The agenda will be updated as details are confirmed.
Tuesday, August 11th, 2026 | Treat Yo' Self Day
Meals provided: Dinner
Choose between playing golf at the infamous Pete Dye Golf Course or relaxing at one of the two on-site spas located on the French Lick Resort property. Arrival times will vary based on self-selected experience.
9:00 AM – 4:00 PM: Spa Appointments Available at French Lick Resort
11:30 AM: Shotgun Start for All Golfers at the Pete Dye Golf Course
6:30 PM – 8:30 PM: Welcome Dinner Reception at the Pete Dye Pavilion
Wednesday, August 12th, 2026:
Meals provided: Breakfast, lunch, and dinner
7:30 AM - 9:00 AM: Breakfast & Networking
9:00 AM - 10:00 AM: Michael Kitces, MSFS, MTAX, CFP, CLU, CHFC, RHU, REBC, CASL | Chief Financial Planning Nerd at Kitces.com | Scaling Advice: From Financial Advisor to Financial Advicer (CE Eligible)
The financial planning process is a valuable, but time-consuming, process. And the pressure of ‘spending the time’ to demonstrate the value is only amplified further as advisory firms grow a sizable base of clientele and must support them in an ongoing manner after the initial financial plan is delivered. In this session, we explore the research on what actually makes the financial planning process more efficient and scalable, including the impact of advanced training and designations, how to develop more repeatable financial planning processes with an annual service calendar, how client variability impacts the efficiency of firms ad their planning processes, and the role that technology does (and does not) play in advisor efficiency.
10:00 AM - 11:00 AM: Michael Kitces | Is My Advisory Firm Normal? 6 KPIs to Track and Compare
Every financial advisor builds their advisory firm to their unique vision of how they believe their clients should be served… which can create significant challenges in assessing the financial health of the business beyond “is it profitable (at all)”, and figuring out whether the firm is pricing its services properly, what its capacity should be, and how to determine whether its team is really being as productive as it should be. In this session, we explore some of the Key Performance Indicators that advisory firm owners can use to understand the financial health of the business, including what is a “normal” profit margin and overhead expense ratio, when an advisory firm should (or shouldn’t) expect to scale its EBOC, how to use revenue per advisor to assess productivity and capacity, and how to leverage revenue per employee as a key indicator of when to hire to grow sustainably.
11:00 AM - 11:30 AM: Networking Break
11:30 AM - 12:30 PM: Mark Colaço, CFP® & Bryce Skaff, CFA | Dimensional Fund Advisors | Winning the Competitive Landscape – Leadership, Innovation, and Growth
This talk focuses on practical strategies to drive organic growth, stand out in a crowded market, and innovate. Bryce Skaff discusses the intensely competitive advice landscape, sharing how he’s seen Dimensional navigate the same themes of growth, differentiation, and transformation over his 25 years with Dimensional. He’ll explain why DFA’s so passionate about helping advisors grow their practices and how, over the past three decades, the firm has supported advisors of all sizes in scaling their businesses, communicating their value, and remaining agile in a dynamic industry. Mark Colaço, a Vice President in Dimensional’s Practice Management group, also reveals key findings from our proprietary benchmarking study which has had over 4,000 advisory firms participate globally since it was launched 15 years ago. Discover what High-Performing Firms® are doing differently to grow faster, operate more efficiently, and evolve purposefully. Learn frameworks to help communicate your value proposition to clients and ways to navigate tough fee conversations. Leave with data-driven insights you can apply immediately to elevate your own firm’s trajectory.
12:30 PM - 1:30 PM: Lunch
1:30 PM - 2:30 PM: Steven Jarvis, CPA, MBA | Retirement Tax Services | Topic: TBD
2:30 - 2:45 PM: Break
2:45 PM - 3:45 PM: Peter Lazaroff, CFA, CFP® | Plancorp | Turning Concentrated Positions into Growth Opportunities: Tax-Efficient Diversification Strategies for RIAs (CE Eligible)
Concentrated stock positions can be a significant risk for your clients and a barrier to growth for your RIA. Whether derived from employee compensation, inheritance, or extraordinary investment success, concentrated positions pose substantial financial and emotional challenges. Successfully navigating these situations requires not only financial expertise but also thoughtful tax strategy. In this session, Peter Lazaroff, CFA, CFP®, will outline proven methods to help clients strategically diversify concentrated positions while minimizing tax impacts. Attendees will gain practical insights and strategies, including the effective use of Separately Managed Accounts (SMAs), exchange funds, options strategies, 351 exchanges, and gradual diversification methods. Real-world scenarios and case studies will be explored, providing advisors actionable techniques for managing concentrated stock risk, driving client satisfaction, and fostering practice growth.
3:45-4:15 PM: Networking Break
4:15 PM - 5:15 PM: Thomas Kopelman | AllStreet Wealth | Unlocking Advisor Growth on Social Media
Course Description TBD
6:30 PM - 8:30 PM: Dinner at the Stables Pavillion
Thursday, August 13th
Meals provided: Breakfast and lunch
7:30 AM - 9:00 AM: Breakfast & Networking
9:00 AM - 10:00 AM: Ben Carlson, CFA | Ritholtz Wealth Management | Risk & Reward
Course Description TBD
10:00 AM - 10:30 AM: Networking Break
10:30 - 11:30 AM: Christine Benz | Morningstar | Topic TBD
11:30 AM - 1:00 PM: Lunch & Networking
1:00 PM - 2:00 PM: Dan Allison |Feedback Marketing Group and Integrity | Topic TBD
2:00 PM: Closing Remarks/Departures