2022 Spring Client Conference
“Building A Strong Tomorrow”
Thank you for joining us
On behalf of our entire MainStreet Advisors team, we want to extend our heartfelt thanks to our conference attendees and speakers! We hope you enjoyed the conference sessions and social events, and that you had an opportunity to network and connect with other trust and wealth management professionals.
With insight into the trends, challenges and opportunities that lie ahead, we look forward to working together in Building A Strong Tomorrow!
WEDNESDAY, MAY 18, 2022
| UNION LEAGUE CLUB | 5:30pm – 8:00pm | Welcome Reception |
THURSDAY, MAY 19, 2022
| MORNINGSTAR, INC. | 8:00am - 8:45am | Continental Breakfast | |
| 8:45am - 9:30am | Opening Remarks | Alex Urbani, CFA - President, MainStreet Advisors Kristine Garrett - Executive VP, Head of Wealth Management, Fifth Third Bank, N.A. | |
| 9:30am - 10:30am | U.S. Economic & Market Update | Thomas McKinstry, CFA - Chief Investment Officer, MainStreet Advisors | |
| 10:30am - 10:45am | Break/Business Card Exchange | ||
| 10:45am - 11:30am | Digital Transformation in Banking and Wealth Management | Melissa Stevens - Executive VP, Chief Digital Officer/ Head of Digital Marketing, Fifth Third Bank, N.A. | |
| 11:30am - 12:45pm | Lunch | ||
| 12:45pm - 1:30pm | Win/Win Processes For Regulators And Your Department | Becky Kelly - Managing Partner, Fiduciary Education Center, LLC Roger Pond - Partner, Fiduciary Education Center, LLC | |
| 1:30pm - 2:15pm | Fixed Income Investing In a Volatile Environment | Members of MainStreet Advisors' Fixed Income Team | |
| 2:15pm - 2:30pm | Break/Business Card Exchange | ||
| 2:30pm - 3:30pm | Outlook for the Global Economy and Markets | Doug Peta, CFA - Chief Strategist, U.S. Investment Strategy and Global ETF Strategy, BCA Research | |
| 5:30pm - 6:00pm | Trolley Tour | ||
| SMITH & WOLLENSKY | 6:00pm - 9:30pm | Dinner |
FRIDAY, MAY 20, 2022
| MORNINGSTAR, INC. | 8:30am - 9:00am | Continental Breakfast | |
| 9:00am - 10:00am | The Reckoning: Facing the Structural Damage of Pandemic Policies | Jeffrey Korzenik - Chief Investment Strategist, Fifth Third Bank, N.A. | |
| 10:00am - 10:45am | The Golden Hour: How To Gain and Retain Clients | Maura Scherer - Director of Consulting Solutions, Invesco Global Consulting | |
| 10:45am - 11:00am | Break/Business Card Exchange | ||
| 11:00am - 11:45am | Trends In Sustainable Investing | Anne T. Durkin, CFA - Sr. Portfolio Manager, MainStreet Advisors Sean Whitney, CFA, CFP® - Portfolio Manager, MainStreet Advisors | |
| 11:45am - 12:00pm | Closing Comments | Alex Urbani, CFA - President, MainStreet Advisors | |
| 12:00pm | Box Lunch |
ABA PROFESSIONAL CERTIFICATIONS
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. MainStreet Advisors 2022 Client Conference "Building A Strong Tomorrow" has been approved for the following credits:
CISP - 2 Credits
CSOP - 3.25 Credits
CRSP - 5.5 Credits
CTFA - 8.75 Credits
This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com.
CERTIFIED FINANCIAL PLANNER
The Certified Financial Planner Board has approved MainStreet Advisors 2022 Spring Conference - Building A Strong Tomorrow for the following continuing education credits:
HOURS GRANTED: 8.00
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
A block of rooms has been reserved for our spring conference at both Staypineapple Chicago and the Renaissance Chicago Downtown; both are conveniently located near our conference location.
Chicago, Illinois 60602
Reservations by phone: 1.866.866.7977
Reservations by email: reservations@staypineapple.com
CLICK HERE TO BOOK ONLINE
Room Rate: $216
The cutoff date for booking a preferred rate room at the Staypineapple is April 17, 2022. We recommend that callers identify themselves as being with MainStreet Advisors Spring Conference for ease of booking.
