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Monday, Sep 14
5:00PM to 7:00PM
Start the Leadership Exchange experience with a relaxed welcome reception at a Napa vineyard. Enjoy local wine, entertainment, and meaningful connections with peers from across the network. It’s the perfect way to set the tone for two days of learning, collaboration, and inspiration.
10:00AM to 1:00PM
1:00PM to 3:00PM
5:00PM to 7:00PM
Entertainment: Courtney Kelly
Tuesday, Sep 15
8:00AM to 9:00PM
We begin with a high-impact general session covering today’s top trends in recruiting, retention, and market positioning—all focussed on driving meaningful business results. Expect sharp insights, a dynamic crisis panel, and practical tools to refine your leadership approach.
In the afternoon, shop-size breakouts offer a collaborative space to tackle real-world business challenges with fellow leaders. We wrap up the day with a general session recap and a memorable dinner inside a cave.
8:00AM to 9:00AM
9:00AM to 12:00PM
9:00AM to 9:20AM
What it means to be a good License Partner. 2026 vision.
Stuart Siegel
9:20AM to 9:35AM
Katelyn Castellano
9:35AM to 9:50AM
How to use brokerage operating systems / how to use it to achieve business goals, how to use it in your business.
Jill DeSilva
9:55AM to 10:25AM
Structuring a business pro forma and how brokerage models compare to other businesses.
Kristopher Steele
10:30AM to 10:55AM
Identify levers these shop leaders adjusted to get themselves to a place of profitability.
Terry DiPaolo, Debby Doktorczyk, Lori Barnett, Scott Logan, and Nick Wilson
11:00AM to 11:15AM
From the field. A first-hand look at talent attraction and retention trends and how that can help you in your next recruiting meeting and growth strategy.
Max Klekner
11:15AM to 11:40AM
Jack Miller and Stuart Siegel
11:45AM to 12:00PM
Ann Renee Miciak
12:00PM to 2:00PM
2:00PM to 4:30PM
2:00PM - 2:40PM | Topic 1: Tom Kunz (Planning Against P&L)
2:50PM - 3:30PM | Topic 2: Rick Foster (Driving Profitability by Increasing Your Advisor PPP)
3:40PM - 4:20PM | Topic 3: Kerin Caieiro (Overcoming Talent Attraction and Retention Objections)
Tom Kunz, Rick Foster, and Kerin Caieiro
2:00PM to 4:30PM
2:00 p.m. - 2:40 p.m. | Topic 1: Terry DiPaolo (Planning Against P&L)
2:50 p.m. - 3:30 p.m. | Topic 2: Geoffrey Bray (Driving Profitability by Increasing Your Advisor PPP)
3:40 p.m. - 4:20 p.m. | Topic 3: Julie Thompson (Overcoming Talent Attraction and Retention Objections)
Julie Thompson, Geoffrey Bray, and Terry DiPaolo
2:00PM to 4:30PM
2:00 p.m. - 2:40 p.m. | Topic 1: Greg Kiely (Planning Against P&L)
2:50 p.m. - 3:30 p.m. | Topic 2: Debby Doktorczyk (Driving Profitability by Increasing Your Advisor PPP)
3:40 p.m. - 4:20 p.m. | Topic 3: Ann Renee Miciak (Overcoming Talent Attraction and Retention Objections)
Greg Kiely, Debby Doktorczyk, and Ann Renee Miciak
4:30PM to 5:00PM
4:30PM to 5:00PM
Role Exercise
7:00PM to 9:00PM
Entertainment: Ben Thuesen
Wednesday, Sep 16
8:00AM to 9:00PM
Day two is focused on implementation. From succession planning and mergers & acquisitions to maximizing brokerage tools and coaching approaches, this is where vision meets action.
Breakout sessions give you hands-on time with your P&L, leadership strategies, and market specialization tools. A closing town hall will spotlight the top takeaways, followed by one final evening to celebrate progress and potential.
8:00AM to 9:00AM
9:00AM to 12:00PM
9:00AM to 9:05AM
Stuart Siegel
9:05AM to 9:35AM
How shops are leveraging specializations in their talent attraction efforts.
Laura DesMoine, Bret Snyder, Will Densberger, and Ciara Caponi
9:45AM to 10:00AM
Angie McFarland
10:00AM to 10:25AM
Angie McFarland, Donald Brennan, Tom Spier, Melanie Muters, and Phil Di Ruggiero
10:25AM to 10:32AM
Dawn Wolfe
10:32AM to 10:39AM
Amy Leong and Ally Ballam
10:39AM to 11:00AM
Colin Hull
11:00AM to 11:25AM
Nobu Hata
11:25AM to 11:45AM
Greg Kiely
11:45AM to 12:00PM
Tonya Thomas, Erik Clevering, Jeff Kucic, Karen Hanson, Victoria Stultz, and Karen Arenson
12:00AM to 2:00PM
2:00PM to 4:00PM
2:00PM - 2:40PM | Session 1: Max Klekner (Leveraging the Whiteboard Strategy for Recruiting)
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Max Klekner (Leveraging the Whiteboard Strategy for Recruiting)
Max Klekner
2:00PM to 4:00PM
2:00PM - 2:40PM | Session 1: Larry Mohr (Key Metrics You Should Track for Your Business )
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Michael Bianchi (How AI Can Change the Face of Your Next Advisor)
Larry Mohr and Michael Bianchi
2:00PM to 4:00PM
2:00PM - 2:40PM | Session 1: Colin Hull (Collaboration as a Business Strategy)
2:45PM - 3:00PM | BREAK
3:00PM - 3:45PM | Session 2 : Greg Kiely (Targeting Markets to Find Growth Opportunity)
Colin Hull and Greg Kiely
4:00PM to 5:00PM
4:00PM to 4:30PM
Katelyn Castellano
4:30PM to 4:45PM
Stuart Siegel
7:00PM to 9:00PM
Entertainment: Sean Carscadden duo
Leadership Exchange