Its lonely at the top, so make sure to bring your friends!. Make plans now to attend theCelebration and take the opportunity to honour the exemplary achievements of professionals from across the global business events industry. His research helps Cerullis clients understand how to optimize their platforms given the evolving demand for financial advice. Select a, About Covid-19 Business Recovery Task Force, Centre for Sustainability and Social Impact, APEX COVID-19 Business Recovery Task Force. 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. In-person or hybrid event formats are eligible to compete in this track. If youre a Finalist, plan to attend this webinar to learn how to make the most of your accomplishment, see actual case studies from previous Finalists and Winners, and get valuable tips for maximizing the benefits and value of your achievement. Before financial services, Toussaint spent over a decade as a practicing attorney. He is active as. Criteria: Must show demonstrated use of Cvent solutions for internal and external events, including virtual, hybrid, and/or in-person. Join more than 4,000 employees around the world who power our technology. Tim earned a bachelors degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado. 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. Copyright 2022 Cvent Inc. All rights reserved. Data-driven insights and robust resources to help you grow. 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. 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. Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. 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. 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. Sponsorship programs are available in both virtual and live event formats and cover afternoon and evening ceremonies. 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. 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. Event marketing is critical to the success of any event, whether virtual, in-person, or hybrid. Now more than ever, event technology has become an integrated and integral contributor within the marketing tech stack. Register with an early bird discount by August 26, We invite you to register for Eventex Awards 2023, Starting with Eventex Awards 2023, your entries will benefit from score normalization, Powered by Evalato Awards Management Software. Attendee engagement and on-site experience. 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. This award recognizes Cvent Partners who harness the power of the Cvent platform to deliver unparalleled event experiences for their clients while overcoming challenges to the industry. 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. Criteria: Must be a travel, events, and meetings management agency with an active Cvent agreement. They can also equip sponsors and exhibitors with the tools they need to optimize and prove event ROI. C&IT Insight is a source of creative firepower for event industry professionals. May also use Cvent Studio in Attendee Hub, Cvent Supplier Network, Diagramming & Seating solution, Passkey, Mobile Event App, LeadCapture, and/or Appointments solutions. Early registration for Eventex Awards 2023 is now open. 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. The award recognises outstanding leaders who have undoubtedly shaped the industry. 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. These nominees can be found sharpening their skills through Cvent training and certifications or engaging with their peers through the Community. Must show demonstrated use of Cvent solutions for internal and external events, including virtual, hybrid, and/or in-person. 24/7 support from Cvents internal experts. And shine a spotlight on what sets your business apart from the competition. Were committed to helping planning professionals create safer event experiences. The AEO Excellence Awards 2023 opens for entries January 2023. Only virtual event formats are accepted here. 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. Use of Cvent Studio within Attendee Hub given special consideration. He is an avid student of the science of well-being and emotional health. We are celebrating brilliant events and the amazing people behind them; putting your outstanding achievements and creativity over the last year in front of MICE industry leaders. 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. and an Operating Partner at the private equity firm Corsair Capital. Flourry holds a bachelors degree from Western Michigan University. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards. Abby resides in New Jersey with her husband, three teenagers and her two beloved French bulldogs. Get the Entry kit and save time. from Northeastern University and B.A. Review the latest trends in group business with our monthly webinar series. The entries this year are fierce and the who's who of MICE will all be in one room awaiting the announcement of this year's winners. A group of categories for event technology that deserve our most sincere OOH!-s and WOW!-s. A track devoted to suppliers, venues, destinations and companies that provide products, services, or solutions for the event industry. May also use Onsite Solutions and/or Mobile Event App to create engaging onsite experiences. Kate Healy is a financial services industry Marketing executive and NextGen advocate, purposefully building brands. It recognizes a Cvent super user who leverages the Cvent platform to accelerate their organizations success. 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. 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, a true symbol of excellence. