Schedule of Events

The Large Firm Forum combines peer networking, collaborative discussions, and focused educational sessions in a two-day retreat for leaders of large Fee-Only firms. The preliminary schedule of events below provides an overview of planned sessions; speaker details will be provided soon.

Monday, February 2, 2026

3:00 PM – 4:30 PM Registration Check-in/Badge Pickup

5:00 PM – 6:00 PM Networking Reception

Tuesday, February 3, 2026

7:00 AM – 8:15 AM Networking Breakfast & Badge Pickup

8:30 AM – 8:45 AM NAPFA Welcome

8:45 AM – 10:00 AM General Session

10:00 AM – 10:15 AM Networking Break

10:15 AM – 11:15 AM Organic Growth (Session)

11:15 AM – 12:00 PM Organic Growth (Roundtable Discussions)

12:00 PM – 1:00 PM Networking Lunch

1:15 PM – 2:15 PM Talent Management/Career Pathing (Session)

2:15 PM – 2:30 PM Networking Break

2:30 PM – 3:45 PM Succession (Panel Discussion)

3:45 PM – 4:00 PM Networking Break

4:00 PM – 5:00 PM M&A Perspectives (Session)

5:00 PM – 5:10 PM Closing Remarks and Wrap Up

5:10 PM – 7:00 PM Optional Activity

7:00 PM – 8:00 PM Reception

8:15 PM – 9:30 PM Dinner

Wednesday, February 4, 2026

6:00 AM – 7:00 AM Optional Morning Activity

7:15 AM – 8:30 AM Networking Breakfast

8:45 AM – 9:00 AM Welcome

9:00 AM – 10:30 AM Financial RIAs (Panel)

10:30 AM – 10:40 AM Networking Break

10:45 AM – 11:45 AM Surveying of Large Firms

12:00 PM – 1:00 PM Lunch

1:15 PM – 2:15 PM AI (Session)

2:15 PM – 3:15 PM AI (Roundtable Discussions)

3:15 PM – 3:40 PM Networking Break

3:45 PM – 4:45 PM (Session)

4:45 PM – 5:00 PM Closing Remarks

6:30 PM – 9:00 PM Reception and Dinner