To view presentations approved for distribution, select “Show Details” and click the hyperlinked session title.

In order to view the presentations, please refer to the password that was included in the conference guide or e-mail sent to attendees on 6/10 entitled "INSITE 2015: Download Your INSITE Briefcase".

Please note: Early registration is open June 2 between 4:00 p.m – 7:00 p.m.

To help you fulfill your continuing education (CE) requirements, Pershing has applied for CFA CFP CWS and IMCA credits. Eligible sessions are noted on the agenda. Be sure to use the CE Credits feature on the INSITE app to easily track your CE.

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Conference Themes

Manage and Protect Your Clients' Wealth

Discover new strategies to deliver more for your clients, as well as open new channels for growth.

Position Yourself for Growth

Gain perspectives on creating your distinctive value proposition, developing new client relationships and deepening existing ones.

Rev Up Your Retirement Practice

Learn how to make the most of today's fast-growing retirement market with new ideas and solutions that benefit you and your clients.

Stay Ahead of the Regulatory Curve

In today's fast-changing global regulatory environment, learn about the issues that impact your clients and business the most.

Transform Through Technology

Uncover solutions that are ever-evolving and embrace what lies ahead to enhance the way you do business.

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Keynote Speakers

Madeleine Albright

Madeleine Albright Secretary of State (1997 – 2001)

Madeleine K. Albright is chair of Albright Stonebridge Group, a global strategy firm, and chair of Albright Capital Management LLC, an investment advisory firm focused on emerging markets.

Dr. Albright was the 64th Secretary of State of the United States. In 1997, she was named the first female Secretary of State and became, at that time, the highest ranking woman in the history of the U.S. government. As Secretary of State, Dr. Albright reinforced America’s alliances, advocated democracy and human rights and promoted American trade and business, labor and environmental standards abroad.

From 1993 to 1997, Dr. Albright served as the U.S. Permanent Representative to the United Nations and as a member of the President’s Cabinet. She is a professor in the Practice of Diplomacy at the Georgetown University School of Foreign Service. She chairs both the National Democratic Institute for International Affairs, the Pew Global Attitudes Project and serves as president of the Truman Scholarship Foundation. Dr. Albright serves on the U.S. Department of Defense’s Defense Policy Board, a group tasked with providing the secretary of defense with independent, informed advice and opinion concerning matters of defense policy. She also serves on the Board of Trustees for the Aspen Institute.

Dr. Albright is the author of five New York Times best-sellers. In May 29, 2012, President Obama awarded the U.S. Medal of Freedom to Dr. Albright—the nation's highest civilian honor—citing the inspiration her life is to all and that her scholarship and insight continue to make the world a better, more peaceful place.

Ben Bernanke

Ben Bernanke Chairman of The Federal Reserve System (2006 – 2014)

Dr. Ben S. Bernanke is a Distinguished Fellow in Residence with the Economic Studies Program at the Brookings Institution. From February 2006 through January 2014, he was Chairman of the Board of Governors of the Federal Reserve System. Dr. Bernanke also served as Chairman of the Federal Open Market Committee, the System's principal monetary policymaking body.

Before his appointment as Chairman, Dr. Bernanke was Chairman of the President's Council of Economic Advisers, from June 2005 to January 2006. He had already served the Federal Reserve System in several roles. He was a member of the Board of Governors of the Federal Reserve System from 2002 to 2005.

From 1994 to 1996, Dr. Bernanke was the Class of 1926 Professor of Economics and Public Affairs at Princeton University. He was the Howard Harrison and Gabrielle Snyder Beck Professor of Economics and Public Affairs and Chair of the Economics Department at the university from 1996 to 2002. Dr. Bernanke had been a Professor of Economics and Public Affairs at Princeton since 1985.

Before arriving at Princeton, Dr. Bernanke was an Associate Professor of Economics (1983-85) and an Assistant Professor of Economics (1979-83) at the Graduate School of Business at Stanford University. His teaching career also included serving as a Visiting Professor of Economics at New York University (1993) and at the Massachusetts Institute of Technology (1989-90).

Dr. Bernanke has published many articles on a wide variety of economic issues, including monetary policy and macroeconomics, and he is the author of several scholarly books and two textbooks. He has held a Guggenheim Fellowship and a Sloan Fellowship, and he is a Fellow of the Econometric Society and of the American Academy of Arts and Sciences. Dr. Bernanke served as the Director of the Monetary Economics Program of the National Bureau of Economic Research (NBER) and as a member of the NBER's Business Cycle Dating Committee. In July 2001, he was appointed Editor of the American Economic Review. Dr. Bernanke's work with civic and professional groups includes having served two terms as a member of the Montgomery Township (N.J.) Board of Education.

Dr. Bernanke was born in December 1953 in Augusta, Georgia, and grew up in Dillon, South Carolina. He received a B.A. in economics in 1975 from Harvard University (summa cum laude) and a Ph.D. in economics in 1979 from the Massachusetts Institute of Technology.

Derek Jeter

Derek Jeter Entrepreneur, Philanthropist, Best Selling Author and Former New York Yankees Captain

By the time he stepped away from baseball in 2014 after a historic 20-year career with the New York Yankees, Derek Jeter had established himself as one of the most respected men to ever have played the game. His reputation is that of an unmatched leader both on and off the field, his name synonymous with hard work, dedication and class. In retirement, Jeter now focuses on transitioning a storied career into a variety of successful business ventures. Most recently, Jeter announced The Players' Tribune, an innovative multimedia digital company where world-class athletes share their honest and unique perspectives, bringing fans closer to the games they love.

