Agenda

An opportunity every minute.

Keynotes, sessions, and networking. Explore everything that makes IMPACT the RIA industry’s most valuable event. It’s all custom designed to move your business forward.

Meet the speakers Session catalog

Ready to personalize your IMPACT experience? Build your schedule.

Three days. Endless experiences.

Tuesday, October 27–Thursday, October 29

Keynotes and Education Sessions
The Exchange
Evening Event

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Subject to change.

Tuesday, October 27

9:00 a.m.–7:00 p.m.

Registration

2:00 p.m.–4:00 p.m.

Education Sessions

4:00 p.m.–6:45 p.m.

The Exchange

4:30 p.m.–5:45 p.m.

Keynote Session

4:30 p.m.–4:50 p.m.

Welcome to IMPACT with Jon Beatty

Jon Beatty

Head of Schwab Advisor Services™, Charles Schwab & Co., Inc.

Sponsored by

4:50 p.m.–5:45 p.m.

Washington, markets, and what’s next: Signals shaping the road ahead

Kevin Gordon

Head of Macro Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Collin Martin

Head of Fixed Income Research and Strategy, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Liz Ann Sonders

Chief Investment Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc.

Michael Townsend

Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

Sponsored by

5:45 p.m.–6:45 p.m.

Welcome Reception in The Exchange

Sponsored by

6:45 p.m.–9:30 p.m.

Territory Dinners

Wednesday, October 28

7:00 a.m.–6:30 p.m.

Registration

7:30 a.m.–6:30 p.m.

The Exchange

7:30 a.m.–8:30 a.m.

Breakfast in The Exchange

7:45 a.m.–4:15 p.m.

Education Sessions

8:30 a.m.–9:30 a.m.

Keynote Session

8:30 a.m.–9:10 a.m.

Perspectives from Schwab CEO Rick Wurster

Jon Beatty

Head of Schwab Advisor Services™, Charles Schwab & Co., Inc.

Rick Wurster

President and Chief Executive Officer, The Charles Schwab Corporation

9:10 a.m.–9:30 a.m.

Making AI more human

Jeremy Utley

Award-Winning Teacher, Podcaster, and Author

11:00 a.m.–1:00 p.m.

Lunch & Learn in The Exchange

4:30 p.m.–5:30 p.m.

Keynote Session

Atomic habits: How to get 1% better every day

James Clear

#1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker, and Founder of Habits Academy

Sponsored by

5:30 p.m.–6:30 p.m.

Cocktails & Connections in The Exchange

Sponsored by

Thursday, October 29

7:00 a.m.–5:30 p.m.

Registration

7:30 a.m.–5:30 p.m.

The Exchange

7:30 a.m.–8:30 a.m.

Breakfast in The Exchange

8:30 a.m.–9:30 a.m.

Keynote Session

Grit in the new era of work: Pursuing resilience

Angela Duckworth

Professor, Psychologist, and Popular Science Author

Sponsored by

9:45 a.m.–4:15 p.m.

Education Sessions

11:00 a.m.–1:00 p.m.

Lunch & Learn in The Exchange

12:00 p.m.–1:00 p.m.

Keynote Session

The championship mindset: A conversation with Andre Agassi

Speaker

Andre Agassi

Author, Philanthropist, Education Advocate, and Former #1-Ranked Tennis Player and Multi Grand Slam Champion

Moderator

Malika Andrews

Emmy-winning sports journalist and reporter for ESPN

3:45 p.m.–4:30 p.m.

Cocktails & Connections in The Exchange

4:30 p.m.–5:30 p.m.

Keynote Session

Beyond the horizon: A conversation with Artemis II astronauts Jeremy Hansen & Victor Glover

Jeremy Hansen

Artemis II Astronaut

Victor J. Glover Jr.

Astronaut and Artemis II Pilot

7:00 p.m.–10:00 p.m.

Final Night Event

Subject to change.