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Agenda

Excited? We are.

From live and virtual keynotes and sessions to entertainment, socializing, and much more, IMPACT 2022 will treat you to all the experiences that make this conference so valuable.

Lots in store.

Tuesday, November 1—Thursday, November 3

  • Keynotes and Education Sessions
  • Virtual Session
  • The Exchange
  • Evening Event
subject to change

Tuesday, November 1

8:00 a.m.–7:30 p.m.

Registration

1:30 p.m.–4:00 p.m.

Education Sessions

4:00 p.m.–5:15 p.m.

Keynote Session

  • 4:00 p.m.–4:30 p.m.

    Inside the Minds of Walt Bettinger and Bernie Clark

    • Walter W. Bettinger II

      Chief Executive Officer

      The Charles Schwab Corporation

    • Bernie Clark

      Managing Director
      Advisor Services

      Charles Schwab & Co., Inc.

  • 4:30 p.m.–5:15 p.m.

    Expert Perspectives on the Markets

    • Jeffrey Kleintop

      CFA®, Managing Director
      Chief Global Investment Strategist

      Charles Schwab & Co., Inc.

    • Liz Ann Sonders

      Managing Director
      Chief Investment Strategist

      Charles Schwab & Co., Inc.

5:15 p.m.–6:45 p.m.

Welcome Reception in The Exchange

7:00 p.m.–9:30 p.m.

Territory Dinners

Wednesday, November 2

7:00 a.m.–7:00 p.m.

Registration

7:30 a.m.–8:30 a.m.

Breakfast in The Exchange

7:30 a.m.–4:15 p.m.

Education Sessions

8:30 a.m.–9:30 a.m.

Keynote Session

  • 8:30 a.m.–9:00 a.m.

    A Chat with Bernie Clark and Rick Wurster

    • Bernie Clark

      Managing Director
      Advisor Services

      Charles Schwab & Co., Inc.

    • Rick Wurster

      President

      The Charles Schwab Corporation

8:30 a.m.–1:00 p.m. MT

Virtual IMPACT

  • 8:30 a.m.–9:00 a.m. MT

    A Chat with Bernie Clark and Rick Wurster

    • Bernie Clark

      Managing Director
      Advisor Services

      Charles Schwab & Co., Inc.

    • Rick Wurster

      President

      The Charles Schwab Corporation

  • 9:00 a.m.–12:00 p.m. MT

    Virtual Education Sessions

  • 12:00 p.m.–12:45 p.m. MT

    Make Your Firm a Great Place to Work: A Unique Perspective with Michael C. Bush

    • Michael C. Bush

      Chief Executive Officer

      Great Place to Work

11:00 a.m.–1:00 p.m.

Lunch & Learn in The Exchange

12:00 p.m.–12:45 p.m.

Keynote Session

  • Make Your Firm a Great Place to Work: A Unique Perspective with Michael C. Bush

    • Michael C. Bush

      Chief Executive Officer

      Great Place to Work

4:00 p.m.–6:45 p.m.

Cocktails & Connections

4:30 p.m.–5:15 p.m.

Keynote Session

Thursday, November 3

7:00 a.m.–7:00 p.m.

Registration

7:30 a.m.–8:30 a.m.

Breakfast in The Exchange

7:30 a.m.–4:15 p.m.

Education Sessions

8:30 a.m.–9:30 a.m.

Keynote Session

11:00 a.m.–1:00 p.m.

Lunch & Learn in The Exchange

12:00 p.m.–12:45 p.m.

Keynote Session

  • A Paradigm Shift in Macroeconomic Finance

    • Stephanie Kelton, PhD

      Author and Professor
      of Economics and Public Policy
      Stony Brook University

4:00 p.m.–5:15 p.m.

Cocktails & Connections

4:30 p.m.–5:15 p.m.

Keynote Session

7:00 p.m.–10:00 p.m.

Final Night Event

subject to change

sessions

Choose how you will be inspired.

See who’s speaking—and on what topic—to help meet your firm’s goals. The IMPACT Catalog is updated often, so check back throughout the summer to see what sessions are offered.

Meet the speakers
View speakers
Session catalog
View catalog