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The ClientWise Ensemble Leaders' Summit - Agenda
The ClientWise Ensemble Leaders' Summit - Meeting Agenda
Expert-led. Six concurrent sessions. Bring your case — pre-registration required.
Expert-facilitated. Ten concurrent sessions. Choose one — pre-registration required.
Topics and coaching questions guide the conversation. All ten Monday facilitators run in this block: DeVoe, Gill, Hamburger, Watkins, Hurley, Knull, Canter, Kawal, McCormick, Konopa.Expert-facilitated. Ten concurrent sessions. Choose one — pre-registration required.
Same facilitators, same topics as Salon Session I.Building a Powerful Team: Leadership When the Stakes Are Real
- How you assemble, trust, and lead a team when the outcome is not negotiable.
- Inside the negotiations that brought Americans home — and the people who made them work.
- What advisory firm leaders can borrow from the highest-stakes rooms on Earth.
AI for the Ensemble Firm — with a live demonstration of Jump
Bonnie Tomczak, CPA
Head of Wealth, Northwestern Mutual Wealth Management Company
Ben Harrison
BNY Pershing
Gregg Kobelski
Head of Clearing Sales, Fidelity Investments, Institutional Wealth Management Services
Three of the most consequential platforms in wealth management, on one stage. 55 minutes with extended audience Q&A.
The State of the Ensemble
No program, no assigned seating, no reservations to keep. Find the people you want more time with and go get a casual dinner. The best conversations at this Summit have always happened here.
Organic Growth and the Value Proposition You Can Prove
Expert-facilitated. Ten concurrent sessions. Choose one — pre-registration required.
Wednesday facilitators: Gill, Hamburger, Hurley, Knull, Kawal, McCormick, Konopa, Carpenter.Expert-facilitated. Ten concurrent sessions. Choose one — pre-registration required.
Same facilitators, same topics as Salon Session III.Institutionalizing Growth — and From Summit to Monday Morning
