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!

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.

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. 

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! 

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.

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. 

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. 

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.

Keep time with your felllow players as you put your way through a mini golf course!

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.

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. 

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. 

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.

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

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. 

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! 

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.

This session is here to help you kick the tempo of your growth up another notch! The AL&D team will give you tools to create your annual strategic plan and growth planning.