF) open_in_new
x

Corporate sponsorship opportunities

Lead Sponsor - $10,000
Prominent listing on website with logo, in program, and in on-site marketing materials; two (2) named table with sixteen (16) employee/guest tickets; thirty (30) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 35 attendees.
 

Platinum Sponsor - $5,000
Listing on website with logo, in program, and in on-site marketing materials; one (1) named table with eight (8) employee/guest tickets; twenty (20) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 27 attendees.
 

Gold Sponsor - $2,500
Listing on website, includes logo only in program and on-site marketing materials; one (1) named table with eight (8) employee/guest tickets; ten (10) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 17 attendees.
 

Silver Sponsor - $1,500
Listing on website, includes logo only in program and on-site marketing materials; one (1) named table with eight (8) employee/guest tickets; five (5) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 12 attendees.
 

Table Sponsor - $500
Listing on website; including logo on program and on-site marketing materials; One named table with four (4) employee/guest tickets; two (2) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 5 attendees.
 

Ticket Sponsor - $100
One (1) advisor (finance professional) ticket and two (2) influencer tickets. After registering an attendee, please contact lmarch@uakron.edu for your code to register your other 2 attendees.

Register before
November 14, 2019
 

Register online now open_in_new

Questions?
Contact Barry Mulholland at bmulholland@uakron.edu or 330-972-4524.

KEYNOTE SPEAKER - 'On Your Own'

Mark Tibergien, Pershing Advisor Solutions CEO, on the need for financial advisors to address underserved communities.

Prior to joining Pershing in 2007, Mark was a principal at the accounting and consulting firm, Moss Adams LLP, where he was partner-in-charge of the Business Consulting group, chairman of the Financial Services Industry group and partner-in-charge of the Business Valuation group. Previously, he was president of a nationally recognized bank and business training and consulting firm, a principal in an investment management and business valuation firm, a writer for a financial trade magazine and a general assignment newspaper and radio reporter.

Read full bio open_in_new

SPEAKERS AND PANELS

Dr. John C. Green, Interim President, The University of Akron Bio open_in_new

Interim Dean, College of Business Administration, The University of Akron

The Need for Diversity in Financial Services,
Cynthia Owyoung, Vice President of Diversity and Inclusion, Charles Schwab

Removing Barriers, New Diversity Research in Financial Services
Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning

Impacting Financial Literacy: The Collaborative Power of Educators and Financial Professionals
Dr. Laura Mattia, Financial Planning Program Director at University of South Florida - Bio open_in_new

Show Me the Money: Scholarships and Their Impact
Carina Diamond, Founder and CEO of Springside Partners - Bio open_in_new

Diversity of Careers in Financial Services
A Panel Discussion

Biagnostics^TM: Where behavioral finance meets client experience
Michael Savage, CFA, Senior Client Portfolio Strategist

Breakout Sessions with Career Influencers, Students and Professionals Topics include: Hidden Truths, Issues for Young Professionals, Unconscious Bias, and Ways to Impact Financial Literacy and the Industry

Courtyard Marriott Downtown Akron

Last day to book for group rate: Saturday, November 2, 2019

Marriott hotel is offering a special group rate of $124 USD per night.

Book online now open_in_new