Live Event | December 8, 2022

Cerulli Practice Innovation Summit

Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice

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Glidden House

1901 Ford Dr. | Cleveland, OH 44106

December 8, 2022 | 12:30 PM EST

Join This Invitation-Only Event

Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at the Glidden House in Cleveland, OH. This event will focus on the recently launched Practice Innovation Index, which benchmarks the attributes of the industry’s most innovative financial advisory practices.

View Full Agenda

This program has been accepted by the CFP Board and I&WI for three hours of continuing education credit.


Keynote Speaker

Eddie George

Edward Nathan George Jr. is an American football coach and former player who is the current head coach at Tennessee State. He played as a running back in the NFL for nine seasons, primarily for the Houston/Tennessee Oilers/Titans franchise. He played college football at The Ohio State and won the Heisman Trophy in 1995. George was inducted into the College Football Hall of Fame in 2011. Post-football, George earned an MBA from Northwestern University's Kellogg School of Management. In 2016, he appeared on Broadway in the musical Chicago as the hustling lawyer Billy Flynn.

Register Now

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How Does Your Practice Stack Up?

Take an in-depth assessment and receive a comparative report of your practice relative to top performers in the industry. Learn more about the Practice Innovation Index (PII) and start your assessment today!


sponsored by Invesco

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