How to Create a Kick-Ass Culture

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.

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Sheila J. Cuffari-Agasi, AIF®
Executive Vice President, Chief Revenue Officer, United Planners Financial Services

Sheila is an Executive Vice President and is a member of the Executive Management Team. Her primary responsibilities include oversight of the sales, transition, and advertising teams. She is also engaged in many special projects and critical initiatives for the organization. She currently holds her Series 7, 24, 63, 66, and life and health licenses and AIF designation.

Shannon Rosic
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

How to Create a Kick-Ass Culture
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