AGENDA
Thank You To Our Partners
Agenda
SUNDAY, OCTOBER 19, 2025
4:00pm - 5:30pm Conference Check-in Conrad Foyer
6:00pm - 9:00pm Welcome Reception Terrace
MONDAY, OCTOBER 20, 2025
8:00am - 4:00pm Hospitality Desk Conrad Foyer
8:00am - 9:00am Breakfast Buffet Conrad Foyer
9:00am -9:10am Welcome and Opening Remarks
Chad Cristo, Head of Business Development, West Region, IFG
Steven Gensler, SVP Advisor Growth and Development, IFG
9:10am - 10:00am Keynote “From Founder to Architect: Building an Ensemble Firm”
Matt McGuinness, CFP®, Senior Business Consultant, The Ensemble Practice
Conrad Ballroom A
Conrad Ballroom A
10:00am - 10:10am Break Conrad Foyer
Agenda
10:10am - 11:10am Power Hour Idea Exchange
“Introduce Yourself”
Group A
Moderated by Madison Turbeville, VP Product and Platform Management, IFG
Group B
Moderated by Kelsey Hasterlik, Regional Business Development-Mountain, IFG
Group C
Moderated by Steven Gensler, SVP Advisor Growth and Development, IFG
11:10am - 11:20am Break
11:20am - 11:40am Advisor Presentation
“Find Your Niche, Then Giddy Up!”
Scott Pilchard, IFG Advisor
11:40am - 12:00pm Advisor Presentation
“Client Segmentation – A Tool for Managing and Growing Your Practice”
Bryan Mazza, IFG Elite Advisor
Conrad Foyer
Conrad Ballroom A
Conrad Ballroom A
Agenda
12:00pm - 12:20pm Advisor Presentation
“Elite to Enduring: The Why, the How, and the Journey”
Marcus Henderson, Sr., RFP, AIF, MRFC, IFG Elite Advisor
12:20pm - 1:20pm Lunch Buffet
1:20pm - 2:00pm Annuities Panel
“Buffered and Bold: RILA’s and VA’s in the Age of Market Uncertainty”
Cameron Allen, RVP, Nationwide
AJ Amos, RVP, Pacific Life
Jason Gallaher, RVP, Jackson
Steve Reese, RVP, Equitable
Damon Yorke, DVP, Allianz
Moderated by: Erick Montiel, VP of Product Consulting, IFG
1:20pm - 2:00pm Advisory Panel
“Scaling Your Advisory Practice Without Losing Your Personal Touch”
Jeremy Heffernan, Strategic Accounts Director, Focus Partners
Molly Housand, VP, National Accounts, Orion
Bill McGowan, Senior Regional Consultant, AssetMark
Conrad Ballroom A
Conrad Foyer
Opus 1
Moderated by: Abbey Eastham, Director, Advisory Solutions, IFG Opus 2
Agenda
1:20pm - 2:00pm Alternative Investments Panel
“Real Estate Reimagined: Diversifying Portfolios for Practice Growth”
Paul Barausky, Chief Distribution Officer, Sealy
Tyler Carter, VP Sales Orchard Securities, SmartStop
Saul Dougherty, Sr. VP of Capital Markets, Cottonwood
Rian Kearney, RVP, Prospect Capital
Moderated by: Colby Taylor, Director, Alternative Investments Consultant, IFG
1:20pm - 2:00pm Alternative Investments Panel
“Fueling Growth: The Economics of Energy”
Heath Hood, Investor Services, Mewbourne Oil Company
Bill Rack, SVP West Region, Waveland Capital Partners
D’Juan Taylor, Hybrid Wholesaler, US Energy
Moderated by: Madison Turbeville, VP Product and Platform Management, IFG
2:05pm - 2:45pm Annuities Panel
“Buffered and Bold: RILA’s and VA’s in the Age of Market Uncertainty”
Cameron Allen, RVP, Nationwide
AJ Amos, RVP, Pacific Life
Jason Gallaher, RVP, Jackson
Steve Reese, RVP, Equitable
Damon Yorke, DVP, Allianz
Moderated by: Erick Montiel, VP of Product Consulting, IFG
Opus 3
Aria
Opus 1
2:05pm - 2:45pm Advisory Panel
Agenda
“Scaling Your Advisory Practice Without Losing Your Personal Touch”
Jeremy Heffernan, Strategic Accounts Director, Focus Partners
Molly Housand, VP, National Accounts, Orion
Bill McGowan, Senior Regional Consultant, AssetMark
Moderated by: Abbey Eastham, Director, Advisory Solutions, IFG
2:05pm - 2:45pm Alternative Investments Panel
“Real Estate Reimagined: Diversifying Portfolios for Practice Growth”
Paul Barausky, Chief Distribution Officer, Sealy
Tyler Carter, VP Sales Orchard Securities, SmartStop
Saul Dougherty, Sr. VP of Capital Markets, Cottonwood
Rian Kearney, RVP, Prospect Capital
Moderated by: Colby Taylor, Director, Alternative Investments Consultant, IFG
2:05pm - 2:45pm Alternative Investments Panel
“Fueling Growth: The Economics of Energy”
