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Conference Photos

You can browse through our photos of 2016 Conference in our Event Gallery down below.

Go to the photos

 

Agenda

Be sure to visit this page periodically for updates to the agenda.

Take a look at our agenda for more information (subject to change). 

 

Sponsors

Western wishes to thank our 2018 National Conference sponsors.

Meet Our Strategic Sponsors

 

Conference App

To get the latest information pushed to your mobile device, download our conference app using the url below on your mobile device browser:   

https://eventmobi.com/app/wis2018 

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When asked for password, type a new password. You will be asked once.

 

 

Speakers

Keynote Speaker - Terry Bradshaw

Keynote Speaker - Terry Bradshaw

“He is not only a natural in front of the camera. He is one of the most genuine people I have ever worked with. Even with four Super Bowl rings, and all that testosterone, the man is so down-to-earth and loveable.” – Academy Award winner Kathy Bates

The only NFL player with a star on the Hollywood Walk of Fame, Bradshaw continues to defy an easy pigeonhole. Four-time Super Bowl champion quarterback (Pittsburgh Steelers), two-time Super Bowl MVP and Pro Football Hall of Fame inductee. Multi-Emmy and award-winning broadcaster for FOX on Fox NFL Sunday. Enduringly popular actor, most recently in the box office smash comedy romance Failure to Launch. Add to that gospel/country singer motivational speaker, New York Times best-selling author, breeder of championship quarter horses…

No one can spiral them into the end zone like Bradshaw…

The first player chosen in the 1970 draft, the 6’3” Bradshaw became one of the most prolific quarterbacks in history. He was the first quarterback to win four Super Bowl championships (1975, 1976, 1979 and 1980), making him a perfect 4-0 Super Bowl play, an extraordinary feat that has only been duplicated once, 10 years later, by Joe Montana. In those four performances, he completed 49 of 84 attempted passes (nine for touchdowns) for 932 yards (second all-time), with just three interceptions while amazingly calling his own plays, something rarely done when Bradshaw played and unheard of in today’s NFL. He still holds the Super Bowl passing records for average gain per attempt in career (11.10 yards) and average gain in a game (14.71 yards in Super Bowl XIV). Bradshaw, a two-time Super Bowl MVP (Super Bowls XIII and XIV), was a four-time All-Pro. He retired prior to the 1984 season.

Widely acknowledged as today’s preeminent NFL studio personality, Bradshaw segued to broadcasting as a guest commentator for CBS Sports’ NFC postseason broadcasts (1980-82). He joined CBS Sports as an NFL game analyst in 1984, then became a studio analyst on The NFL Today for four seasons beginning in 1990. Currently his dual roles as co-host and analyst on Fox NFL Sunday, he has been a primary force in making the show America’s most-watched, and four-time Emmy Award-winning, NFL pregame program. In 2006, the nationally prominent Davies-Brown Index rated Terry to be the best-known broadcaster in all of sports. His work on Fox NFL Sunday earned him Sports Emmy Awards in the Outstanding Sports Personality/Analyst category in 1999, 2001 and 2009 and he was named TV Guide’s Favorite Sportscaster in 1999. This hard work and dedication has made Bradshaw one of the most sought after personalities for TV talk shows and he has appeared on virtually every show on air, including numerous appearances on The Tonight Show with Jay Leno.

Along with his broadcasting career, Bradshaw has appeared in several feature films, most recently Paramount’s $100 million hit Failure to Launch, starring Matthew McConaughey, Sarah Jessica Parker and Kathy Bates, also lending his unique voice to the $250 million grossing animated film Robots. Previously, Bradshaw garnered kudos for his appearances in Hooper and Cannonball Run. His television roles including guest starring spots on Everybody Loves Raymond, 8 Simple Rules, Malcolm in the Middle, Evening Shade, Blossom, Hardcastle and McCormick, The Adventures of Brisco County, Jr. and Married . . . With Children, along with his vocal contribution to an episode of King of the Hill. Bradshaw hosted his own talk show, The Home Team with Terry Bradshaw, the first talk show ever to debut simultaneously on network and syndicated television. Recently, Bradshaw starred with Charisma Carpenter and Nicholas Brendon in the ABC Family telefilm Relative Chaos. He stars alongside Henry Winkler, William Shatner and George Foreman in 2016's top rated summer NBC reality show, Better Late Than Never, with season 2 coming out in the winter of 2017. In addition, Bradshaw stars alongside Owen Wilson, Ed Helms, Glenn Close, Christopher Walken and others in the road trip, buddy mystery comedy film Father Figures (December, 2017). Bradshaw will be touring with the gospel singing group, The Isaacs, in April of 2018.

