| Tuesday, 10/10/2017 | ||
 1:00 pm - 5:00 pm | Partner University | |
| 6:00 pm - 8:00 pm | Carson Group Partners Cocktails & Dinner - Sponsored by BlackRock | |
| Wednesday, 10/11/2017 | ||
| 7:00 am - 12:00 pm | Carson Group Partners Summit | |
| 9:00 am - 6:00 pm | Registration Desk Open | |
| 12:30 pm - 2:00 pm | Team Track: Operations Panel Jason Miller, Client Service Manager, Carson Group Coaching | |
| 1:00 pm - 4:00 pm | InvestmentNews Research: Adviser Compensation & Staffing Workshop (This workshop costs an additional $130 fee and will conflict with the Elite Advisor Summit and other Wednesday afternoon sessions.) Mark Bruno, Associate Publisher, InvestmentNews Matt Sirinides, Senior Research Analyst, InvestmentNews | |
| 2:15 pm - 3:30 pm | Team Track: Networking Session Mindy Dalrymple, Client Relationship Specialist, Carson Group Coaching Diana Koger, Client Relationship Specialist, Carson Group Coaching Jason Miller, Client Service Manager, Carson Group Coaching | |
| 3:30 pm - 5:30 pm | Carson Group Office Tour | |
| 5:15 pm - 6:00 pm | First Time Attendee Reception | |
| 6:00 pm - 8:15 pm | Opening Night Reception | |
| Thursday, 10/12/2017 | ||
| 7:00 am - 6:30 pm | Registration Desk Open | |
| 7:00 am - 8:00 am | Breakfast | |
| 8:00 am - 9:15 am | General Session - Bill Rancic Bill Rancic, Author, Entrepreneur, Motivational Speaker | |
| 9:15 am - 9:45 am | Break | |
| 9:45 am - 10:30 am | Team Track: The Irresistible Power of Strategic Storytelling Kindra Hall, Speaker, Author, Consultant, The Hall Company | |
| 10:35 am - 11:20 am | Team Track: Write It Right! How Teams Can Professionalize Communication Joe Steuter, Director of Marketing Communication, Carson Group | |
| 11:25 am - 12:10 pm | Team Track: Deliver an Awesome New Hire Onboarding Experience Emily Olson, Recruiting Specialist, Carson Group | |
| 12:10 pm - 1:00 pm | Team Networking Lunch | |
| 1:00 pm - 2:30 pm | General Session - High-Impact Presentations Kindra Hall, Speaker, Author, Consultant, The Hall Company Sterling Shea, Associate Publisher, Head of Advisory & Wealth Management Programs, Barron's Ron Carson, Founder and CEO, Carson Group Paul West, Managing Partner, Carson Wealth Management | |
| 1:30 pm - 2:30 pm | Team Networking Jason Miller, Client Service Manager, Carson Group Coaching | |
| 2:30 pm - 3:00 pm | Break | |
| 3:00 pm - 4:30 pm | General Session - Kristen Johnson Brogan Kristen Johnson Brogan, Chief Nutrition Officer, On Target Living | |
| 4:30 pm - 6:00 pm | Reception - Sponsored by eMoney | |
| 6:30 pm - 9:00 pm | Team Member Dinner - On Your Own | |
| Friday, 10/13/2017 | ||
| 6:30 am - 7:30 am | BYOB Yoga Workout with Kristen Johnson Brogan | |
| 7:00 am - 12:30 pm | Registration Desk Open | |
| 7:00 am - 8:30 am | Breakfast | |
| 8:30 am - 9:45 am | General Session - Col. Arthur Athens Colonel Arthur Athens, Director, U.S. Naval Academy Center for Ethical Leadership, USMCR (Ret.) | |
| 9:45 am - 10:05 am | Break | |
| 10:05 am - 12:00 pm | General Session - Judson Laipply, Ron Carson, Brandon Kawal, and Aaron Schaben Judson Laipply, Owner, Master of Education Degree, CSP, Evolution of Dance Ron Carson, Founder and CEO, Carson Group Aaron Schaben, Managing Partner, Carson Group Partners Brandon Kawal, Consultant, Advisor Growth Strategies | |
| 12:00 pm - 1:00 pm | Grab & Go Lunch | |
