First Allied Securities hosted its annual national adviser conference this summer where 1,100 attendees participated not only in education, training, and networking, they also raised $72,000 for cystic fibrosis (CF) research through donations for the Cystic Fibrosis Foundation (CFF).
An important part of the conference was the fundraising effort made by First Philanthropy, First Allied’s community service program organized by a volunteer team of employees committed to raising funds for a new charity each year.
This year’s choice was the CFF, a nonprofit that provides research resources to fight cystic fibrosis worldwide. Conference attendees contributed $72,000 in charitable contributions to CFF, exceeding the goal of $50,000.
“Here at First Allied, we pride ourselves on our tradition of strong community engagement. I am continually moved by the display of generosity demonstrated by so many of our advisors and employees,” First Allied President and CEO Kevin Keefe said in a press release.
“We went well above our initial goal, and just as importantly, these acts of collective generosity serve to reinforce our strong relationship with our community. First Allied and its affiliated independent advisers are proud to show our unwavering support to the Cystic Fibrosis Foundation and will continue to support those who are fighting to find a cure,” Keefe said.
The conference included prominent industry experts, inspirational keynote speakers, strategic partners, as well as nearly 340 First Allied-affiliated independent advisers from around the country.
The conference was July 6-10 at the Manchester Grand Hyatt in San Diego.
Keynote speakers at the conference included:
- George Will, a Pulitzer-prize winning columnist who opened the event by discussing how to navigate the political climate in an election year;
- Jonah Berger, a marketing professor at the University of Pennsylvania and author of the best-selling book “Contagious: Why Things Catch on”;
- Bonnie St. John, a Paralympic medalist who lost her leg but went on to became a successful athlete and professional.
“Once again, our annual National Conference was a resounding success. The benefits achieved when we unify our advisers, empower their practices, and collectively support an important cause are second to none,” Keefe said.
“We believe our companies’ commitment to providing these extracurricular opportunities to our advisers is a foundational component of what makes our business continue to thrive,” he added.