Experience the Women Empower X this November in Fort Lauderdale
Experience the Women Empower X this November in Fort Lauderdale

Women Empower X Fort Lauderdale

09 Nov 2019

Greater Ft. Lauderdale / Broward County Convention Center, Fort Lauderdale

If you’re a female entrepreneur, industry leader, or executive and you’re looking to meet like-minded individuals, then you need to make sure that you’re at the Women Empower X (WEX) event. You’ll be accompanied by some of the most influential and encouraging women all to spread information and ideas. With this group of women all under one roof, you’ll have access to tools and experience that can take your company to heights unknown.

Where will the WEX Expo be Held?

This is the fourth WEX event in Fort Lauderdale where you can indulge market leaders and innovative entrepreneurs that will leave you excited to take on the world. If you think that your company can benefit from the knowledge brought to Broward County Convention Center, then make sure you’re there on Saturday, November 9th, 2019!

The event will be catered to every woman in a variety of industries. It doesn’t matter if you’re looking for a Series A investment or are just in a pre-seed stage, or a wellness guru or a blockchain-based cryptocurrency founder. There’ll be something here that will speak to you. The best is that you’ll be able to craft a schedule that will give you the most value for your time. For those who are there to have a little extra party time, there’ll be the VIP kick-off party will be Friday, Nov. 8th from 5-7 pm.

What Should You Expect?

The WEX event is in its fourth year, so be prepared for a positive, lively event with over a thousand women from a multitude of backgrounds who are looking to collaborate and grow their business.

By broadening your horizons to include a diverse cast of characters to help you on your personal journey, you’ll start noticing some real changes.

The event has been orchestrated to gather the most innovative and motivational women in a gamut of industries. Each one is willing to help enlighten any pathway to success that they can. These industry experts will be provided the know-how and an open community to make sure your business can take off the most prepared it can be.

Knowledge and experience will be available to you no matter what industry you hope to service, whether it be content marketing or just trying to get more women to shatter the glass ceiling and adopt more C-Level positions.

Who’s the Founder?

Alexa Carlin, Founder & CEO of Women Empower X (WEX), and Creator of BeAPublicSpeaker.com, is a national public speaker. After discovering a market need for a national event that would gather entrepreneurial women who want to change the world, she created Women Empower X in 2016.

Carlin was motivated to make an impact on the world after living through a traumatic near-death experience that happened during her senior year at the University of Florida in 2013. The incident left her with a 1% chance of surviving. This pushed her into the world of public speaking, where she showcased her vulnerability and was able to deliver an authentic message to the entire world. She has since developed a following of over 70,000 people across the various social media platforms.

Carlin has accrued accolades such as being featured on the cover of Meetings & Conventions Magazine. She was also listed as 1 of 15 “Young Millennial Go-Getters To Watch”, as well as being named one of the “Most Powerful Women In Fort Lauderdale” by Gold Coast’s Fort Lauderdale Daily.

Adding to her achievements, Carlin has also been featured on the Oprah Winfrey Network, Cheddar TV, ABC, FOX, CBS and in The Huffington Post, Glamour Magazine, Mashable, Gold Coast Magazine, and The Sun-Sentinel among others.

Carlin’s goal for the Women Empower Expo is to establish events around North America (initially) in an attempt to grow a community of fierce women who would rather collaborate in an attempt to find solutions to their personal goals versus entering an arena of competition. She believes that this will help the women gathered feel empowered and capable to leave a positive impact on the world.

After you’ve spent the day meeting exciting and energetic women, you may want to take the inspiration and get started on optimizing your business. The best way you can do that is by renting office space from Cruiseport to work on your business while in Fort Lauderdale.

If you require an office to rent contact us today.

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Calling All Broker/Dealers the T3 Enterprise Conference is in Town
Calling All Broker/Dealers the T3 Enterprise Conference is in Town

2019 T3 Enterprise Conference

Marriott Harbor Beach Resort & Spa

Ft. Lauderdale, FL

Oct. 28-30, 2019

At the end of October, Fort Lauderdale will host the 2019 T3 Enterprise Conference. This conference is an annual gathering of C-level executives of brokerages, Office of Supervisory Jurisdiction (OSJ) branch offices, large registered investment advisor (RIA) firms, advisor networks and other financial services firms. The conference aims to provide the latest insights, innovations, and solutions for financial firms.

The T3 Technology Hub started out as a book, “Virtual Office Tools for a High Margin Practice” by Joel P. Bruckenstein, CFP, President, Technology Tools for Today and Dave Drucker. Their book was then expanded into the T3 newsletter and continued to evolve as a paid subscription brought you the latest in industry news through audio and video channels.

