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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, Bernie Clark, and Jon Beatty

    • Walter W. Bettinger II

      Chief Executive Officer
      Co-Chairman of the
      Board of Directors

      The Charles Schwab Corporation

    • Bernie Clark

      Managing Director
      Advisor Services

      Charles Schwab & Co., Inc.

    • Jon Beatty

      Chief Operating Officer
      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

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

  • 9:00 a.m.–9:30 a.m.

    The Future of Business and Technology

    • Scott Galloway

      Entrepreneur and Professor of Marketing
      NYU Stern School of Business

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.–9:30 a.m. MT

    The Future of Business and Technology

    • Scott Galloway

      Entrepreneur and Professor of Marketing
      NYU Stern School of Business

  • 9:35 a.m.–9:55 a.m. MT

    How Top-Performing Firms Drive Results: Insights from the 2022 RIA Benchmarking Study

    • Jerry Cobb

      Director, Business Management Consultant
      Charles Schwab & Co., Inc.

    • Jay Wampler

      Director, Business Management Consultant
      TD Ameritrade, Inc.

  • 9:55 a.m.–10:15 a.m. MT

    Cybersecurity Best Practices and Resources to Help Your Firm

    • Erin Donham

      Senior Manager, Technology Consultant
      Charles Schwab & Co., Inc.

  • 10:20 a.m.–10:50 a.m. MT

    Quick Takes: What’s Next for the Legislative, Regulatory, and Market Landscapes

    • Kathy Jones

      Managing Director
      Chief Fixed Income Strategist
      Charles Schwab & Co., Inc.

    • Jeffrey Kleintop

      CFA®, Managing Director
      Chief Global Investment Strategist

      Charles Schwab & Co., Inc.

    • Michael Townsend

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

  • 10:50 a.m.–11:15 a.m. MT

    TD Ameritrade: Get Ready to Make the Move

    • Jessica Heffron

      Managing Director
      Charles Schwab & Co., Inc.

  • 11:20 a.m.–11:30 a.m. MT

    Inside the Minds of Walt Bettinger and Bernie Clark

    • Walter W. Bettinger II

      Chief Executive Officer
      Co-Chairman of the
      Board of Directors

      The Charles Schwab Corporation

    • Bernie Clark

      Managing Director
      Advisor Services

      Charles Schwab & Co., Inc.

  • 11:30 a.m.–11:50 a.m. MT

    Making the Time to Lead

    • Suzanne Peterson, PhD

      Partner
      CRA | Admired Leadership

  • 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®

9:30 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.–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

  • Navigating Today’s Global Risks and Opportunities

    • Ian Bremmer

      Founder and President
      Eurasia Group and GZERO Media

    • Rana Foroohar

      Author and Journalist

    • Moderator

      Scott Wapner

      Host, Fast Money Halftime Report and Closing Bell: Overtime

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

  • Killing Complexity: Why Simple Wins

    • Lisa Bodell

      Chief Executive Officer
      FutureThink

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

  • A Conversation with Bob Iger

    • Bob Iger

      Former CEO and Chairman

      The Walt Disney Company

    • Moderator

      Paula Faris

      Author, Podcaster, and Speaker

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 topics—to build the schedule that interests you most. The IMPACT Catalog is updated often, so check back periodically to see what sessions are offered.

Meet the speakers
View speakers
Session catalog
View catalog