step up
motivate > elevate > activate
CONFERENCE AGENDA
April 20
DAY ONE
motivate
Get focused on your journey to the summit with a series of inspirational and centering keynote speakers. Sample hospitality that will help you connect with your team and prepare you for the next steps of your experience.
"Welcome to your Summit Journey" -
Bill Sowell
"Technology Jumpstart" 1:1 Training
Pull up a chair next to an industry technology expert for 1:1 training opportunities. Featuring experts from Addepar, Salesforce, Office 365 and more. Drop by 1:30-3:30pm for pre-conference training.
"Keynote Speaker"
Chad Hymas
Get inspired by one of Wall Street Journal’s top 10 most inspirational speakers.
April 21
DAY TWO
elevate
Continue your climb to the top with presentations and hands-on demos that will allow you to build your base, grow your scale, and address the challenges that come with your ascent.
"Elevating your Practice Value"
David DeVoe
– 18 years RIA M&A expert
– Founded DeVoe & Company in 2011
– Named ‘RIA M&A Guru’ by Barron’s
David will be kicking off Day 2 of our conference by sharing valuable insight to “Elevate” your practice. Recognized as a powerhouse in the RIA industry M&A world, he will focus on building and running a business to drive valuations higher. David’s best practices and actionable strategies will be worth the trip.
"Elevating your Brand- Find your Uniques" - Erin Taylor
"How EOS Elevates Organizations" - Rick VanDermyden
Eliminate your business-related frustrations, get what you want from your business and live your ideal life. Simple concepts and practical tools used by more than 100,000 companies around the world to clarify, simplify, and achieve their vision. Join a EOS Mastermind Group to change the way you grow!
Aaron Klein
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly. Riskalyze serves tens of thousands of financial advisors. Aaron has spoken at conferences and events such as the Fearless Investing Summit, the T3 Advisor Conference, Tiburon CEO Summit,Wealth Management CEO Roundtable, the Benzinga Fintech Awards, DataDisrupt, Startup Grind, Lifesong Celebrate Life, and an untold number of conferences for wealth management enterprises such as TD Ameritrade, Pershing, Carson Wealth, SSG, United Planners, Founders Financial, Waddell & Reed and more.
"From Good to Great- Transforming the Client Experience" - Elyse Smith
"Scaling Up: The Challenge" - Daryl Seaton
"The Journey from the Dark Web to Wall Street" - Rachel Wilson
Rachel Wilson is nearly peerless in the realm of cybersecurity. During her 15-year tenure at the NSA, she led the defense against thousands of cyber exploitation operations from various foreign intelligence, military, and cyber targets. As a seasoned cybersecurity leader in financial services and the Defense Department, she now advises the leadership of Morgan Stanley on numerous cybersecurity issues and drives innovation for new cybersecurity and authentication technology.
"Preferrals—the Unmasking of Asking" Activating Referrals with IGC
Strategic thinking and analytical rigor create solutions that are fully implementable—because they’re crafted by people who have literally put them to the test. This team, with 350 years of combined experience, provides unbiased guidance on the widest breadth of initiatives in the RIA industry.
“Fueling your Growth Strategy” - Susanne “Susie” McEuen
HOSPITALITY HIGHLIGHTS
Starlight Soiree
Poolside Cocktails
Networking
April 21
DAY THREE
activate
Strategies to help you better connect with new clients, strengthen the relationships you have with existing partners and build the connections that will help your business continue to climb.
Victor Hwang
Victor & Company
Victor Hwang is an economic growth expert whose ideas have shaped the lives of many people worldwide. He has collaborated with communities, cities, companies—and even countries, to create prosperity. An entrepreneur who has started several companies, organizations, and initiatives, Victor works to remove barriers to success.
Few understand ecosystems and what makes them thrive like Victor. Acclaimed by The Atlantic as “America’s next guide”, he co-authored the bestseller, The Rainforest, which was awarded BOOK OF THE YEAR Gold Medal in Business & Economics (ForeWord Reviews) and is esteemed as “a big idea that defines a way of thinking.”
"Volatility— Friend or Foe?" with Equity Armor
Learn how volatility can be used to minimize losses in risk assets like stock indexes as long-term investors ride-out market swings. In a world where the risk of a market decline has increased, but inflation threatens any cash, meet the Equity Armor team to learn how to manage risk using a volatility hedge.
"Activating your FLEX"
iCIO Solutions
Greg Lai and Alex Hsiao
HOSPITALITY HIGHLIGHTS
Bloody Mary Bar: 10am
Red River Rendezvous
sponsored by Adhesion Wealth
Drawing for 2-night hotel stay at the conference: 12pm
Must be present to win.
Golf Outing: 2pm
Limited space available
Bloody Mary Bar
Get creative at the Bloody Mary Bar, sponsored by Adhesion Wealth. Customize your tasty beverage with top-shelf spirits and a hand-selected medley of everything you’ll need to make yours the best (or the spiciest).
STARLIGHT SOIREE
Relax and recharge at the Starlight Soiree where you will enjoy a 5-star culinary adventure curated by acclaimed Chef Tony France and Chef de Cuisine Paolo Gama. Experience bold Texan fare of the finest ingredients inspired by the robust, local flavors found in the Lone Star State’s land, air and water. Be sure to shake it up under the stars with a custom creation from award-winning in-house mixologists.
It’s not a soiree without music. Texas-Native Jon Christopher Davis will provide the evening’s entertainment. His musical style encompasses Rock, Soul and Country, and his songs have been covered by legends including Dolly Parton, Hal Ketchum, Timothy B. Schmit of the Eagles, Billy Ray Cyrus, Sherrie Austin, Tammy Cochran and various indie artists.
THANKS TO OUR SPONSORS
Presenting Sponsor