As the company grew they began hosting conferences and for their premium sponsors, they will receive discounts to the T3 Conference and invitations to special VIP events, like the one being hosted in Fort Lauderdale this year.

If you’re the CEOs, CTOs, COOs, or CCO of a financial firm, here was what you can expect by attending the 2019 T3 Enterprise Conference.

Not Alone but Fiercely Independent

After the general assembly and meet and greet, Brian Hamburger, President and CEO of MarketCounsel, will address the attendees with his speech “Not Alone but Fiercely Independent”.

It will cover the aspects of advisors seeking independence amid the chaos of decisions required to accomplish it. For advisors to circumvent the taxing task of managing independence,

Hamburger will help by showcasing some of the solutions being developed in the RIA sector.

It is no longer a simple feat of deciding to remain with a wirehouse or broker-dealer of pursuing full independence, no you have a multitude of options before you with varying levels of features and freedom.

At the T3 Conference, several solution providers have been gathered that can help ease any form of transition that your company hopes to make.

An Integration Maturity Model for Wealth Management

Kit Lee, of BNY Mellon and Pershing, is the next speaker, and he will cover the new technological advances in wealth management. He’ll be covering integrated solutions, how to implement them into your business, and how to measure the key metrics.

He comes bringing the expertise of BNY Mellon’s Pershing who has worked with thousands of firms and hundreds of third-party providers.

BNY Mellon’s Pershing will offer a framework for how to implement integrated solutions to keep your wealth management firm up-to-date with evolving technology.

State of Wealth Management

Charles River’s Randy Bullard, Global Head of Wealth Management for Charles River Development, is going to delve into the trends and the changing dynamics happening within the wealth management industry.

He will bring to the attendees the approach that Charles River’s product strategy is doing to stay on top of these changes.

The goal of Charles River’s Wealth Management Solution is to give the various financial institutions to support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business.

Build VS Buy for Financial Service Firms

Shawn Green of Chetu Inc. will speak on the second day of the event to address the decisions behind either building a financial service firm or buying one.

The choice comes with many caveats as you have to consider the technical route when building custom software to support your firm. Do you need a software suite specialized for your specific niche or will an off-the-shelf solution work for you? Each route will have pros and cons, but weighing the cost benefits may help make this decision easier.

Realtime Risk and Compliance Monitoring is always on, across the entire book/firm

As the conference begins drawing to a close, Aladin Abughazaleh, President and CEO ATA RiskStation, LLC, will cover the task and value of monitoring the daily portfolio risk vs tolerance for every client. He will also explain how to increase wallet share and how to accomplish this by being a more active participant with your clients.

His solution will include how to better streamline and maintain compliance information for your company.

Now that you’ve figured out how to make sure your company is on the cutting edge of technology in the wealth industry you may want to spend some time formulating your next strategy. The best way you can do that is by renting office space from Cruiseport to work on your business while in Fort Lauderdale.

If you require an office to rent contact us today.

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Embrace the Arts at the Las Olas Art Fair
Embrace the Arts at the Las Olas Art Fair

Las Olas Art Fair

19-20 Oct 2019

Riverside Hotel, Fort Lauderdale, USA

Art lovers will be pleased to hear that 32nd Annual Las Olas Art Fair (Fort Lauderdale, FL), is fast approaching this weekend, Oct. 19-20, 2019. The fair will host a multitude of artists and sculptors that everyone is welcomed to meet.

It’s a real treat for Fort Lauderdale to host on of the top 100 art festivals in the U.S., as hundreds flock to the Las Olas Art Fair, making it most-go if you’re in the area. The event will allow you to meet with the artist and creators displaying their works. You’ll be able to experience the creativity that goes into a piece as you pick the brains of the artist about their style, the pricing, and their inspiration.

The art show will have something for everyone!

Is there an entrance fee

The Las Olas Art Fair is free and has never charged admission fees. Whether this is your first or thirtieth festival, all are free to attend.

Who are the artists

To create the best experience for the festival, every artist and crafter that had applied to exhibit has been thoroughly cultivated by a jury. If you want to see some of the artists that have been selected to showcase their work you can see them here.

Every artist that has a booth will be there to answer any questions that you may have, and they’ll be manning their booth for the entire duration of the fair.

Is the Las Olas Art Fair Pet-Friendly

If you have a pooch that loves post-modern expressionism, then they are definitely welcomed! If they have other artistic interest, well, they’re still invited. Howard Alan Events and American Craft Endeavors have made the festival open to all canine friends of the arts as long as they are well trained, friendly, and on a leash, then they can enjoy the show by your side.