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. She also earned a B.S. All Rights Reserved. In that role, he also helped spearhead major bespoke research projectsboth qualitative and quantitative, on HNW investors and their relationship with financial advisorsfor clients like Fidelity, Lincoln Financial and RBC Wealth Management. Nominees in this category use event technology to drive virtual attendance, deliver compelling content, and enable valuable attendee interactions. Criteria: Must use Cvent Attendee Hub or Cvent Event Management with virtual platform integrations. On C&IT Insight, our specialist content covers the following areas: Copyright 2022 Haymarket Media Group Limited. Now more than ever, event technology has become an integrated and integral contributor within the marketing tech stack. May also use Cvent Studio within Attendee Hub, Appointments, and/or Cvent Mobile Event App. Search destinations, manage bids, determine availability, and quickly build eRFPs. Nominees in this category have harnessed the power of combined in-person and virtual experiences to drive attendee engagement and create impact for the organization. in Business Management, magna cum laude, from Fairleigh Dickinson University and holds a Series 65 license. They have created stellar virtual and/or in-person attendee experiences, improved efficiencies, and demonstrated clear return on investment for their clients. Nexus Strategys primary focus is working with leading financial services and technology firms to distribute products and services through the advisor channel. Evalato helps us run effective awards programs. By fusing in-depth industry knowledge from C&IT with expertise from game-changing partners, this platform offers innovative ideas to help you continually evolve and enhance your events. Prior to Uplifting Capital, Toussaint was the founding CEO of private wealth firm Enso Wealth Management. Craig is a proven senior financial services executive, following 29 years with Morgan Stanley Smith Barney and its predecessor firms. The Hybrid Hotshot knows how to use the power of hybrid events to capture our attention and leave us feeling connected and inspired. Please note if Cvent Professional Services were used. To learn more about our sponsor programs inquire here. Matt is a native of Dayton, Ohio and received his MBA from Xavier University in Cincinnati. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College. 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. He serves on several nonprofit boards,including Search Inside Yourself, a practical mindfulness, emotional intelligence, and leadership training organization spun out of Google. He worked at Forbes magazine for eight years, covering everything from entrepreneurs to technology to finance. 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. 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. Contact us to learn more about membership in the wealthies as well as Awards Day and Wealthies Digital Forums sponsoring this years event. The firepower Awards for event industry professionals! 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. Program includes networking activities and receptions. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. Prior to founding C-Suite Social Media, Tina was a partner at Beacon Wealth Management, an SEC-registered RIA firm based in Hackensack, New Jersey later acquired by Mercer Advisors. 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. Criteria: Must use Cvent Attendee Hub or Cvent Event Management with virtual platform integrations. They track and measure attendee engagement across the event lifecycle through digital touchpoints, interactive sessions, and networking opportunities. There is one category of the Pacesetter Award: By signing up you agree to our Privacy Policy. 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. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially during challenging times. He serves as a trustee on the Guggenheim Funds Board and is also a director on the US Global Investors (GROW) corporate board. The illustrious event recognises and celebrates organisers achievements, standards of excellence from venues and service quality by suppliers and contractors throughout the industry. As the voice of the sector, we serve our constituency through advocacy, research, professional standards and recognition. Examples include work related to diversity, equity, and inclusion in the global events industry. And shine a spotlight on what sets your business apart from the competition. 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. His journalism career began at Fox News, where he was one of the first business reporters for Foxnews.com. He also holds a certificate in Advanced Financial Planning from Merrimack College and is a Certified Financial Planner professional. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies. In 2016, Investment Advisor magazine named Healy as one of the industrys 25 most influential people. Attendance at the virtual awards event will also be opened up to financial advisors and other wealth management professionals as well who are drawn to the excitement of learning more about products and services from the industrys best-in-breed companies. With more than 20 years of financial services industry experience, Scott leads Cerullis research efforts focused on investor behavior and advisory relationships. virtual, hybrid, and/or in-person events. Categories devoted to their majesties EVENTS! From 1982 to 2003, Craig advanced through field management roles, starting as a Financial Advisor, and transitioning into field management at all levels. These nominees are already showing impressive results at their organization, Must use one or more Cvent solutions to manage. She is also a dynamic, transformative leader who serves her teams with passion. YOU GET TO MEET ALL YOUR PEERS AND ITS A FABULOUS WAY OF REWARDING THE BEST OF THE BEST. No matter how they engage, nominees in this category are unmatched in their appreciation ofand passion forspreading the power of the Cvent platform across their network. 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. Craig is an alumnus of Indiana University Kelley School of Business and most proud of his wife Cissy, their 40-year journey, their two married children and their six grandchildren. For 2022, the Wealth Management Industry Awards and Wealthies Circle sites are combining forces into a single online destination to keep our audience updated on our September 8, 2022 program. 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. 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. I cannot wait! The Hybrid Hotshot masterfully crafts one event with two incredible experiences using event technology. 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. 