The Hunt, ’26 Client Conference
November 10-13, 2026
The Westin Savannah Harbor Golf Resort + Spa, Savannah, GA
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What are you
on the hunt for?
November 10-13, 2026
At the Hunt, the 2026 Cheetah Client Conference in Savannah, GA, you’ll be joined by trust and wealth management professionals from across the country seeking ways to grow, increase efficiency, and create exceptional client service. Hear from the industry’s brightest, and learn from experts, peers, and the Cheetah team on how you can improve your business processes. Choose from three tracks—executive, operations, and investments—for a tailored and impactful Hunt experience.
Hunt for Revenue
Hunt for Efficiency
Hunt for Growth
Hunt for Innovation
Maximizing Momentum
How Peninsula Bay Trust Company leveraged The Hunt to optimize and unlock the full power of Cheetah
By attending The Hunt, Cheetah’s annual client conference, Peninsula Bay gained the insight, training, and peer connections needed to fully activate the platform and build a roadmap for scalable growth.
Join us at The Westin Savannah Harbor Golf Resort + Spa
Join us at The Westin Savannah Harbor Golf Resort + Spa, Nov. 10-13.
Overlooking the scenic Savannah River, this four-diamond resort offers modern luxury, Southern hospitality, and easy ferry access to the Historic District. Reserve your room early to stay close to the action and enjoy everything the full conference experience alongside fellow attendees.
Register today for the Hunt 2026!
Exclusive onsite training at The Hunt
Ready to get your questions answered with the Cheetah support team?
Look no further than The Hunt’s onsite training with Angie Ashton and Kyle Bean from Cheetah’s support team.
Kickstart this year’s conference with in-depth training on fees, account setup and maintenance, and a tax refresher. You’ll get one-on-one time with Cheetah’s support team, connect with peers from across the industry, and feel more equipped and confident in your Cheetah knowledge.
Spots are limited – register now and secure your spot.
Agenda
Check out our general sessions, and choose from breakout sessions in executive, investment, and operations tracks.
9 a.m. – 12 p.m.
Cheetah training
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
(lunch provided)
5 – 6 p.m.
Prospect Reception
6 – 9 p.m.
Welcome reception
8 a.m.
Breakfast (provided)
9 a.m.
Welcoming remarks + sponsor intros
9:30 a.m.
Accutech State of the Union
Adam Unger, President, Accutech Systems
10:30 a.m.
Break
11 a.m.
Stewarding Wealth Through Uncertainty: Key Market Trends Shaping Client Portfolios in 2027
Tim Holland, Chief Investment Officer, Orion
12 p.m.
Lunch (provided)
1 p.m.
Keynote session – Be the First
Angela Gargano, 6x Ninja Warrior, motivational speaker
2 p.m.
Break
2:30 p.m.
Breakout sessions
Vision track: Maximizing the Value of a Contact Management System – Michael Dixon, Pohl Consulting
Accelerate track: Cheetah Investments Unleashed – Shane Pond, Cheetah
Execution track: Rethinking Approval Strategies, – Jill Droll, Greg Lambert, and Jerry Gillespie, Cheetah
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
Accelerate track: TBD
Execution track: Turning AI into Business Value: What We’re Doing and What You Should Be Doing – Linc Mitchell and Philip Yu, Cheetah
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.
7 a.m.
Breakfast (provided)
8:30 a.m.
The Rise of Prediction Markets
John O’Connell, CEO and Founder, The Oasis Group
9:30 a.m.
Break
10 a.m.
From Satisfactory to Legendary: Build Raving Fans and Customer Loyalty Through a Five-Star Customer Experience
Micah Solomon, Author, Consultant, Speaker
11 a.m.
Breakout sessions
Vision track: Evolving Trust Operating Models – Trasha Schwendener and Scott Lamont, F2
Accelerate track: How well do you know your clients and prospects? – Michael Dixon, Pohl Consulting and Training, Inc.
