Last week was a busy one here at CLS as we hosted our annual President’s Council Conference.
After months and months of preparation, we welcomed more than 60 advisors and several partners to our hometown of Omaha, NE, for the three-day event.
President’s Council consists of the top 100 advisors doing business with CLS. To achieve this standing, the advisor must have also exhibited outstanding financial expertise and be devoted to partnering with clients and earning their trust.
The majority of the conference was held at the Hilton in downtown Omaha. The first day featured a welcome reception, dinner, and keynote speaker, Jeff Bush of BSignificant, LLC who provided intriguing insight into the political environment and anticipated tax law changes.
The second day was packed full of events. Attendees spent the day taking in and sharing ideas, as well as networking with their peers. CLS CEO Todd Clarke discussed recent innovations and structural changes within CLS and shared his vision for the firm’s future.
Brian Beaulieu, an economist from the Institute for Trend Research, gave a riveting and informative keynote address about the state of the U.S. and global economy. This was followed by interactive panel discussions from CLS’s Portfolio Management Team and a recap from CLS sales, systems, and operations managers about how we implemented feedback from the 2011 conference.
The afternoon was filled with sessions on qualified plan markets, technology, platforms, and PR/Marketing lead by CLS representatives, advisors, and industry partners. Thursday’s dinner was held in the courtyard of CLS’s new corporate headquarters.
Before departing Omaha on Friday afternoon, attendees participated in a golf event, toured Omaha’s Joslyn Art Museum, or attended post-conference sessions on CLS’s Self-Directed Brokerage options and new 408(b)(2) regulations.
The conference was a resounding success and CLS is already looking forward to our next opportunity to host our President’s Council members and partners.
1349-CLS-9/12/2012