Business Session Agenda
May 30, May 31

activities

• Tuesday May 30

• Wednesday May 31

Daily Agenda

6:30AM- 9:30AM	Breakfast		Matador Room & Terrace
8:00AM	Education Summit Day 1 Begins		Forum 1, 2, 3
8:00AM-8:15 AM	Opening Remarks	Rob Popazzi	Forum 1, 2, 3
8:15AM-9:15 AM	State of the Union Panel - Host: Rob Popazzi	Mark Sylvia & Steve Pong	Forum 1, 2, 3
9:00AM-10:00 AM	Fireside Chat	Paul Holba & Ashley Misquitta	Forum 1, 2, 3
10:15AM-10:30 AM	Break		Forum Pre-Function
10:30AM-11:15 AM	Operations	Erik Kalin	Forum 1, 2, 3
11:15AM-12:30 PM	Keynote	Jonah Berger	Forum 1, 2, 3
12:30PM-12:35 PM	Adjourn for the day	Rob Popazzi	Forum 1, 2, 3
12:35PM-1:35 PM	Lunch		Forum Pre-Function
1:35PM-6:30 PM	Time for advisors to conduct business

Daily Agenda

6:30AM- 9:30AM	Breakfast		Matador Room & Terrace
8:30AM	Education Summit Day 2 Begins		Forum 1, 2, 3
8:30AM-9:15 AM	Deepening Client Relationships	Penny Phillips	Forum 1, 2, 3
9:15AM-10:15 AM	TRIPPS CE Accredited Presentation	Peter Wouters	Forum 1, 2, 3
10:15AM-10:30 AM	Break		Forum Pre-Function
10:30AM-11:15 AM	Investments	Geoff Gibson	Forum 1, 2, 3
11:15AM-12:00 PM	Product & Marketing	Mike Stocks	Forum 1, 2, 3
12:00PM-1:00 PM	Lunch		Forum 1, 2, 3
1:00PM-1:30 PM	Ask Us Anything - a Dialogue with Executive Leaders	Mark Sylvia, Steve Pong, Paul Holba, Rob Popazzi	Forum 1, 2, 3
1:30PM-2:30 PM	Practical Takeaways For Your Business	Penny Phillips	Forum 1, 2, 3
2:30PM-2:45 PM	Adjourn for the day	Rob Popazzi	Forum Pre-Function
2:30PM-6:30 PM	Time for advisors to conduct business