Monday, January 26, 2026
Monday, January 26, 2026
6:30 AM
Advyzon Event Desk
6:30 AM - 7:00 PM
8:00 AM
Advyzon User Training: 101
8:00 AM - 4:30 PM
8:00 AM
Advyzon User Training: Deeper Dive
8:00 AM - 4:30 PM
5:30 PM
Welcome Reception
5:30 PM - 7:30 PM
Tuesday, January 27, 2026
Tuesday, January 27, 2026
7:30 AM
Advyzon Event Desk
7:30 AM - 5:00 PM
Tuesday, January 27, 2026
7:30 AM
Advyzon Tech Hub
7:30 AM - 6:30 PM
Tuesday, January 27, 2026
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Tuesday, January 27, 2026
8:00 AM
Exhibits Open
8:00 AM - 5:00 PM
Tuesday, January 27, 2026
8:30 AM
Conference Kick-off & Opening Remarks
8:30 AM - 8:40 AM
8:40 AM
Opening Keynote featuring John Mattone
8:40 AM - 9:30 AM
BREAKOUT ROTATION ONE
Tuesday, January 27, 2026
9:40 AM
Product Track: From Lead Gen to Lasting Trust: A Holistic Risk and Behavior Solution
9:40 AM - 10:10 AM
9:40 AM
AIM Track: All About AIM: Powering Advisors from Strategy to Scale
9:40 AM - 10:10 AM
9:40 AM
Product Track: The CX Advantage: Elevating Your Firm's Client Experience
9:40 AM - 10:10 AM
9:40 AM
The Path for RIAs to Offer Family Office Services: Evolving to Meet the Needs of the Ultra-Wealthy
9:40 AM - 10:10 AM
9:40 AM
Product Track: Automate Your Practice with Advyzon Workflows
9:40 AM - 10:10 AM
Tuesday, January 27, 2026
10:20 AM
ELT Panel
10:20 AM - 11:05 AM
Phoenix C
11:05 AM
Break
11:05 AM - 11:20 AM
Phoenix DE and Foyer
BREAKOUT ROTATION TWO
Tuesday, January 27, 2026
11:20 AM
BREAKOUT ROTATION 2: Coming Soon!
11:20 AM - 11:50 AM
BREAKOUT ROTATION THREE
Tuesday, January 27, 2026
12:00 PM
AIM Track: The Tax Alpha Playbook: 3 Approaches That Outperform the Market Through Smart Tax Management
12:00 PM - 12:30 PM
12:00 PM
Always Exam Ready: Simplifying Compliance with Advyzon
12:00 PM - 12:30 PM
12:00 PM
Confessions from Solo Practitioners: What Actually Works
12:00 PM - 12:30 PM
12:00 PM
Product Track: From Manual to Magical: Reimagining Rebalancing with Quantum
12:00 PM - 12:30 PM
Tuesday, January 27, 2026
12:30 PM
Luncheon
12:30 PM - 1:35 PM
1:35 PM
Panel: Disrupting Client Experience
1:35 PM - 2:15 PM
2:15 PM
Marketing Panel
2:15 PM - 3:00 PM
BREAKOUT ROTATION FOUR
Tuesday, January 27, 2026
3:10 PM
Product Track: Advyzon Planning, Unified: The Next Evolution of Advyzon’s All-in-One Platform
3:10 PM - 3:40 PM
3:10 PM
AIM Track: Direct Indexing Decoded: From Complex to Easy as PIE
3:10 PM - 3:40 PM
3:10 PM
CIO Panel - Investment Trends to Look for in 2026
3:10 PM - 3:40 PM
3:10 PM
Product Track: Automate Your Practice with Advyzon Workflows
3:10 PM - 3:40 PM
Tuesday, January 27, 2026
3:40 PM
Networking Break
3:40 PM - 3:55 PM
3:55 PM
Afternoon General Session
3:55 PM - 4:15 PM
4:15 PM
Women's Panel
4:15 PM - 4:55 PM
4:45 PM
AI Panel
4:45 PM - 5:35 PM
6:30 PM
Reception
6:30 PM - 8:30 PM
Wednesday, January 28, 2026
Wednesday, January 28, 2026
7:30 AM
Advyzon Event Desk
7:30 AM - 11:30 AM
Wednesday, January 28, 2026
7:30 AM
Advyzon Tech Hub
7:30 AM - 11:30 AM
Wednesday, January 28, 2026
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Wednesday, January 28, 2026
8:30 AM
Exhibits Open
8:30 AM - 12:30 PM
Wednesday, January 28, 2026
8:30 AM
Morning Keynote featuring LizAnn Sonders
8:30 AM - 9:20 AM
BREAKOUT ROTATION FIVE
Wednesday, January 28, 2026
9:35 AM
Product Track: Pipeline to Proposal - Streamlining Prospecting with Advyzon
9:35 AM - 10:05 AM
9:35 AM
AIM Track: Client Expectations Evolved: Meeting Demand with a Range of Simple to Bespoke Account Solutions
9:35 AM - 10:05 AM
9:35 AM
Product Track: Alternative Investments: How to Source, Manage, and Scale in Advyzon
9:35 AM - 10:05 AM
9:35 AM
Advancing AI Without Alarming Compliance
9:35 AM - 10:05 AM
Wednesday, January 28, 2026
10:05 AM
Networking Break
10:05 AM - 10:20 AM
10:20 AM
Mid-Morning General Session
10:20 AM - 10:40 AM
10:40 AM
Closing Keynote M&A Succession Panel
10:40 AM - 11:25 AM
11:25 AM
Closing Remarks
11:25 AM - 11:30 AM
11:30 AM
Networking & Lunches to-go
11:30 AM - 12:30 PM
*Sessions are subject to change at any time.