NEFMA 2025 fall CONFERENCE AGENDA
October 16-17th | Margaritaville Resort, Cape Cod
DAY 1: THURSDAY, october 16
8:00 AM-5:00 PM
8:00-9:30 am
9:30-9:40 AM
9:45-10:45 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, CPG
Small Budget/Big Impact
SPEAKER: Sean Tracy
10:50-11:40 am
Reputation Management for FI’s: Be Authentic and Humanize your FI
SPEAKER: Casey Boggs, ReputationUs
11:45 AM-12:45 PM
AWARDS LUNCH & NETWORKING WITH EXHIBITORS
12:50-1:50pm
POWER SESSION 2
Unpacking CTV
SPEAKER: Alex Smith, TriAd
The Power of Podcasting
SPEAKER: Brian Bushlach, Feedback Media
1:50-2:40 PM
LinkedIn with Intention: Personal Branding for Financial Leaders
SPEAKER: Kelsie Downs, Stevie Social
2:40-3:10 pm
BREAK & NETWORKING WITH EXHIBITORS
4:00-5:50 pm
TBD
5:15-6:30 pm
KEYNOTE
SPEAKER: EJ Kritz, DBSI
5:15-6:30 pm
COCKTAIL RECEPTION & NETWORKING
DAY 2: FRIDAY, october 17
7:00-8:30 am
8:30-8:40 am
BREAKFAST & NETWORKING WITH EXHIBITORS
WELCOME REMARKS
SPEAKER: Kerri Madnick, President, NEFMA
8:45-9:35 am
High ROI Data-Driven Strategies to Boost Small Business Growth
SPEAKER: Dan Marks, Infusion
9:35-10:00 am
BREAK & NETWORKING WITH EXHIBITORS
10:00-10:50 am
The Great Channel Divide: How to Optimize Spend, Align Agencies, and Drive Results
SPEAKER: Mark Gibson, CPG
10:50-11:20 am
11:15-12:15 pm
BREAK & NETWORKING WITH EXHIBITORS
Social Media is a Dumpster Fire: Transforming Social Media Stress into Strategic Success
SPEAKER: Allyson Twiggs, The Twiggs Group
12:15-12:30 PM
CLOSING REMARKS
SPEAKER: Kerri Madnick, President, NEFMA