2019 Proposed Agenda:

Agenda for Reg Fox Snip.PNG

Current / Draft Agenda

Day 1: Wednesday, May 29th

  • Cocktail Hour

  • Sponsor Invitation-Only Dinners

Day 2: Thursday, May 30th

  • Registration & Breakfast

  • Major Trends and How They Will Impact You with David DeVoe

  • Growth, the Silent Killer with Mark Tibergien

  • Valuation and Benchmarking with Vic Esclamado

  • Keynote Lunch Session with Rudy Adolf

  • Lending and Capital Discussion with Mike McGinley, Rick Dennen and Dustin Mangone 

  • Open Forum on Structural Changes to the RIA Industry: Tibergien, Kochis, DeVoe 

  • 1 on 1 Expert Meetings

  • Cocktail Hour

  • M&A+ Summit Dinner

Day 3: Friday, May 31st

  • Breakfast

  • Keynote Speaker Session with David Barton

  • G…The Most Important Letter in M&A with Bryce Skaff

  • Lessons from the Experts: Seasoned Acquirers Share Their M&A Experience with Marty Bicknell, Matt Cooper and Elloit Weissbluth

  • Critical Decisions: Equity and Control with Tim Kochis