Agenda
AGENDA - DAY I
Wednesday, May 18, 2022
1:00 PM- 5:00 PM
2:00 PM- 5:00 PM
6:00 PM- 7:30 PM
7:30 PM- 9:00 PM
Dine Around - Private Sponsor Dinners
AGENDA - DAY II
Thursday, May 19, 2022
7:00 PM - 8:00 AM
Breakfast
8:00 AM- 8:15 AM
General Session
Finlocity Welcome
"Getting the Most Out of Your Forum Experience"
8:15 AM- 8:55 AM
General Session
"Cyber Tsunami - Tactics and True Stories"
InterWeb Insurance
8:55 AM-9:25 AM
General Session
"Unifying Paperwork Approvals from Multiple Sources"
Forms Logic
9:30 AM- 10:15 AM
Breakout Session
“Fee-Only Annuities For RIAs That Think Differently”
Pacific Life Advisory
iLike PowerMatch™ Sessions
9:30 -9:50 AM
Round 1
9:55 -10:15 AM
Round 2
10:15 AM- 10:35 AM
Refreshment Break
10:35 AM- 11:20 AM
Breakout Session
"The Complex Needs of Firms During The Tech
Evaluation Process"
Black Diamond
iLike PowerMatch™ Sessions
10:35-10:55 AM
Round 3
11:00-11:20 AM
Round 4
11:15 AM- 11:30 AM
Refreshment Break
11:30 AM- 12:00 PM
Breakout Session
"Investing in Affordable Housing via
Manufactured Housing Parks"
Clear Sky Capital
iLike PowerMatch™ Sessions
11:30-11:50 AM
Round 5
12:00 PM- 1:00 PM
Lunch
1:00 PM- 1:35 PM
General Session
"Economic and Market Outlook in Tumultuous Times"
Saumen Chattopadhyay, CIO
OneDigital
1:35 PM- 2:10 PM
General Session
"Executing Acquisition and Succession"
Live Oak Bank
2:15 PM- 3:00 PM
Breakout Session
"1031 Exchanges and DSTs"
Four Springs Capital Markets
iLike PowerMatch™ Sessions
2:05 -2:25 PM
Round 6
2:30 -2:50 PM
Round 7
3:00 PM- 3:20 PM
Refreshment Break
3:20 PM- 4:05 PM
Breakout Session
"Utilizing Preferred Investments
for Income Solutions"
Ashford Securities
iLike PowerMatch™ Sessions
3:10 PM - 3:30 PM
Round 8
3:35 PM - 3:55 PM
Round 9
4:05 PM - 4:30 PM
Open Networking
6:30 PM- 9:30 PM
RelationshipBuilder™Dinner Event
AGENDA - DAY III
Friday, May 20, 2022
7:00 PM - 8:00 AM
Breakfast
8:00 AM- 8:15 AM
General Session
Finlocity Welcome
"Day II Review & Day III Kick-Off!"
8:15 AM- 8:45 AM
General Session
"Designing Client Experiences: Best Practices for a Post-pandemic World"
Blueleaf
8:45 AM-9:15 AM
General Session
"Independent Sponsors and the Future of Lower Middle Market Private Equity"
Kingsbarn Capital
9:20 AM- 10:05 AM
Breakout Session
"Technology Today Can Keep the SEC at Bay"
RIA Compliance Technologies
iLike PowerMatch™ Sessions
9:20-9:40 AM
Round 1
9:45 -10:05 AM
Round 2
10:05 AM -10:25 AM
Refreshment Break
10:25 AM- 11:10 AM
Breakout Session
"Empowering Financial Professionals:
Easy & Efficient for RIAs"
Financial Independence Group
iLike PowerMatch™ Sessions
10:25 -10:45 AM
Round 3
10:50-11:10 AM
Round 4
11:15 AM- 11:50 AM
General Session
"Behavioral Governance and Its Impact on Advisors"
Don Trone, BCF™
Center for Board Certified Fiduciaries
sponsored by RiXtrema
11:50 AM-12:00 PM
General Session
Prize Drawings
Closing Comments
