Advisor Summit – Day 2 Schedule
Early Morning
7:00 AM – 7:30 AM — Sound Check / AV / Slides Setup
7:00 AM – 4:00 PM — Sponsor Exhibit Area Open
7:00 AM – 8:00 AM — Breakfast
Morning Programming
8:00 AM – 8:15 AM — Worship & Devotional
8:15 AM – 8:30 AM — Emcee Introduction & Overview of the Day
8:30 AM – 9:20 AM — Session 4: Presentation
WealthTech Roadmap
Thematic focus on the wealth tech integrator
9:20 AM – 9:30 AM — Break
9:30 AM – 10:20 AM — Session 5: Workshop
How are you pursuing efficiency with AI?
10:20 AM – 10:30 AM — Break
10:30 AM – 11:15 AM — Sponsor Block
Sovereign's
Impact Foundation
Eagle Venture
11:15 AM – 11:45 AM — Networking
11:45 AM – 12:00 PM — Transition to Lunch
Midday
12:00 PM – 1:15 PM — Lunch Buffet
1:15 PM – 2:00 PM — Session 6: Investment Presentation
OCIO Models
OCIO Clients
Long/Short Thinking
UMA / SMA
Content Calendar
1:30 PM – 2:30 PM — Spouse Dessert Gathering
Afternoon
2:00 PM – 5:30 PM — Free Time & Optional Topical Roundtables
Informal discussions on:Workflows & Automations (Quin)
Sales and Growth for Solo Advisors & Teams
Succession Planning & Compensation Sophistication
KPI & Business Intelligence
Evening Events
5:30 PM – 6:00 PM — Cocktail Reception
6:00 PM – 7:00 PM — Dinner
Evening Keynote — Biblical Keynote Presentation
Speaker: Kevan Chandler
7:00 PM – 8:00 PM — Closing & Next Morning Logistics