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Register
Registration is open
Choose your registration
Registration closes November 20, 2026.
About
Two days to
set up your year
Get ahead of what's changing
Expert-led sessions on market opportunities,
regulatory changes, and best practices for 2027.
Leave with ideas you can use
Practical strategies to strengthen
client service and grow your business.
Spend time with your peers
Collaborative discussions and real conversations
with advisors and partners across the industry.

Agenda
Agenda
Partners only
All attendees

Wednesday
24
February 2027
1:30 – 9:00 pm
Partners Culture Event + Dinner
For Partners and Annual Sponsors

Thursday
25
February 2027
8:00 am – 12:00 pm
Partners Meeting
For Partners and Annual Sponsors
12:00 – 5:00 pm
Lunch + Day 1 Meeting
The main program begins
5:00 – 8:00 pm
Happy Hour + Dinner Cruise
An evening on Lake LBJ

Friday
26
February 2027
8:00 am – 12:00 pm
Day 2 Meeting
Wraps up at noon
Resort

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