What can you expect from the festival

The fair has continually held a high standard of bringing together the finest collection of the arts. There is something for everyone, ranging from intricate hand-made jewellery that you can wear anywhere to immaculate sculptors that you may have to take a mortgage out to afford.

If you’re looking for an intimate ring or a wall-sized painting, you can find it at the Las Olas Art Fair. All of the work is handmade as the fair doesn’t allow buy-sell, kits or mass-produced products of any kind to be exhibited.

What can you do when you’re not embracing the arts

Situated on Las Olas Boulevard, the jewel of Fort Lauderdale, you’ll be able to enjoy the fair and all the city has to offer. You’ll be able to find fantastic delicacies, beautiful scenes of oceans and mountains, and all the shopping that you could hope to experience.

Once you’ve finished enjoying the festival, you can enjoy a wonderful evening combing Las Olas Boulevard, and indulging in quaint cafes and boutiques. You can also dive into the succulent Cuban-American cuisine as they serve you the fish of the day caught that morning. If you’re in the mood for more art, then you’ll be pleased that the street is lined with more galleries that will entice you.

However, don’t forget that you’re still in Fort Lauderdale, the “Venice of America”. It’s so named due to the canal system that runs through the city. If your interest also includes maritime adventures, you’ll be happy to know that the city plays host to thousands of yachts docked across the hundred or so marinas.

If you’re here only for the arts then you’ll be happy to know that the Las Olas Art Fair is in Fort Lauderdale’s arts and entertainment district, that leads straight from the beach to bustle of downtown. While the festival isn’t held during spring break, you’ll find the city alive and full of wonder and entertainment. The city is home to hundreds of restaurants and nightclubs to keep your evening busy.

Once you’ve enjoyed all you can from the fair and filled up on crab cake and ice cream for the day, You may want to spend some of your available time finishing up a project for work. The best way you can do that is by renting office space from Cruiseport to work on your business while in Fort Lauderdale.

If you require an office to rent contact us today.

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Plan Ahead with the Trust & Wealth Management Conference
Plan Ahead with the Trust & Wealth Management Conference

Trust & Wealth Management Conference

26-27 September 2019

The Ritz-Carlton, Fort Lauderdale

Trust and wealth management bankers, from small to large financial institutions, are invited to attend a two-day conference at the Ritz-Carlton in sunny Fort Lauderdale. The Trust & Wealth Management Conference is held annually and aims to address the most pressing issues facing the trust and wealth industry.

Organized by the Florida Bankers Association, the conference has gathered a retinue of industry-leading consultants. This panel is well-versed in the legal proceedings surrounding the changing environment of trust and wealth management and will provide important information and sound strategies to support bankers in slump recovery.

Schedule of Events

 

Thursday, September 26, 2019

Assisted Reproductive Technology

The first session of the two-day event will be led by Bruce Stone, Shareholder, Goldman, Felcoski & Stone, P.A. concerning the process of estate and trust administration in regards to children conceived through assisted reproductive technology (ART).

The United States hosts nearly 2% of the children born annually are conceived through assisted reproductive technology (ART). ART is a method that uses a surgical procedure to help would-be parents start a family. It’s a method that has seen a double in its application over the last ten years.

The current laws surrounding ART children provide a vague outline of how these potential estates should be managed but leave much to be desired when consulting parents who have stored genetic material that can be used to conceive biological children even after death.

Basis After the 2017 Act

As income tax becomes more pertinent in estate planning, Lester Law, Director, Franklin Karibjanian & Law PLLC, will cover the basics of basis, the value assigned to an asset that is sold or transferred to determine whether a gain or loss was incurred, and see how the current economic climate is being affected.

He will also cover the new strategies on how exploit basis in order to monetize on the income tax basis rules.

Cyber Estate Planning and Digital Assets

The third session will cover the new industry of Cyber Estate Planning and Digital Assets, and will host a panel consisting of:

  • Panel Moderated by Sasha Klein, JD, LLM, Partner, Ward Damon
  • Travis Hayes, Shareholder, Grant Fridkin Pearson
  • Mark Parthemer, Senior Fiduciary Counsel, Bessemer Trust Company
  • Lee Poskanzer, CEO, Directive Communication Systems

The aim of the panel is to discuss and dissect the multifaceted aspects of advancing technology. The discussion will include educating the attendees about the procedural changes concerning electronic notarization and electronic wills.

Then attendees will be given strategic advice concerning the transfer of digital assets, with a strong focus on how the Florida Fiduciary Access to Digital Asset Act affects fiduciaries.

