AGENDA

*Please note: agenda is subject to change. 

6:00 AM - 4:00 PMTravel Day to Los Angeles
3:00 PM - 4:45 PMSummit Registration Open on the 5th Floor
4:00 PMHotel Check-In Opens
5:00 PM - 7:30 PMSummit Registration Open on the 73rd Floor at Spire 73
5:30 PM - 7:30 PMWelcome Reception
6:00 PM - 6:15 PMOpening Remarks - Sherryl Ray, Brian Parker and Derek Holman
6:15 PM - 6:20 PMFunctional Team Awards - Patrick Goshtigian
6:20 PM - 6:25 PMWest Coast Team Awards - Watts Ha
7:20 PMLast Call
6:30 AM - 7:15 AMYoga/Wellness
7:30 AM - 8:30 AMContinental Breakfast
8:40 AM - 9:05 AMIntro to the Summit - Sherryl Ray
9:05 AM - 9:10 AMCentral and Mountain Team Awards - Steven Beals
9:10 AM - 9:40 AMTogether We Climb - Ryan Parker
9:40 AM - 10:00 AMBreak and Hike
10:00 AM - 11:00 AMDepartment Team Building
11:00 AM - 11:15 AMBreak and Hike
11:15 AM - 11:55 AM1st Series Collaborative Conversations: CRA, WMS, OPS, Investments, Investment OPS
11:15 AM - 11:55 AM1st Series Discovery Sessions: Advisors, WAS, M&A, Compliance, HR, IT, PMO, Legal , EE, Finance
11:55 AM - 12:20 PMHike and Smile - Group Photo on the 5th Floor
12:20 PM - 12:40 PMBox Lunch Pick Up
12:40 PM - 1:30 PMThe 2024 Election In An Era of Shifting Monetary, Fiscal And Geopolitical Frameworks - Dan Clifton
1:30 PM - 1:40 PMBreak and Hike
1:40 PM - 2:20 PM2nd Series Collaborative Conversations: Advisors, WAS, M&A, Marketing
1:40 PM - 2:20 PM2nd Series Discovery Sessions: CRA, WMS, OPS, Investment OPS, Investments, Compliance, HR, IT, PMO, Legal , EE, Finance
2:20 PM - 2:40 PMBreak and Hike
2:40 PM - 3:20 PM3rd Series Collaborative Conversations: Compliance, HR, IT, PMO, Legal, EE, Finance
2:40 PM - 3:20 PM3rd Series Discovery Sessions: CRA, WMS, OPS, Investment OPS, Investments, Advisors, WAS, M&A, Marketing
3:20 PM - 3:30 PMBreak and Hike
3:30 PM - 3:35 PMEast Coast Team Awards - Bill Corcoran
3:35 PM - 4:30 PMWe Will Ascend to Greater Heights - Eric Alexander
4:30 PM - 5:45 PMBreak and Recharge
5:45 PM - 6:30 PMReception
6:30 PM - 10:00 PM25th Anniversary Silver Years on the Silver Screen Gala
7:30 PMTenure Awards, Sherryl Ray Heart of EP Award, and the Leader of the Year Award
8:30 AM - 9:30 AMGrab and Go Breakfast
11:00 AMHotel Check Out