REGISTRATION IS OPEN!

May 4-5 Annual Conference & Awards Celebration Virtual (2 DAYS)

Last year’s Annual Conference Lite was a huge success because we continued to deliver highly interactive and engaging sessions in a virtual setting. And we have committed to again go virtual with our Annual Conference this year. One enhancement you will experience as a registered attendee this year is that much of the 2-day Annual Conference will be available on-demand for convenient viewing for a while after the event.

Here is the 2-day lineup we have planned for you….

Wednesday, May 4 9:30am - 3:30pm Central Time

9:30- 10:30 PRE-CONFERENCE - "What You Need to Know" Coffee Talks

10:30 KICK-OFF TO ANNUAL CONFERENCE 2022

Keynote Speakers, Breakout Group Discussions, Tools to Use, PINNACLE AWARD WINNER ANNOUNCED

3:00 - ? HAPPY HOUR - "Get to know the Community" Networking & Fun

Thursday, May 5 10:30am - 3:00pm Central Time

10:30 WELCOME BACK TO DAY 2

Keynote Speakers, Breakout Group Discussions
Tools to Use
NEW HERITAGE DESIGN PROFESSIONALS™ CEREMONY

3:00 CLOSE

Because there are people in many time zones who will be enjoying lunch/dinner at different times, we are going to schedule the keynote speakers during a 2-hour time frame and the interactive sessions are before and after that. This will allow flexibility in when you chose to eat lunch and not be "on camera."

KEYNOTE SPEAKERS INCLUDE:
Brandon Stuerke, Next Level Advisors - CEO
Whitney Webb, Cresset- Managing Director, Family Governance
Marty Dutch, First Foundation

TOPICS:
Engaging the Next Generation
Using Technology to Attract and Retain HNW Clients
The Outcome Advantage
Tools to Use with Clients & Client Families