Excell Fall 2017
 
Tuesday, 10/10/2017
1:00 pm - 5:00 pmAlliance Partner University
6:00 pm - 8:00 pmCarson Institutional Alliance Partner Cocktails & Dinner - Sponsored by BlackRock

Wednesday, 10/11/2017
9:00 am - 6:00 pmRegistration Desk Open
12:30 pm - 2:00 pmTeam Track: Operations Panel
Charlie Dinnel, Client Relationship Specialist, Peak Advisor Alliance
Jason Miller, Manager, Client Service, Peak Advisor Alliance
1:00 pm - 4:00 pmInvestmentNews 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 pmTeam Track: Networking Session
3:30 pm - 5:30 pmCarson Group Office Tour
5:15 pm - 6:00 pmFirst Time Attendee Reception
6:00 pm - 8:15 pmOpening Night Reception

Thursday, 10/12/2017
7:00 am - 6:30 pmRegistration Desk Open
7:00 am - 8:00 amBreakfast
8:00 am - 9:15 amGeneral Session - Bill Rancic
Bill Rancic, Author, Entrepreneur, Motivational Speaker
9:15 am - 9:45 amBreak
9:45 am - 10:30 amTeam Track: The Irresistible Power of Strategic Storytelling
Kindra Hall, Speaker, Author, Consultant, The Hall Company
10:35 am - 11:20 amTeam Track: Write It Right! How Teams Can Professionalize Communication
Joe Steuter, Director of Marketing Communication, Carson Group
11:25 am - 12:10 pmTeam Track: Deliver an Awesome New Hire Onboarding Experience
Emily Olson, Recruiting Specialist, Carson Group
12:10 pm - 1:00 pmTeam Networking Lunch
1:00 pm - 2:30 pmGeneral Session - High-Impact Presentations
1:30 pm - 2:30 pmTeam Networking
Jason Miller, Manager, Client Service, Peak Advisor Alliance
2:30 pm - 3:00 pmBreak
3:00 pm - 4:30 pmGeneral Session - Kristen Johnson Brogan
Kristen Johnson Brogan, Chief Nutrition Officer, On Target Living
4:30 pm - 6:00 pmReception - Sponsored by eMoney
6:30 pm - 9:00 pmTeam Member Dinner - On Your Own

Friday, 10/13/2017
6:30 am - 7:30 amBYOB Yoga Workout with Kristen Johnson Brogan
7:00 am - 12:30 pmRegistration Desk Open
7:00 am - 8:30 amBreakfast
8:30 am - 9:45 amGeneral Session - Col. Arthur Athens
Colonel Arthur Athens, Director, U.S. Naval Academy Center for Ethical Leadership, USMCR (Ret.)
9:45 am - 10:05 amBreak
10:05 am - 12:00 pmGeneral 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 Institutional Alliance
Brandon Kawal, Consultant, Advisor Growth Strategies
12:00 pm - 1:00 pmGrab & Go Lunch