Monday, February 6, 2023

4:00 pm – 5:00 pm

Registration Open

5:00 pm – 6:30 pm

Networking Reception

6:30 pm

Dinner (on your own)

Tuesday, February 7, 2023

6:00 am – 6:45 am

Morning Bootcamp (Optional)

7:00 am

Registration Open

7:15 am – 8:00 am

Networking Breakfast

8:00 am – 9:30 am


Jonathan Sprinkles

Prepare to be inspired! The Power of Connection™ is a high-energy recharge that will get you to feel more connected to your work, your customers or patients, and each other than ever before. You will start feeling unstuck and your organization can get reconnected and win as a team.

Learning Objectives:

  • How to be the “thermostat” that changes the environment instead of being controlled by it
  • A proven method to reconnect with your ‘Why,’ and stay committed to your highest goals without getting burned out
  • How to cultivate meaningful work and meaningful relationships that accelerate your goals

10:00 am – 11:30 am

Organic Growth Pain Points: How to Overcome Growing Pains as your Firm gets Larger

Angie Herbers

Larger financial advisory businesses have a unique set of growing pain points spanning the entire practice management spectrum. They include digital technology enhancements, human capital management, leadership development, advisor training, and marketing to larger audiences. During this session leaders will gain a deeper understanding of these growth barriers; why they exist and how to overcome them.

11:30 am – 12:30 pm

Networking Lunch

12:45 pm – 1:45 pm

The Interplay Between Valuation Drivers and the Health of Your Firm

Dan Seivert

A firm’s valuation comes from the core of its various functional areas (human capital, legal, marketing, etc.) and firm development priorities such as continuity planning, succession planning, and equity transfer. Entrepreneurs should recognize that a firm’s valuation drives, or challenges, success in these areas, and the welfare of these areas also drives a firm’s valuation. In this session, Dan will leverage extensive industry research and valuation experience to guide you on an entrepreneurial self-reflection to understanding your firm’s value.

2:00 pm – 3:00 pm

Accelerating Success in M and A: The Art of Bringing People Together

Greg Friedman and Cynthia Greenfield

Greg Friedman and Cynthia Greenfield have long championed culture as a key component of a successful business. As M&A fever continues to sweep the industry, the stakes get even higher to rally the troops and integrate people and processes quickly and effectively before and after a deal closes. In this session, Greg and Cynthia share their insights and experience to achieving and maintaining a successful, positive RIA work culture, tackling obstacles that may appear during an M&A event and offering solutions based on real-world experiences.

3:30 pm – 4:30 pm

Maintaining and Elevating Client Experience During Growth Panel

Michael Chasnoff, Jennifer Faherty, and Aaron Grey

Moderator: Wendy Hartman

5:00 pm – 6:00 pm

Optional Activity

6:30 pm – 7:00 pm


7:00 pm – 9:30 pm

Networking Dinner on the Ocean Front Terrace

Wednesday, February 8, 2023

6:00 am – 6:45 am

Sunrise Yoga (Optional)

7:15 am – 8:00 am

Networking Breakfast

8:00 am – 9:00 am

Future Workforce and DEI

Kate Healy

Why won’t the future workforce be the same as those we work with today? Will diversity be the only differentiator? How will we collaborate with clients? Our world becomes more diverse each day and the clients of the future will have unique needs. The needs of the future workforce will contrast – and their entry paths to planning will vary as well. Learn how the impacts of Diversity, Equity and Inclusion will shape our future workforce and create opportunities for firm growth and sustainability.

9:10 am – 10:00 am

The Advisory Firm of the Future

Bob Veres

The pandemic has accelerated the profession’s evolution in a number of ways, but nobody seems to be answering the question: what are we evolving TO? This session will review the results of detailed interviews with 16 thought leaders, asking them what the next evolution of the planning firm will look like in four dimensions—with their best insights into the management, service/advice offerings, marketing, and technology that will characterize the firm of the future.

10:40 am – 12:10 pm

Developing the Next Generation Leader

Eric Hehman

The next generation leader may not lead like you do. They may not lead the same team that you lead. They may even shift the entire direction of the business because they view success differently. This session will review how to become the next generation leader in your firm and how to create the next generation leader for your firm through prepared remarks and a moderated panel discussion.

12:10 pm – 1:10 pm

Networking Lunch

1:20 pm – 2:20 pm

Talent Optimization

Jim Adkins & Chris Scherer

Did you know that in 2022, one in five workers have quit? This new reality has forced CEOs to restructure their teams, have apprehensions regarding remote work, finding and retaining talent, and employee productivity. In addition to these growing concerns, only 50% of companies have a business strategy. Even fewer – only 38% - have a talent strategy. CEOs have now turned their top talent priorities to helping employees find purpose and creating opportunities for career growth.

How does this impact you? Firms with documented talent strategies perform better than other firms. Additionally, recruiting talent is the top strategic priority for RIAs.

Anything is possible when Business and Talent Strategy align. In this session, learn how to create a talent strategy that unlocks the genius of your people. Get tips for how to recruit, hire, inspire, and understand the best performers, preparing them for the work ahead.

2:30 pm – 3:30 pm

Roundtable Discussion

Choose one of five trending topics to discuss with your peers for the first 30 minutes of the session:

  • Marketing/Branding/Public Relations
  • Retaining Talent
  • Technology
  • Building an Inclusive Firm
  • Operational Challenges & Efficiencies

You will have an opportunity to choose a new topic for the second half of the session. Facilitated by the Forum planning committee, this is your opportunity to exchange ideas and connect with others facing the same challenges as you!

4:00 pm – 5:00 pm

Closing Session: Influential Impact - The A.R.T. of Significant Leadership

Dan Clark

The purpose of a leader is to grow more leaders who believe what you believe – not generate more followers. When everyone feels like a valued ‘influencer with a voice’, they lead with and without a title – regardless of age, race, gender, or experience. Using his three-step A.R.T. process, Dan will help participants expand culture and be open to innovation, earn customers for life, and learn the secrets of why people choose you, rather than your competition.

5:00 pm – 6:00 pm

Closing Thoughts and Review: What we Learned Together

Bob Veres

6:30 pm – 8:30 pm

Closing Reception on Sky Lawn