What is Disrupting Wealth Management and What You Need to do About It

Mike Tropeano, CFA, Solution Architect, Wealth Management & Trust Division, FIS, leads the fourth session and will cover how alternative firms, technology and the newer generation are creating competition in the wealth management marketplace.

Why We Do What We Do…And How To Stop

The fifth presentation is conducted by Gerard J. Lachnicht, CFA, Managing Principal, Sabal Trust Company, and will delve into the decision-making process of people. His segment will focus on some of the cognitive pitfalls that trap people and will offer techniques that can be utilized to make sounder decisions.

 

Friday, September 27, 2019

Economic Update

The second day of the seminar kicks off with Donald Luskin, Chief Investment Officer, TrendMacro, will cover the current economic conditions. He will explore how the current zeitgeist of nationalism, coupled with a trade war between the world’s two economic superpowers will affect the future U.S. elections.

Planning and Drafting for Pets

Peggy Hoyt, Founding Partner, The Law Offices of Hoyt & Bryan, LLC, finishes up the conference with a presentation concerning estate planning for pets. Over five hundred thousand pets are euthanized every year due to negligence in estate planning. Despite the many benefits offered by pets, the welfare after our deaths is hardly put onto paper, leaving many to be disposed of by local clinics. Hoyt will address how to cover everyone in the family, even those with tails.

Once the conference wraps for the day, use your time planning your estate strategies efficiently by renting office space from Cruiseport to work on your business while in Fort Lauderdale.

If you require an office to rent contact us today.

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Delve into the Compliance And Legal Sections Meeting in Southern Florida
Delve into the Compliance And Legal Sections Meeting in Southern Florida

Whether you’re new to the compliance business or are finishing up hours for your CLE (continuing legal education) credits, you can’t find a better place than Ft. Lauderdale. This summit will play host to a number of industry leaders addressing the priorities for both compliance and legal executives.

The American Council Of Life Insurers is hosting The Compliance & Legal Sections Annual Meeting between July 15th through the 17th at the Marriott Harbor Beach Resort in Ft. Lauderdale, USA. The conference is organized to provide compliance and legal executives access to the most recent thoughts and discoveries concerning the multitude of regulatory, compliance and legal issues. This conference will also earn attendees CLE credits. The panels will be made up of legal advisors, compliance officers, and professors, all willing to clear up any uncertainty in the industry space. The conference will be rounded out by offering an excellent portal for networking as well.

Opening Dialogue

The conference will be kicked off by Director Ray Farmer of South Carolina and Commissioner David Altmaier of Florida as they give their insight gained as chief insurance regulators in their state and as officers of the NAIC (National Association of Insurance Commissioners). The goal of the free-form discussion is to give an update to the changes in the legal structure impacting insurance transactions for financial professionals, insurance producers, and financial brokers.

The conversation will also cover the most recent NAIC’s proposed modifications to the

Suitability Model Regulation for Annuities, the SEC’s Regulation Best Interest, and the various proposed changes and additions to state legislation.

As more of the world is becoming digital and sensitive data is becoming easier to transfer and store, it is up to compliance officers to stay up to date with changing laws. The seminar will cover how to recognize potential pitfalls while still being able to provide competitive services, sales, and marketing within the letter of the law.

The talks will also cover:

  • A.I.
  • Chatbots
  • Emotional analytics
  • Future-proofing
  • New technologies

Insurance Business Transfer and Corporate Division Transactions and Legislation

The conference will proceed with the different insurance business transfer (IBT) and corporate division bills that have already been implemented by some states and how they’ve affected (and potentially affected) the industry. The conference will then delve into the Principles and Guidelines that ACLI has formulated in terms of:

  • Court approval
  • Regulatory review of policyholder interests and insurers’ financial condition
  • Balance sheet considerations
  • Independent expert reports
  • Public hearings and notice
  • Licensing in other states
  • Impact on guaranty associations

Practical Implications of New York Regulation 187

Panelists will then take up for discussion the New York Regulation 187 compliance solutions. They will go over its suitability concerning:

  • Data collection
  • Product disclosures
  • Best interest considerations
  • Producer training
  • Suitability reviews
  • Insurer processes or supervisory controls

The panel will explore insights addressing carrier challenges and how they plan to handle future compliance solutions as the New York Regulation 187 compliance solutions will soon become effective.

The Future of Consumer Privacy in the Tech Revolution

The Future of Consumer Privacy in the Tech Revolution session will cover the changing privacy laws that are constantly trying to keep pace with an ever-evolving technology race. Many policies are due for an update as they’ve been written over 20 years ago, leaving insurers and compliance officers grasping at air when handling sensitive information. It can be hard to sort out if a competent authority or a vaguely written law takes precedence over sensitive and personal information in the current climate. The panel will also address how these new laws mesh with advanced technology and how it impacts the changing insurer business models that now often cater to non-insurance business.

