Focus Financial Annual Summit
A dynamic firm-wide event designed for learning, networking, and celebrating achievements.
Date and Time
The 2026 Annual Summit will take place on May 7th, 2026, starting with breakfast at 8:00AM. Full agenda and strategic partner details to be added soon.
Sponsors
Agenda
Schedule Subject to Change
8:00-8:45: Breakfast and Networking, Lake Superior Boardroom
8:50-9:00: Welcome & Summit Kick Off – Minneapolis Ballroom
9:00-9:45: High Net Worth Client Acquisition & Retention - Jeff Nymark, First Eagle with Bill Bergstrom and Bennett Lang – Minneapolis Ballroom
9:45-10:30: AI Novelty to Necessity - Kevin Bishopp, First Trust – Minneapolis Ballroom
10:35-11:30: How to Plan for the Great Wealth Transfer - (1 Credit CE) - Greg Goin, Equitable – Minneapolis Ballroom
11:30-12:10: Lunch - Lake Superior Boardroom
12:15-1:00: Tax Advantages of Annuities - Greg Thompson, Lincoln – Minneapolis Ballroom
12:15-1:00: Tax Advantages of Annuities and Roth Conversions - Tim Demery, Jackson and Dave Vogel, Jackson – Breakout Room
1:00-1:45: Pathways to Growth - Scott Hoyer, Capital Group with Connor Koppa and Angela Mhiripiri – Minneapolis Ballroom
1:50-2:35: Digital Operations & Efficiency - Neil Rogers, Charles Schwab – Minneapolis Ballroom
1:50-2:35: Leveraging Tech, AI & Partner Integrations - Mike Palumbo & Eric Baumgardner, Osaic – Breakout Room
2:40-3:25: Wealth Strategies: Banking, Asset Management, and Trading & Platform Services - Todd Wilson & Schwab Panel SMEs – Minneapolis Ballroom
3:30-4:15: Creating Practice Efficiency through Custom Model Solutions, Automated Trading & Tax Optimization - Ryan Theune, Black Rock, Matt Scanlon, T Rowe & Kip Weese, 55ip – Minneapolis Ballroom
3:30-4:15: WMP & Investment Advisory - Dru Ashcroft, Osaic and Chad Edwards, Envestnet – Breakout Room
4:20-5:15: Mandatory Annual Compliance & Cybersecurity Meeting – Evan Chang & Christina Chaconas, Focus Financial Network – Minneapolis Ballroom
5:15-6:15: Happy Hour & Networking - Atrium
Schedule subject to change