In November 2013, Jeter and Simon & Schuster announced the Jeter Publishing imprint. The first booked released, The Contract, debuted at #2 on The New York Times Children's Middle Grade Best Seller list. In October 2014, a full-color photo book called Jeter Unfiltered was released, providing fans an in-depth look at his life through never-before-published images taken over the course of his final season. Jeter also serves as Partner and Brand Development Officer of Luvo, a transformational lifestyle food brand where he is involved in product development, brand awareness and strategic partnerships. Jeter continues to be the driving force behind the Turn 2 Foundation, which he established in 1996 to give back to the communities with which he has a close connection, including West Michigan, Tampa and New York City. He satisfies his passion for inspiring young people through initiatives—like the Jeter's Leaders program—that promote academic excellence, leadership development, positive behavior, healthy choices and social change. During Derek's baseball career, the Turn 2 Foundation has awarded more than $20 million in grants to create and support signature programs that motivate young people to turn away from drugs and alcohol and “Turn 2” healthy lifestyles. It remains committed to continuing this mission well into the future.

Jeter is a five-time World Series Champion and joined baseball's exclusive 3,000-hit club on July 9, 2011. He has received numerous accolades in recognition of both his on-field skill and his commitment to community service, including: World Series MVP (2000); 13-time MLB All-Star; 5-time Gold Glove Award; 5-time Silver Slugger Award; AL Rookie of the Year (1996); Roberto Clemente Award (2009); Sports Illustrated Sportsman of the Year Award (2009); the Sporting News Good Guy in Sports Award (2002); Michigan Association of School Administrators Champion for Children Award (2005); Joe Torre Safe at Home MVP Award (2010); Lou Gehrig Memorial Award (2010). In 2012, Siena College recognized Jeter with a Doctor of Humane Letters degree for his leadership, accomplishments on the baseball field and dedication to improving the lives of young people through the Turn 2 Foundation.

Leon Panetta

Leon Panetta Secretary of Defense (2011 – 2013)

Leon Panetta served as the 23rd Secretary of Defense from 2011 to 2013. He oversaw the final removal of American troops from Iraq as well as the beginning of troop withdrawals from Afghanistan. He led the effort to develop a new defense strategy to advance greater agility, protect national security and meet fiscal discipline, opened up new opportunities for everyone to serve in the military and protected benefits for wounded warriors and their families.

Before joining the Department of Defense, Mr. Panetta served as the Director of the Central Intelligence Agency from 2009 to 2011. Mr. Panetta led the agency and managed human intelligence and open source collection programs on behalf of the intelligence community, placed an emphasis on more racial diversity and increased language training for officers in the agency. Most notably, he was responsible for overseeing the operation that resulted in bringing Osama bin Laden to justice.

His autobiography, Worthy Fights: A Memoir of Leadership in War and Peace (October 2014), is a reflection of Mr. Panetta’s values. It is imbued with the frank, grounded and often quite funny spirit of a man who never lost touch with where he came from: his family’s walnut farm in Carmel Valley, California.

Mr. Panetta has dedicated much of his life to public service. Before joining the CIA, he spent 10 years co-directing with his wife, Sylvia, the Leon & Sylvia Panetta Institute for Public Policy, based at California State University, Monterey Bay. The institute is a nonpartisan, not-for-profit center that seeks to instill in young men and women the virtues and values of public service. Today he serves as Chairman of the Panetta Institute. In March 2006, he was chosen as a member of the Iraq Study Group, a bipartisan committee established at the urging of Congress to conduct an independent assessment of the war in Iraq.

From July 1994 to January 1997, Mr. Panetta served as Chief of Staff to President William Clinton. Prior to that, he was Director of the Office of Management and Budget, a position that built on his years of work on the House Budget Committee. Mr. Panetta represented California’s 16th (now 17th) Congressional District from 1977 to 1993, rising to House Budget Committee chairman during his final four years in Congress.

Early in his career, Mr. Panetta served as a legislative assistant to Senator Thomas H. Kuchel of California, special assistant to the Secretary of Health, Education and Welfare, director of the U.S. Office for Civil Rights and executive assistant to Mayor John Lindsay of New York. He also spent five years in private law practice. He served as an Army intelligence officer from 1964 to 1966 and received the Army Commendation Medal.

Mr. Panetta holds a Bachelor of Arts degree in Political Science and a Law degree, both from Santa Clara University.

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Continuing Education Credit

Fulfill your continuing education (CE) requirements by attending qualifying sessions at INSITE 2015. Earn credit for:

  • Certified Financial Planner Board of Standards (CFP Board)
  • Investment Management Consultants Association (IMCA®)
  • Cannon Financial's Certified Wealth Strategist® (CWS)
  • CFA Institute

Qualifying sessions will be noted in the conference agenda. In previous years, attendees could earn up to ten continuing education credits towards each accreditation including CFP Board, CFA Institute and IMCA. Additionally, they could earn up to ten credits towards CWS credits.

E-mail with questions related to CE credit.

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