The 2025 Task Force is hard at work on this year's schedule. Check back regularly as updates will be ongoing.
Day 1
Tuesday
August 26
Day 2
Wednesday
August 27
Day 3
Thursday
August 28
12:00 PM - 5:00 PM
Event Registration Open
12:00 PM - 6:00 PM
Network with Exhibitors
2:00 PM - 3:30 PM
Opening General Session – Meet Your 2025 Cohort Leaders
Ginnie Baker CFP®, Yonhee Choi Gordon, CFP®, Peter Lazaroff, CFA, CFP®, Joni Lindquist, MBA, CFP®, and Jon Yankee, MBA, CFP®
Hear from all five of this year's Cohort Leaders in an interview style panel. Each Cohort Leader will have the opportunity to share their career journey, pathways they utilized to achieve goals, and provide tips for how to level up your skills and experience.
3:30 PM – 4:00 PM
Break
4:00 PM – 5:00 PM
Cohort Conversations
Five concurrent Cohort groups each lead by one of our Cohort Leaders: Ginnie Baker, Yonhee Choi Gordon, Peter Lazaroff, Joni Lindquist, and Jon Yankee. These sessions are designed for attendee driven topics and discussion, developing connections, and exploring the profession's possibilities for you! Participants are randomly assigned to a Cohort.
5:00 PM – 6:00 PM
Welcome Reception
8:00 AM - 9:00 AM
Breakfast & Networking
8:00 AM – 5:30 PM
Network with Exhibitors
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Breakout Session Block 1
11:00 AM - 11:30 AM
Break
11:30 AM – 12:30 PM
Breakout Session Block 2
12:30 PM – 1:45 PM
Lunch
1:45 PM - 2:00 PM
Break
2:00 PM – 3:00 PM
Cohort Conversations
3:00 PM – 3:30 PM
Break
3:30 PM – 4:30 PM
Breakout Session Block 3
8:00 AM – 9:00 AM
Breakfast & Networking
9:00 AM – 9:45 AM
Cohort Conversations
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Winning the Work: A Threefold Growth Plan for Professional Advisors
Keynote Speaker: Tim Maurer, CFP®, RLP® Most of us fell in love with and became experts in doing the work of the advisory profession, but many of us have struggled to find an optimal approach to winning the work that is fully integrated into who we are as a person and as a professional. We recognize that in order to be healthy our business needs to grow, but we bristle at the word “sales” and may even consider it a necessary evil rather than a purposeful pursuit.
Winning the Work offers a different perspective and an approach to business development that is evidence-based, relationship-centric, and built on a chassis of generosity, rather than transactional selfishness. Best of all, it offers a three-fold method that advisors can start using today—that they can adapt and enjoy! But no business development strategy will survive without concurrent personal and professional development tactics to ensure a holistic and complimentary ascent. Therefore, Winning the Work concludes with why and how we can and must be growing in life to maximize our potential at work.
