November 5, 2026 | 583 Park Avenue, New York
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- Content
- Discussion Tables
- Networking
Keynotes, panels, and fireside chats built around one focus — the strategies advisors need to grow, lead, and last, covering AI, succession, leadership, and the historic wealth transfer.
Pick a topic, join a table. Peer-led conversations on the questions advisors are actually asking each other right now — from AI adoption to referrals to when it's time to build a team.
A full day built around connection — a registration breakfast, networking breaks, and a networking lunch designed to turn a room of peers into a lasting network.
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Carolyn McClanahan
Racquel Oden
Stacy Francis
Cathy Curtis
Cecilia Williams
Lisa Roberts
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DISCUSSION TABLES
Step into action with our all-new themed discussion tables—built for leaders who want results now. These fast-paced, interactive sessions go beyond theory, delivering tactical conversations and proven takeaways you can put to work immediately.
Cyber
How do you keep up with rapidly evolving cyber policies while driving client education on emerging risks and solutions?
Digital Transformation
What are the transformational benefits of implementing AI effectively across your business?
Construction
What are the biggest hidden builder’s risks brokers and clients need to watch for, and how can you identify them early?
Excess & Surplus Lines
How do you build and maintain client trust in E&S placements, especially in a volatile market?
Cyber
How are you leveraging AI to outpace cyber threats, and what challenges are you facing in the cyber arms race?
Digital Transformation
How can brokers turn data into actionable insights that drive revenue and growth?
Construction
What strategies help brokers navigate high-risk construction projects in a tightening market?
Excess & Surplus Lines
How do you stay ahead of volatility in the E&S market and make confident placement decisions?
Cyber
What strategies have helped you convert cyber skeptics into loyal, proactive clients?
Digital Transformation
How do you design a digital-first client experience that truly delivers value and loyalty
Construction
How do you evaluate and implement jobsite technologies that deliver real value for clients?
Excess & Surplus Lines
What creative strategies help brokers secure E&S coverage when traditional markets say no?
Cyber
What digital threats are most concerning for your clients, and how are you helping them prepare?
Digital Transformation
What lessons have you learned from your digital transformation journey—both successes and failures?
Construction
How do you identify and negotiate contract clauses that can make or break a construction deal?
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