Monday, March 6, 2023

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12:00 pm – 12:50 pm

Summit Task Force Private Luncheon

BD & RIA Task Forces, Ambassador Partners
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1:00 pm – 1:40 pm

Ambassador Partner Meeting with Broker Dealers and RIAs

BDs & RIAs, Ambassador Partners
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1:50 pm – 2:20 pm

Ambassador Partner Presentation

BDs & RIAs only
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2:25 pm – 2:55 pm

Ambassador Partner Presentation

BDs & RIAs only
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3:00 pm –3:40 pm

Afternoon break

All
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3:45 pm – 4:15 pm

Ambassador Partner Presentation

BDs & RIAs only
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4:20 pm – 4:50 pm

Ambassador Partner Presentation

BDs & RIAs only
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4:55 pm – 5:25 pm

Ambassador Partner Presentation

BDs & RIAs only
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5:30 pm – 6:00 pm

Ambassador Partner Presentation

BDs & RIAs only
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6:00 pm – 6:45 pm

Reception

All
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6:45 pm

Dine-arounds

Tuesday, March 7, 2023

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7:00 am – 7:50 am

Breakfast

All

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8:00 am – 8:40 am

Welcome to Summit

All

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8:55 am – 9:05 am

Breakout sessions

All

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9:10 am – 9:20 am

Breakout sessions

All

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9:25 am – 9:35 am

Breakout sessions

All

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9:40 am – 9:50 am

Breakout sessions

All

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9:50 am – 10:20 am

Morning Break

All

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10:25 am - 11:00 am

Private Presentations

All

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11:10 am - 12:00 pm

Panel Discussion

All

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12:05 pm – 1:05 pm

Lunch

All

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1:15 pm – 1:25 pm

Breakout sessions

All

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1:30 pm – 1:40 pm

Breakout sessions

All

}

1:45 pm – 1:55 pm

Breakout sessions

All

}

2:00 pm – 2:10 pm

Breakout sessions

All

}

2:20 pm – 2:55 pm

Private Presentations

All

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3:00 pm – 3:30 pm

Afternoon Break

All

}

3:35 pm – 3:45 pm

Breakout sessions

All

}

3:50 pm – 4:00 pm

Breakout sessions

All

}

4:05 pm – 4:15 pm

Breakout sessions

All

}

4:20 pm – 4:30 pm

Breakout sessions

All

}

4:40 pm – 5:15 pm

Private Presentations

All

}

5:20 pm – 6:10 pm

Panel Discussion

All

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6:10 pm – 6:40 pm

Reception

All

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6:40 pm

Dine-arounds

Wednesday, March 8, 2023

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7:00 am – 7:50 am

Breakfast

All

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8:00 am – 8:50 am

Practice Management session

All

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8:55 am - 9:45 am

Practice Management session

All

}

9:45 am – 10:25 am

Morning Break

All

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10:25 am – 11:15 am

Practice Management session

All

}

11:20 am – 12:10 pm

Practice Management session

All

}

12:10 pm – 1:10 pm

Closing Lunch

All

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1:20 pm – 2:20 pm

Broker Dealer Meeting

BDs & Bowman Law

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1:20 pm – 2:20 pm

RIA & Ambassador Partner Meeting

Advisors & Ambassador Partners

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2:30 pm – 4:30 pm

Private Meetings

Partners, Advisors & Broker Dealers