Big ideas look better in the desert.
April 26–28, 2027, the Prime Capital Financial Advisor Business Forum takes over the Westin Kierland Resort & Spa for three days designed to challenge, inspire, and energize. Expect world-class sessions, bold conversations, and connections that fuel growth long after the desert sun sets.
And like last year, spouses/guests are invited to join the experience, with an optional activity created just for them!
This isn't another meeting. It's the main stage. The energy, the insights, and the experiences will set the tone for everything to come in 2027.
Let's go!
THE FULL SCOOP
What's waiting for you in Scottsdale
- Content built for where your business is headed — Practice management, growth strategy, markets, and the regulatory shifts shaping the year ahead. Real sessions with real takeaways you can put to work when you get home.
- Home base at the Westin Kierland Resort & Spa — 250 acres of Sonoran Desert, resort-style pools, and a room you won't want to leave (but will, because there's too much happening).
- Networking that actually goes somewhere — Built-in time with advisors and sponsors who are solving the same problems you are, plus the conversations that keep going long after the session ends.
- Choose your own adventure — Golf, a desert hike, a hands-on cooking class, or a full cabana day poolside. Come for the sessions, stay for the stories.
- A night out at PopStroke — We're taking the Forum off-site for putting, food, and a little friendly competition under the lights.
- The Awards Ceremony — An evening to celebrate the year's standout performances and the people behind them.
- Spouses are invited — With curated programming designed just for them, so it's an experience you get to share.
- Late-April desert weather — Sunny, warm, and made for being outside. Pack accordingly.
TUESDAY OFF-SITE EVENT
PopStroke Scottsdale
We're trading the fairway for the putting green. PopStroke is the Tiger Woods–designed putting experience that turns mini golf into something genuinely competitive: TGR Design greens with real contour and break, so the reads actually matter. Add chef-driven food, a full bar, and a lawn built for hanging out, and you've got an evening that works whether you're chasing a scorecard or just chasing conversation. Bragging rights are on the line.
Agenda at a Glance
Here's an overview of what's happening at the event!
- 8:00 a.m. - 2:00 p.m.Optional Activities
- 4:00 p.m. - 7:00 p.m.Welcome Reception
- 7:00 a.m.- 8:00 a.m.Breakfast
- 8:00 a.m. - 4:00 p.m.General Session / Breakouts
- 10 a.m. - 2 p.m.Optional Spouse / Guest Activity
- 6:30 p.m. - 8:30 p.m.Off-Site Event
- 7:00 a.m. - 8:00 a.m.Breakfast
- 8:00 a.m. - 4:00 p.m.General Session / Breakouts
- 6:00 p.m. - 10:00 p.m.Awards Reception / Dinner / Ceremony
MEETING VENUE
The Westin Kierland Resort & Spa
Set on 252 acres of Sonoran Desert with the McDowell Mountains as a backdrop, the Westin Kierland is Scottsdale at its best — and it's our home for all three days.
The resort has just completed a multi-million-dollar renovation — reimagined guest rooms, refreshed lobby and public spaces, new dining concepts, so you'll be experiencing a property at its absolute peak.
Beyond the room: 27 holes of championship golf at Kierland Golf Club, the acclaimed Agave Spa for a well-earned reset, and a water experience that includes a lazy river, a FlowRider surf simulator, and a 110-foot waterslide. Add tennis and pickleball courts, multiple pools with private cabanas, fire pits and s'mores after dark, and a bagpiper who plays the sun down every evening — a Kierland tradition worth setting your watch to.
And when you want to venture out, Kierland Commons and Scottsdale Quarter are a short walk away, with some of the Valley's best dining and shopping.
CHECK OUT
The Optional Activities Choices Planned for You on Monday, April 26th.