Bradshaw launched a successful singing career by recording four albums, two of which were top-selling gospel records nominated for Dove Awards. His cover of Hank Williams’ I’m So Lonesome I Could Cry became a Top 10 country hit. He recorded a children’s holiday album entitled Terry Bradshaw Sings Christmas Songs for the Whole Family. He has also worked with superstar Willie Nelson on a cut for the NFL Country record which paired current and former NFL stars with renowned country artists.

An author of five books, Bradshaw easily brings his signature charm and charisma to the written page. They include his acclaimed autobiographies, Looking Deep (1989), It’s Only A Game (2001) and Keep it Simple (2002), No Easy Game (1973) and Terry Bradshaw: Man of Steel (1979). As a widely sought after motivational speaker, Bradshaw speaks to Fortune 500 companies and major corporations across the country. Energizing and motivating with his inspirational style, charisma and personality, Bradshaw has become one of the most sought after sports personality speaking today.

A native of Shreveport, LA, Bradshaw attended Woodlawn High School, the program that also produced former Buffalo Bills quarterback Joe Ferguson. He went on to attend Louisiana Tech, where he still holds the single-season passing and total offense records. He was a first-team Associated Press All-America as a senior in 1970 and later that year received a Bachelor of Science degree in physical education from Louisiana Tech.

Bradshaw has racked up numerous awards and honors during his long, diverse career and his work on behalf of those less fortunate has helped raise a tremendous amount of money and awareness while earning the gratitude and respect of countless charitable organizations. He was named NFL Player of the Year by The Associated Press, Sport magazine and the Maxwell Club of Philadelphia following his 1978 season with the Steelers; in 1979, he shared Sports Illustrated’s Man of the Year award with Willie Stargell of the Pittsburgh Pirates. Inducted into the Louisiana Sports Hall of Fame in his first year of eligibility. In 1993, he won the NFL’s Bert Bell Memorial Award for significant contributions made to the league. In 2001, Bradshaw added yet another prestigious distinction with the NFL Alumni’s Career Achievement Award. Outside the realm of football, he was named 1999’s Man of the Year by the Big Sisters of America, 2000’s Father of the Year by the National Father’s Day Council, and in October 2001 became the NFL’s first and only player to receive a star on Hollywood’s Walk of Fame

Bradshaw spends his time at his home in Oklahoma with his wife Tammy. He has three daughters, Rachel, Erin and Lacey.

 

  • David T. Bellaire, Esq.

    Executive Vice President & General Counsel

    David Bellaire works to prevent unintended consequences. As the Financial Services Institute’s executive vice president & general counsel, David leads FSI’s team of lawyers and lobbyists in pursuit of a business environment that frees its member broker-dealers and financial advisors from the unintended consequences of federal and state legislation and regulation. David has more than 25 years of broker-dealer advocacy, compliance, legal, and operations experience. Prior to joining FSI, he served as vice president of operations and general counsel at Securities Service Network, Inc. He also previously served as special investigations attorney and regional compliance manager with InterSecurities, Inc. (now known as Transamerica Financial Advisors), assistant director of compliance at Commonwealth Financial Network, Inc., and assistant to the executive director at the Institute of Certified Financial Planners (ICFP). David earned a B.S. in business management from Providence College and a J.D. from the University of Denver, Sturm College of Law. He is admitted to practice law in the states of Massachusetts and Tennessee. In his free time, he enjoys listening to music, reading and spending time with his wife Sara and their two children.

  • Dr. Claus te Wildt

    Senior Vice President, Capital Markets Strategy

    Dr. Claus te Wildt is a senior vice president at Fidelity Institutional Asset ManagementSM (FIAMSM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors.

    In this role, Dr. te Wildt is responsible for formulating and communicating Fidelity’s capital market view to FIAM’s clients in the intermediary channel. In this capacity, he is a regular speaker at the national and regional conferences of most major broker-dealer firms and the author of FIAM’s “Investment Themes” market outlook series.

    Prior to joining Fidelity in January 2006, Dr. te Wildt co-founded teMac Investments, LLC, an advisor firm which operated similar to a hedge fund. In this role, he employed global macro strategy, investing in broad long-term investment themes. Previously, Dr. te Wildt held a variety of senior and executive positions at GT Global and Dresdner RCM. He began his career as a consultant at Bain & Company.

    Dr. te Wildt earned his master of business administration degree in finance from the University of Colorado and his Ph.D. in finance from the University of Kiel in Germany. He is also a member of UBS’ Research Advisory Board. Additionally, Dr. te Wildt has appeared on Asset TV and his commentary has been published on Fidelity.com.

