Agenda

Pack an extra notebook. Excell 2023 is filled with sessions designed to help you run, grow and love your business.

General session will leave you inspired to be a better leader as we build the future of financial services, and breakouts will dive into practice management techniques to help take your firm to the next level.

Schedule subject to change, all times listed are in central time.

Registrants:
Start Building Your Custom Agenda!

Tuesday, September 12

9AM – 1PM

pre-conferencepartners

New Partner Stakeholder Training Track

Steve Synowicki, Director, Training, Carson Group
Pete Zielinski, Senior Training Consultant, Carson Group
Devin Jamshidi, Senior Training Consultant, Carson Group
Amy Constable, Senior Training Implementation Specialist, Carson Group
Ammone Phimvongsa, Training Consultant, Carson Group

11:45AM – 5PM

11:45 AM – 5PM

pre-conference

Elite Advisor Summit

2 – 6PM

pre-conference partners

Partner Summit

6 – 8PM

Welcome Reception

Wednesday, September 13

7:30 – 8:30AM

Breakfast in Excell Community Hub

8:30 – 8:45AM

Welcome

8:30 AM – 12:30PM

main stage

General Session

Featuring:

Turn It Up | Burt White, Managing Partner, Chief Strategy Officer, Carson Group

The Convenience Paradox: Balancing Our Present-Day Needs with the Future We Seek | Ron Carson, CEO, Founder, Carson Group and Paul West, Managing Partner, Carson Wealth

A Conversation with Jimmy Yeary | Jimmy Yeary

Agility: Unleashing Innovation, Collaboration, and Performance in Dynamic Environments | Marissa Shandell, Co-Author and Future of Work & Organizational Behavior Expert

Emcees: Jamie Hopkins, Managing Partner, Wealth Solutions, Carson Group and Debbie Taylor, Founder, Lead Wealth Advisor, Taylor Financial Group

12:30 – 2PM

Lunch in Excell Community Hub

2 – 2:45PM

enterprise growth

Partner Showcase — Getting Ready to Acquire: Your Pre-M&A Blueprint

Mike Wieger, Director, Mergers & Acquisitions, Carson Group
Mark McCallum, Managing Director, Partner & Wealth Advisor, Carson Wealth
Doug Johnson, Managing Director, DeVoe & Company

2 – 2:45PM

financial planning

Holistic Financial Advice: Managing 401(k) Assests and Held Away Assets — Partner Panel featuring Pontera Solutions

Matt Kory, Vice President, Retirement Programs, Carson Group
Michael Gold, Founder and CEO, Wealth Advisor, Gold Family Wealth
Larry Sprung, Founder & Wealth Advisor, Mitlin Financial

2 – 2:45PM

investments

Amp Up Your Investment Game: Creating Harmony Between Your Portfolios and Financial Plans

Ryan Detrick, Chief Market Strategist, Carson Group
Sonu Varghese, Vice President, Global Macro Strategist, Carson Group
Dr. Barry Gilbert, Vice President, Asset Allocation Strategist, Carson Group
Grant Engelbart, Vice President, Investment Strategist, Carson Group

2 – 4:45PM

practice management

Run Your Business Like the Best: 3 Keys for Growing a World-Class Firm

Jessica Harrington, Executive Business Coach, Carson Coaching
J.J. Peller, Executive Business Coach, Carson Coaching

2 – 2:45PM

client experience

Partner Panel: Effective Marketing Strategies to Attract, Convert and Nurture Prospects

Bonnie Bailey, Vice President, Business Development & Wealth Advisor, Carson Wealth
Alana Macy, Wealth Advisor, Bloom Wealth Advisors
Neal McGrath, Managing Director, Partner and Wealth Advisor, Carson Wealth
Partner Panel moderated by Minna Burns, Senior Vice President, Consumer Marketing, Carson Group

2 – 2:45PM

partners

Schwab Post Integration Discussion

Shane Weaver, Director, Operations, Carson Group
Brittany Kremer, Manager, Digital Experience & Adoption Team, Charles Schwab
Brianna Fellner, Senior Manager, Custom Solutions West, Charles Schwab
Lily Nguyen, Team Lead, Custom Solutions West, Charles Schwab

2 – 4:45PM

partners

New Partner Stakeholder Training: Operations Track

Pete Zielinski, Senior Training Consultant, Carson Group
Devin Jamshidi, Senior Training Consultant, Carson Group
Amy Constable, Senior Training Implementation Specialist, Carson Group
Ammone Phimvongsa, Training Consultant, Carson Group

2 – 4:45PM

partners

New Partner Stakeholder Training: Advisor Track

Steve Synowicki, Director, Training, Carson Group
Daniel Leal, Wealth Advisor, Carson Wealth
Patrick Sittner, Director, Portfolio Strategy, Carson Group
Kate Terhaar, Marketing Manager, Carson Group

3 – 3:45PM

Client Acquisition

How Prospects Make Choices (Hint: It’s emotional, not rational)