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. With the knowledge that disconnected point solutions can result in inefficiencies for both the organizer and the attendees, nominees in this category are fully embracing the power and flexibility of the Cvent event management platform. He transitioned from MSSB in 2012 where he was Vice Chairman and on the Executive Committee. Moreover, they are able to measure the return on investment that the conference ultimately delivers. Power of the Platform - Single Conference, Power of the Platform - Total Event Program, Do Not Sell My Personal Information (CCPA Required). They can also help drive measurable ROI for sponsors and exhibitors while proving event success through a cohesive reporting and analytics platform. The program includes networking activities and receptions. More than 300 companies submitted a record-setting 900 nominations in 2021 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. Having a strong crisis management strategy is critical in ensuring the well-being of attendees and the overall health of the business. 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. These nominees are already showing impressive results at their organization for virtual, in-person, or hybrid events. He is a graduate of the University of Wisconsin-Madison and has taken post-graduate courses at the New School for Social Research. Now in its 7th year, the WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. 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. Using Cvents integrated solutions, they are able to manage the entire lifecycle of the conference in order to ultimately meet and even exceed their conference goals. Scott, who received his B.A. ETFtrends.com is the global leader in virtual ETF education, while ETFdb.com is the worlds largest, independent ETF-centric website focused on ETF research and fund flow decisioning tools. All you need to know about Eventex Awards 2023. Implementing a Strategic Meetings Management Program (SMMP) is no easy feat, especially. 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. This award recognizes organizations of all sizes and industries who are realizing measurable Return on Event, whether for virtual, in-person, or hybrid. 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. Must demonstrate how successful marketing of event program contributes to organizational success in measurable ways (ex:lead generation, brand awareness, engagement, retention, attribution to pipeline, closed business, etc.). 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. Healy was named to InvestmentNews inaugural Women to Watch in 2015. 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. Must use either Attendee Hub or Webinar Plus bundle to manage webinar(s) or webinar program. 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. For marketers and planners alike, the use of the platform helps maximize live engagement across the event channel to reach, engage, and convert their virtual, in-person, and hybrid attendees into customer leads and sales. These partners use event technology to demonstrate industry-leading expertise. Global member and industry partner resources, Certifide Meeting Planner Section of Website, Make plans now to attend theCelebration and take the opportunity to honour the exemplary achievements of professionals from across the global business events industry. Our Afternoon Buyers Panel will be hosted by leading executives at broker-dealers, and our Afternoon Demo Day Presentations will give tech firms and other product and service providers the opportunity to demonstrate their latest capabilities to our live and virtual attendees. 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. She is the author of a popular blog The Pursuit of Absolute Engagement.Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning and won an Influencer Award in practice management. 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. This award is for the talented event architect who harnesses the power of Cvents integrated solutions across their Total Event Program. Whereas the Hall of Leaders recognition programme honours lifetime achievement and leadership in the meetings, conventions, exhibitions, hospitality and travel industry, the Pacesetter Award celebrates emerging leaders and their present day accomplishments. 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. Having a strong crisis management strategy is critical in ensuring the well-being of attendees and the overall health of the business. Additionally, he has been responsible for businesses including retirement services and corporate equity solutions. They have expanded their skillsets as event producers and technologists, actively breaking down silos to better enable their organizations success. Additionally, Craig is engaged in leadership roles across the financial services landscape. This years categories are: Since 1985, the Events Industry Council has distinguished the industry through the Hall of Leaders awards programme in order to promote the value of the industry and the contributions of the leaders working within it. 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. Nominees in this category use the Cvent Exchange solutions to source safe venues, create an event space with social distancing in mind, manage room blocks efficiently, and ensure a flawless onsite experience. The C&IT Awards is the most exciting celebration in the industry. Timothy D. Welsh, CFPis president, CEO and founder of Nexus Strategy LLC, a leading consulting firm to the wealth management industry. THE AWARDS ARE IMPORTANT BECAUSE THE GOOD AND THE GREAT OF THE INDUSTRY ARE HERE. Abby Salameh is a seasoned, executive-level professional with over 25-years of experience focused on building solutions to drive growth for independent advisory businesses and the organizations that serve them. Lydon started ETF Trends in 2005 on the heels of founding Global Trends Investments, an asset management firm located in Orange County, CA. Use of Cvent Studio within Attendee Hub given special consideration. The Worlds #1 Awards for Events & Experience Marketing. Categories celebrating the art of brand building and brand reinforcement through live communications. Must use one or more Cvent solutions to demonstrate return on event for.
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