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Times listed are in Mountain Daylight Time
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Summit Agenda
Mon
12:00 PM - 5:30 PM
Advisor to CEO Summit Registration
5:30 PM - 8:00 PM
Welcome Evening & Dinner
spouses included
7:00 AM - 8:00 AM
Optional Morning Activity
spouses included
7:30 AM - 9:00 AM
Networking Breakfast
spouses included
9:00 AM - 9:45 AM
Welcome & State of Dynasty
9:45 AM - 11:00 AM
Community Conversations
11:00 AM - 12:30 PM
Professor 1: Part 1
The Discipline to Deliver Strategy: Communication, Collaboration, Outcomes
Strong strategies fail without effective communication and collaboration. In this immersive session, CEOs will examine how breakdowns in alignment, unclear messaging, and weak collaboration slow execution and create rework. Through hands-on exercises and guided discussion, participants will explore how to balance results with process and relationships, improve communication clarity and cadence, and translate strategy into actionable outcomes. Attendees will leave with practical insights and small, actionable experiments to strengthen teamwork, accelerate decision-making, and drive more consistent execution across their organizations.
​
Scott Sanchez
Affiliate Faculty & Executive Practitioner,
Chief Product Officer-AgencyBloc
​
Emory University,
Goizueta Business School
12:30 PM - 1:30 PM
Networking Lunch
spouses included
1:30 PM - 3:30 PM
Professor 1: Part 2 with Integrated Activity
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​
2:30 PM - 3:30 PM
Professor 2: Optional Session for Spouses Only
The Neurophysiology of Leadership and Well-Being
​
What if small, everyday habits are quietly shaping how you think, decide, and show up in your most important conversations? This engaging session explores the science behind the relationship between sleep, stress, movement and nutrition, and mental clarity, emotional balance and creativity. Walk away with practical insights to elevate your personal well-being and performance, and your ability to support a high-performing leader.
​
Steve Walton
Professor in the Practice of Information Systems
& Operations Management
​
Emory University,
Goizueta Business School
3:30 PM - 3:45 PM
Transition to breakout
3:45 PM - 4:30 PM
Breakouts Part 1
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Option 1: Inorganic Growth
Designed to Acquire – The Accretive M&A Blueprint​
Session Leader: Sam Anderson, Chief Capital Officer, Co-Head of Investment Banking, Dynasty Financial Partners and Harris Baltch, Managing Director, Co-Head of Investment Banking, Dynasty Financial Partners
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Option 2: Technology
Designed to to Lead - AI, Your Firm, and What's Next
Session Leader: Leslie Norman, Chief Technology Officer, Dynasty Financial Partners
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Option 3: Talent & Change Management
Designed to Evolve: Leading Change in Yourself and in Others
Session Leader: Casey Jorgensen, Director, Relationship Management & Head of DIAL, Dynasty Financial Partners
4:30 PM - 4:45 PM
Transition to breakout
4:45 PM - 5:30 PM
Breakouts Part 2
Option 1: Organic Growth
Designed to Grow – Creating a Firm Clients Seek and Stay With​
Session Leaders: Ken Hoffman, Managing Director and President at Optima Group
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Option 2: Private Markets
Designed to Access – Private Markets Without the Guesswork​
Session Leaders: Bob Shea, Chief Investment Officer, Dynasty Financial Partners and Karim Simplis, Director, Private Markets, Dynasty Financial Partners
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Option 3: Brand Strategy and Marketing
Designed to Stand Out – Brand Positioning That Powers Growth​
Session Leaders: John Seifert, Dynasty Board of Directors, Dynasty Financial Partners and Gordon Abel, Chief Marketing Officer, Dynasty Financial Partners
View Session
5:30 PM - 6:30 PM
Break
6:30 PM - 9:30 PM
Evening Experiences
spouses included
7:00 AM - 8:00 AM
Optional Morning Activity
spouses included
7:30 AM - 9:00 AM
Networking Breakfast
spouses included
9:00 AM - 12:00 PM
Professor 2:
The Discipline to Deliver Strategy: Decision-making, Accountability & Clarity
Building on Session 1, this interactive session helps advisory firm CEOs strengthen execution by sharpening decision-making, clarifying accountability, and reinforcing executiondiscipline. Participants will explore how inconsistent priorities, unclear ownership, and leadership behaviors can derail strategy execution, and they will learn practical approaches to improve focus and follow-through. Through guided analysis and peer discussions attendees will assess their own organizations, uncover execution barriers, and develop targeted action plans to drive better decisions and more consistent results.
