Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending sessions at the T3 Technology Conference for Enterprises held in Ft. Lauderdale, in October 2019.
An accomplished wealth management executive with over 25 years in financial services, she has with experience in fintech solutions, partner integrations and SaaS. She focuses on identifying technology solutions that drive a better customer and user experience.
In the world of business, we sometimes fail to think about the fragility of life and how in a blink of an eye it could all change. In the opening session, Joel Bruckenstein briefly summarized the keynote speakers and agenda before moving into an entirely heartwarming and humbling commentary [honoring the late Jud Bergman and the late Dave Shindel].”
The T3 Conferences are the rite of passage for the seriously innovative technology firms that are looking to debut and network with peers and senior influencers in the highly competitive and everchanging world of fintech. Financial services firms such as broker/dealers, banks and insurance companies seeking new and innovative solutions for their advisor constituents congregate every fall for the T3 Enterprise conference, whereas financial advisors of assorted business models and sizes flock to the T3 Advisor conference in February each year.
While I was only able to attend the first day of the 2019 T3 Enterprise conference, I’m glad I took the time to join this elite group of finserve and fintech executives.
In the opening session, Joel Bruckenstein briefly summarized the keynote speakers and agenda before moving into an entirely heartwarming and humbling commentary. I was immediately teary-eyed as Joel started the morning with a remembrance of Jud Bergman of Envestnet and his wife Mary, who passed away in a sad traffic accident recently, and Dave Shindel of United Planner who apparently “died with his boots” on while doing one of the things he loved best – riding a horse up into the Arizona mountains and enjoying a campfire. In the world of business, we sometimes fail to think about the fragility of life and how in a blink of an eye it could all change. I was quite impressed that Joel memorized and respected them in the first few moments of the conference.
Click here to read some of the “golden nuggets” Keena took away from sessions that day.