Live Event | May 4, 2022
Cerulli Practice Innovation Summit
Brought to you by Cerulli Associates and Invesco Global Consulting
JW Marriott Union Square
515 Mason St. | San Francisco, CA 94102
May 4, 2022 | 11:00 AM PT
Join Us
Cerulli Associates and Invesco Global Consulting are thrilled to invite you to the Practice Innovation Summit at the JW Marriott Union Square in San Francisco, CA. This invitation-only event will focus on the recently launched Practice Innovation Index, which benchmarks the attributes of the industry’s most innovative financial advisory practices.
Keynote Speaker
Join John Choate, a combat-decorated SEAL, for a presentation on team building, based on the four principles of optimal team work derived from the U.S. Navy SEALS. Known for their fierce commitment to team, SEALs approach the team-building process is an unconventional manner that leads to better trust, communication, unity, and a focused mindset to accomplish the mission. Gain insight into the SEAL organization and learn how his experience can help you and your team thrive.
John Choate
Former Navy SEAL
John Choate
Former Navy SEAL
John Choate is the Managing Director of SA-720TM Strategies, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special Operations community and successfully employed in the corporate world.
He began his professional career as a naval officer in the SEAL teams. Following completion of training as the officer-in-charge of SEAL training class 218, he spent the next 12 years in both active and reserve billets deploying overseas in support of national security objectives.
In addition to receiving various personal awards for classified special operations, more significantly his operational teams have received numerous distinguished awards. These include three Navy Unit Commendation medals, two Meritorious Unit Commendation medals, and the Presidential Unit Citation personally awarded to his SEAL platoon by the President of the United States.
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