Agenda
Three full days of opportunities.
Explore the keynotes, education sessions, and networking opportunities that make IMPACT the RIA industry’s can’t-miss event. Here’s IMPACT at a glance.
Nonstop opportunities.
Tuesday, November 4–Thursday, November 6
- Keynotes and Education Sessions
- The Exchange
- Evening Event
Subject to change.
Tuesday, November 4
4:30 p.m.–4:50 p.m.
Welcome to IMPACT
Jonathan S. Beatty
Managing Director
Head of Schwab Advisor Services™
Charles Schwab & Co., Inc.
Sponsored by
4:50 p.m.–5:45 p.m.
Policy, Portfolios & the Pulse Ahead: Schwab’s Strategic Forecast
Kevin Gordon
Head of Macro Research and Strategy
Charles Schwab & Co., Inc.
Kathy Jones
Managing Director
Chief Fixed Income Strategist
Schwab Center for Financial Research
Liz Ann Sonders
Managing Director
Chief Investment Strategist
Charles Schwab & Co., Inc.
Michael Townsend
Managing Director
Legislative and Regulatory Affairs
Charles Schwab & Co., Inc.
Sponsored by
Wednesday, November 5
8:30 a.m.–9:00 a.m.
Making a Positive Impact Together with President and CEO Rick Wurster
Speakers
Jonathan S. Beatty
Managing Director
Head of Schwab Advisor Services™
Charles Schwab & Co., Inc.
Rick Wurster
President and Chief Executive Officer
The Charles Schwab Corporation
Moderator
Jalina Kerr
Managing Director, Advisor Services
Charles Schwab & Co., Inc.
9:00 a.m.–9:30 a.m.
The Future of Health is Social
Speaker
Kasley Killam
Author, The Art and Science of Connection
Introduction by
Jalina Kerr
Managing Director, Advisor Services
Charles Schwab & Co., Inc.
Sponsored by
A Conversation with Simon Sinek
Speaker
Simon Sinek
Renowned Leadership Expert, Author, and Optimist
Introduction by
Lisa Salvi
Managing Director, Advisor Services
Charles Schwab & Co., Inc.
Thursday, November 6
Essentialism: The Disciplined Pursuit of Less
Speaker
Greg McKeown
Best-Selling Author, Essentialism: The Disciplined Pursuit of Less, Effortless: Make It Easier to Do What Matters Most
Introduction by
Tom Bradley
Chief Client Officer, Schwab Advisor Services™
Charles Schwab & Co., Inc.
Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect
Speaker
Will Guidara
Restaurateur, Entrepreneur, and Author
Introduction by
John V. Tovar, AIF®
Managing Director, Advisor Wealth Services
Charles Schwab & Co., Inc.
Final Night Event Musical Performance
Headliner
Keith Urban
Four-time Grammy Award winner and two-time CMA Entertainer of the Year.
Introduction by
Bradley D. Losson
Head of Enterprise Solutions
Charles Schwab Advisor Services
Charles Schwab & Co., Inc.
Subject to change. The easiest and best way to stay up to date throughout IMPACT? The IMPACT mobile app! Get it before the event to see the full agenda, full keynote details, and get all the latest news and updates.
sessions
Take a peek and start planning.
IMPACT is packed full of informative and eye-opening sessions. Start browsing and slating a schedule of the sessions most relevant to you. And check back often—we keep adding things right up to the event.
Meet the speakers
