E*TRADE Directions Conference 2014

San Antonio, Texas
Wednesday, May 14, 2014



TUESDAY, MAY 13, 2014
2:00pm - 6:00pm:  Conference Registration

7:00am - 3:00pm:  Conference Registration
7:00am - 8:00am:  Breakfast
8:00am - 9:00am:  Keynote:  E*TRADE Senior Leaders
9:00am - 10:00am:  Keynote: Cy Wakeman
10:00am - 3:15pm:  Workshop Sessions
4:00pm - 7:00pm:  Networking Event:  An Afternoon in San Antonio

7:30pm - 9:30pm:  Evening Event: 
A Little Sizzle in San Antonio

THURSDAY, MAY 15, 2014
7:30am - 8:30am: Breakfast
8:30am - 4:15pm:  Workshop Sessions
6:00pm - 10:00pm: 
Evening Event:  Under the Big Texas Sky, Knibbe Ranch

FRIDAY, MAY 16, 2014
8:00am - 8:30am:  Breakfast
8:30am - 9:00am:  Keynote: Closing Session
9:00am - 12:00pm:  Workshop Sessions

Please view the full conference agenda and industry roundtable schedule here:


Cy Wakeman is a business consultant, New York Times bestselling author, and trainer who has spent over 20 years cultivating a revolutionary approach to leadership. Grounded in reality, Ms. Wakeman’s philosophy teaches people how to turn excuses into results and transform unhappy employees into accountable, successful members of the workforce. A dynamic speaker and thought leader, Ms. Wakeman’s groundbreaking ideas have been featured in The Wall Street Journal, The New York Times, The New York Post and SHRM.com. Today, she visits more than 200 companies each year, empowering employees and executives alike to take control of and invest in their work. An expert blogger on FastCompany.com and Forbes.com, Ms. Wakeman was named one of the “Top 100 Leadership Experts to Follow” on Twitter.  

James Surowiecki is The New Yorker’s  financial columnist and a bestselling author.

Mr. Surowiecki came to The New Yorker from Slate, where he wrote the Moneybox column. He has also been a contributing editor at Fortune and a staff writer at Talk. Previously, he was the business columnist for New York magazine. His contributions include the The Wall Street Journal, Wired, the New York Times Magazine, the Washington Post, and the Lingua Franca. He has written on subjects ranging from Silicon Valley to college basketball.

James Surowiecki is the author of “The Wisdom of Crowds: Why the Many Are Smarter than the Few and How Collective Wisdom Shapes Business, Economies, Societies, and Nations” which was published in 2004.



Contact Information

Payment Instructions

  • Credit Card Payments:  A valid VISA, Mastercard, Discover or American Express credit card must be provided at the time of registration to cover all attendee and guest registration fees.

    Check Payments:  All check payments must be received within 15 days of your registration date.  Checks must be made payable to E*TRADE Financial Corporate Services, Inc. and sent to the following address:

    E*TRADE Financial Corporation
    ATTN:  Accounts Receivable
    P.O. Box 3512
    Arlington, VA  22203

    Required Remittance Information:  Please include registrant and organization name as well as a copy of your registration confirmation with the check payment.

    Attendee & Guest Cancellation Policy:
    All cancellations for the E*TRADE Directions 2014 Conference must be made via RegOnline by Friday, May 2, 2014.  An automatic refund will be processed following the cancellation.  No cancellations/refunds will be processed after Friday, May 2, 2014.


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