*Please note: agenda may be subject to change.
All times in CT
| 2:00 PM | Registration Opens | |
| 3:30 PM - 5:00 PM | Invited Pre-Conference Session | *Required attendees will be notified |
| 4:00 PM | Hotel Check-In Opens | |
| 5:30 PM | The Overture: Opening Ceremony & Core Value Awards | |
| 6:00 PM | The Rhythm of Summit Drum Circle | Groove to the beat of your own drum at this exciting Jam Session! Led by John Yost and his team of master percussionists, you can flow freely in and out of a dynamic drum circle comprised of your fellow EPers. Just want to enjoy the beats and not do the banging? No worries! This casual session is designed for enthusiastic audience members and drum lovers alike. |
| 6:00 PM | Dinner, Drinks, and Jam Sessions | |
| 6:00 PM | Karaoke for a Cause | Brand new for Summit 2026, get ready to rock out for a good reason! At this Jam Session, you can sign up to sing your heart out on the mainstage in honor of one of this year's featured local charities. Audience members will give you points for your performance that translate to funds for charity! We're calling all shower-singing superstars, seasoned stage veterans, and resident EP Simon Cowells to help us make a difference. |
| 7:30 AM - 8:30 AM | Breakfast | |
| 8:40 AM - 9:50 AM | Orchestrate with Ryan Parker | |
| 9:50 AM - 10:10 AM | Break | |
| 10:10 AM - 11:00 AM | Department Teambuilding | |
| 11:00 AM - 11:20 AM | Break | |
| 11:20 AM - 12:10 PM | Amp Up Your Work with Enterprise ChatGPT | This session will help you rock out with practical, role-ready prompts for Enterprise ChatGPT. You'll learn safe habits that help you move faster, think clearer, and deliver more for clients - without risking data or trust. |
| 11:20 AM - 12:10 PM | Fun in Fore/Fore Time: Mini Golf | Keep time with your fellow players as you put your way through a mini golf course! |
| 11:20 AM - 12:10 PM | Chicago Listening Lounge | Bring your headphones and get ready for a musical tour of the Windy City! Explore the history of Chicago and the artists that it in this self-guided exhibit style session. |
| 11:20 AM - 12:10 PM | Composing Your Value Prop | In this interactive session, you'll join a band of fellow EPers and work together to compose creative Value Prop pitches for a mystery client. You'll have fun learning from your peers and getting your Value Prop stage ready at all times! |
| 11:20 AM - 12:10 PM | Meets per Minute: Speed Connections | Strengthen your connections with fellow EPers and engage in some quick tempo conversations! In a casual setting, you’ll have the opportunity to have two 15-minute 1:1 convos with fellow attendees chosen at random. |
| 11:20 AM - 12:10 PM | Step Into the Rhythm of What's Important | This interactive workshop invites you to tune in to your inner compass and discover the core values that set the tempo for your life and work. Through reflection, dynamic exercises, and meaningful conversation, you’ll compose your personal score: clarifying your themes, refining your harmony, and finding the courage to play your part with confidence. When your values are in sync, you don’t just make noise, you create music with purpose. |
| 11:20 AM - 12:10 PM | Initiative Interlude with Financial Literacy | In this session, you'll learn how to use our library of Financial Literacy materials, structure a presentation, and practice presentation delivery. You'll come away equipped with the sheet music you need to bring the music of Financial Literacy into your community. |
| 11:20 AM - 12:10 PM | Initiative Interlude with Investing in Women | Join leaders of the "Mother of All Initiatives" for an informative session centered on IIW's mission. You'll come away humming the tune of support for women clients and colleagues. |
| 11:20 AM - 12:10 PM | Initiative Interlude with Mosaic | Harmonize with EPers from all walks of life in this illuminating session led by Mosaic, EP's DEIB Initiative. As a group, attendees will self-identify through a series of statements such as "I am a step-parent", "I am colorblind" or "I have experienced the loss of a loved one". You'll come away from this session having created new connection points with your colleagues that you couldn't have imagined. |
