Empower. Engage. Explore.
2025 e3 collaborate Agenda
Get ready for another exciting lineup at E3 Collaborate! Our conference agenda is packed with breakout sessions, workshops, guest speakers and networking opportunities designed to inspire and connect professionals across the financial, insurance and wealth industries.
Stay tuned for updates as we finalize the schedule—more details coming soon!
Sunday Sept 28th
Kickoff & Networking
12:00pm
Kickoff
12:00-2:00pm
Registration & Networking Reception
• Check-in & Badge Pickup
1:50pm
Opening Remarks
2:00pm-2:45pm
Opening Keynote: The Future of Insurance & Wealth Collaboration
Speaker: Professor Hampton
Vision for the future of integrated financial solutions
2:45pm-6:00pm
More details coming soon
6:00pm-8:00pm
Sunset Networking Social
Live music, drinks and casual networking
Hosted outside with musical guests The Fay Brothers
7:30pm
President’s Dinner
Monday Sept 29th
Innovation & Collaboration
7:30am
Breakfast & Morning Briefing
8:30am-9:00am
Main Stage Panel Discussion: Fireside Chat with Industry Giants
Moderator: John Davidson
Speakers: Tom Hegna & David McKnight
Industry experts discuss the best practices, trends and integration strategies for finanical professionals
9:30am-12:00pm
Panel Discussions & Breakout Sessions
More details coming soon
10:10am-11:00am
50 Min Breakout Sessions
Choose one of the following:
Topic: The Guru Gap & The Power of Zero
Speaker: David McKnight
Topic: What it Actually Takes to Buy, Sell or Transition a Practice
Speaker: David Wood, Gateway Financial Partners
Topic: Coming Soon
11:10am-12:00pm
Main Stage Panel Discussion: Women in Wealth & Insurance – Breaking Barriers & Creating Opportunities
Moderator: Dr. Daralee Barbera, The American College
Speakers: Lindsay Lewis, The American College
Sue Kuraja, WIFS National President
Amber Stitt, Pathways Podcast & Timeliess Vitality Podcast
12:00pm-1:30pm
Lunch with NAIFA National President & Fireside Chat
1:40pm-2:30pm
The Evolution of Wealth Firms: M&A, Growth and Collaboration
Moderator: Jason Foster, President at JF Wealth Strategies
Speakers: David Wood, Gateway Financial Partners
Paul Lally, MD at The Market Council
Jason Borek, CGO at The Pinnacle Group
1:30pm-5:30pm
Panel Discussions & Breakout Sessions
More details coming soon
6:00pm-7:00pm
IFAPAC Reception
7:00pm
e3 Collaborate Celebration Party
Tuesday Sept 30th
Actionable Strategies & Takeaways
7:30am
Breakfast & Peer Networking
9:00am-9:30am
Legislative Update with Shari McHugh, NAIFA CA State Lobbyist
9:35am
Keynote Speaker
10:30am
Panel Discussion: The Future of Financial Services & Innovation
11:20am-12:20pm
Closing Keynote: The Power of Collaboration in a Changing World
12:20pm-12:30pm
Closing Comments
e3 conference Speakers

We’re thrilled to announce that some of the brightest minds in industry will be joining us for E3 Collaborate!
From industry leaders to innovative thinkers, our speakers will tackle trending topics and share insights that will inspire and empower you. Get ready to engage, learn, and grow with the best in the field.
Each speaker brings a wealth of knowledge, experience, and fresh insights to the table, so stay tuned as we unveil our incredible lineup in the coming weeks.
Check back soon for more details on the full list of speakers and their session topics!
Early bird registration now open
standard
$475
Secure your spot
Early Bird
$375
Limited time offer!
last chance
$575
Final opportunity