Plan Your Visit

Wednesday, October 16 – Thursday, October 17, 2019

TimeSession
8am – 12pmArrival
12:00pmRegistration Opens
12:30pmExhibit Hall Opens
1:45 – 2:00pmWelcome and Opening Remarks
2:00 – 2:55 pmOpening Keynote: Joe Duran – How I Built A National RIA
3:00 – 3:30pmPanel Discussion: Bill Coppel – Digitization
3:30 – 4:00 pmBreak in Exhibit Hall
4:00 – 4:55pmSession: Megan Carpenter and Angie Herbers – Death of a Rainmaker
5:00 – 5:55pmKeynote: Michael Kitces – Growth Strategies
6:00 – 7:00pmReception in Exhibit Hall
7:00 – 10:00pmSponsor Dine-Arounds / Dinner On Your Own
10:00pm +Enjoy Las Vegas And Rest Up For Packed Day Ahead
TimeSession
8:00 – 9:00amBreakfast In Exhibit Hall
9:00 – 9:55amKeynote: Robert Sofia
Blend Out: How Ordinary Businesses Transform Into Irresistible Brands
10:00 – 10:30amBreakout Panel 1a: Matt Sonnen – Operations
10:00 – 10:30amBreakout Panel 1b: Kristen Schmidt – Technology
10:00 – 10:30amBreakout Panel 1c: Sales Culture (Moderator TBA)
10:00 – 10:30amBreakout Panel 1d: Dan Seivert – Valuations
10:30 – 11:00amBreak In Exhibit Hall
11:00 – 11:55amSession: Anders Jones
Client Segmentation, Fee and Revenue Models
12:00 – 1:00pmLunch In Exhibit Hall
1:00 – 1:30pmBreakout Panel 2a: Kirsten Plonner – PR Top Advisor Panel
1:00 – 1:30pmBreakout Panel 2b: Social Media Top Advisor Panel (Moderator TBA)
1:45 – 2:15pmBreakout Panel 3a: Julie Littlechild – Client Experience and Referrals Top Advisor Panel
1:45 – 2:15pmBreakout Panel 3b: Culture Top Advisor Panel (Moderator TBA)
2:15 – 3:00pmBreak In Exhibit Hall
3:00 – 3:55pmPanel: David Armstrong – Growth Through Diversity
4:00 – 7:00pmAwards Reception/Networking