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

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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

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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

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