Speakers

Ideas worth sharing.

From Schwab standouts to bestselling authors with game-changing ideas, get ready for world-class speakers ready to share insights that make a difference for your firm.

James Clear

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

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Jon Beatty

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

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Liz Ann Sonders

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

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Kevin Gordon

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

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Rick Wurster

President and Chief Executive Officer, The Charles Schwab Corporation

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Angela Duckworth

Professor, Psychologist, and Popular Science Author

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Michael Townsend

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

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Adam Moseley

Director, Artificial Intelligence Consulting, Business Consulting and Education, Schwab Advisor Services™, Charles Schwab & Co., Inc.

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Session Catalog

Browse the full lineup.

From the main stage to sessions in The Exchange, there’s something to learn and an idea to put into action everywhere at IMPACT. Keep checking back throughout the summer as we keep adding more!

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James Clear

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

James Clear is a writer and keynote speaker focused on habits, decision making, and continuous improvement. His book, Atomic Habits, has sold over 25 million copies worldwide, has been translated into more than 60 languages and was the #1 best-selling book of 2021 and 2023 on Amazon and #1 audiobook on Audible. Clear is a regular speaker at Fortune 500 companies and his work has been featured in publications such as Time magazine, the New York Times, the Wall Street Journal and on CBS This Morning and Today Show Australia. He is a MasterClass instructor, alongside the world’s top experts such as Serena Williams, Neil Gaiman and Gordon Ramsay. For the third year in a row, James is in the top 5 most watched MasterClass grouping. His popular “3-2-1” email newsletter is sent out each week to more than 3 million subscribers.

James doesn’t merely report the research of others. He tries out the concepts for himself as he experiments with building better habits as an entrepreneur, writer, and weightlifter. In the end, his talks end up being one-part storytelling, one-part academic research, and one-part personal experiment, forming a colorful blend of inspirational stories, academic science, and hard-earned wisdom.

Jon Beatty

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

Jon is a member of Charles Schwab’s Executive Council. As Head of Schwab Advisor Services, he oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $4.7 trillion in assets under management.

Schwab Advisor Services provides RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees.

You likely won’t meet anyone more passionate about helping independent advisors succeed than Jon. He joined Schwab 28 years ago and has been a member of the Advisor Services leadership team for 16 years. Jon has dedicated his career to working with RIAs and loves to hear from clients and prospects on how Schwab can best meet their needs.

Jon has a bachelor’s degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations.

Liz Ann Sonders

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

Liz Ann has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.

Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo Finance, Fox Business News, and the Schwab Network. Barron’s has named her to its “100 Most Influential Women in Finance” every year since the list’s inception, and Investment Advisor has included her on the “IA 25,” its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named “Best Market Strategist” by Kiplinger’s Personal Finance and one of SmartMoney magazine’s “Power 30.” Liz Ann has also been named to Forbes’ 50 Over 50.

In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware.

Kevin Gordon

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

Kevin oversees macroeconomic research and works closely with the company’s asset class strategists, researchers, and trading team to generate insights on the economy and markets for clients. In addition to providing analysis on global macro developments, he helps develop deep-dive projects as well as content for Schwab’s public website, internal business partners, and social media outlets.

Kevin is a frequent guest on CNBC, Bloomberg TV, and Yahoo Finance, and is often quoted in Bloomberg, the Financial Times, The Wall Street Journal, CNN, and MarketWatch.

In 2019, Kevin joined Schwab as the research associate to the company’s Chief Investment Strategist, Liz Ann Sonders. Prior to that, he gained experience in asset allocation research at an investment advisory firm, and worked for a U.S. senator in Washington, D.C. He holds a B.A. in Economics and Political Science from Pepperdine University and an MBA in Finance and Economics from New York University’s Stern School of Business.

Rick Wurster

President and Chief Executive Officer, The Charles Schwab Corporation

Rick has been President and CEO of The Charles Schwab Corporation and a member of its Board of Directors since January 1, 2025. Previously, he served as President for more than three years, overseeing Schwab’s client enterprises, wealth and asset management, Schwab’s Banking and Trust services, technology, and operations.

Rick leads a workforce of approximately 33,500 employees, with headquarters in Westlake, Texas, and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore, and Puerto Rico.

As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:

$12.61 trillion in client assets
39.3 million client brokerage accounts, 2.3 million bank accounts, and 5.9 million workplace plan participant accounts
Over 16,000 independent investment advisors

Previously, Rick served as head of Schwab Asset Management Solutions where he led money management and portfolio advice solutions, wealth management services, financial research, and market insights.

Before joining Schwab in early 2016, Rick held leadership roles at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and an Associate Principal.

Rick earned an MBA from Dartmouth College and a bachelor’s degree in economics from Villanova University where he graduated magna cum laude and was captain of the golf team. He holds both the Chartered Financial Analyst^® (CFA) and Chartered Market Technician^® (CMT) designations. He also serves on the Board of Governors for First Tee.

Angela Duckworth

Professor, Psychologist, and Popular Science Author

Angela Duckworth is the Rosa Lee and Egbert Chang Professor at the University of Pennsylvania, where she studies grit and self-control. A 2013 MacArthur Fellow, Ms. Duckworth has advised the World Bank Group, NBA and NFL teams, and Fortune 500 chief executives.

Prior to her career in research, she founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study. She has also been a McKinsey management consultant and a math and science teacher in the public schools of New York City, San Francisco, and Philadelphia.

Ms. Duckworth completed her undergraduate degree in advanced studies neurobiology at Harvard University, graduating magna cum laude. With the support of a Marshall Scholarship, she completed a master of science with distinction in neuroscience from the University of Oxford. She completed her doctorate in psychology as a National Science Foundation Graduate Fellow at the University of Pennsylvania. Her first book, Grit: The Power of Passion and Perseverance, is a No. 1 New York Times bestseller; her TED Talk by the same name is among the most viewed of all time.

Michael Townsend

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

Michael is Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers.

Michael is the host of Schwab’s WashingtonWise podcast, which explores the intersection between policy, politics, the markets, and the economy. He is a featured speaker at dozens of employee, client, adviser, and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. He holds an M.A. in English from George Mason University and a B.A. in English from Bowdoin College.

Adam Moseley

Director, Artificial Intelligence Consulting, Business Consulting and Education, Schwab Advisor Services™, Charles Schwab & Co., Inc.

Adam Moseley, Schwab’s Director of Artificial Intelligence Consulting, brings a practical, advisor focused perspective on how AI is transforming the RIA landscape. In this interactive session, he’ll share how firms are applying AI today to drive growth, improve efficiency, and enhance the client experience—along with what’s on the horizon and how to take meaningful first steps.

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