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Enjoy seven days of networking and education while enjoying the majesty of Glacier Bay, the power of Alaska's wilderness, worldclass fishing, Jeep tours through rugged terrain, and much more! This year we have added an exclusive College opportunity with a special, optional itinerary for a three-day tour of Denali National Park, where you will experience pristine Alaskan splendor. Our days at sea will be your chance to learn from industry leaders, Dr. Larry Barton and Linda Need of Bank of America. The grandeur of Alaska, complemented by the luxury of modern cruising, unbeatable price and excellent education—you cannot afford to miss this trip! Our past ten programs have earned high praise from financial advisors, broker dealers, insurance agents, attorneys, retirees, physicians and many other professionals who are interested in top thought
leaders, networking and practice management. |
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Receive 8 Hours of CE Credit
Applications Pending |
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New Avenues in Risk Management:
The Fiduciary Responsibility of a Leader |
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Larry Barton, PhD
President and CEO
O. Alfred Granum Chair in Management
The American College |
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Managing Change in the
Financial Services Industry |
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Linda Need
Senior Vice President,
Bank of America |
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| A three-time college president, Dr. Barton has served on the faculty of Harvard Business School, Pennsylvania State University, and Boston College; authored four best-selling books on business, risk, and crisis management; and has been interviewed extensively by CNBC, CNN, The Wall Street Journal, and other media. His corporate experience includes serving as Vice President of Communications and Public Affairs for Motorola, Inc. For the past four years, he has been named "One of the 100 Most Powerful People in Insurance" by Insurance Newscast. He is the highest rated instructor at the FBI Academy. |
Linda Need is the Senior Vice President and Change Management Executive of the Merrill Lynch Transition Team at Bank of
America. Need joined Bank of America in 2002 as the Strategy Executive for the Insurance Services Group. She was appointed
National Sales Executive of the Affluent/High Net Worth Insurance Sales Team in 2003 and Insurance and Annuity Executive in
2005. Linda graduated from Williams College with a Bachelor's degree in Mathematics and Economics. She is a fellow of the
Society of Actuaries, a member of the American Academy of Actuaries, a Chartered Financial Analyst, a Certified Financial
Planner® and registered general securities principal.
Linda is a Trustee of The American College and Chair of the Institution's Technology Committee. |
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