*Please note: agenda may be subject to change.

All times in CT

2:00 PMRegistration Opens 
3:30 PM - 5:00 PMInvited Pre-Conference Session

*Required attendees will be notified

4:00 PMHotel Check-In Opens  
5:30 PMThe Overture: Opening Ceremony & Core Value Awards 
6:00 PMThe 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 PMDinner, Drinks, and Jam Sessions 
6:00 PMKaraoke 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 AMBreakfast 
8:40 AM - 9:50 AMOrchestrate with Ryan Parker 
9:50 AM - 10:10 AMBreak 
10:10 AM - 11:00 AMDepartment Teambuilding 
11:00 AM - 11:20 AMBreak 
11:20 AM - 12:10 PMAmp 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 PMFun 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 PMChicago 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 PMComposing 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 PMMeets 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 PMStep 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 PMInitiative 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 PMInitiative 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 PMInitiative 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 PMIn 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 PMCreating 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 PMMovement 1 Discovery Sessions 
11:20 AM - 12:10 PMAdvisor 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 PMLunch 
1:30 PM - 2:20 PMMake 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 PMMovement 2 Discovery Sessions 
1:30 PM - 2:20 PMComposing 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 PMCreating 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 PMFun 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 PMDuos 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 PMAdvisor 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 PMCulture 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 PMChicago 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 PMFind 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 PMInitiative 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 PMMeets 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 PMUp the Tempo on Your Growth

to help create your annual strategic plan and growth planning

2:20 PM - 2:30 PMBreak 
2:30 PM - 3:20 PMMake 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 PMFun 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 PMAmp 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 PMCulture 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 PMAdvisor 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 PMChicago 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 PMMovement 3 Discovery Sessions 
2:30 PM - 3:20 PMMeets 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 PMStep 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 PMUp the Tempo on Your Growth

to help create your annual strategic plan and growth planning

2:30 PM - 3:20 PMInitiative 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 PMName 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 PMInitiative 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 PMBreak 
3:40 PM - 4:30 PMGuest Speaker 
4:30 PM - 4:45 PMThe Outro with Jorge Bernal 
4:45 PM - 6:00 PMBreak 
6:00 PM - 10:00 PMA Symphony of Color Gala 
8:30 AM - 9:30 AMGrab & Go Breakfast 
11:00 AMHotel Checkout