| 11:20 AM - 12:10 PM | In Tune: Aligning Strategy, Tools, and Portfolio Management | Join Bill Corcoran, Adam Phillips, and our incoming Managing Director, Head of Portfolio Strategy at this listening party for the best hits of EP's Investment team. This trio will highlight upcoming enhancements to the investment platform, including expanded trading capabilities and the continued buildout of the Portfolio Strategy function. |
| 11:20 AM - 12:10 PM | Creating Harmony with Jump AI | Give your work a jumpstart with Jump AI! This panel discussion features EPers who are tuned in to AI energy and will show you best practices to bring harmony to your work life. |
| 11:20 AM - 12:10 PM | Movement 1 Discovery Sessions | |
| 11:20 AM - 12:10 PM | Advisor Listening Lounge | Bring your headphones and experience and audio library featuring EP Advisors. Listen to what these advisors would say in situations like: talking clients through a down market, their best EP Value Prop, supporting clients through big life changes, and more! |
| 12:10 PM - 1:20 PM | Lunch | |
| 1:30 PM - 2:20 PM | Make Your Client Events Sing with Marketing | Consider this session your official Marketing Events primer. You'll learn more about creating a regional marketing plan and how our marketing team can help you create pitch perfect events for your clients |
| 1:30 PM - 2:20 PM | Movement 2 Discovery Sessions | |
| 1:30 PM - 2:20 PM | Composing Your Value Prop | In this interactive session, you'll join a band of fellow EPers and work together to compose creative Value Prop pitches for a mystery client. You'll have fun learning from your peers and getting your Value Prop stage ready at all times! |
| 1:30 PM - 2:20 PM | Creating Harmony with Jump AI | Give your work a jumpstart with Jump AI! This panel discussion features EPers who are tuned in to AI energy and will show you best practices to bring harmony to your work life. |
| 1:30 PM - 2:20 PM | Fun in Fore/Fore Time: Mini Golf | Keep time with your felllow players as you put your way through a mini golf course! |
| 1:30 PM - 2:20 PM | Duos and Trios: Working Successfully Together | Sonny & Cher, Crosby Stills & Nash, Simon & Garfunkle-these iconic musical teams have nothing on our close-knit EP teams. Hear teamwork tips from groups of EPers who work closely together to make beautiful music. |
| 1:30 PM - 2:20 PM | Advisor Listening Lounge | Bring your headphones and experience and audio library featuring EP Advisors. Listen to what these advisors would say in situations like: talking clients through a down market, their best EP Value Prop, supporting clients through big life changes, and more! |
| 1:30 PM - 2:20 PM | Culture in Motion Bollywood Dance Workshop | Get on your feet and move to the infectious beat of Bollywood in this session! Led by Culture in Motion Dance Studio of Chicago, you'll have a blast learning core moves of this vibrant dance style. |
| 1:30 PM - 2:20 PM | Chicago Listening Lounge | Bring your headphones and get ready for a musical tour of the Windy City! Explore the history of Chicago and the artists that it in this self-guided exhibit style session. |
| 1:30 PM - 2:20 PM | Find Your Seat in the Symphony | Tune in to hear about the varied career progression of some of your fellow EPers. From long legato journeys to bursts of staccato stints, you'll walk away feeling inspired and informed on how to compose your own career symphony. |
| 1:30 PM - 2:20 PM | Initiative Interlude with Financial Literacy | In this session, you'll learn how to use our library of Financial Literacy materials, structure a presentation, and practice presentation delivery. You'll come away equipped with the sheet music you need to bring the music of Financial Literacy into your community. |
