2016 HIGHLIGHTS NOW AVAILABLE

Explore the highlights from our 2016 event conversations, attended by leading online brokerages Fidelity, Schwab, Scottrade, TradeStation, Merrill Edge, TD Canada,  BMO InvestorLine, Desjardins, National Bank, CIBC and more.

VIEW past insights

WE WERE BOLD. INSPIRED.
AT theWIT IN CHICAGO

On October 12-14, 2016, over 70 guests with representation from 21 online brokers assembled at theWit hotel in Chicago. Thanks for the insightful dialog as we all seek to move the industry forward!

The 2016 program is still available for your interest.

2016 PROGRAM

WE WERE BOLD. INSPIRED.
AT theWIT IN CHICAGO

On October 12-14, 2016, over 70 guests with representation from 21 online brokers assembled at theWit hotel in Chicago. Thanks for the insightful dialog as we all seek to move the industry forward!

The 2016 program is still available for your interest.

2016 PROGRAM

already looking forward to next year!

Hosted annually by Recognia and TRADING CENTRAL, the Online Broker Summit brings together the leaders and experts of the retail online brokerage space to share their experiences and discuss what's happening in the industry today. 

Please contact us if you would like to request an invitation for next year's event.

CONTACT US
Register
Get your ticket!
Chicago, USA
October 12-14, 2016
full business session

The day includes three panel discussions and two keynote presentations, all featuring leaders within the financial industry.

Industry networking

An array of opportunities to interact with like-minded professionals and develop contacts within the online broker space.

MARKET INSIGHTS

Take a look at our 2015 Summit Key Findings. Explore topics such as emerging industry trends, the importance of UX and harnessing ETFs.

Agenda
speakers
insights
sponsors
about the event
Featured Speaker
News Archive

A unique conference

Robot and Human Interactive Communication.

Our topics

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16 speakers

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Our ideas

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Join us

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Our Speakers

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Jamie McClelland
Past Recognia Board Director, Financial/Digital CMO Consultant

Jamie helps businesses with digital transformation, customer experience and global expansion to delight customers and grow P&L’s.

Jamie McClelland
Past Recognia Board Director, Financial/Digital CMO Consultant
Matt Wesche
Director of Product at OptionsHouse

Prior to joining OptionsHouse in 2014, Matt worked at Scottrade and AIG in a variety of product, strategy, and guidance roles.

Matt Wesche
Director of Product at OptionsHouse
Robert Kmec
Trading Solutions Regional Manager at Charles Schwab

Robert's expertise is in trading mechanics, trading strategies, and fundamental and technical analysis.

Robert Kmec
Trading Solutions Regional Manager at Charles Schwab
Ryan Szakacs
Vice President of iShares Capital Markets at BlackRock

A proven leader of cultivating strong relationships with both retail and institutional clients along with the broker dealer community.

Ryan Szakacs
Vice President of iShares Capital Markets at BlackRock
Andrew Turnbull
Managing Director at CIBC Investor's Edge

Experienced strategist and business transformation leader recognized for driving growth and value creation in global financial institutions.

Andrew Turnbull
Managing Director at CIBC Investor's Edge
John Carter
Founder of SimplerTrading

John is the founder of SimplerTrading, author of the Mastering The Trade and writes daily on the economy, markets & trading opportunities.

John Carter
Founder of SimplerTrading
Brett Calzada
Experience Design Group Director, TD AMERITRADE

Brett has been a relentless advocate for simplicity and usability-focused design for nearly 20 years.

Brett Calzada
Experience Design Group Director, TD AMERITRADE
Patty Schuler
VP of Business Development & Client Communication at BOX Options Exchange

Patty has amassed 30 years’ experience within the exchange industry. She is an active member of a variety of options and trader committees.

Patty Schuler
VP of Business Development & Client Communication at BOX Options Exchange
Read about all the Speakers

Be prepared and download our PDF whitepaper!

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Download now

The program

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  • 06:30
    Opening Remarks
    Length: 30 minutes

    Ken MacAskill
    CEO, Recognia
    Romain Gandon
    Managing Director and Co-Founder, TRADING CENTRAL
  • 09:30
    Investment Trends : Preview of Global Online Brokerage Survey
    Length: 45 minutes

    During this session, Investment Trends will provide insight into where the key global and regional market trends are heading, how traders’ needs are evolving, and what best practices can be learnt on a global scale and implemented locally.

    Pawel Rokicki
    Head of Research - UK, Investment Trends
  • 10:45
    Panel Discussion #1 - Emerging Trends
    Length: 45 minutes

    Industry experts will discuss the emerging trends in the Self Directed channel and how these may impact or shape the industry. Topics of exploration include shifting consumer preferences to digital, simplifying the investment experience, demographic behaviors (millennials vs. retirees), new entrants and product sets that could disrupt the competitive landscape.

    John See
    Vice Chairman, TD Wealth
  • 11:30
    Recognia In the Labs #1
    Length: 60 minutes

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    David Sypher
    VP Product Strategy, Recognia
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

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    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

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    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

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    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

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    William Johnson
    Speaker
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

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    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

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    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

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    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

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    William Johnson
    Speaker
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker

Register now!

Be part of this amazing conference and get your tickets.

$65
Early bird
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$95
Standard
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$115
Exclusive
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