2020 MMI Leadership Pathway Seminar

December 1 & 3, 2020 

Brad Eisen, Senior Divisional Director, Salient
Ryan Logue, Manager, Business Development & Planning, Franklin Templeton Investments

Join us on December 1 and 3 for the 2020 Leadership Pathway Seminar.

Produced by current participants, the Seminar is the centerpiece of the Leadership Pathway year – bringing together emerging advisory leaders with current executives, industry veterans, and subject matter experts for candid conversations about leadership, managing your career, and the future of investment advice and solutions.

Designed for younger advisory professionals with five to ten years of experience – regardless of their role or functional area – this year’s agenda includes:

  • A focused mental framework for defining your vision of success – and achieving it
  • A proven tool for rewiring your brain toward solution-focused thinking
  • Predictions on the future of wealth and asset management from Cerulli and FUSE
  • How to tell if you’re suffering from burnout – and what to do about it
  • “Quick hit” perspectives from industry leaders on what they are focusing on right now
  • Peer-to-peer breakouts to exchange ideas and points of view

End 2020 on a high note! Reserve your virtual seat now for this one-of-a-kind experience. You will be inspired, motivated, and gain fresh perspective on where the advisory business is headed from leaders of today – and tomorrow!

Additional Information


Featured Speakers


Dr. Ellen Reed
Director of Mental Training 
Enhanced Performance, Inc.


Greg Heffington
Heffington Consulting, LLC


Neil Bathon 
Founder & Managing Partner
FUSE Research Network


Bing Waldert 
Managing Director,
U.S. Research 
Cerulli Associates

Partners & Sponsors

2020 MMI Titanium Partner

2020 MMI Platinum Partner


2020 MMI Cobalt Partners


Sponsorship Opportunities

The Seminar represents a unique opportunity to build brand awareness with emerging industry leaders, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President, Chief Programming Officer
(646) 868-8518

CE Credits

Investments & Wealth Institute® has accepted the 2020 MMI Leadership Pathway Seminar for 5.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fees

Seminar Fee: $295

Bring-a-Friend Fee: $250
Do you have a colleague or friend who would benefit from the type of content being covered at the Seminar? Invite him/her to join you! Once you register for the event, you are eligible to receive a discount code for your guest. The discount code is limited to two guests per attendee. Attendees should call MMI at ​(646) 868-8500 to receive the discount code.

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration Contact:
Events@mminst.org or (646)-868-8500

Speaker Registration Contact:
Zelle Richardson
zrichardson@mminst.org or (646)-868-8510

Fees & Billing Contact:
Samantha Lustig
slustig@mminst.org or (646)-868-8516

Sponsorship Opportunities Contact:
Joan Lensing 
jlensing@mminst.org or (646)-868-8518