​
Steve Walton
Professor in the Practice of Information Systems
& Operations Management
​
Emory University,
Goizueta Business School
11:00 AM - 12:00 PM
Professor 1: Optional Session for Spouses Only
Becoming a Better Strategic Thought-Partner
​You don’t need industry expertise to be an invaluable sounding board. In this highly practical and interactive session, you’ll learn how to ask sharper questions, listen deeply, and explore ideas without rushing to solutions. Discover how to engage in meaningfuldialogue, test ideas through small experiments, and offer feedback that strengthens—not strains—conversations. Whether at home or alongside peers, you’ll leave better equipped to influence big decisions and partner with confidence and impact.
​
Scott Sanchez
Affiliate Faculty & Executive Practitioner,
Chief Product Officer-AgencyBloc
​
Emory University,
Goizueta Business School
12:00 PM - 1:00 PM
Networking Lunch
spouses included
1:00 PM - 2:00 PM
Keynote Speaker
spouses included
​
Jesse Itzler
Serial Entrepreneur: Marquis Jet, Zico Coconut Water, Co-Owner of Atlanta Hawks; New York Times Bestselling Author, Living with a SEAL
​
2:00 PM - 5:00 PM
5:00 PM - 6:00 PM
Break
6:00 PM - 9:00 PM
Evening Experience
spouses included
9:00 PM - 12:00 AM
Optional After Hours
spouses included
Thurs
7:30 AM - 9:00 AM
Grab and Go Breakfast
Departures
Tuesday, June 16:
3:45 PM – 4:30 PM
Breakouts Part 1
Overview: In a consolidating wealth‑management market, inorganic growth is a powerful lever—but only when strategy, structure, and integration align. This breakout equips RIA leaders with a practical blueprint for sourcing and qualifying targets, negotiating deal terms (cash, equity, and earn‑outs), and protecting culture, clients, and advisors through Day‑1 to 100‑day integration. We’ll unpack what’s driving valuations, when to buy vs. partner, and the operational disciplines that separate accretive deals from distractions—so you can scale with confidence.
Session Leader: Sam Anderson, Chief Capital Officer, Co-Head of Investment Banking and Harris Baltch, Managing Director, Co-Head of Investment Banking
Overview: The firms that get AI right in the next three years will look fundamentally different from those that don't. This session is about making sure yours is one of them. Dynasty's CTO will cut through the noise on what's actually working right now and share what's coming next -- the evolution from Virtual Assistant to Virtual Coach, and what it means when AI actually knows your business. Come ready to engage.
Session Leader: Leslie Norman, Chief Technology Officer
Overview: This session equips RIA executives with a practical framework for leading change at every level: in yourself, in your people, and in your firm. We'll examine the psychological forces that make change hard, the barriers that cause resistance, and the leadership behaviors that break through them. Drawing on behavioral science and real-world leadership research, you'll leave with a diagnostic for your own firm and concrete tactics to lead change more effectively, no matter what the market throws at you.
Session Leader: Casey Jorgensen, Relationship Management & Head of DIAL
4:45 PM – 5:30 PM
Breakouts Part 2
Overview: Exploring the core drivers of organic growth within modern RIA firms and how leaders can build a repeatable engine for client acquisition, wallet‑share expansion, and deeper engagement. This panel-style session will cover the Network strategies, behaviors, and client‑experience enhancements that consistently separate high‑growth firms from the pack. Attendees will gain actionable insight into refining their value proposition, strengthening prospecting and referral pathways, and empowering teams to drive measurable, sustainable growth- without reliance on key individuals.
Session Leader: Ken Hoffman, Managing Director and President at Optima Group
Overview: Private markets are playing an increasingly central role in portfolio construction as more companies stay private longer, and capital continues shifting away from public markets. In this breakout, the Dynasty Investment Team will provide a clear, advisor‑focused overview of today’s private equity, private credit, and real‑asset landscape—highlighting why opportunities are expanding and how to navigate access, due diligence, and client suitability. The team will also outline Dynasty’s curated private market solutions across accreditation levels, giving RIAs practical ways to incorporate differentiated, less‑correlated exposures into client portfolios.
Session Leader: Bob Shea, Chief Investment Officer & Karim Simplis, Director, Private Markets
Overview: In an increasingly competitive and crowded wealth‑management landscape, a firm’s brand is no longer just a logo or a website—it’s a strategic asset that drives differentiation, trust, and growth. This breakout explores how RIAs can build a clear, compelling brand foundation and activate it consistently across marketing channels, client experiences, and business development efforts. The session will cover practical approaches to sharpening your firm’s positioning, clarifying your value proposition, and aligning messaging across advisor, client, and prospect touchpoints.
Session Leader: John Seifert, Dynasty Board of Directors and Gordon Abel, Chief Marketing Officer