The Hunt, ’26 Client Conference

9 a.m. – 12 p.m.
Cheetah training in Harbor Ballroom A
A hands-on training with the client support team
(additional fees apply)

12 – 1 p.m.
Chetah training lunch

12 – 1 p.m.
Operations Committee lunch

1 – 4 p.m. 
Operations Committee meeting in Harbor Ballroom B

5 – 6 p.m.
Prospect Reception in Midnight Sun Tent 

6 – 8 p.m.
Welcome reception on River Lawn
Food & Venue sponsored by AssetMark and Beverages sponsored by Fifth Third

8 a.m.
Breakfast sponsored by ICE Data Services in Harbor Ballroom

9 a.m.
Welcoming remarks + sponsor intros in Grand Ballroom CDEF

9:30 a.m.
Accutech State of the Union in Grand Ballroom CDEF
Adam Unger, President, Accutech Systems

10:30 a.m.
Break sponsored by Federated Hermes in Grand Ballroom Pre Function

11 a.m. 
Stewarding Wealth Through Uncertainty: Key Market Trends Shaping Client Portfolios in 2027
Tim Holland, Chief Investment Officer, Orion in Grand Ballroom CDEF

Introduction of speaker by First Rate (1.25 ATOP + 1.25 CTFA + 1.25 CSOP + 1.25 CERP)

12 p.m. 
Lunch sponsored by CAPIS in Harbor Ballroom

1 p.m.
Keynote session – Be the First 
Angela Gargano, 6x Ninja Warrior, motivational speaker in Grand Ballroom CDEF

Introduction of Key Note Speaker by NewEdge 

2 p.m.
Break sponsored by RevSpring in Grand Ballroom Pre Function

2:30 p.m.
Breakout sessions
Vision track: Maximizing the Value of a Contact Management System – Michael Dixon, Pohl Consulting, in Grand Ballroom B (1.25 CFMP)
Accelerate track: Cheetah Investments Unleashed – Shane Pond, Cheetah, in Grand Ballroom A (1.25 ATOP + 1.25 CTFA + 1.25 CSOP)
Execution track: Rethinking Approval Strategies, – Jill Droll, Greg Lambert, and Jerry Gillespie, Cheetah, in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA + 1.25 CERP + 1.25 CRCM)

3:30 p.m.
Breakout sessions
Vision track: Strategic Outsourcing in Wealth Management: Expanding Capacity, Enhancing Outcomes – S. Adam Stone, National Exchange Bank & Trust, and John Henry, AssetMark, in Grand Ballroom A (1.25 ATOP + 1.25 CTFA + 1.25 CERP + 1.25 CRCM)
Accelerate track & Execution track: Turning AI into Business Value: What We’re Doing and What You Should Be Doing – Linc Mitchell and Calee Fulling, Cheetah, in Grand Ballroom CDEF (1.25 CERP + 1.25 CRCM)

4:30 p.m.
Break

6 to 9 p.m.
Dinner at The Mackey House
190 Red Gate Farms Trail, Savannah, GA 31405
Trolley rides to and from location. Food, music, and games.

Dinner sponsored by Orion. Beverages sponsored by WealthHub Solutions. Event Golf & DJ sponsored by Broadridge

7 a.m.
Breakfast sponsored by Elite in Harbor Ballroom

8:30 a.m.
The Rise of Prediction Markets
John O’Connell, CEO and Founder, The Oasis Group

Introduction of speaker by R&T in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA + 1.25 CSOP+ 1.25 CRCM)

9:30 a.m.
Break sponsored by Federated Hermes in Grand Ballroom Pre Function

10 a.m.
From Satisfactory to Legendary: Build Raving Fans and Customer Loyalty Through a Five-Star Customer Experience
Micah Solomon, Author, Consultant, Speaker

Introduction of speaker by Smartleaf in Grand Ballroom CDEF (1.25 CFMP)

11 a.m.
Breakout sessions
Vision track: Evolving Trust Operating Models –  Trasha Schwendener and Scott Lamont, F2, in Grand Ballroom A (1.25 ATOP + 1.25 CTFA + 1.25 CRCM + 1.25 CFMP)
Accelerate track: How well do you know your clients and prospects? – Michael Dixon, Pohl Consulting and Training, Inc., in Grand Ballroom B (1.25 ATOP + 1.25 CTFA + 1.25 CFMP)
Execution track: Smarter Reviews, Stronger Compliance: Unlocking Intelligent Workflows – Jill Droll, Greg Lambert, and Jerry Gillespie, Cheetah, in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA + 1.25 CRCM)

12 p.m.
Lunch sponsored by MainStreet in Harbor Ballroom

1 p.m.
Breakout sessions  
Vision track: Navigating the New Era of Trust – Dan Wright, Cheetah, The Oasis Group, Pohl Consulting and Training Inc., F2 Strategy, and TrustWorthy Consultants, in Grand Ballroom A (1.25 ATOP + 1.25 CTFA + 1.25 CERP)
Accelerate track: The Rise of Tokenization – Robert Krugman, Broadridge, in Grand Ballroom B (1.25 ATOP + 1.25 CTFA + 1.25 CSOP + 1.25 CRCM)
Execution track: Exploring New Possibilities with Enhanced Features – Cole Horton, Cheetah, in Grand Ballroom CDEF (1.25 ATOP)

2 p.m.
Breakout sessions 
Vision track: Living and Building a Five Star Customer Experience, Day to Day – Micah Solomon, in Grand Ballroom A (1.25 ATOP + 1.25 CFMP)
Accelerate track: Growing Your Business in 2027 – Brandon Jeffress, CRO, Cheetah, in Grand Ballroom B
Execution track: Stepping Up Your Account Opening ProcesS – Patrick Alyward, TrustWorthy Consultants, LLC, in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA + 1.25 CRCM)

3 p.m.
Break sponsored by Cheetah in Grand Ballroom Pre Function

3:30 p.m.
Breakout sessions 
Vision track: Aim Small, Win Big: Marketing Strategies for HNW & UHNW Relationships – Brandon Coppernoll, Intersection, in Grand Ballroom A (1.75 CFMP)
Accelerate track: Automated portfolio rebalancing is crushing it. We have the stats to prove it. – Smartleaf, in Grand Ballroom B (1.25 ATOP + 1.25 CTFA + 1.25 CSOP)
Execution track: Cheetah Chats, in Grand Ballroom CDEF (1.75 ATOP)

7:30 a.m.
Breakfast sponsored by Chicago Clearing in Harbor Ballroom

8:30 a.m.
2026 Tax Update
Doug Hart, Deloitte, in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA)

9:30 a.m.
Break sponsored by Federated Hermes in Grand Ballroom Pre Function

9:45 a.m.
Compliance Checkup: Hot Topics for Fiduciaries
Patrick Alyward, CEO, TrustWorthy Consultants, LLC, in Grand Ballroom CDEF (1.25 ATOP + 1.25 CTFA + 1.25 CRCM)

10:45 a.m.
Closing remarks and dismissal