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Times listed are in Mountain Daylight Time
More updates coming soon!
Summit Agenda
Mon
12:00 PM - 5:00 PM
Advisor to CEO Summit Registration
5:00 PM - 6:00 PM
Welcome Cocktail Reception
spouses included
6:00 PM - 7:00 PM
Fireside Chat
spouses included
7:00 PM - 9:00 PM
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
(in classroom)
12:30 PM - 1:30 PM
Networking Lunch
spouses included
1:30 PM - 3:30 PM
Professor 1: Part 2 with Integrated Activity
2:30 PM - 3:30 PM
Professor 2: optional session for spouses only
3:30 PM - 3:45 PM
Transition to breakout
3:45 PM - 4:30 PM
Breakouts Part 1
Option 1: Inorganic Growth
Designed to Acquire – The Accretive M&A Blueprint
Session Leader: Sam Anderson, Chief Capital Officer, Co-Head of Investment Banking
Option 2: Technology
Designed to Simplify – Tech that Connects People and Purpose
Session Leader: Leslie Norman, Chief Technology Officer
Option 3: Talent & Change Management
Designed to Belong – Talent, Culture, & Change Leadership
Session Leader: Andrew Marsh, Vice Chairman & Head of Core Services
4:30 PM - 4:45 PM
Transition to breakout
4:45 PM - 5:30 PM
Breakouts 2
Option 1: Organic Growth
Designed to Grow – Creating a Firm Clients Seek and Stay With
Session Leaders: Casey Jorgensen, Director, Relationship Management & Head of DIAL
Option 2: Private Markets
Designed to Access: Private Markets Without the Guesswork
Session Leaders: Bob Shea, Chief Investment Officer & Karim Simplis, Director, Private Markets
Option 3: Brand Strategy and Marketing
Designed to Stand Out: Brand Positioning That Powers Growth
Session Leaders: John Seifert, Dynasty Board of Directors and Gordon Abel, Chief Marketing Officer
View Session
5:30 PM - 6:30 PM
Break
6:30 PM - 9:30 PM
Evening Experience
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 - 10:30 AM
Professor 2: Part 1 with integrated activity
10:30 AM - 12:00 PM
Professor 2: Part 2
(in classroom)
11:00 AM - 12:00 PM
Professor 1: optional session for spouses only
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
TBD Optional Afternoon Activity
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
Overview: This session offers a strategic overview of Dynasty’s technology vision and the evolving ecosystem that supports modern RIA growth. Dynasty’s Chief Technology Officer and members of the Dynasty Technology Board will share insights into how the platform is designed, governed, and continuously improved to meet the needs of advisory firms of all sizes. Attendees will gain a clearer understanding of how Dynasty and the Network approach integration, data management, security, and user experience—and how these priorities shape the tools, services, and solutions available across the network. Whether your firm is focused on efficiency, client engagement, or long‑term scalability, this conversation provides a practical look at how Dynasty’s WealthTech stack enables a stronger, more connected RIA enterprise.
Session Leader: Leslie Norman, Chief Technology Officer
Overview: This session highlights practical strategies RIA leaders can use to attract strong talent and guide teams through organizational change. We’ll explore how to articulate a compelling value proposition, strengthen culture, and build clear growth pathways that appeal to today’s advisor and support‑team workforce. The conversation also covers core elements of effective change management—communication, alignment, and maintaining momentum—so firms can adapt confidently as they scale. Designed for leaders navigating growth or transition, this breakout offers straightforward guidance for building a resilient, people‑focused organization.
Session Leader: Andrew Marsh, Vice Chairman & Head of Core Services
4:45 PM – 5:30 PM
Breakouts 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: Casey Jorgensen, Director, Relationship Management & Head of DIAL
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