| 1:30 PM - 2:20 PM | Meets per Minute: Speed Connections | Strengthen your connections with fellow EPers and engage in some quick tempo conversations! In a casual setting, you’ll have the opportunity to have two 15-minute 1:1 convos with fellow attendees chosen at random. |
| 1:30 PM - 2:20 PM | Up the Tempo on Your Growth | to help create your annual strategic plan and growth planning |
| 2:20 PM - 2:30 PM | Break | |
| 2:30 PM - 3:20 PM | Make Your Client Events Sing with Marketing | Consider this session your official Marketing Events primer. You'll learn more about creating a regional marketing plan and how our marketing team can help you create pitch perfect events for your clients |
| 2:30 PM - 3:20 PM | Fun in Fore/Fore Time: Mini Golf | Keep time with your fellow players as you put your way through a mini golf course! |
| 2:30 PM - 3:20 PM | Amp Up Your Work with Enterprise ChatGPT | This session will help you rock out with practical, role-ready prompts for Enterprise ChatGPT. You'll learn safe habits that help you move faster, think clearer, and deliver more for clients - without risking data or trust. |
| 2:30 PM - 3:20 PM | Culture in Motion Bollywood Dance Workshop | Get on your feet and move to the infectious beat of Bollywood in this session! Led by Culture in Motion Dance Studio of Chicago, you'll have a blast learning core moves of this vibrant dance style. |
| 2:30 PM - 3:20 PM | Advisor Listening Lounge | Bring your headphones and experience and audio library featuring EP Advisors. Listen to what these advisors would say in situations like: talking clients through a down market, their best EP Value Prop, supporting clients through big life changes, and more! |
| 2:30 PM - 3:20 PM | Chicago Listening Lounge | Bring your headphones and get ready for a musical tour of the Windy City! Explore the history of Chicago and the artists that it in this self-guided exhibit style session. |
| 2:30 PM - 3:20 PM | Movement 3 Discovery Sessions | |
| 2:30 PM - 3:20 PM | Meets per Minute: Speed Connections | Strengthen your connections with fellow EPers and engage in some quick tempo conversations! In a casual setting, you’ll have the opportunity to have two 15-minute 1:1 convos with fellow attendees chosen at random. |
| 2:30 PM - 3:20 PM | Step Into the Rhythm of What's Important | This interactive workshop invites you to tune in to your inner compass and discover the core values that set the tempo for your life and work. Through reflection, dynamic exercises, and meaningful conversation, you’ll compose your personal score: clarifying your themes, refining your harmony, and finding the courage to play your part with confidence. When your values are in sync, you don’t just make noise, you create music with purpose. |
| 2:30 PM - 3:20 PM | Up the Tempo on Your Growth | to help create your annual strategic plan and growth planning |
| 2:30 PM - 3:20 PM | Initiative Interlude with Investing in Women | Join leaders of the "Mother of All Initiatives" for an informative session centered on IIW's mission. You'll come away humming the tune of support for women clients and colleagues. |
| 2:30 PM - 3:20 PM | Name that Tune! | This session is perfect for all audiophiles and trivia nuts! Hosted by your Summit Maestros, teams will compete to see who has the best ear through music history. Winners will receive front of the line bar passes for the Symphony of Color Gala! |
| 2:30 PM - 3:20 PM | Initiative Interlude with Mosaic | Harmonize with EPers from all walks of life in this illuminating session led by Mosaic, EP's DEIB Initiative. As a group, attendees will self-identify through a series of statements such as "I am a step-parent", "I am colorblind" or "I have experienced the loss of a loved one". You'll come away from this session having created new connection points with your colleagues that you couldn't have imagined. |
| 3:20 PM - 3:40 PM | Break | |
| 3:40 PM - 4:30 PM | Guest Speaker | |
| 4:30 PM - 4:45 PM | The Outro with Jorge Bernal | |
| 4:45 PM - 6:00 PM | Break | |
| 6:00 PM - 10:00 PM | A Symphony of Color Gala |
| 8:30 AM - 9:30 AM | Grab & Go Breakfast | |
| 11:00 AM | Hotel Checkout |
