I don’t always agree, but I learn something new.

Kate Hewell
Financial Focus

Explore our education offering.

Be sure to check the IMPACT education session catalog session often; we’ll be making updates throughout the summer.


Education sessions

Stay current on topics vital to running an RIA practice. Here’s just a sampling of this year’s education sessions.

Wealth Management
Employee Experience
Client Experience
Firm Operations

Policy and the Economy: The Shifting Landscape

Why Attend: Gain a deeper understanding of how government policy relates to today’s major economic issues, and the impact it may have on your business.

Douglas Holtz-Eakin

American Action Forum

Guiding Principles for Advisory Firm Success

Why Attend: Learn and understand the five core principles propelling advisory firms that consistently outperform.

Jerry Cobb

Managing Director of Business Consulting
Charles Schwab & Co., Inc.

Tightening Policy and the Outlook for Fixed Income

Why Attend: Understand how to manage fixed income assets as the bear market in bonds draws to an end.

Kathy Jones

Senior Vice President, Chief Fixed Income Strategist
Charles Schwab & Co., Inc.

The Fourth Industrial Revolution: Catching the Wave

Why Attend: Learn how the Fourth Industrial Revolution is radically changing the business landscape and how you can benefit from the disruption.

John van Moyland

Head of Financial Products
Kensho Technologies

People Power: Building Strong Teams to Overcome Hurdles

Why Attend: Discover how to improve teamwork and foster collaboration at your firm so that you can achieve greater success.

Beverly Flaxington

The Collaborative

MISSION: Success! A Fighter Pilot’s Secret for Peak Performance

Why Attend: Learn how to apply the same concepts used by fighter pilots to accomplish your firm’s critical initiatives.

Anthony "AB" Bourke

Founder and Chief Executive Officer
Mach 2 Consulting

Greg Laurence

Managing Director, RIA Sales
Charles Schwab & Co., Inc.

What Matters to Your Clients: Leveraging Behavioral Economics in Goals-Based Planning

Why Attend: Learn how to help clients accomplish their life goals by understanding how to integrate behavioral economics with standard financial planning methods.

Shachar Kariv

Ward Professor of Economics and Department Chair
University of California, Berkeley

We Need to Talk: How to Have Conversations That Matter

Why Attend: Discover the importance of meaningful conversation and a practical approach for using it to build relationships.

Celeste Headlee

Author, Journalist, and Speaker

Marketing Magnetism: Immediate Strategies for Differentiating Your Practice and Winning New Business

Why Attend: Delve into the latest marketing strategies and tactics you can use to promote your firm’s value in a meaningful way that captures prospects’ attention and interest.

Maribeth Kuzmeski

Red Zone Marketing

Cracking the Art of Human Hacking and Fraud Training

Why Attend: Find out how people can battle cybercrime by understanding social engineering and changing their behavior to deal with it.

John Sileo

Chief Executive Officer
The Sileo Group

Meet your Schwab hosts.

Jon Beatty

Senior Vice President

National Sales and Relationship Management Schwab Advisor Services™ and Charles Schwab & Co., Inc.

Walt Bettinger

President and Chief Executive Officer

The Charles Schwab Corporation

Bernie Clark

Executive Vice President and Head of Advisor Services

Charles Schwab & Co., Inc.

Mark Coffrini

Senior Vice President

Retirement Business Services, Charles Schwab & Co., Inc.; and Charles Schwab Bank®

Susan Forman

Senior Vice President, Institutional Services Marketing

Charles Schwab & Co., Inc.

Nick Georgis

Senior Vice President, Business Consulting and Field Experience

Charles Schwab & Co., Inc.

Jalina Kerr

Senior Vice President, Integrated Solutions

Charles Schwab & Co., Inc.

Ian Muir

Senior Vice President, Advisor Services Trading and Operations

Charles Schwab & Co., Inc.

Andrew Salesky

Senior Vice President, Digital Advisor Solutions

Charles Schwab & Co., Inc.