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SPRING CONFERENCE

CONCORDE
2021

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

Happy Hour Reception

7:00 PM - 9:00 PM  

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

Sponsor Arrival / Set Up

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.