Agenda

• Tuesday, November 4

  • 8:00 a.m.–7:30 p.m.

    Conference Registration
  • 1:00 p.m.–3:30 p.m.

    IMPACT Knowledge Forum: Evolving Beyond Traditional Asset Allocation
  • 1:30 p.m.–3:30 p.m.

    Women's Leadership Workshop: Focus on Executive Presence
  • 4:00 p.m.–5:00 p.m.

    Pre-Conference Session
    A Keen Analyst and a DC Insider
    Liz Ann Sonders, chief investment officer, Charles Schwab & Co., Inc. and Greg Valliere, chief political strategist, Potomac Research Group
  • 5:00 p.m.–6:45 p.m.

    Welcome Reception in The Exchange
  • 7:00 p.m.–10:00 p.m.

    Regional Dinners
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• Wednesday, November 5

  • 7:00 a.m.–7:00 p.m.

    Conference Registration
  • 7:00 a.m.–8:00 a.m.

    Breakfast in The Exchange
  • 8:00 a.m.–9:30 a.m.

    General Session
    Opening remarks from Bernie Clark, executive vice president, Advisor Services, Charles Schwab & Co., Inc. followed by a conversation with Walt Bettinger, president and chief executive officer, The Charles Schwab Corporation
    
    An Education Maverick
    Charles Best, founder and chief executive officer, DonorsChoose.org
  • 9:45 a.m.–11:00 a.m.

    Education Sessions
  • 9:45 a.m.–11:45 a.m.

    Extended Education Sessions
  • 11:00 a.m.–1:00 p.m.

    Lunch and Learn in The Exchange

     

    Sponsored by
  • 1:00 p.m.–2:15 p.m.

    Education Sessions
  • 2:45 p.m.–4:00 p.m.

    Education Sessions
  • 4:00 p.m.–4:45 p.m.

    Break in The Exchange
  • 4:45 p.m.–5:45 p.m.

    General Session
    A Former Fed Chairman
    Ben Bernanke, chairman, The Federal Reserve System (2006-2014)

     

    Sponsored remarks
  • 5:45 p.m.–7:00 p.m.

    The Exchange Reception

     

    Sponsored by
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• Thursday, November 6

  • 7:00 a.m.–7:00 p.m.

    Conference Registration
  • 7:00 a.m.–8:00 a.m.

    Breakfast in The Exchange
  • 8:00 a.m.–9:30 a.m.

    General Session
    Ninth Annual IMPACT Awards Presentation with Jon Beatty, senior vice president, Advisor Services, Charles Schwab & Co., Inc. and Bernie Clark, executive vice president, Advisor Services, Charles Schwab & Co., Inc.
    
    A Global Thinker
    Dambisa Moyo, economist and author

     

    Sponsored remarks
  • 9:45 a.m.–11:00 a.m.

    Education Sessions
  • 9:45 a.m.–11:45 a.m.

    Extended Education Sessions
  • 11:00 a.m.–1:00 p.m.

    Lunch and Learn in The Exchange

     

    Sponsored by
  • 1:00 p.m.–2:00 p.m.

    Spotlight Sessions
  • 2:15 p.m.–3:30 p.m.

    Education Sessions
  • 3:30 p.m.–4:15 p.m.

    Break in The Exchange
  • 4:30 p.m.–5:30 p.m.

    General Session
    The 43^rd President of the United States
    George W. Bush, 43^rd President of the United States
    Interviewed by: Bernie Clark, executive vice president, Advisor Services, Charles Schwab & Co., Inc.
  • 7:00 p.m.–10:30 p.m.

    Final Night Event

     

    Sponsored by
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• Friday, November 7

  • 7:30 a.m.–12:00 p.m.

    Conference Registration
  • 8:00 a.m.–8:30 a.m.

    Breakfast in The Exchange
  • 8:30 a.m.–9:45 a.m.

    Education Sessions
  • 9:45 a.m.–10:45 a.m.

    Brunch in The Exchange
  • 10:45 a.m.–11:45 a.m.

    General Session
    A Clear-Thinking Decision Maker
    Dan Heath, author and senior fellow, Duke University
  • 11:45 a.m.

    Conference Close and Boxed Lunch
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Agenda subject to change