Paul West, Managing Partner, Carson Wealth

3 – 3:45PM

financial planning

Flashbulb Moments: Moving Your Clients Closer to Goals by Celebrating Milestones

Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group

3 – 3:45PM

investments

Macro to Micro: Making Economic Insights Actionable in Portfolios

Ryan Detrick, Chief Market Strategist, Carson Group
Sonu Varghese, Vice President, Global Macro Strategist, Carson Group
Alejandra Grindal, Chief Economist, Ned Davis Research

3 – 3:45PM

practice management

Partner Panel: Running and Growing Your Business With the Right Tech

Partner Panel moderated by Teri Shepherd, President, Carson Group

3 – 3:45PM

client experience

The Ideal Client Experience Now

Jackie Wilke, Vice President, Advisor Consultant, First Trust

4 – 4:45PM

enterprise growth

M&A Macro View: Fireside Chat with Laura Delaney

Nick Engelbart, Managing Partner, Mergers, Acquisitions & Strategy
Laura Delaney, Vice President, Practice Management & Consulting, Fidelity Institutional®
Michael Belluomini, Vice President, Mergers & Acquisitions, Carson Group

4 – 4:45PM

financial planning

Secure Act 2.0 and Impact on Group Retirement Plans

Bonnie Treichel, Chief Solutions Officer, Endeavor Retirement

4 – 4:45PM

investments

Behavioral Finance and the Client Experience

Dr. Preston Cherry, Founder and President, Concurrent Financial Planning
Dr. Barry Gilbert, Vice President, Asset Allocation Strategist, Carson Group

4 – 4:45PM

practice management

Compensation Guidance for Growing Firms

Lindsay Odvody, Vice President, Total Rewards & Talent Operations, Carson Group

4 – 4:45PM

client experience

Elevate and Execute through the Partnership Premium

Coming Soon

7 – 10PM

Reception

Join us at the Wild Horse Saloon featuring Morgan Myles

Thursday, September 14

7:30 – 8:30AM

Breakfast in Excell Community Hub

8:30AM – 12PM

main stage

General Session

Featuring:

Fireside Chat | Shaun White

Space Commercialization & It’s Future | Anousheh Ansari

Becoming Superhuman: The Science of Optimizing Productivity and Performance | Sahar Youself & Lucas Miller

AI and the Client Experience | Mona Vernon, Fidelity Labs

Emcees: Teri Shepherd, President, Carson Group and Ryan Detrick, Chief Market Strategist, Carson Group

12 – 1PM

Lunch in Excell Community Hub

1 – 1:45PM

client acquisition

Partner Panel: What’s Working in Client Acquisition

Kim Gieseler, Co-Founder & Senior Wealth Advisor, Valorem Financial
Ty Bongiovanni, Senior Vice President, Wealth Advisor, Nesso Group
Jorrell Bland, Associate Wealth Advisor, Mitlin Financial
Partner Panel moderated by Jen Abboud-Smith, Senior Vice President, Client Acquisition, Carson Group

1 – 1:45PM

financial planning

Understanding the “Why”: Integrating Insurance into Your Practice

Matt Lewis, Vice President, Insurance, Carson Group
Dan McDonald, SVP, Head of Institutional & RIA Insurance Solutions, FIG
Alecia Barnette, SVP, Care Planning Division, FIG
Matt Woodford, President, Independent Property and Casualty Group

1 – 1:45PM

investments

You Only Make What You Keep: A Conversation with Cliff Asness

Sonu Varghese, Vice President, Global Macro Strategist, Carson Group
Cliff Asness, Managing and Founding Principal, AQR Capital

1 – 1:45PM

practice management

Delegating Clients to the Next Generation of Advisors

Dr. Gerry Herbison, Executive Business Coach, Carson Coaching
Michael Rose, Executive Business Coach, Carson Coaching

1 – 1:45PM

client experience

Turn It Up: Own the Room Every Time You Speak

Deirdre Van Nest, Founder, Crazy Good Talks®

1 – 1:45PM

partners

Operations Roundtable Discussion: Office to Office Update

Janet Anderson, Senior Vice President, Corporate and Retail Operations, Carson Group

1 – 2:45PM

partners

New Partner Stakeholder Training: Advisor Track

Steve Synowicki, Director, Training, Carson Group
Daniel Leal, Wealth Advisor, Carson Wealth
Patrick Sittner, Director, Portfolio Strategy, Carson Group
Kate Terhaar, Marketing Manager, Carson Group

1 – 2:45PM

partners

New Partner Stakeholder Training: Operations Track

Pete Zielinski, Senior Training Consultant, Carson Group
Devin Jamshidi, Senior Training Consultant, Carson Group
Amy Constable, Senior Training Implementation Specialist, Carson Group
Ammone Phimvongsa, Training Consultant, Carson Group

2 – 2:45PM

client acquisition

Harvesting Low-Hanging Fruit for Growth

Greg Opitz, Executive Business Coach, Carson Coaching

2 – 2:45PM

financial planning

Partner Panel: What’s Working in Financial Planning?

