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
Director
Senior Investment Strategist
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.
A Conversation with Schwab President and CEO Rick Wurster
Rick Wurster
President and Chief Executive Officer
The Charles Schwab Corporation
9:00 a.m.–9:30 a.m.
The Future of Health is Social
Kasley Killam
Author, The Art and Science of Connection
Sponsored by
A Conversation with Simon Sinek
Simon Sinek
Renowned Leadership Expert, Author, and Optimist
Thursday, November 6
Essentialism: The Disciplined Pursuit of Less
Greg McKeown
Best-Selling Author, Essentialism: The Disciplined Pursuit of Less, Effortless: Make It Easier to Do What Matters Most
Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect
Will Guidara
Restaurateur, Entrepreneur, and Author
subject to change
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