This is a three-day event and we’ve only covered a few of the agendas that will be presented. The Compliance & Legal Sections Annual Meeting is designed to get both new compliance and legal officers as well as those years in the industry up to date with the ever-changing environment of the industry. While the event is primed to get everyone educated, don’t forget to take advantage of the local scene.

Once you’ve mastered the ins and outs of the compliance world and you find that you need a workspace to put your new knowledge to work, you can look for an office space to rent, Fort Lauderdale is home to Cruiseport.

If you’re in need of an office to rent contact us today.

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Come to Ft Lauderdale for your HR Crash Course
Come to Ft Lauderdale for your HR Crash Course

Courtyard by Marriott Fort Lauderdale will be host to the seminar Human Resources for Anyone with Newly Assigned HR Responsibilities: A crash course covering key issues, basic laws and best practices on July 16, 2019. This event is geared towards those who are either new to HR or have found themselves taking on greater duties in their HR roles. The course will focus on getting everyone up to par concerning the subjects of compliance and legal matters as well as hiring and firing, benefits administration, and records maintenance. All of this will be in the pursuit of becoming better HR representatives in an intensive one-day training session.

As an HR representative, you’ll learn a variety of legal and compliance issues including:

  • FLSA – Fair Labor Standards Act
  • EEO – Equal Employment Opportunity
  • FMLA – Family and Medical Leave Act
  • ADA – Americans with Disabilities Act

The course will also cover the benefits afforded to workers in terms of workers’ comp, FMLA and COBRA. Also, the course will also get you up to speed when it comes to record keeping as far as what documents are necessary to keep, how long they should be kept for when they should be discarded, and who should have access to them.

The course will also delve into leadership practices that will help everyone become better communicators. This will allow you to build better relationships and help in establishing employees’ confidence and respect. You will learn new skill sets in coaching, counseling, and discipline. You will also learn the dichotomy of when an employee is a good fit with the company and when it’s best to go separate ways.

Legal Practices Overview

The seminar will also cover the various aspects of Federal Rules and Regulations. This section will cover the federal regulations concerning:

  • FLSA – Fair Labor Standards Act
  • EEO – Equal Employment Opportunity
  • FMLA – Family and Medical Leave Act
  • ADA – Americans with Disabilities Act
  • OSHA – Occupational Safety and Health Administration
  • HIPAA – Health Insurance Portability and Accountability Act

The course will cover the practices needed to keep your organization on track and within the legal parameter by minimizing liability. You will learn how to identify potentially dangerous legal pressure points that could land your company in the crosshairs of competent authorities.

You will also be guided through creating an effective SOP manual and what should be included and what should be excluded. This part will also delve into effective communications of these rules and guidelines with the company’s employees and what is legally required of them. This will help with the training every employee needs in order to operate in a safe and legal manner within the company.

Legal Hiring and Firing Practices

One of the most critical roles and potentially a legal landmine surrounding an HR representative concerns the hiring and firing process. This section will cover the interview process and what you can and shouldn’t ask and why. You will also learn how to better vet your potential hires in order to choose the best person for the role. After you’ve made the selection on who to hire, you’ll learn the legal way to acquire the references, background test, and drug test needed by the company. You will also be coached into conducting an effective performance review. If the situation calls for it, you’ll also be coached in following the guidelines to legally terminate an employee.

Benefits Administration Policies

This section will cover the areas of benefits administration and procedures that will allow you to pass on the knowledge to your employees. It will give you the toolkit in order for you to train and educate your employees on their available benefits and how to take advantage of them.

This will also cover knowing:

  • What are the exempt and non-exempt classifications, and wage and hour basics
  • What types of signs are required to displayed and why
  • Also, what procedures to follow when benefits change
  • How to convince employees that the HR department is a positive resource

Record Keeping and Retention

This section will go over how to create a legally compliant program. You’ll learn how to maintain employee records lawfully with constant access. In preparing a list of employee records, you’ll learn which are required by the government, who has access, and what to keep in the event of an audit. This will also cover compliant storage methods for keeping confidential records safe and secure.

After polishing your HR skills at the Human Resources for Anyone with Newly Assigned HR Responsibilities: A crash course covering key issues, if you find that you need a workspace to put your new talents to work, you can look for an office space to rent, Fort Lauderdale is home to Cruiseport.

If you’re in need of an office to rent contact us today.

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