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3 Days That Will
Change How You
Grow Your Firm

May 8-10, 2019 | Chicago, IL

34

CONFERENCES

44

SPONSORS

10,000+

ATTENDEES IN 17 YEARS

38

SESSIONS

19

INDUSTRY EXECS
Speaking Session at Excell Conference
Audience Listening to Speaker at Excell Conference
Music Concert at Excell Conference
Teri Shepherd Speaking at Excell Conference

The Excell Experience

What started as a small, members-only gathering in the basement of a corporate building in 2001 has grown to a three-day event featuring a mix of powerhouse keynotes, unlimited networking, thought-provoking breakout sessions and live entertainment. Experience the flagship conference for growth-minded advisors across the country. From RIAs to IBDs, solo practices to billion-dollar firms, and planners to investment managers, Excell is one of few conferences that gives attendees the chance to connect with a melting pot of financial professionals who all bring something unique to the conversation.

FEATURED IN

As Featured In

EXCELL SPEAKERS

2019 Excell Speakers

Colonol Athens' Headshot
Director | Vice Admiral, Naval Academy

Col. Athens is the Director of the U.S. Naval Academy’s Vice Admiral James B. Stockdale Center for Ethical Leadership.

Nathana Sharma Obrien's Headshot
Principal Faculty at Singularity University

Nathana O'Brien Sharma is Principal Faculty for Blockchain, Law, Policy & Ethics at Singularity Univ.

Ron Carson's Headshot
Founder of Carson Group

Ron Carson is Founder & CEO of Carson Group, which serves financial advisors and investors.

Mira Wilczek's Headshot
President and CEO of Cogo Labs

Mira Wilczek is President and CEO of Cogo Labs and a Senior Partner at Link Ventures.

Avery Johnson's Headshot

Avery Johnson, who led the San Antonio Spurs to the 1999 NBA title as a player and was named the 2006 NBA Coach of the Year, came to the Capstone in 2015.

Chris Davenport's Headshot

Two-time world extreme skiing champion and risk management expert.

EXCELL SPEAKERS

Past Excell Speakers

Bill Rancic's Headshot
Former Apprentice winner and serial entrepreneur

Former Apprentice winner & serial entrepreneur

Arianna Huffington's Headshot
Founder of The Huffington Post and Thrive Global

Founder of The Huffington Post and Thrive Global

Marc Randolph's Headshot
Co-founder and first CEO of Netflix

Co-founder and first CEO of Netflix

Dr Robert Cialdini
Best-Selling Author and Ethical Persuasion Expert

Best-Selling Author and Ethical Persuasion Expert

Robert Herjavec's Headshot
Shark Tank Star, Best-Selling Author, Investor, and CEO

Shark Tank Star, Best-Selling Author, Investor, and CEO

Kirk Herbstreit's Headshot
ESPN College GameDay Spokesperson

ESPN College GameDay Spokesperson

Dr Daniel Gilbert's Headshot
Harvard Psychologist, Author, and Happiness Researcher

Harvard Psychologist, Author, and Happiness Researcher

Sanjiv Mirchandani's Headshot
President of Fidelity Clearing and Custody Solutions

President of Fidelity Clearing and Custody Solutions

Christine Carter's Headshot
Sociologist, Author, and Senior Fellow at UC Berkeley

Sociologist, Author, and Senior Fellow at UC Berkeley’s Greater Good Science Center

Sugar Ray Leonard's Headshot
Professional Boxing Legend

Professional Boxing Legend

Daniel Pink's Headshot
Best-Selling Author and Speaker on Motivation

Best-Selling Author and Speaker on Motivation, Selling, and Extraversion/ Introversion

Michael Maslansky's Headshot
Communications Expert, Author, and CEO

Communications Expert, Author, and CEO

Chris Johnson's Headshot
Health and Wellness Expert and CEO of On Target Living

Health and Wellness Expert and CEO of On Target Living

Dr James Maas' Headshot
Psychologist and Sleep Expert

Psychologist and Sleep Expert

Shawn Anchor's Headshot
Happiness Researcher, Author, and Founder of GoodThink

Happiness Researcher, Author, and Founder of GoodThink

Sterling Shea's Headshot
Barron’s Global Head of Wealth and Asset Management

Barron’s Global Head of Wealth and Asset Management

Ken Blanchard's Headshot
Leadership Expert and Best-Selling Author

Leadership Expert and Best-Selling Author

Monica Lewinsky's Headshot
Cyber-bullying Activist

Cyber-bullying Activist

Mark Hurley's Headshot
Co-founder of The Fiduciary Network

Co-founder of The Fiduciary Network

Kindra Hall's Headshot
Storytelling Expert

Storytelling Expert

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events
THE CONFERENCE

Advancing our craft

10:00 AM - 5:00 PM
Meet the Experts Lounge
12:00 PM - 3:00 PM
Partner Summit
12:30 PM - 4:30 PM
Elite Advisor Summit (for advisors with $100M or more in AUM)
1:00 PM - 3:00 PM
Breakouts
6:00 PM - 8:00 PM
Opening Night Party
6:30 AM - 10:00 AM
Breakfast/Networking
8:30 AM - 12:00 PM
General Session
12:00 PM - 1:30 PM
Women’s Leadership Event
12:00 PM - 3:00 PM
C-Level Executive Mastermind Session
1:00 PM - 5:00 PM
Team Track
2:00 PM - 3:00 PM
High Impact Breakout Sessions
3:00 PM - 5:00 PM
General Session
7:00 PM - 10:00 PM
Jake Owen Concert at House of Blues
6:30 AM - 8:30 AM
Breakfast/Networking
8:30 AM - 12:00 PM
General Session
12:00 PM - 1:00 PM
Networking Lunches
CONFERENCE DATE

Count Every Second Until Event

EVENT TESTIMONIALS

3 Days. 30+ Sessions. Countless Takeaways.

Every speaker and event at Excell 2019 has been scheduled with one goal in mind: to give you practical, actionable steps you can take with you to build a more efficient, successful firm. You’ll leave each session inspired and ready to hit the ground running. But don’t just take our word for it.
Devang Patel's Headshot

"The Carson Group Excell Conference is a "Must Attend" for any Elite advisor who is trying to grow his practice and serve his clients even better."

Devang Patel
Senior Financial Planner
Michelle Ogden's Headshot

The Excell Conference is a premier advisor event pooling the most high energy high impact advisors nationwide!

Michelle Ogden
Wealth Advisor
Kelly Campbell's Headshot

"Every time I attend the Excell conference, I get a large number of great ideas; then I narrow that list down to 2-3 ideas; then I implement those 2-3 and each ALWAYS has a profound impact on my business and my life."

Kelly Campbell
CEO of Campbell Wealth Management
Dan Murphy's Headshot

“By far, this is the best industry conference I attend each year.”

Dan Murphy
Financial Planner
Kent Kuhlmann's Headshot

“I'm so impressed with the tools, the thought leadership, and the execution of Carson Group. The whole week of the Excell Conference was awesome. I was hungry to hear every session.”

Kent Kuhlmann
Founder of Kuhlmann Associates Financial

Spend 3 days with the most inspired community of advisors and team members.

SPONSORED BY

Amazing Partners & Sponsors

We couldn’t invest in you without the following trusted partners who invest in us.
Join us at Excell May 8-10, 2019