Execution track: Smarter Reviews, Stronger Compliance: Unlocking Intelligent Workflows – Jill Droll, Greg Lambert, and Jerry Gillespie, Cheetah
12 p.m.
Lunch (provided)
1 p.m.
Breakout sessions
Vision track: Navigating the New Era of Trust – Dan Wright, Cheetah, The Oasis Group, Pohl Consulting and Training Inc., and F2 Strategy
Accelerate track: Automated portfolio rebalancing is crushing it. We have the stats to prove it. – Smartleaf
Execution track: Exploring New Possibilities with Enhanced Features – Cole Horton, Cheetah
2 p.m.
Breakout sessions
Vision track: Living and Building a Five Star Customer Experience, Day to Day – Micah Solomon
Accelerate track: The Rise of Tokenization – Robert Krugman, Broadridge
Execution track: Stepping Up Your Account Opening ProcesS – Patrick Alyward, TrustWorthy Consultants, LLC
3 p.m.
Break
3:30 p.m.
Breakout sessions
Vision track: Aim Small, Win Big: Marketing Strategies for HNW & UHNW Relationships – Brandon Coppernoll, Intersection
Accelerate track: TBD
Execution track: Cheetah Chats
7:30 a.m.
Breakfast (provided)
8:30 a.m.
2026 Tax Update
Doug Hart and Doak Pfaff, Deloitte
9:30 a.m.
Break
9:45 a.m.
Compliance Checkup: Hot Topics for Fiduciaries
Patrick Alyward, CEO, TrustWorthy Consultants, LLC
10:45 a.m.
Closing remarks and dismissal
Frequently Asked Questions
General Conference Questions
The Hunt is Cheetah’s annual client and user conference. It’s composed of keynote and general sessions, breakout sessions broken up into three different tracks (Executive track, Investment track, and Operations track), and entertainment events.
The Hunt 2025 is located in Tucson, Arizona at the El Conquistador Tucson from Monday, November 10 – Thursday, November 13. You can see the full agenda for more details at cheetahinc.com/thehunt.
The El Conquistador Tucson has several amenities, dining options, and activities within the resort property. Unlike previous years, the resort is not within walking distance to other restaurants and venues; however, you should be able to find everything you need within the resort area.
If you use Cheetah in any capacity, this event is for you!
Leadership and executive level – Get industry insight from our partners and thought leaders, explore Cheetah’s service offerings that can help grow your business, and connect with the Cheetah team to see what’s on the horizon.
Operations and administrative staff – At the Hunt, you’ll spend three days with the people who built the software. You can learn how to optimize your use of Cheetah through product-specific trainings and sessions, see demos of other Cheetah applications, and speak one-on-one with Cheetah experts.
Investment and portfolio managers – You’ll have the chance to explore Cheetah’s investment offerings and spend one-on-one time with the former investment managers who built Cheetah’s investment management features.
You can purchase your ticket for the Hunt online by visiting cheetahinc.com/thehunt.
Your ticket to the Hunt includes:
- Access to all speaking sessions and breakouts
- Meals during the conference as indicated in the agenda
- CE credits provided throughout the conference
- Admission to entertainment venues and events throughout the conference
You can see the full agenda at cheetahinc.com/thehunt.
The start and end times vary each day of the conference.
Tuesday begins with breakfast at 8am, and the last session ends at 4:30pm.
Wednesday begins with breakfast at 7:30am and the last session ends at 4:30pm.
Thursday begins with breakfast at 7:30am and the conference ends/closes at noon.
Yes! In addition to the Cheetah-specific sessions during the conference, Cheetah is offering a hands-on, in-person training on Monday, November 10, before the conference begins that evening. For more information, you can visit cheetahinc.com/thehunt, or get your ticket for the training here.
All meals are provided during the conference, as well as refreshment breaks and beverage stations.
Yes! We will have WiFi in all conference areas for the Hunt.
Yes, there will be an app. It will be available to download the week before the conference. Details and instructions will be sent closer to the conference dates.
