
ignite | engage | energize
SEPTEMBER 20-22, 2022 | RENTON, wa
DAYS
SESSIONS
ATTENDEES
EXHIBITORS
WHY ATTEND?
Financial Advocates’ Ignite is 2 ½ days of networking, fun and education. Most importantly, it is an opportunity to connect and exchange ideas, in person, with your peers.
By registering, you receive:
- Access to all keynote, main stage, and breakout speaker sessions
- Access to insight on niche topics like technology, financial planning, and marketing
- Dedicated networking times to connect with industry experts, advisors, and home office team members
- An abundance of ideas and takeaways you can implement immediately in your practice

ABOUT THE VENUE
To book a room, please contact marketing@financialadvocates.com.

COUNTDOWN TO IGNITE
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
CONFERENCE AGENDA
Speaker bios and presentation materials are available for some sessions.
Click the agenda title or speaker name to view or download.
TUESDAY, SEPTEMBER 20
START TIME | ACTIVITY TYPE | PRESENTATION TITLE | PRESENTER |
All Day | Registration | ||
7:00 AM | Breakfast in Exhibit Hall | ||
8:30 AM | Mainstage | Welcome/Ignite Your Business – Foster Future Growth | Gary Campbell & Angie Vlach, Financial Advocates |
9:15 AM – 4:40 PM | Operational Workshops | Strengthen the Backbone of Your Practice – Best Practices for Day-to-Day Business | |
9:15 AM | Mainstage | Policy and Politics: What’s Old Is New Again | Susan Olson, Sponsored by Natixis |
10:10 AM | Break | ||
10:25 AM | Mainstage | Advisor Panel: Financial Advisor vs Business Owner – The Art of Owning a Financial Services Business | Featuring Financial Advocates Advisors, Sponsored by Horizon Investments |
11:15 AM | Lunch in Exhibit Hall | ||
12:30 PM | Mainstage | Mindful Leadership | Kristen Brogan of On Target Living, Sponsored by Security Benefit |
1:25 PM | Mainstage | Structured Investments 101 – A Conversation | Erik Heavey, Sponsored by First Trust |
2:20 PM | Break | ||
2:35 PM | Breakouts | Structured Investments 201 – How Financial Advisors Use Structured Investments to Generate Income & Manage Risk |
Ben Johnson, Sponsored by First Trust Portfolios |
Taking Advantage of Opportunity: A Fixed Income Market Overview | Paul Matlack, Sponsored by Delaware Funds by Macquarie | ||
3:25 PM | Break | ||
3:35 PM | Breakouts | Advisor Thinktank – Scaling Your IM Business Like an Institution | Scott Ferrette and Matt Reeves, Sponsored by Horizon Investments |
(b)uild Your Practice: 403(b) and (b)eyond | Kleber Alves and Anthony Martinez, Sponsored by Security Benefit | ||
4:25 PM | Break | ||
4:40 PM | Mainstage | Communication with Impact | Pamela Barnum, The Trust Agent |
5:35 PM | Happy Hour | ||
Sponsor Dine-arounds |
OPERATIONAL BREAKOUT SCHEDULE - TUESDAY, SEPTEMBER 20
START TIME | ACTIVITY TYPE | PRESENTATION TITLE | PRESENTER |
7:00 AM | Breakfast in Exhibit Hall | ||
8:30 AM | Mainstage | Welcome/Ignite Your Business – Foster Future Growth | Gary Campbell and Angie Vlach, Financial Advocates |
9:15 AM | Breakout | Daily Business Best Practices: – Client Works Navigation – Householding 2.0 |
Rhonia Yusypchuk, LPL Financial |
11:20 AM | Lunch in Exhibit Hall | ||
12:30 PM | Mainstage | Mindful Leadership | Kristen Brogan of On Target Living, Sponsored by Security Benefit |
1:25 PM | Breakout | Daily Business Best Practices: – Notifications – Forms – General – Forms – Branch Manager Signature Process – Account Opening and Transfers |
Taryn Weiks and Geneva Foster, Financial Advocates |
3:15 PM | Breakout | Daily Business Best Practices: – Round Table |
Taryn Weiks and Geneva Foster, Financial Advocates |
4:40 PM | Mainstage | Communication with Impact | Pamela Barnum, The Trust Agent |
5:35 PM | Happy Hour |
WEDNESDAY, SEPTEMBER 21
THURSDAY, SEPTEMBER 22
START TIME | ACTIVITY TYPE | PRESENTATION TITLE | PRESENTER |
7:00 AM | Breakfast in Exhibit Hall | ||
8:00 AM | Mainstage | Welcome | Financial Advocates |
8:15 AM | Mainstage | Economic Overview | Marc Zabicki, LPL Financial |
9:10 AM | Break | ||
9:25 AM | Breakouts | Guide to Health & Wellness | Matt Kansy, Sponsored by Symetra |
Income & Inflation Protection Through an Actively Managed Real Estate Solution | Scott Dixon, Sponsored by Apollo | ||
Spousal Protection – Planning for the Surviving Spouse | Adam Christy, Sponsored by Eagle Life | ||
Insights to Prepare Your Practice for the Growth of ESG Investing | Turner Miller, Sponsored by Parnassus Investments | ||
Stop Focusing on Transactions and Start Building Relationships | Mike Caiola, Sponsored by ReminderMedia | ||
10:15 AM | Break | ||
10:30 AM | Mainstage | Seize Your Opportunities | JJ Birden, former NFL Wide Receiver, Sponsored by Delaware Funds by Macquarie |
11:25 AM | Mainstage | Close | Financial Advocates |
11:30 AM | Lunch/Departures |
FREQUENTLY ASKED QUESTIONS
Where is the Ignite Conference taking place?
Hyatt Regency Lake Washington
1053 Lake Washington Blvd North
Renton, WA 98056
Who can attend the conference?
The Ignite Conference is exclusive to advisors and their staff. We are not able to accommodate family and guests at the conference.
How do I book a hotel room?
Secure your hotel room at our negotiated rate of $279 + tax and fees by using this link.
I am driving to the meeting – where do I park?
The Hyatt offers both valet and self-parking.
I am flying – how do I get to the hotel?
It is approximately $30 for ride-sharing and taxis from the Seattle Tacoma airport. Ride share meet-up and the taxi stand are located on the third floor of the airport parking garage. The transfer from SEA to the Hyatt Regency is approximately 15 minutes.
What time zone will I be in during the Ignite Conference?
You will be in the Pacific time zone when you are in Seattle at the Ignite Conference.
What is the weather like in September?
Seattle weather averages highs in the upper 60s and lows in the mid-50s in September. You may want to bring an umbrella or waterproof jacket in case of rain.
What do I wear to meetings and events during the conference?
Business casual attire is appropriate for all business meetings and functions at Financial Advocates Ignite Conference.
Business casual includes sweaters, blouses, skirts, dresses, slacks/trousers, polo, or button-down shirt. Jackets are optional.
It is likely to be cool in meeting rooms and on the Wednesday evening dinner cruise – a jacket or sweater is recommended.
What are the COVID Protocols?
Your health and safety are of the utmost importance to us. Our host hotel, the Hyatt, is committed rigorous safety and cleanliness protocols. Find out more: Hyatt’s Global Care & Cleanliness Commitment
At this time masks or testing are not required at the meeting. But as you know, COVID is ever-changing, we will update you if requirements change.
We ask that if you begin feeling ill at the meeting, you isolate from other attendees.
Where can I get more information?
If you have specific questions, please send an email to marketing@financialadvocates.com.
We look forward to seeing you September 20-22!