Welcome to the Advisor Boardroom
This event is exclusively sponsored by Optas – which means no third-party vendors or big-name sponsors.
Designed for depth and engagement, the boardroom combines collaborative roundtable-style breakouts with expert-led presentations. Breakouts foster peer-to-peer knowledge sharing, while sessions feature industry leaders offering actionable insights.
Every session is designed to provide you with the tools and strategies to elevate your practice.
Day 1 (9/25): Building Foundations for Growth
Welcome Breakfast
Session 1: Scaling – The Executive Mindset for Growth (Guest Speakers)
Gain invaluable insights from seasoned RIA leaders on cultivating a leadership mindset essential for effectively managing and scaling your practice.
Breakout 1: Tech Stack Share
Learn the latest insights, research and due diligence on the best technology for different practices.
Session 2: Growth & Business Development (Guest Speaker)
Delve into proven strategies for expanding your client base and business reach, guided by top decision-makers in the industry.
Networking Lunch
Session 3: Tax Planning for RIAs (Guest Speaker)
Discover the significant advantages of making time to focus on tax planning for you personally.
Breakout 2: Best Business Practices for RIAs (Panel)
Participate in an interactive session with industry experts to discuss client retention strategies, fee structures, and profitability.
Q&A with the Experts
Engage in an open forum to ask questions and gain insights from a panel of seasoned professionals.
Happy Hour on the Lawn
Unwind and continue discussions in a relaxed setting with drinks, appetizers, and live music.
Day 2 (9/26): Advanced Strategies and Future Planning
Breakfast
Session 1: Estate Planning
Everyone knows how important it is – let’s explore best practices in execution of the various strategies.
Breakout 1: Optimizing Your RIA Tech Stack 2
Revisit and share thoughts on advisor and planning technology that were not covered on Day 1, focusing on growing capacity and optimizing the client and advisor experience.
Session 2: Merger & Acquisitions (Guest Speaker)
Gain expert insights into navigating mergers and acquisitions, with guidance from top industry professionals experienced in successful transitions.
Breakout 2: Practice Management Strategy
Collaborate with peers to discuss and develop strategies for practice growth and operational efficiency.
Farewell Lunch