Chicago, Illinois 60601
Reservations by phone: 1.312.372.7200
CLICK HERE TO BOOK ONLINE
Room Rate: $315
The cutoff date for booking a preferred rate room at the Renaissance is April 29, 2022. We recommend that callers identify themselves as being with MainStreet Advisors Spring Conference for ease of booking.
Please note that the online booking code will only work for contracted room nights. If you would like to come in early or stay a day later, please make your reservations by calling the hotel you plan on staying at or contacting them by email.
STAYPINEAPPLE
1 West Washington StreetChicago, Illinois 60602
Reservations by phone: 1.866.866.7977
Reservations by email: reservations@staypineapple.com
CLICK HERE TO BOOK ONLINE
Room Rate: $216
The cutoff date for booking a preferred rate room at the Staypineapple is April 17, 2022. We recommend that callers identify themselves as being with MainStreet Advisors Spring Conference for ease of booking.
RENAISSANCE CHICAGO DOWNTOWN
1 West Upper Wacker DriveChicago, Illinois 60601
Reservations by phone: 1.312.372.7200
CLICK HERE TO BOOK ONLINE
Room Rate: $315
The cutoff date for booking a preferred rate room at the Renaissance is April 29, 2022. We recommend that callers identify themselves as being with MainStreet Advisors Spring Conference for ease of booking.
Please note that the online booking code will only work for contracted room nights. If you would like to come in early or stay a day later, please make your reservations by calling the hotel you plan on staying at or contacting them by email.
Business casual attire is appropriate for all conference sessions and evening events. Please note that the Union League Club has a ‘no jeans' policy. The weather in Chicago during the month of May can be unpredictable. High temperatures can range from the mid-50s to mid-70s.
Airport Transportation
Several options are available for transportation to and from O’Hare International Airport or Midway International Airport.Airport Express Shuttle
Call 888.284.3826 for this shuttle service, which is approximately $75 per person from O’Hare or approximately $55 per person each way from Midway, plus gratuities at your discretion. More information: www.airportexpress.comTaxi
Found on the lower level outside of all O’Hare terminals and outside of Group Transportation at Midway, taxis are plentiful and will cost roughly $50 (one-way, not including gratuity).Rental Car
Both airports have car rental desks if you prefer to rent a car.Parking
If you will be driving to the conference, parking is available in the InterPark Garage which is located at 181 N. Dearborn Street, approximately two blocks from the conference location. Additional parking garage locations can be found at: www.chicagoparkingmap.comPublic Transportation
Convenient from both airports, the elevated train (referred to as the “L”) goes directly from both airports into downtown Chicago. The cost is $5 (one-way) and you must purchase your ticket at station kiosks before entering the train.Schedule information: www.transitchicago.com
From O’Hare Airport
Take the “Blue Line” into the city (an estimated 60 minute ride). Trains leave every 6-10 minutes during the day, and every half-hour in the evening.
From Midway Airport
Take the “Orange Line” into the city (an estimated 40 minute ride). Trains leave every 6-15 minutes. Trains from Midway are closed from 1:30 am until 5:00 am. The train station is a significant walk from the terminal.
- MAINSTREET ADVISORS
120 North LaSalle Street
Suite 3300
Chicago, IL 60602
312.223.0270 - MORNINGSTAR, INC.
22 West Washington Street
Floor 7
Chicago, IL 60602
*Your name will be on the security list for entry into the building. Please bring a picture ID for security verification. -
SMITH & WOLLENSKY
318 N. State Street
Chicago, IL 60654
312.670.9900
-
STAYPINEAPPLE
One West Washington Street
Chicago, IL 60602
1.866.866.7977
- RENAISSANCE CHICAGO DOWNTOWN
1 West Upper Wacker Drive
Chicago, Illinois 60601
312.372.7200
- UNION LEAGUE CLUB
65 West Jackson Boulevard
Chicago, IL 60604
312.427.7800
If you have any questions regarding our conference, please feel free to contact:
Anne Connelly
MainStreet Advisors
(312) 223-0270
or email us at conference.services@mainstreetadv.com
Anne Connelly
MainStreet Advisors
(312) 223-0270
or email us at conference.services@mainstreetadv.com