If you’re interested in sponsorship or partnership opportunities for the Hunt, please contact Janet Moore at janet.moore@trustasc.com
We are sorry you have to cancel, and we will miss seeing you at this year’s conference! However, we understand when cancellations need to occur. To cancel, please locate your registration confirmation email from Eventbrite for cancellation instructions. Your Hunt registration will be fully refunded after you cancel.
Travel and Accommodations
You can fly into Tucson International Airport (TUS). The El Conquistador is about 23 miles from the airport, so you will need to rent a car or use a ride sharing service (Uber, Lyft) to get to the hotel.
The hotel is about a 35-40 minute drive from the airport. You will need to rent a car or use a ride sharing service (Uber, Lyft) to get to the hotel.
The hotel is about a 35-40 minute drive from the airport (23 miles). You will need to rent a car or use a ride sharing service (Uber, Lyft) to get to the hotel.
Hunt attendees will stay at the El Conquistador Tucson. This is where all Hunt activities and events will take place.
You can book your room using this link.
Book your room before October 10 for a discounted rate!
With Cheetah’s discounted rate, rooms start at $239 plus tax. The price will increase after the discount deadline on October 10.
We recommend you get to the hotel on Monday, November 10 so you can check into the hotel with plenty of time to settle in before the conference begins Tuesday morning.
Clothing: Attire for the conference is business casual. We will be in conference sessions all day with breaks in between, so please bring clothing and shoes that are comfortable for you.
The evening entertainment events will be more casual with some taking place outside. Please be sure to pack weather-appropriate clothing.
In November, the average high is low 70s, and the average low is mid 40s.
Equipment: You should bring your business laptop and laptop charger for opportunities to work inside Cheetah with our team. You’ll also want to bring your mobile device and mobile device chargers.
The El Conquistador Tucson has many activities you can choose from during free moments at the conference. A list of suggestions are below. Please note that these activities are separate from the conference and may come at an additional cost.
- Golf
- Swimming pools
- SpaWell – a full-service spa featuring a salt therapy lounge and heated outdoor pool with breathtaking Pusch Ridge views
- Fitness center
- Private sessions for yoga, Pilates, meditation, and personal training (call hotel to book)
- Desert Hiking
- Bike paths (bike rentals available)
If you have a question about the Hunt that isn’t answered here, feel free to reach out to Danielle.Rittenhouse@trustasc.com or Marketing@cheetahinc.com.
The Coalition Awards
Honoring the heart, courage, and impact of the trust industry.
This year at Hunt, we’re celebrating the people and institutions who go beyond business to lead with purpose. The inaugural Hunt Awards recognize service, innovation, and community leadership within the Cheetah user base and the broader trust and wealth management profession.
The Cheetah Award
Recognizes an organization that is a force for good — investing in its community, supporting causes that matter, and embodying what it means to serve with purpose.
Heart of the Hunt Award
Honors an individual who is actively involved in community service through volunteering, nonprofit leadership, or charitable work that uplifts others.
Trailblazer Award
Celebrates someone who is boldly innovating in the trust industry — transforming how their organization works, serves, or leads.
Continuing Education Credits
American Bankers Association (ABA) Credits
The ABA approved the Hunt for 23.25 total credit hours for five different certifications. Those credit hours span 21 different sessions at the Hunt. The ABA continuing education credits are as follows:
- 14 credit hours for Certified Trust and Fiduciary Advisor (CTFA).
- 3.75 credit hours for Certified IRA Services Professional (CISP).
- 3 credit hours for Certified Enterprise Risk Professional (CERP).
- 1.25 credit hours for Certified Regulatory Compliance Manager (CRCM).
- 1.25 credit hours for Certified Financial Marketing Professional (CFMP).
Accredited Trust Operations Specialist (ATOP)
ATOP credits are as follows:
- Systems: 6.25 credits available.
- Tax: 2 credits available.
- Audit/Compliance/Regulatory: 5 credits available.
More detailed information about which sessions offer which credits is available in the information sheet. You can use the information sheet to plan out your Hunt.
Sponsor
To be determined
To be determined
To be determined
