NEFMA 2025 fall CONFERENCE AGENDA
October 16-17th | Margaritaville Resort, Cape Cod
*Schedule subject to change
DAY 1: THURSDAY, october 16
8:00 AM - 5:00 PM
8:00 am - 9:30 am
9:30 AM - 9:40 AM
9:45 AM - 10:45 AM
REGISTRATION OPEN
BREAKFAST & NETWORKING WITH EXHIBITORS
WELCOME AND CONFERENCE OPENER
SPEAKER: Kerri Madnick, President, NEFMA
POWER SESSION 1
How to Become Your Sales Team's Best Friend
SPEAKER: Ally Akins
Small Budget/Big Impact
SPEAKER: Sean Tracey
10:50 AM - 11:40 am
Reputation Management for FI’s: Be Authentic and Humanize your FI
SPEAKER: Casey Boggs
11:45 am - 12:45 pm
LUNCH & NETWORKING WITH EXHIBITORS
12:50 PM - 1:50 PM
POWER SESSION 2
Unpacking CTV
SPEAKER: Alex Smith
The Power of Podcasting
SPEAKER: Brian Bushlach
1:50 PM - 2:40 PM
LinkedIn with Intention: Personal Branding for Financial Leaders
SPEAKER: Kelsie Downs
2:40 PM - 3:10 pm
3:10 PM - 4:O0 pm
BREAK & NETWORKING WITH EXHIBITORS
Consumers Are Suffering Marketing Fatigue. How to Earn Back Their Attention
SPEAKER: Corey Wrinn
4:00 PM - 4:50 pm
KEYNOTE
Digital + Human: Delivery Strategies for Next-Gen Experiences
SPEAKER: EJ Kritz
5:15 PM - 6:30 pm
COCKTAIL RECEPTION & NETWORKING
DAY 2: FRIDAY, october 17
7:00 AM - 8:30 am
8:30 AM - 8:40 am
BREAKFAST & NETWORKING WITH EXHIBITORS
WELCOME REMARKS
SPEAKER: Kerri Madnick, President, NEFMA
8:45 am - 9:35 am
High ROI Data-Driven Strategies to Boost Small Business Growth
SPEAKER: Ron Balmer
9:35 am - 10:00 am
BREAK & NETWORKING WITH EXHIBITORS
10:00 am - 10:50 am
The Great Channel Divide: How to Optimize Spend, Align Agencies, and Drive Results
SPEAKER: Mark Gibson
10:50 am - 11:20 am
11:20 aM - 12:15 PM
BREAK & NETWORKING WITH EXHIBITORS
Social Media is a Dumpster Fire: Transforming Social Media Stress into Strategic Success
SPEAKER: Allyson Twiggs
12:15 pm - 12:30 PM
CLOSING REMARKS
SPEAKER: Kerri Madnick, President, NEFMA