Innovation News Items

Innovation is All About Change - Free Webinar

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The Institute is delighted to invite you to an exclusive conversation/webinar with Braden Kelley, respected innovation expert and author, on Thursday, January 15 at 12 pm ET.

In this free interactive 60-minute session, Braden will share key tools and guidelines from his new, not-yet-published book and visual change-planning toolkit.

He will discuss:

  1. How organizational change and project/ portfolio management tie together
  2. Useful frameworks to move from the 'what' to the 'how'
  3. Best (and next) Innovation practices
  4. Roles and responsibilities based on the Nine Innovation Roles (from his last book Stoking Your Innovation Bonfire.)
  5. How innovation is all about change.

The Institute highly recommends your investment of an hour to learn more about the "hows" and best practices of business innovation.

Click here for free registration. (presentation completed)

For those who missed the presentation, we are pleased to provide you with access to the replay.   Use Passcode 1515   Here is the link:

For a written summary, see the following Institute blog post.


Recent Institute Press Activity

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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

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BEI: Back End of Innovation


November 5-7, 2019
The Mirage,
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 innovation leaders from Google, USAA, Amazon, Mastercard, Microsoft, Alibaba, Nike, Pepsico, Clorox 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...

 Link for more details and registration -


Innovation Training - On The Road in July

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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

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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:


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