DAY I
Wednesday, October 26, 2022
1:00 PM - 5:00 PM
6:00 PM - 7:30 PM
RelationshipBuilder™
Poolside Welcome Reception
7:30 PM - 9:00 PM
DINE AROUND
DAY II
Thursday, October 27, 2022
7:00 AM - 8:30 AM
BREAKFAST
Finlocity Welcome
KEYNOTE PRESENTATION
"Finding Yield in a Recessionary Environment”
8:30 AM - 9:15 AM
9:15 AM - 10:00 AM
WORKSHOP I
"Preparing Your BD for DOL"
WORKSHOP II
"Digital Marketing - Navigating New Rules"
iLike PowerMatch™ Sessions
10:00 AM- 10:30 AM
NETWORK & REFRESHMENT BREAK
10:30 AM-11:15 AM
11:15 AM - 12:00 PM
WORKSHOP III
“Optimizing Systems Architecture for Peak Efficiency & Efficacy"
WORKSHOP IV
"Getting Your BD Ready for the Next Wave of Cyber Attacks"
iLike PowerMatch™ Sessions
12:00 PM - 1:00 PM
LUNCH
KEYNOTE PRESENTATION
"Servicing the Advisor of Tomorrow"
1:00 PM - 1:45 PM
GENERAL SESSION
PEER-TO-PEER EXECUTIVE PANEL
"Back-Office Retention Strategies"
1:45 PM - 2:30 PM
2:30 PM - 3:15 PM
WORKSHOP V
"Making it Easy for Advisors to do multi-line business with Your BD"
WORKSHOP VI
"Revisiting ALTs in Search of Yield"
iLike PowerMatch™ Sessions
3:15 PM- 3:30 PM
NETWORK & REFRESHMENT BREAK
3:30 PM - 4:15 PM
4:15 PM - 5:00PM
WORKSHOP VII
"Servicing the Advisor of Tomorrow"
WORKSHOP VIII
"The Next Evolution in Managed Accounts"
iLike PowerMatch™ Sessions
6:30 PM- 9:30 PM
RelationshipBuilder™ AT 
DAY III
Friday, October 28, 2022
7:00 AM - 8:30 AM
BREAKFAST
Finlocity Welcome
KEYNOTE PRESENTATION
"Next Generation WealthTech Solutions for High Performance Teams"
8:30 AM - 9:15 AM
9:15 AM -10:00 AM
WORKSHOP IX
"The Power of the One Page Financial Plan"
WORKSHOP X
"AUM Driven Annuity Solutions"
iLike PowerMatch™ Sessions
10:00 AM - 10:30 AM
NETWORK & REFRESHMENT BREAK
10:30 AM - 11:15 AM
11:15 AM - 12:00 PM
WORKSHOP XI
"Using A.I. to Streamline Compliance Reviews"
WORKSHOP XII
"Helping Advisors Understand New Tax Policies and the
Effects on Clients Wealth"
iLike PowerMatch™ Sessions
12:00 PM
FORUM ADJOURNS
Keynotes
PowerMatch Sessions™
Executive Panels
Luxury Accommodations
Networking
