Join us for two days of content centered on growth drivers of your advisory practice: through increased efficiencies, effectiveness, and productivity. Highlights on this year’s agenda will include sessions with Cetera leaders and practice management presentations from our strategic partners and sponsors. REGISTRATION DEADLINE 10/1/23.

During this meeting, we discuss effective growth strategies, best practices, and resources to help you uncover new business opportunities, maximize your client impact, and accelerate growth.

• Practice Management Ideas & Strategies
• CE Credits Provided AND Satisfy Annual Compliance/Firm Element Requirements
• Team Building, Collaboration & Camaraderie
• Sharing Information & Best Practices
• Providing Leadership, Direction & Motivation

AGENDA OVERVIEW:

Wednesday, 11/1/23:

• DELEGATES ARRIVE Throughout the Day
• WELCOME DINNER 6:00 PM to 9:00 PM

Thursday, 11/2/23:

• Networking Breakfast 7:00 AM to 8:00 AM
• BUSINESS SESSIONS 8:00 AM to 5:00 PM
• Networking Luncheon 11:50 AM to 12:35 PM
• DINNER DINE-A-ROUNDS 6:30 PM to 9:30 PM

Friday, 11/3/23:

• Networking Breakfast 7:00 AM to 8:00 AM
• BUSINESS SESSIONS 8:00 AM to 12:00 PM
• DELEGATES DEPART After 12:00 PM
• Grab & Go Lunch 12:00 PM to 1:00 PM

We look forward to seeing you in Kansas City, MO