Partner Panel moderated by Kimberly Flynn, Director, Wealth Planning, Carson Group
Shanna Kehoe, Partner, Senior Wealth Advisor, Carson Wealth
Dan Adams, Partner, Wealth Advisor, Latitude Wealth Management
Steve Rose, Wealth Advisor, Founder, Art of Wealth Management

2 – 2:45PM

investments

How Clients Are Measuring You: Maximize Your Impact, Compound Wealth

Jessica Golson, Senior Vice President, Investments and Trading, Carson Group
Mike Valenti, Director, Tax Planning, Carson Group

2 – 2:45PM

practice management

Doing Less to Get More: Growing with Advanced Financial Planning Support

Scott Conroy, Managing Partner, Business Consulting, Training, & Service, Carson Group
Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group

2 – 2:45PM

client experience

Find Your Freedom Experience: Personas & Service Model

Jamie Carroll, Managing Partner and Wealth Advisor, Carson Wealth
Mendy Adams, Senior Wealth Planner, Carson Wealth

2 – 2:45PM

investments

Investing in a High-Interest Rate Environment

Jeremy Schwartz, Global Chief Investment Officer, WisdomTree

3:30 – 6PM

3:30 – 9PM

Excursions

Close out your Excell 2023 experience and join one of our exclusive excursions.

3:30 – 5PM

Trolley Tours: Soul of Music City Tour

Experience the true heart of Nashville aboard the Soul of Music City Tour. From the city’s rhythm and blues heritage and honky-tonks to its famous music venues, uncover insider stories and intriguing facts about the people, places and events responsible for the city’s iconic reputation.

4 – 5PM

Grand Ole Opry Tour

Walk in the footsteps of country music superstars and get an exclusive look at what happens behind the scenes of the show that made country music famous with a 50-minute backstage tour. You’ll hear stories about the Opry and country music greats, and see exclusive photos from the Opry’s biggest moments.

4 – 5PM

Hatch Show Print

A working letterpress print shop since 1879, uses its vast collection of vintage type and hand-carved imagery to create timeless designs that express and commemorate America’s evolving cultural identity.

4 – 5:30PM

Goos & Booze Class

Spirits will be lifted during this chocolate and libation session with chocolate sampling, beverage pairings and education, plus the chance to make your own custom Goo Goo. Some of Tennessee’s best distilleries will be featured during this fun and delicious class.

4 – 5:45PM

Golf Cart Mural & Instagram Tour

While Nashville is known for its music, that’s not the only art form you’ll find in its streets. The city’s walls are covered with fresh, unique murals, and you can discover the best spots during this guided golf cart tour.

4 – 5PM

Line Dancing Class

Take “two steps” away from your workday and trade your professional attire for cowboy boots and a fun time as you learn some country line dances.

4 – 6PM

Zipline Nashville

Take a zipline tour through a forest with unbelievable views. Sail through the air on steel cables, secured in a safety harness and attached to a pulley system, as you take in the green hills just outside Nashville.

4 – 6PM

Country Music Hall of Fame: Stories Behind the Songs Private Songwriter Program

Discover the stories behind the music you love in a private session with one of Nashville’s hit-making songwriters. This intimate session allows the rare opportunity to hear hits as they were originally written. After the session, join the writer for a meet and greet and autograph signing.

4:30 – 6PM

Country Music Hall of Fame: Private Guided Tour of RCA Studio B

Located on Music Row, RCA Studio B is one of the most famous studios in the world. More than 35,000 songs have been recorded there by artists such as Dolly Parton, Elvis Presley, Roy Orbison and more. Hear the stories behind the legendary recordings and view some of the original instruments used in producing them.

4 – 6PM

Group Kayak Tour

Kayak through downtown Nashville, combining nature highs with skyline views. As the sun sets, the city comes alive with a brilliant array of colors, and this tour provides the perfect vantage point to take it all in. The tour includes guides, river safety and kayaking instruction, and all necessary equipment.

4 – 6PM

Nelson’s Green Brier Distillery Tour

Tour Nelson’s Green Brier Distillery to learn the past, present and future of this storied distillery. It starts with a journey through the generations of the distillery’s history, followed by a walk-through of the production floor and finished with a tasting of four seasonal offerings.

4 – 6:30PM

Nissan Stadium

Home to the NFL’s Tennessee Titans, Nissan Stadium also serves as one-of-a-kind private event venue. Enjoy a private tour of the stadium, followed by a happy hour in the West Upper Landing as you take in views of the downtown Nashville skyline.

4 – 6:30PM

Nashville Studio Experiences

Take part in the “Join a Star in the Studio” VIP experience and enjoy a private acoustic performance with “The Voice” runner-up Meghan Linsey and Grammy-nominated songwriter Tyler Cain. You’ll then have the opportunity to work with Meghan and Tyler as you record a song and experience how music is created with a star in the studio.