What's on the agenda? (2026)

• Keynote from Doug Patteson, former CIA agent, professor and author, on reading people and hiring right

• An executive fireside chat reserved for owners and managers

• Pre-scheduled 1:1 networking with partners

• Breakout sessions on business growth, AI and the future of the advisor role

• A beachfront welcome reception, dine arounds, a poolside afternoon and a closing celebration

See the full agenda on the Summit website.