  • Gregory Ortman

    Gregory Ortman is a fixed income investment specialist at Capital Group. He has 23 years of investment industry experience and has been with Capital Group for 21 years. Earlier in his career at Capital, Gregory worked in Capital Guardian Trust Company’s Private Client Services unit. Prior to joining Capital, he worked at Wilshire Associates. He holds a master’s degree in economics from Claremont Graduate University and a bachelor’s degree in economics from St. Edwards University in Austin, Texas, graduating cum laude. Gregory is based in New York

  • Rob Greeley

    Rob Greeley is a wholesaler at American Funds, part of Capital Group, covering the eastern part of Los Angeles, the Inland Empire, Palm Desert, and Hawaii. He started in investment industry in 1998 and has been with Capital Group since 2011. Prior to joining Capital, he was a vice president and regional marketing director for Putnam Investments. He holds a bachelor’s degree in accounting from Providence College. Rob lives in Yorba Linda, CA with his wife Lucy, and their daughters Annabelle and Abigail.

  • Jeff Lanza

    Jeff was chosen as the best speaker in the 50-year history of Kansas City’s prestigious Plaza Club. He is a professional speaker who has provided over one thousand presentations on the topics of cybercrime, leadership, crisis communication, ethics, identity theft, body language and more. His clients include 20th Century Fox Entertainment, UBS, Merrill Lynch, Morgan Stanley, Nationwide, Citigroup, The Young Presidents Organization, American Century, Hallmark, H & R Block, Hess Oil, Standard and Poor’s, Financial Executives International, U.S. Bank, Wells Fargo and others. He developed and presented a program on identity theft prevention which was used to educate a nationwide audience of Citigroup employees. His program on the topic of leadership integrity has been certified for education credits across the United States. Jeff was the 2017 International Keynote Speaker for a cyber security road show in Australia, during which he spoke to businesses about cyber crime prevention.

    Jeff was head of operations security for the Kansas City FBI and a graduate of the world-renowned John E. Reid School of Interviewing and Interrogation. He is a certified FBI instructor and has trained numerous government agencies and corporate clients on how to interpret and project body language for more effective interpersonal communication.

    In addition to his latest book on the topic of cyber security, Jeff authored speeches for FBI executives and has been published in The Kansas City Star, Ingram’s Magazine and on the FBI National Web site.

    Jeff consulted for academy award winning director Ang Lee during the production of “Ride with the Devil”, and he has provided regular consulting services for television and movie production in Hollywood at Steele Films and Granfalloon Productions. Jeff was a major contributor and appeared on camera in a recent episode of The History Channel’s, “America’s Book of Secrets”. He was featured in the companion documentary to the major theatrical release “Runner - Runner”, which stars Ben Affleck and Justin Timberlake. Jeff has been featured in television commercials on the topic of fraud prevention.

    Jeff was recruited by the FBI from Xerox Corporation, where he was a Computer Systems Analyst. He has an undergraduate degree in Criminal Justice from the University of New Haven (Connecticut) and a Masters Degree in Business Administration from the University of Texas.

  • Stephen Wendel

    Dr. Wendel is a behavioral scientist who studies financial behavior and how digital products can help individuals manage their money more effectively. He serves as Head of Behavioral Science at Morningstar, where he leads a team of behavioral scientists and practitioners to conduct original research on saving and investment behavior. Stephen has authored two books on applied behavioral science, Designing for Behavior Change and Improving Employee Benefits, and founded the non-profit Action Design Network, educating the public on how to apply behavioral research to product development with monthly events in ten cities. He has two wonderful kids, who don't care about behavioral science at all.

  • Janet Kelly

    Janet Kelly is a Vice President for BNY Mellon’s Pershing, and leads Pershing’s Practice Management Consulting team. With over 30 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and advice across critical areas of managing a successful practice, client acquisition and retention strategies. Janet is known for her sales and communication skills coaching. She is passionate about making a difference by sharing the best practices, allowing financial professionals to leverage her expertise for greater confidence.

    Prior to joining Pershing, Janet was a director and senior program manager for UBS, where she designed, developed and delivered programs for financial advisors, from large scale conferences and local market workshops. Janet has worked for Merrill Lynch, Shearson Lehman Brothers and several financial consulting firms. She began her career as a financial advisor at Merrill Lynch and later with Shearson Lehman Brothers.

    Janet earned a Bachelor of Business Administration from The University of Texas at Austin with a concentration in Marketing.

 

2016 Conference Photos

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