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Don’t Miss the Most Transformative Event for Financial Advice

2,000

ATTENDEES
EXPECTED

40+

SPEAKERS &
KEYNOTES

30+

SESSIONS &
NETWORKING OPPORTUNITIES

72

HOURS OF
INSPIRATION

events
EXCELL AGENDA

An Agenda Designed Around You

Too many advisors don’t carve out time to work on the business because they’re too busy getting buried in it.
Take some time out for the health of you, your team, and your firm. Spend three days with us. Bring your team. Listen to some of the brightest minds, both inside and outside the profession. Connect with a community that isn’t afraid to share their successes or their challenges.
There’s not a single event atmosphere more conducive to growth – in every sense of the word.
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

FULL AGENDA COMING SOON!

NOMINATE A SPEAKER

Help us make your experience meaningful

Nominate a Speaker or Speaking Topic

Featured Events

Teri Shepherd Speaking at Excell Conference
EXPERTS LOUNGE

Meet the Experts Lounge Returns!

This dedicated lounge area will allow advisors and team members to sit down, one-on-one, with various subject matter experts and get answers to their most burning challenges. Topics will include practice management, technology, marketing, financial planning, investment strategy and more. Stay tuned for details on how to RSVP for your one-on-one consultation.
Networking at Excell Conference
NETWORKING OPPORTUNITIES

Network with Purpose

Excell is about connection, which is why we give you the opportunity to participate in specialized breakouts and even sit down 1-on-1 with experts who can help you solve your biggest challenges.
Excell Conference Speakers
EXECUTIVE MASTERMINDS

Executive Mastermind Roundtable

This invite-only executive session features some of the profession’s top thought leaders and most innovative minds. C-suite, VIP attendees will meet Mira Wilczek, CEO of Cogo Labs, an incubator that helps innovative companies become very big, very fast. Through a moderated Q&A with Mira, attendees will have the opportunity to ask questions, share ideas with their peers and learn from other C-level execs. Join in the dialogue around the future of financial advice and walk away with “outside the industry” ideas on how you can impact the profession in your executive role.
Join us at Excell May 8-10, 2019