Annual Conference
05:00 PM - 05:30 PM

Trolley to The Dalcy

Join us for a 30-minute trolley ride from the Staypineapple to The Dalcy. Pick up time at the Staypineapple is 5:00 pm.

05:30 PM - 08:00 PM

Welcome Reception

Join us at The Dalcy (, a beautiful private event hall located in Chicago’s historic Fulton Market District. Our welcome reception is a perfect way to reconnect with friends and colleagues, as well as make new connections in the industry! You and your guest are invited to join us for cocktails, appetizers, and our featured acoustic guitarist…you won’t want to miss it!

08:00 AM - 09:00 AM

Check In & Continental Breakfast

Enjoy continental breakfast and stop by our marketing table to pick up your name tag and other conference materials.

09:00 AM - 09:30 AM
09:30 AM - 10:30 AM

Labor Lessons from Abroad

Jeff Korzenik and Daisuke (Jaewoo) Nakajima will share their thoughts on the labor markets. The U.S. labor shortage has become a top concern among business leaders. Our falling birth rates, retiring Baby Boomers and political gridlock over immigration suggest that the lack of worker supply will stoke inflation and crimp growth – a seemingly intractable problem. Yet, other countries have faced similar demographic challenges and offer lessons for the American Business Community. Jeff and Jaewoo have examined Japan’s incredible success in growing its workforce even as that nation’s population outright declined. In this session they will share their unique research and a message applicable to all employers.

10:30 AM - 10:45 AM

Break/Business Card Exchange

10:45 AM - 11:30 AM

Market and Economic Perspectives

In this session, Tom McKinstry will examine what MainStreet Advisors views as the most important characteristics of the current economic and market environment for long-term investors. He will then summarize MainStreet’s recommended asset allocation and positioning within the current environment. Finally, Tom will provide the investment team’s outlook over the next six to twelve months including the most significant potential market catalysts and risks.

11:30 AM - 12:45 PM


12:45 PM - 01:30 PM

Your Money Story

Your clients are constantly making financial decisions in their daily lives, but few stop to think about why they make those decisions. A decision that seemed rational at the time might be a regrettable one later, leaving a client wondering, “Why did I do that?” It’s because they have a unique history with money, or “money story,” that’s influencing their financial decision-making in ways they don’t even realize. In this presentation, Mike Lynch will guide attendees on how to discover your own money story, how your 'money story' impacts the way you save, spend, invest, and gift money, and how to change your 'money story' to make better financial decisions.

01:30 PM - 02:15 PM

Opportunities in Fixed Income

The Federal Reserve embarked on their tightening cycle exactly one year ago, raising the Target Rate to 5.00%. During this time, the fixed income market has experienced tremendous volatility on this march higher. The old adage goes, volatility creates opportunities. In this session, MainStreet Advisors’ Fixed Income team will discuss current fixed income conditions, opportunities for investors, and recap the various strategies of the organization.

02:15 PM - 02:30 PM

Break/Business Card Exchange

02:30 PM - 03:30 PM

Referral Code

Maura Scherer’s presentation “The Referral Code” is based on years of research on how top financial professionals have succeeded in cracking the code to building strategic partnerships with centers of influence. Financial professionals often recognize that estate attorneys and accountants have clients that they, too, would like to have. However, building a strategic partnership that leads to an annuitized flow of referrals can be difficult and frustrating. Maura will share research and insights as she walks through the steps to building and maintaining strategic partnerships.

05:30 PM - 06:00 PM

Trolley to the Ivy Room

Join us for a 30-minute trolley ride from the Staypineapple to The Ivy Room. Pick up time at the Staypineapple is 5:30 pm.

06:00 PM - 09:00 PM


Join us for dinner on Thursday evening at The Ivy Room (, located in the heart of Chicago’s River North neighborhood just two blocks from the Magnificent Mile, and in close proximity to the Loop, Navy Pier, and Millennium and Grant Parks, The Ivy Room embodies a history of artistic elegance and is a truly extraordinary dining venue. We look forward to seeing you there!

08:30 AM - 09:00 AM

Check In & Continental Breakfast

Enjoy continental breakfast and stop by our marketing table to pick up your name tag and other conference materials.

10:00 AM - 10:45 AM

MainStreet Advisors Equity Team / Panel Discussion

Join the managers of MainStreet's Equity Strategies (Large Cap Blend, All Cap, Sustainable Leaders and Dividend Income) for a panel discussion covering process, positioning and performance.

10:45 AM - 11:00 AM

Break/Business Card Exchange

11:00 AM - 11:45 AM

Depth Charting - Planning Ahead!

There has never been a time where having a strong depth chart is more critical. Most organizations have faced unprecedented turnover of staff – whether from retirements or defections. While succession planning is a routine process, it often neglects the real issue – how does the organization function if a key person “disappears”? This session will cover Productivity and Employee Metrics, Depth Charting (How and Why), Addressing Capability Gaps, Building your Team and Addressing Capacity Gaps.

12:00 PM - 01:00 PM

Box Lunch

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.

Event registration closed.

Conference Dates

May 17, 2023 to May 19, 2023

Contact Information

Questions? Please feel free to contact:
Anne Connelly
MainStreet Advisors
(312) 223-0272
or email

Digital Agenda

Click here to view our digital agenda.

Thank You for Joining Us!

Thank you for attending our client conference. Please stay tuned for additional information regarding our future conference plans.


ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. MainStreet Advisors 2023 Client Conference “Partnering for Success” has been approved for the following credits:

CTFA - 5.50 Credits
CSOP - 3.25 Credits
CRSP - 1.00 Credit
CFMP - 1.25 Credits

This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at


MainStreet Advisors 2023 Client Conference “Partnering for Success” has been submitted for 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.