Generational Inclusion

The Industry Expo starts off addressing the shift in consumer demand and preferences driven by the emergence of millennials as consumers, employees, and business owners. A full day will be dedicated to cracking the code of generational inclusion. Thought leaders will take attendees through an engaging journey of understanding millennials, the economic impact of this surging generation, and how women in leadership are shaping the future of financial services.

AUGUST 1, 2017


9:00 am – 11:15 am

The opening to understanding and embracing the differences and benefits of a multi-generational financial services workforce and clientele.

Translating the Code

9:45 am – 10:30 am
Participate in a creative and interactive exchange that will provide valuable insight into one of the largest generations in history as they move into their prime spending years. Millennials are poised to reshape the economy and their unique experiences will change the way we buy and sell. They have come of age during a time of technological change, globalization and economic disruption that has given them a different set of behaviors.

The Millennial Economy: Death of the Big Spender?

10:45 am – 11:45 am

Their generation came of age during the worst financial crisis since the Great Depression. This has potentially bred distinct traits that could pose special challenges for the nation’s future growth and prosperity. Millennials are concerned about the economy they inherited and will likely choose to align with companies that share their values.

The Wealth Revolution

11:45 am – 12:30 pm
However, the millennial generation poses a significant threat to wealth management as it exists today. Technology advances and regulatory changes have brought new transparency to the wealth management process. How should advisors adapt to provide more personal, more real time and interactions that are more effortless? Wealthy Americans have distinct generational approaches to financial decision-making and management. A vast amount of wealth will soon reside in the hands of a new and younger clientele.


1:30 pm – 2:15 pm
Enjoy an open and honest conversation between exceptional and successful female executives exploring how women will shape the future of Financial Services. Many organizations have initiated recruiting, networking, sponsorship and training programs targeted at women. Many of the visible processes have been improved for equal opportunity. However, there is more work to do.

A Seat at the Big Table!

2:30 pm – 3:15 pm
Their generation is a tech savvy, entrepreneurial, educated and independent-minded cohort that is driven to “do good.” Engaging them must be fluid, dynamic and truly interactive. Organizations that create a competitive advantage will do so by instituting innovative human resource practices.

Next Level Success!

3:30 pm – 4:30 pm
Having potentially three – five different generations working together uniquely will position your business for an area of success that may not have been anticipated. Don’t resist it – Embrace it and leverage it!

FUSION Network Event

6:00 pm – 7:00 pm

Bridging the gap between the present and the future. Join a multigenerational group of Financial Services Executives for a unique and futuristic networking experience involving social media, various musical genres and a VIP lounge out of this world!

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