Innovation News Items

Recent Institute Press Activity

Bill Hortz's picture
Just keeping you all posted on recent press activity with the Institute for Innovation Development: 


                                                                Institute Initial Launch Press Release:


  RIAbiz Institute interview:


  Ultimus Fund Solutions partner press release:




Back End of Innovation - Las Vegas Oct 6-8

Bill Hortz's picture

BEI: Back End of Innovation

100% Focused on Execution – Immerse Yourself in Innovation

October 6-8, 2014 | Las Vegas, NV


BEI: Back End of Innovation is an event for the doers. Idea generating is only a portion of the challenge, the bulk of it is in execution...

Innovation without commercialization is just a buzzword.

At BEI: Back End of Innovation you will challenge your organization to be an innovation machine that continually drives output.

Share best practices with the leaders from Boeing, Campbell Soup, Intuit, Johnson and Johnson, PARC, Philips, Pitney Bowes, Whirlpool and more. From the process, to the culture, to the resourcing of ideas - you will make innovation happen at BEI.

The Institute strongly recommends members experience an innovation conference as part of your development as innovators. You will be exhilarated and amazed...

 Institute negotiated 20% discount code: BEI14IID

 Link (w/discount):  

Innovation Training - On The Road in July

Bill Hortz's picture

In partnership with our Founding Sponsor Pershing Advisor Solutions, the Institute will be conducting an  innovation training roadshow for their top advisor clients on the following dates in July:

7/15 Atlanta

7/16 Philadelphia

7/22 San Francisco

The half day immersive workshop, entitled   Innovation: The Business Catalyst for Growth-Oriented Advisors, will demonstrate how innovation can become a vital cornerstone for building your business, dealing with change and creating competitive differentiation. Participants will be provided with step-by-step instructions on implementing innovation strategies and best innovation practices that can immediately apply to their business.

Key Topics covered during the workshop:

   > Defining and practicing creative thinking as a process that anyone can learn and develop to create more growth, differentiation and unique community engagement strategies for your business
   > Learning and practicing “the million dollar" problem solving and thinking process used by one of the most successful design and innovation firms in the world, and how it can be applied to advisors’ business challenges and growth initiatives

Contact your Pershing PAS representatives for further details


Innovative Alternative Investment Strategies 7/31-8/1 Denver

Bill Hortz's picture

The Innovative Alternative Strategies Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors.

This event brings together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance.

To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community. - 

See more at:

Chief Innovation Officer Summit - San Francisco 6/18-19

Bill Hortz's picture

The Chief Innovation Officer Summit hosted by Innovation Enterprise is just 4 weeks away. This summit is taking place at Hotel Nikko in San Francisco on June 18 & 19.
View the action-packed agenda:
With a world class speaker line-up this two day event is the ideal platform to hear how leading innovators are implementing new processes and staying ahead of the game.
We would like to offer members of this group a 20% discount off all passes.
Innovation Enterprise is delighted to have Jay Nath, the Chief Innovation Officer of San Francisco City and County as the opening keynote.
Joining Jay Nath across both days include:
- Chief Innovation Officer, Owens Corning
- Chief Learning Officer, Nike
- Chief Innovation Officer, UCLA Health
- Co-Founder & Chief Product Officer, MyFitnessPal
- Global Director, Innovation, Whirlpool
- Managing Director, General Motors ATSVO
- VP, Innovation, Deckers Outdoor Corporation
- Chief Innovation Architect, Wells Fargo
- Global Director, Innovation & Entrepreneurship, Coca-Cola
   & many more...
If you would like to attend, you can secure you pass here:, using the discount code IID20.



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