Finlocity

Agenda

Event Details
Day 1
Day 2
Day 3

AGENDA - ​DAY I

Wednesday, May 18, 2022

1:00 PM- 5:00 PM

2:00 PM- 5:00 PM

Blueleaf
User Group Meeting

6:00 PM- 7:30 PM

Relationship Builder™ 
Poolside Welcome Reception 

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

RelationshipBuilderDinner 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

Day 1
Day 2
Day 3
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