Agenda: The Advyzon Conference 2024

Wednesday, February 12, 2025

1:00 PM

Advyzon Tech Hub

1:00 PM - 5:00 PM

1:00 PM

Advyzon Event Desk

1:00 PM - 7:00 PM

5:00 PM

Welcome Reception Sponsored By TradePMR

5:00 PM - 7:30 PM

Thursday, February 13, 2025

7:30 AM

Breakfast

7:30 AM - 8:30 AM

7:30 AM

Advyzon Event Desk

7:30 AM - 5:00 PM

8:30 AM

Conference Kick-off & Opening Remarks

8:30 AM - 8:40 AM

8:30 AM

Exhibits Open

8:30 AM - 4:30 PM

8:40 AM

Opening Keynote

8:40 AM - 9:25 AM

9:30 AM

BREAKOUT ROTATION 1

9:30 AM - 10:00 AM

9:30 AM

AIM Breakout

9:30 AM - 10:00 AM

9:30 AM

Maximizing Client Relationships with Advyzon’s Integrated Tools

9:30 AM - 10:00 AM

9:30 AM

Sponsored Breakout - Coming Soon!

9:30 AM - 10:00 AM

9:30 AM

Advyzon Tech Hub

9:30 AM - 4:30 PM

10:00 AM

Executive Leadership Panel & State of the Union

10:00 AM - 10:40 AM

10:40 AM

Break

10:40 AM - 10:50 AM

10:50 AM

BREAKOUT ROTATION 2

10:50 AM - 11:20 AM

10:50 AM

Building Trust: Key Strategies for Long-Term Client Relationships

10:50 AM - 11:20 AM

10:50 AM

Sponsored Breakout - Coming Soon!

10:50 AM - 11:20 AM

10:50 AM

Streamlining Workflows with Advyzon: Best Practices for Efficiency

10:50 AM - 11:20 AM

11:25 AM

BREAKOUT ROTATION 3

11:25 AM - 11:55 AM

11:25 AM

From Advisor to Trusted Partner: Elevating Your Practice

11:25 AM - 11:55 AM

11:25 AM

The Future of Fintech: Advyzon’s Role in the Modern Advisory Firm

11:25 AM - 11:55 AM

11:25 AM

Sponsored Breakout - Coming Soon!

11:25 AM - 11:55 AM

11:55 AM

Luncheon

11:55 AM - 1:00 PM

1:00 PM

Keynote

1:00 PM - 1:30 PM

1:30 PM

Featured Panel

1:30 PM - 2:10 PM

2:10 PM

Sponsored Breakout - Coming Soon!

2:10 PM - 2:40 PM

2:10 PM

Sponsored Breakout - Coming Soon!

2:10 PM - 2:40 PM

2:10 PM

BREAKOUT ROTATION 4

2:10 PM - 2:40 PM

2:10 PM

Sponsored Breakout - Coming Soon!

2:10 PM - 2:40 PM

2:40 PM

Networking Break

2:40 PM - 3:10 PM

3:10 PM

Featured Panel

3:10 PM - 3:35 PM

3:35 PM

AIM Investment Outlook

3:35 PM - 4:00 PM

4:05 PM

Marketing Panel

4:05 PM - 4:45 PM

6:30 PM

Reception

6:30 PM - 8:30 PM

Friday, February 14, 2025

7:30 AM

Breakfast

7:30 AM - 8:30 AM

7:30 AM

Advyzon Event Desk

7:30 AM - 11:00 AM

8:30 AM

Technology Panel

8:30 AM - 9:00 AM

8:30 AM

Advyzon Tech Hub

8:30 AM - 11:30 AM

8:30 AM

Exhibits Open

8:30 AM - 11:30 AM

9:05 AM

General

9:05 AM - 9:35 AM

9:05 AM

Core

9:05 AM - 9:35 AM

9:05 AM

BREAKOUT ROTATION 5

9:05 AM - 9:35 AM

9:05 AM

Next Gen Panel

9:05 AM - 9:35 AM

9:35 AM

Networking Break

9:35 AM - 9:45 AM

9:45 AM

Keynote

9:45 AM - 10:15 AM

10:20 AM

Closing Keynote

10:20 AM - 11:20 AM

11:20 AM

Closing Remarks

11:20 AM - 11:25 AM

11:30 AM

Lunches to-go

11:30 AM

AGENDA

Wednesday, February 12, 2025

Thursday, February 13, 2025

Friday, February 14, 2025