| Name | Time | Location Name | Speakers |
|---|---|---|---|
| Monday, February 23, 2026 | |||
| Registration | 3:00 PM - 5:00 PM | Hotel Lobby | |
| Welcome Reception | 5:00 PM - 7:00 PM | Laguna Lawn | |
| Tuesday, February 24, 2026 | |||
| Networking Breakfast | 8:00 AM - 9:00 AM | Sunset & Sunset Patio | Danielle Delongchamp, Concorde Investment Services John Gakenheimer, Concorde Asset Management |
| Welcome & Opening Remarks | 9:00 AM - 9:15 AM | Sunset | Danielle Delongchamp, Concorde Investment Services John Gakenheimer, Concorde Asset Management |
| Session 1: SEI Access - New Platform, Strategies and Product Structures | 9:15 AM - 10:00 AM | Sunset | Michael Marino, SEI |
| Session 2: The 2026 Alternatives Landscape | 10:00 AM - 10:30 AM | Sunset | Jade Miller, ADISA |
| Networking Break | 10:30 AM - 11:00 AM | Sunset & Sunset Patio | |
| Session 3: Art of Discovery - Profiling to undercover and develop opportunities | 11:00 AM - 12:00 PM | Sunset | Kate Wiley, Lincoln Financial |
| Networking Lunch | 12:00 PM - 1:00 PM | Sunset & Sunset Patio | |
| Roundtable: Case Studies | 1:00 PM - 2:15 PM | Sunset | John Rollins, Concorde |
| Session 4: The Tax Mitigation Playbook: Alt Strategies for Every Portfolio | 2:15 PM - 3:00 PM | Sunset | Mike Haven, US Energy |
| Networking Break & Snack | 3:00 PM - 3:30 PM | Sunset & Sunset Patio | |
| Session 5: Breakthrough Brand Building | 3:30 PM - 4:00 PM | Sunset | Damon Elder, Spotlight Marketing Jill Schwartz, Spotlight Marketing |
| Rep Panel: Real Investor Scenario, Real Advisor Solution | 4:00 PM - 5:00 PM | Sunset | Brent Lee, TruWealth Financial Kyla McMoran, Bravest Investment Advisory Services Samuel Scarpone, Wealth Investment Services Jim Silbernagel, The Silbernagel Group |
| Evening Activity on Own - Explore Scottsdale or enjoy the restaurant at the Scott. Open to sponsors to do dine arounds. | 5:00 PM | ||
| Wednesday, February 25, 2026 | |||
| Networking Breakfast | 8:00 AM - 9:00 PM | Sunset & Sunset Patio | Danielle Delongchamp, Concorde Investment Services |
| Session 6: Institutional Thinking, Advisor Execution: The CAM Model Strategy | 9:00 AM - 9:30 AM | Sunset | Linda Molenda, Guest speaker |
| Session 7: Social Security - The Choice of a Lifetime | 9:30 AM - 10:15 AM | Sunset | Tim O'Mara, Nationwide |
| Session 8: Succession and Exit Planning: Real Conversations, Real Considerations | 10:15 AM - 11:00 AM | Sunset | Damon Elder, Spotlight Marketing Robin Edgar, Wealth Progression Group |
| Wrap-up | 11:00 AM - 11:05 AM | Sunset | |
Time Zone: (UTC-07:00) Arizona [Change Time Zone]