AGENDA
Wednesday, February 12, 2025
Wednesday, February 12, 2025
9:00 AM
Advyzon User Training
9:00 AM - 3:00 PM
Starling, Wilson's Plover
Pre-registration and an additional training fee was required for this event.
This session is optional
1:00 PM
Advyzon Event Desk
1:00 PM - 7:00 PM
Tower Pool Windows
5:30 PM
Welcome Reception Sponsored By TradePMR
5:30 PM - 7:30 PM
Audubon Pavilion
Thursday, February 13, 2025
Thursday, February 13, 2025
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Audubon Pavilion
7:30 AM
Advyzon Tech Hub
7:30 AM - 6:30 PM
Starling
7:30 AM
Advyzon Event Desk
7:30 AM - 5:00 PM
Tower Pool Windows
8:30 AM
Conference Kick-off & Opening Remarks
8:30 AM - 8:40 AM
Audubon A - B
8:30 AM
Exhibits Open
8:30 AM - 4:30 PM
Audubon C-F, Foyer and Promenade
8:40 AM
Opening Keynote: 2025 Global Market Outlook
8:40 AM - 9:25 AM
Audubon A - B
9:30 AM
BREAKOUT ROTATION 1
9:30 AM - 10:00 AM
9:30 AM
Compliance Corner
9:30 AM - 10:00 AM
Sandhill Crane
9:30 AM
Utilizing Technology to Grow and Drive Efficiencies
9:30 AM - 10:00 AM
Snowy Egret
9:30 AM
So You Think You're a Fiduciary? Leveraging AIM’s Outsourced CIO Services
9:30 AM - 10:00 AM
White Ibis
10:00 AM
Executive Leadership Panel & State of the Union
10:00 AM - 10:40 AM
Audubon A - B
10:40 AM
Break
10:40 AM - 10:50 AM
Audubon C-F, Foyer and Promenade
10:50 AM
BREAKOUT ROTATION 2
10:50 AM - 11:20 AM
10:50 AM
Upgrade Your Workflows with Workflows 3.0
10:50 AM - 11:20 AM
Sandhill Crane
10:50 AM
Digital Meets Personal: The New Paradigm for UHNW Client Engagement
10:50 AM - 11:20 AM
Snowy Egret
10:50 AM
Unleashing The Power of Direct Indexing With AIM's Personalized Index Engine
10:50 AM - 11:20 AM
White Ibis
11:25 AM
BREAKOUT ROTATION 3
11:25 AM - 11:55 AM
11:25 AM
Elevate your Client Portal Experience
11:25 AM - 11:55 AM
Sandhill Crane
11:25 AM
From Potential to Power: The Next Gen’s Journey to Leadership
11:25 AM - 11:55 AM
Snowy Egret
11:25 AM
Strategies to Boost Your Firm's Tax Alpha
11:25 AM - 11:55 AM
White Ibis
11:55 AM
Luncheon
11:55 AM - 1:00 PM
Audubon Pavilion
1:00 PM
Afternoon Keynote: The Power of Partnership
1:00 PM - 1:30 PM
Audubon A - B
1:35 PM
More Than Numbers: The Human Advantage of Women in Wealth
1:35 PM - 2:15 PM
Audubon A - B
2:20 PM
BREAKOUT ROTATION 4
2:20 PM - 2:50 PM
2:20 PM
Practical Advisor AI: Slash Meeting Admin Time by 90% + Elevate Client Experience
2:20 PM - 2:50 PM
Sandhill Crane
2:20 PM
The Importance of Managing Longevity Risk
2:20 PM - 2:50 PM
Snowy Egret
2:20 PM
Alternative Investments Simplified with iCapital's U.S. Marketplace
2:20 PM - 2:50 PM
White Ibis
2:50 PM
Networking Break
2:50 PM - 3:10 PM
Audubon C-F, Foyer and Promenade
3:10 PM
Power Shifts and Policy Trends in Washington
3:10 PM - 3:35 PM
Audubon A - B
3:35 PM
AIM Investment Outlook
3:35 PM - 4:00 PM
Audubon A - B
4:05 PM
Marketing in 2025: Cutting Through the Hype and Getting Practical
4:05 PM - 4:45 PM
Audubon A - B
6:30 PM
Reception Sponsored by Stansberry Asset Management
6:30 PM - 8:30 PM
Audubon Pavilion
Friday, February 14, 2025
Friday, February 14, 2025
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Audubon Pavilion
7:30 AM
Advyzon Event Desk
7:30 AM - 11:00 AM
Tower Pool Windows
7:30 AM
Advyzon Tech Hub
7:30 AM - 11:25 AM
Starling
8:30 AM
From Automation to Growth: The 2025 Technology Blueprint for Advisors
8:30 AM - 9:00 AM
Audubon A - B
8:30 AM
Exhibits Open
8:30 AM - 11:30 AM
Audubon C-F, Foyer and Promenade
9:05 AM
BREAKOUT ROTATION 5
9:05 AM - 9:35 AM
9:05 AM
Unlocking Quantum Rebalancing: What's New and What's Next
9:05 AM - 9:35 AM
Sandhill Crane
9:05 AM
The Benefits of Bespoke Model Creation
9:05 AM - 9:35 AM
White Ibis
9:05 AM
2025 Regulatory Insights
9:05 AM - 9:35 AM
Snowy Egret
9:35 AM
Networking Break
9:35 AM - 9:45 AM
Audubon C-F, Foyer and Promenade
9:45 AM
AI’s Impact on the Custodial Experience
9:45 AM - 10:15 AM
Audubon A - B
10:20 AM
Closing Keynote: Daymond John’s 5 Shark Points: Fundamentals for Success in Business and Life
10:20 AM - 11:20 AM
Audubon A - B
11:20 AM
Closing Remarks
11:20 AM - 11:25 AM
Audubon A - B
11:30 AM
Lunches to-go
11:30 AM
Audubon C-F, Foyer and Promenade