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!

Thank you for joining us at our conference this year. Your feedback is very important! Please take a moment to complete our Conference Survey. You can access the survey by clicking here.

If you'd like to access a PDF version of the survey, please click here.


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
To check out our presentations and featured speaker lineup, please click here.


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.


The Certified Financial Planner Board has approved MainStreet Advisors 2022 Spring Conference - Building A Strong Tomorrow for the following continuing education credits:


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.


1 West Washington Street
Chicago, Illinois 60602
Reservations by phone: 1.866.866.7977
Reservations by email: reservations@staypineapple.com

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.


1 West Upper Wacker Drive
Chicago, Illinois 60601
Reservations by phone: 1.312.372.7200
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.com


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.


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.com

Public 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.
    120 North LaSalle Street
    Suite 3300
    Chicago, IL 60602

    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.

    318 N. State Street
    Chicago, IL 60654

    One West Washington Street
    Chicago, IL 60602

    1 West Upper Wacker Drive
    Chicago, Illinois 60601

    65 West Jackson Boulevard
    Chicago, IL 60604
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