AGENDA
Wednesday, November 4
TIME & LOCATION
FUNCTION
DETAILS
1:00 - 3:00 PM
Whiskey Thief Distillery - VIP Tasting (optional)
SOLD OUT
Sponsored by
Financial Independence Group (FIG) and Barnabas Capital
3:00 - 5:30 PM
On your own
5:30 - 7:00 PM
2nd Floor Conference Area (East Wing)
Conference Registration & Kick-Off Reception
Sponsored by
Pace Financial Group
Sponsor booths open
7:00 PM
Dinner on your own
Thursday, November 5
TIME & LOCATION
FUNCTION
DETAILS
7:30 - 8:20 AM
Clements
Breakfast
Sponsored by InfoSystems
Sponsor booths open
8:20 - 8:40 AM
Combs Chandler
Welcome
Sponsored by Wealthspire
8:45 - 9:25 AM
Combs Chandler
PCS Breakout A: Compliance
Sponsored by Greenboard
Description:
Meet the PCS compliance team and hear the very latest regarding compliance practices & FINRA.
8:45 - 9:25 AM
Breathitt
PCS Breakout B: Operations/Supervision
Sponsored by Nationwide
Description:
Meet the key PCS team members from our operations and supervisory departments and hear the very latest happenings.
9:30 - 10:15 AM
Combs Chandler
Advisor Panel:
The Hybrid Advantage: Leveraging PCS with your RIA for Maximum Growth
Sponsored by
Ash Brokerage
Description:
Practice management, peer insights on growth habits, client conversations, and prospecting.
10:15 - 10:25 AM
Networking Break
Sponsored by Crump
Sponsor booths open
10:30 - 11:10 AM
Combs Chandler
PCS Breakout A:
Compliance
Sponsored by
Raymond James Investment Management
Description:
Meet the PCS compliance team and hear the very latest regarding compliance practices & FINRA.
Breathitt
PCS Breakout B: Operations/Supervision
Sponsored by Prudential
Description:
Meet the key PCS team members from our operations and supervisory departments and hear the very latest happenings.
Nunn
PCS Breakout C:
PCS Advisors
Sponsored by
Charles Schwab
Description:
Get the very latest updates on PCS' corporate RIA and meet the decision makers behind it.
11:15 - 11:55 AM
Combs Chandler
General Session:
Rev Up Your RIA: How to Increase Advisory Revenue by 53% in 90 days - Without Adding More Clients
Sponsored by
True Freedom Investing
12:00 - 12:45 PM
Clements
Lunch
Sponsored by
Clarus Asset Management
Sponsor booths open
1:00 - 2:00 PM
Combs Chandler
Featured Speaker:
Congressman James Comer - Chairman House Oversight Committee
Sponsored by
Vicus Capital
Description:
Sit down interview with Steve Higdon discussing results of the mid-term elections, Epstein files, Medicaid fraud, etc.
2:10 - 2:55 PM
Combs Chandler
General Session:
Moving Up Market: How to Attract, Acquire and Retain High Net Worth Investors
Presented by
Capital Group
(1-Hour of CE Credit)
2:55 - 3:10 PM
Networking Break
Sponsored by
Principal Financial Group
Sponsor booths open
3:15 - 3:50 PM
Combs Chandler
General Session:
Small Business Targets - Owners, Staff and as Individuals
Presented by
Highland Capital Brokerage
3:50 - 4:00 PM
Networking Break
Sponsored by Halo Investing
Sponsor booths open
4:00 - 4:40 PM
Combs Chandler
Breakout A:
Insurance & Risk Management
Presented by
Gallagher
Description:
Ways to integrate life, LTC, and annuity planning more holistically.
Breathitt
Breakout B:
Keep the Family. Keep the Assets.
Presented by
Lincoln Financial
Description:
Join Lincoln Financial for a practical discussion on tax-efficient beneficiary strategies, strengthen family engagement, and position annuity assets for generational wealth transfer.
Nunn
Breakout C:
M & A Funding
Presented by
Oak Street Funding
Description:
Deal Ready or Deal Risky? Lending insights for advisor M & A.
4:45 - 5:30 PM
Combs Chandler
Keynote Speaker:
Kenny Davis - USA Olympic 1972 Basketball Team Captain
Sponsored by
Stockbridge Capital Group
5:30 - 6:30 PM
2nd Floor Conference Area (East Wing)
Cocktail Reception
Sponsored by WealthVest
Sponsor booths open
6:30 PM
Dinner on your own
Friday, November 6
TIME & LOCATION
FUNCTION
DETAILS
7:30 - 8:20 AM
Clements
Breakfast
Sponsored by
BNY Pershing
8:20 - 8:40 AM
Combs Chandler
Welcome Back
Sponsored by
BNY Pershing
Description:
Day-two Kickoff & Framing for the Morning Sessions
8:45 - 9:25 AM
Combs Chandler
Advisor Panel:
Inorganic Growth: RIA Client Case Studies
Sponsored by
Redtail Technology
9:30 - 10:15 AM
Combs Chandler
Advisor Panel:
Organic Growth - RIA Client Case Studies
Presented by Pontera
Description:
What top producers do differently, practice management, peer insights on growth habits, client conversations and prospecting.
10:15 - 10:30 AM
Networking Break
Sponsored by Jackson
Sponsor Booths Open
10:30 - 11:15 AM
Combs Chandler
Breakout A:
Insurance & Risk Management
Sponsored by Gallagher
Description:
How to discuss risk-managed growth and product fit in portfolios.
Breathitt
Breakout B:
Keep the Family. Keep the Assets.
Sponsored by
Lincoln Financial
Description:
Join Lincoln Financial for a practical discussion on tax-efficient beneficiary strategies, strengthen family engagement, and position annuity assets for generational wealth transfer.
Nunn
Breakout C:
M & A Funding
Sponsored by
Oak Street Funding
Description:
Deal Ready or Deal Risky? Lending insights for advisor M & A.
11:20 - 12:00 PM
Combs Chandler
PCS Leadership 3 Year Vision & Final Remarks
Presented by PCS
Description:
Conversation on firm vision, what's next; open Q&A
12:00 - 12:30 PM
Clements
Closing Lunch
Sponsored by
Market Synergy Group
Sponsor Booth Breakdown
1:00 - 6:00 PM
Optional Offsite Activity:
Churchill Downs, A Day at the Races
Sponsored by
Wells Fargo RIA Solutions
*Agenda is subject to change.