Stay tuned for the 2022 Spring Conference...

CONCORDE
2021

SPRING CONFERENCE

May 2 - 4, 2021 Austin, Texas

J.W. Marriott Austin

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JW Marriott Austin

110 E 2nd St, Austin, TX 78701

This urban resort is located within a 15 minute drive to the Austin International airport and just steps from the best attractions and entertainment options Austin has to offer – including the Sixth Street Entertainment District, South by Southwest Music Conference and Festival, Austin City Limits Music Festival, University of Texas and the Texas State Capitol. 

2021 Concorde Spring Conference Schedule

Sunday, May 2nd - Day 1

TIME

8:00 AM - 1:00 PM  

2:00 PM - 2:15 PM 

TOPIC

Sponsor Arrival / Set Up

Opening Comments / Welcome

Speaker: Drew Jackson

2:15 PM - 3:15 PM 

Keynote: Deb Gabor

CEO of Sol Marketing, Bestselling Author, Keynote Speaker

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3:15 PM - 3:30 PM

3:30 PM - 4:15 PM 

4:15 PM - 5:00 PM 

Break

Operational Excellence: The Future of Concorde Initiatives

Speaker: Danielle Delongchamp

Modernized Marketing: SEC Rules for Investment Advisers

Speakers: Lori DeLuna

5:00 PM - 5:45 PM 

Concorde Conversation LIVE

Host: Drew Jackson Guests: Jeff Bangerter, Randy Stoltz

6:00 PM - 9:00 PM 

Welcome Reception/BBQ

3:30 PM - 5:45 PM 

Business Bootcamp

Monday, May 3rd - Day 2

TIME

7:30 AM - 8:30 AM

8:30 AM - 9:30 AM

TOPIC

Breakfast

State of the Union

Speaker: Drew Jackson

9:30 AM - 9:45 AM

Sponsor Introductions: Part 1

Speakers: Tim Witt, Jacob Harvey

9:45 AM - 10:15 PM

Update on Managing Broker Dealer

Speakers: Drew Jackson, Jason Kavanaugh

10:15 AM - 11:00 AM

Expanding Your Client Relationships

Speakers: Drew Jackson, Damian Dering, Brent Lee

11:00 AM - 11:15 AM

Sponsor Introductions: Part 2

Speakers: Tim Witt, Jacob Harvey, Amy Gunter

11:15 AM - 12:00 PM  

Concorde Compliance: Annual Compliance Meeting CE

Speaker: Dawn Hoover

12:00 PM - 1:00 PM  

Lunch & Sponsor Engagement

1:00 PM - 2:00 PM

Empower the Advisor

Speaker: Eddie Rollins, Horizon Investments

2:00 PM - 2:15 PM

Sponsor Introductions: Part 3

Speakers: Tim Witt, Jacob Harvey, Amy Gunter

2:15 PM - 3:00 PM

Structuring Your Practice to Maximize Your Net Income

Introduction: Robin Edgar Speaker: Mark Myers, Tax Law Solutions

3:00 PM - 3:30 PM

Sponsor Introductions Part 4

Speakers: Tim Witt, Jacob Harvey, Amy Gunter

3:30 PM - 5:00 PM

Due Diligence Observations and Updates

Speakers: Tim Witt, Amy Gunter

5:00 PM - 6:30 PM

7:00 PM - 9:00 PM  

Happy Hour Reception

Sponsors Night Out “Dine arounds”

8:30 AM - 5:00 PM

Business Bootcamp

Tuesday May 4th - Day 3

TIME

8:00 AM - 9:00 AM

9:00 AM - 10:00 AM

TOPIC

Breakfast

Concorde Executive Panel AMA "Ask Me Anything"

Speakers: Concorde Leadership

10:00 AM - 11:00 AM

Keynote: Darius Mirshahzadeh

Best Selling Author, Host of The Greatness Machine, Serial Entrepreneur

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11:00 AM - 11:30 AM

Closing Comments

Speaker: Drew Jackson

12:00 PM - 1:00 PM

Sponsor Meeting

*Details regarding conference itinerary, meetings, and other Concorde activities will be updated here and are tentative to change.

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*Hotel and Travel booking separate from Conference Registration.