Heath Hood, Investor Services, Mewbourne Oil Company
Bill Rack, SVP West Region, Waveland Capital Partners
D’Juan Taylor, Hybrid Wholesaler, US Energy
Moderated by: Madison Turbeville, VP Product and Platform Management, IFG
Opus 2
Opus 3
Aria
Agenda
2:45pm - 2:55pm Break Conrad Foyer
2:55pm - 3:15pm Advisor Presentation “Alts in Action”
Kelly Clyde & Chris Vizzi, IFG Elite Advisors
3:15pm - 3:35pm Advisor Presentation
“Dating for Deals: Courtships, Closings, and Clients”
Bryan Wertzer, IFG Elite Advisor
3:35pm - 3:55pm Advisor Presentation
“How to Build an Elite Advisor Practice through College Funding”
Charles Wareham, IFG Elite Advisor
4:00pm - 5:30pm Partner Speed Dating
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom B&C
6:00pm - 10:00pm Partner Hosted Dine Arounds/Dinner at Leisure Various Locations
Agenda
TUESDAY, OCTOBER 21, 2025
8:00am - 3:30pm Hospitality Desk Conrad Foyer
8:00am - 9:00am Breakfast Buffet Conrad Foyer
9:00am - 10:00am Power Hour Idea Exchange “Your Best Idea”
Group A
Moderated by Madison Turbeville, VP Product and Platform Management, IFG
Group B
Moderated by Kelsey Hasterlik, Regional Business Development-Mountain, IFG
Group C
Moderated by Steven Gensler, SVP Advisor Growth and Development, IFG
10:00am - 10:10am Break Conrad Foyer
10:10am - 11:10am Keynote “Discovering Your Memory Power”
Matthew Goerke, Memory Expert, Creator of The Memory Switch Program Conrad Ballroom A
11:15am - 12:15pm Workshop
Agenda
“Applying What You Know: Ensemble Firm Case Study”
Matt McGuinness, CFP®, Senior Business Consultant, The Ensemble Practice
12:15pm - 1:00pm Lunch Buffet
1:00pm - 1:45pm General Session
“Voices of Impact: Women Shaping Financial Services”
Marcella Harkness CFP®, IFG Advisor
Kathy Keadle CFEd®, IFG Elite Advisor
Chelsea Petrizzo, IFG Advisor
Moderated by: Lauren Goettsche, VP of Operations, IFG
1:45pm - 2:05pm Advisor Presentation
“Client Engagement and Fulfillment – Make it Inherent in Your Process”
Larry Steckler, MsBA, CFP®, IFG Elite Advisor
2:05pm - 2:25pm Advisor Presentation
“Running Your Practice, Not Letting It Run You”
Dustin Blodgett, CFP®, CIMA, IFG Elite Advisor
2:25pm - 2:35pm Break
Conrad Ballroom A
Conrad Foyer
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom A
Conrad Foyer
Agenda
2:35pm - 2:55pm “The First Call – Building and Maintaining Deeper Client Relationships”
Jeb Bashaw, IFG Advisor
2:55pm - 3:15pm Advisor Presentation “Tax Update and Considerations”
Peter Prescott, CPA, IFG Elite Advisor
3:15pm - 3:35pm Advisor Presentation “Utilizing Wisdom Based Leverage with Life Insurance”
Herb Shiraishi, IFG Elite Advisor
3:40pm - 5:00pm Partner Speed Dating
6:00pm - 10:00pm Off-site Dinner “A Night at the Country Music Hall of Fame”
Hosted by IFG
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom B&C
Transportation from the Conrad to the venue provided by IFG. Please meet in the lobby. Country Music Hall of Fame
Agenda
WEDNESDAY, OCTOBER 22, 2025
8:00am - 12:00pm Hospitality Desk Conrad Foyer
8:00am - 9:00am Breakfast Buffet Conrad Foyer
9:00am - 9:50am General Session “What’s Happening at IFG?”
Kevin Keefe, President & COO, IFG
Conrad Ballroom A
9:50am - 10:00am Break Conrad Foyer
10:00am - 10:20am Advisor Presentation “JUMP...JUMP AROUND!”
Kyle Addington, Certified Financial Fiduciary (CF2®), IFG Elite Advisor
10:20am - 10:40am Advisor Presentation “Lifestyle Practice…Small is Beautiful”
John Velez, IFG Advisor
10:40am - 11:00am Advisor Presentation “Succession Planning, Tales from the Trenches”
Bryan Hopkins, CPA, CFP®, CEPA, IFG Advisor
Conrad Ballroom A
Conrad Ballroom A
Conrad Ballroom A
11:00am - 11:10am Break
Agenda
Conrad Foyer
11:10am - 11:50am General Session “From Ideas to Action: Takeaways That Will Drive Growth”
Steven Gensler, SVP Advisor Growth and Development, IFG
11:50am - 12:00pm Closing Remarks
Chad Cristo, Head of Business Development, West Region, IFG
12:00pm - 1:00pm Farewell Lunch
Conrad Ballroom A
Conrad Ballroom A
Conrad Foyer
