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Speaker: Daniel Pink, Bestselling Author and Expert on Innovation, Competition, and the Changing World of Work

As organizations face a rapidly evolving landscape, they are reexamining their operations and rethinking their priorities. What do they stand for? How should they navigate what comes next? And how might they build cultures where people can do their best work and be their best selves? In this provocative and practical presentation, No. 1 New York Times bestselling author Daniel Pink offers a fresh set of strategies. Pink will draw on an unprecedented two-year study of our most misunderstood emotion: regret. He will show that ignoring or rejecting regrets is a colossal mistake. Instead, confronting regrets systematically can deliver an array of organizational benefits. It can sharpen leaders’ decisions, speed learning and development, and boost individual and team performance. In particular, he will show how the four core regrets shared by people around the world contain the seeds of a reimagined and more powerful corporate culture. By understanding what people regret the most, we can learn what they value the most — and that can help organizations of every kind attract top talent, deepen employee engagement, and strengthen loyalty and commitment. With Pink’s trademark blend of big ideas and smart takeaways, compelling stories and sharp humor, this presentation provides an urgent and inspiring map for flourishing in unpredictable times.

Learning Objectives:

• How to anticipate — and avoid — the most significant organizational regrets.
• How to transform existing regrets into a positive force and a coherent culture.
• Why regrets of inaction outnumber regrets of action — and how to enlist that insight to spark innovation.
• Why doing the right thing is more important to employees than most C-suite executives understand — and why, in this fraught moment, being a good organization can pave the way to becoming a great organization.

Speaker: David York, Esq., CPA, Managing Partner, York Howell

This presentation explores the evolving landscape of philanthropy, highlighting how shifting demographics, new giving vehicles, and changing donor priorities are reshaping charitable engagement. It emphasizes that advisors have a critical role in helping clients navigate this environment by aligning philanthropic goals with tax-efficient strategies, legacy planning, and impact-focused approaches. The discussion underscores the importance of understanding both traditional structures and emerging tools to guide clients effectively. Ultimately, it positions advisors as key partners in helping families translate their values into enduring charitable impact.

Learning Objectives:

• Understand the modern shift from traditional charity to blended-purpose planning. Participants will be able to explain the evolution from the old bifurcated model of “business over here, philanthropy over there” to a unified framework in which purpose, mission, and enterprise operate together, grounded in concepts such as Carnegie’s "The Gospel of Wealth" and today’s purpose-driven business structures.
• Evaluate and apply emerging legal structures and advanced planning tools to achieve integrated social and financial objectives. Participants will learn the practical uses, advantages, and limitations of B-corporations, purpose trusts, 501(c)(4) entities, beneficiary well-being trusts, and program- or mission-related investments, and will be able to apply these tools to client scenarios to align governance, tax strategy, and long-term impact.
• Use charitable-planning strategies to broaden advisory offerings and meet clients’ evolving philanthropic goals. Participants will understand how to leverage modern charitable vehicles and hybrid structures to address shifting donor priorities (such as impact-driven giving, social-enterprise support, succession-aligned philanthropy, and multigenerational purpose) thereby expanding the advisor’s toolkit and enhancing client outcomes.
  

Speaker: Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Co-Director Center for Retirement Income, Adjunct Professor, Advanced Planning, The American College of Financial Services

This session examines the unique challenges business owners face when planning for retirement and offers potential solutions. It includes an overview of the current environment for small businesses, including taxation and business valuation, and addresses strategies for converting business capital into retirement income.

Speaker: Ross Riskin, DBA, CPA/PFS™, CCFC. MS Tax, Chief Creative Officer, visiWealth

This dynamic, roundtable-based workshop flips the script on traditional case study formats. Instead of being handed a fully baked client profile, each table will focus on a specific dimension of a client scenario—such as family structure, income source, or lifestyle—and collaborate to select a representative client situation based on real-world experiences. Participants will first share insights and anecdotes from their own practices related to the assigned category. Then, using a quick digital poll accessed via QR code, each table will vote on the client profile that best reflects common or complex planning dynamics. The winning profile from each table will appear live on the screen—building, piece by piece, a fully crowdsourced case study for everyone in the room to analyze together. By the session’s end, you’ll help build the client and explore how these variables intersect to influence holistic planning decisions.

Learning Objectives:

• Identify and articulate key client dimensions — such as family structure, income source, and lifestyle—and assess how they impact financial planning strategies.
• Collaborate with peers to synthesize real-world experiences into representative client profiles through structured discussion and digital polling.
• Analyze a fully crowdsourced client case study to evaluate how intersecting client variables influence comprehensive, holistic planning decisions.

Speaker: Carl Richards, Creator of the "Sketch Guy" Column, The New York Times

This isn't about performance or products — it’s about the emotional side of money and the real work of advice. Through a carefully curated selection of sketches, Carl Richards helps advisors move beyond rigid financial plans toward a more adaptable, values-based approach. By exploring the critical tensions that define the advisor-client relationship, this session equips attendees with the language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.

Learning Objectives:

• Identify key behavioral biases that impact financial decision-making and learn strategies to help clients navigate uncertainty with confidence.
• Develop specific language and frameworks to improve client communication, fostering trust and long-term engagement.
• Differentiate between rigid financial planning and an iterative, client-centered process that embraces uncertainty and course correction.
• Utilize sketches and simple visual frameworks to clarify complex financial concepts and facilitate deeper client understanding.
• Learn how to balance facts and emotions in financial discussions, using empathy and behavioral insights to guide clients toward better financial outcomes.