3 Days Jam-Packed with Practical Takeaways for Your Entire Team

Agenda
Excell Agenda
3 Days Designed with You in Mind

3 days. 1,500+ people. 40+ speakers and keynotes. We’ve curated presenters and topics to engage and motivate your entire team through actionable insights. Looking for a one-of-a-kind experience? Check out our Accelerators.

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10:00 AM - 05:30 PM

Registration Desk Open

Grab your badge and get all of your questions answered! Let's go!

 
11:00 AM - 04:00 PM

Elite Advisor Summit

This is an exclusive gathering of top-tier advisors, where you'll get new ideas and inspiration and hear from some of the top minds in the industry! Discover what's working for other advisors on your level and bring practical, exclusive takeaways back to your firm. (Advisors must have at least $100M in AUM and $1M in Individual Gross Revenue)

 
12:00 PM - 05:00 PM

Meet the Experts

Get one-on-one time with some of the industry's brightest minds. This unique learning opportunity lets you get exactly what you need on the subjects you care about most.

 
04:00 PM - 05:00 PM

Inside Partnership

 
06:00 PM - 08:00 PM

Welcome Party in Expo Hall

Everyone is invited to the Expo Hall to get Excell started right!

 
06:30 AM - 08:00 AM

Breakfast in Expo Hall

Grab your breakfast and start a conversation with advisors, team members, students, sponsors and more!

 
07:00 AM - 07:00 PM

Registration Desk Open

Need some help figuring out where to go? Help downloading the app? Have a question? We're here to help!

 
08:15 AM - 12:00 PM

General Session

Three general sessions will feature engaging speakers including: Scott Harrison, Patty McCord, Michael Kitces, Sandra Joseph, Noreen Beaman, Suzanne Siracuse, Dr. Darshan Shah, Paul West, Teri Shepherd, Ron Carson and more!

 
12:00 PM - 01:00 PM

Lunch in Expo Hall

Eat lunch and start a conversation with advisors, team members, students, sponsors and more!

 
12:00 PM - 01:00 PM

Women’s Leadership Lunch – sponsored by TD Ameritrade

Open to all attendees, this Women's Leadership Lunch sponsored by TD Ameritrade is designed to help us all lift the voices and careers of women in the industry.

 
01:00 PM - 03:30 PM

Breakout – Leadership Development

Designed for everyone who works in and on the business, these sessions will help you see where you can bring innovation to help achieve your advisory firm's mission through front of house and back office excellence.

 
01:00 PM - 03:30 PM

Breakout – Investments

Ready to think beyond asset allocation, expected returns, risk tolerances and time horizons? Come to hear from some of the industries leading minds on where investment management can go from here.

 
01:00 PM - 03:30 PM

Breakout – Planning

Making wise choices about the use of debt, setting up college savings plans, creating tax efficiencies, estate planning and ensuring your insurance needs are taken care of are just the beginning of financial planning. Hear from the industry leaders on where they're going in 2020 and beyond.

 
03:30 PM - 04:00 PM

Break

Grab a snack. Send some texts. Don't forget to tweet #Excell2020.

 
04:00 PM - 05:30 PM

General Session

Three general sessions will feature engaging speakers including: Scott Harrison, Patty McCord, Michael Kitces, Sandra Joseph, Noreen Beaman, Suzanne Siracuse, Dr. Darshan Shah, Paul West, Teri Shepherd, Ron Carson and more!

 
05:30 PM - 06:30 PM

Expo Hall Cocktail Hour

Grab a drink or a light appetizer and mingle!

 
06:30 AM - 06:00 PM

Registration Desk Open

Need some help figuring out where to go? Help downloading the app? Have a question? We're here to help!

 
06:30 AM - 08:00 AM

Breakfast in Expo Hall

Grab your breakfast and start a conversation with advisors, team members, students, sponsors and more!

 
08:15 AM - 12:00 PM

General Session

Three general sessions will feature engaging speakers including: Scott Harrison, Patty McCord, Michael Kitces, Sandra Joseph, Noreen Beaman, Suzanne Siracuse, Dr. Darshan Shah, Paul West, Teri Shepherd, Ron Carson and more!

 
12:00 PM - 01:00 PM

Lunch in Expo Hall

Eat lunch and start a conversation with advisors, team members, students, sponsors and more!

 
01:00 PM - 04:00 PM

Accelerator – The Evolution of Investment Management

Find out how firms are adapting to changing demands, understand the future of factor-based investing and learn how to articulate your investment story to clients.

Learn more about this Accelerator here.

 
01:00 PM - 04:00 PM

Accelerator – The Future of Financial Planning

What will the future of the financial advisory profession look like? Join some of the brightest minds in the retirement planning sphere to discuss new innovations and practical tips that will deepen your value with clients.

Learn more about this Accelerator here.

 
01:00 PM - 04:00 PM

Accelerator – Fintech, WealthTech and the Tools Transforming Advisory Firms Today

Choosing new technology can be difficult – and intimidating. Learn how to choose a true technology partner, not just a vendor, to scale your firm and improve your client experience.

Learn more about this Accelerator here.

 
01:00 PM - 04:00 PM

Accelerator – The Fundamentals of Marketing Your Advisory Firm

Learn how successful firms are gaining new leads, earning new business and implementing proven marketing techniques.

Learn more about this Accelerator here.

 
01:00 PM - 04:00 PM

Accelerator – Solving Succession Planning & Growing Through Acquisition

Hear from the industry’s leading M&A experts to identify what to look for in a successful partner, demystify economic analysis and understand valuation theory.

Learn more about this Accelerator here.

 
04:30 PM - 05:30 PM

Workout with Will Morales

Create confidence and improve self esteem through exercise. As a Physical Therapist Assistant with 10 years experience, Will knows the importance of building the foundation of the body first. Learn how to achieve your goals this year.

 
06:00 PM - 10:00 PM

Closing night party with Foreigner

Enjoy a private concert from the legendary band Foreigner from the luxury of The Cosmopolitan’s Chelsea Theater.

 
Tentative Agenda (subject to change)

ATTENDEES EXPECTED

SPEAKERS & KEYNOTES

SESSIONS & NETWORKING OPPORTUNITIES

HOURS OF INSPIRATION

Excell 2020 team: Public health is our priority
In light of the global health concerns due to the novel coronavirus (COVID-19), the Excell 2020 team is monitoring public health guidance relative to in-person events. At this time, global health authorities have not issued guidance to avoid travel to Las Vegas. We are taking the concern seriously, especially with regard to the health and well-being of advisors, partners, customers and other guests, who remain our ultimate priority. We will continue to monitor and make any necessary changes as the situation evolves. All registration fees remain fully refundable through May 18, 2020.
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