Check-in for the conference, get your nametag, or get answers to any of your conference questions. Remember to wear your nametag to all conference activities.

Bring your guests for a welcome gathering with your peers, complete with hors d'oeuvres and spirits.

Attend a dine-around with a sponsor, or enjoy an evening on your own.

Connect with sponsors while fueling up for the day ahead.

Check-in for the conference, get your nametag, or get answers to any of your conference questions. Remember to wear your nametag to all conference activities.

Start your day with the latest industry news and insights on investment management, growth, client engagement, risk management, and how you can integrate these into your business strategy and practice processes.

We've extracted the juicy details of your business, the technology platforms you use, your digital marketing footprint, and unconventional efficiency drivers for your operations. Learn foundational best practices and elite-level processes as we bring these insights into focus.

Hear from your peers in this panel session as they discuss the value of models, the efficiency they can bring to your business, and how they can help position you for growth.

Take your business to the next level and learn how to implement powerful client acquisition strategies, host unique client events, reach out to the next generation of investors, and create engaging client experiences.

Tap into four cornerstone growth strategies of elite-level financial professionals & teams, and learn how to effectively manage capacity, deliver a differentiated experience for high-value clients, and clearly articulate your value.

Explore how you can leverage burgeoning AI technologies to drive efficiency, scale, and harmony in both your professional and personal lives.

Invite your guests to join this lunch/session combo. Session content is guest-friendly.

Partake in a sponsor activity, or enjoy an afternoon break.

Bring your guests to an exciting dinner to wrap up the event.

Hotel checkout is 11:00 a.m. unless you make other arrangements with the hotel.