Empower. Engage. Explore.
2026 e3 collaborate Agenda
Get ready for another exciting lineup at e3 Collaborate! Our conference agenda offers a wide range of breakout sessions, workshops, guest speakers and networking opportunities, allowing you to customize your experience based on your interests, goals and professional focus. Designed to inspire and connect professionals across the financial, insurance and wealth industries, there’s something for everyone throughout the event.
Sunday, August 30
Arrival & Experience Day
| Time | Session | Description | Featuring |
| 12:00 – 4:00 PM | Optional Experiences | Golf · Wellness · Networking · Wine Tasting · Pickleball Optional |
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| 1:00 – 3:00 PM | The Early Advantage FEATURED PRE-OPENING SESSION |
Why now is the greatest time ever to be an advisor. | Van Mueller Top of the Table producer 35 years running. Author of Van’s Monthly Newsletter. One of the most respected voices in insurance & financial services. |
| 3:00 – 5:00 PM | The Cobbler’s Kids Have No Shoes FEATURED PRE-OPENING SESSION |
Why Financial Professionals Need Financial Professionals | Matthew Grishman With 30 years in the financial services industry — including 15 as a wholesaler — Matthew brings hard-won wisdom, radical honesty, and a deeply personal story to every stage he steps on. |
| 5:30 – 7:30 PM | Sunset Social Connect. Collaborate. Kick Off. |
Cocktails, sponsor activations & networking Open to all |
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| 7:30 – 9:00 PM | Board at the Bar | Casual networking with NAIFA leadership Open to all |
Monday, August 31
Vision & Innovation Day
Unless a session is specifically marked as “Invite Only” or “Member Only,” all conference attendees are welcome to participate.
| Time | Session | Description | Featuring |
| 6:30 – 7:15 AM | Health & HIIT Workout | Optional morning wellness session | |
| 8:00 – 9:00 AM | Breakfast + Sponsor Networking | ||
| 9:00 – 9:10 AM | Welcome | NAIFA-CA President, Rich Coffin | |
| 9:10 – 9:55 AM | Opening Keynote | Marques Ogden Former NFL player turned keynote speaker, breakthrough specialist, and founder of Ogden Ventures, LLC |
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| 10:00 – 10:20 AM | Ignite Talk #1 | Shane Westhoelter, EP, CLU, LUTCF, LTCP President & CEO of Gateway Financial Advisors and Author of Quality Life Planning |
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| 10:20 – 10:40 AM | Ignite Talk #2 | Richard Dobson, CFP A career financial advisor and executive on a mission to de-complicate client communications in professional services. He is a frequent industry volunteer, keynote speaker, and the author of Make Simplicity Your Superpower and The Trusted Professional. |
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| 10:40 – 11:10 AM | Sponsor Break | Networking · Tech Alley · Podcast Stage | |
| 11:10 – 11:30 AM | Ignite Talk #3 | David Wood Founder and Chief Visionary Officer of Gateway Financial Partners. |
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| 11:35 – 12:15 PM | Professional Education Series #1 | Track A: Insurance Track B: Wealth Management (Concurrent) |
Tom Petersen, MBA, RHU Vice President of Petersen International Underwriters. Specializing in Disability Insurance
Ray LaDieu, CFP, ChFC, CWS |
| 12:20 – 1:45 PM | Awards Luncheon | Chris Gandy NAIFA National President, Founder and CEO of Midwest Legacy Group. Former NBA Player
John Wheeler, CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC |
|
| 1:55 – 2:15 PM | Ignite Talk #4 | ||
| 2:15 – 3:25 PM | Women’s Leadership Panel FEATURED SESSION |
Women in Financial Services | Dr. Daralee Barbera Maryam Rasouli Janise Graham |
| 3:25 – 3:40 PM | Sponsor Break | ||
| 3:40 – 4:40 PM | FinTech Demo Drop | 5 demos × 10 minutes | |
| 4:45 – 5:30 PM | Closing Keynote | Derrik Kinney Founder of Success for Advisors Former Top 1% Financial Advisor who built and sold one of the nation’s most respected firms. Nationally recognized keynote speaker and bestselling author of Good Money Revolution |
|
| 5:30 – 6:30 PM | Sponsor Reception | ||
| 6:30 – 7:00 PM | IFAPAC Reception | Members Only | |
| 7:00 – 9:00 PM | Optional Company Dinners | Optional, Offsite | |
| 7:30 – 9:00 PM | President’s Dinner | Invite Only | NAIFA CA Past Presidents, Current Executive Board, National Trustees and Executive Board |
Tuesday, September 1
Implementation & Professional Development Day
Unless a session is specifically marked as “Invite Only” or “Member Only,” all conference attendees are welcome to participate.
| Time | Session | Description | Featuring |
| 6:30 – 7:15 AM | Health & HIIT Workout | Optional morning wellness session | |
| 7:00 – 8:00 AM | President’s Breakfast | Invite Only | |
| 8:00 – 9:00 AM | Breakfast + Board Installation | ||
| 9:00 – 9:10 AM | Welcome | NAIFA-CA Incoming President, Janise Graham | |
| 9:10 – 9:55 AM | Keynote | Paresh Shah Leadership Expert. Team Builder. Certified Coach. Business Jedi. Mindfulness Yogi. Adjunct Professor. Tech Geek. Surfer. Dad. |
|
| 10:00 – 10:40 AM | AI Panel FEATURED SESSION |
“How Are Advisors Using AI to Better Their Practice?” | |
| 10:45 – 11:05 AM | Sponsor Break | ||
| 11:10 – 12:05 PM | Professional Education Series #3 | Track A: Track B: (Concurrent) |
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| 12:05 – 12:55 PM | Lunch | ||
| 1:00 – 1:20 PM | Ignite Talk #5 | Matt Mosich Executive Communication & Speaker Coach for Wealth Advisors. Helping Wealth Executives Win Attention, Capital, & Clients from their Stage. Keynote Speaker |
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| 1:20 – 1:40 PM | E3 Ignite Talk #6 | Joe Strazzeri Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author |
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| 1:45 – 2:30 PM | Professional Education Series #4 | Track A: Track B: (Concurrent) |
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| 2:30 – 3:00 PM | Sponsor Break · Coaching Sessions | ||
| 3:00 – 4:00 PM | SUPER CE Series #1 | Approved Continuing Education · 24 CE credits | Brought to you by: Nationwide |
| 4:00 – 4:50 PM | Closing Keynote | Morgan Sheedy Keynote Speaker & Recovery Coach Four Point System: Want, Structure, Discipline, and Grace |
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| 4:50 – 5:00 PM | Closing Send-Off |
Early bird registration now open
Early Bird
$299
This rate was available until July 4th.
Standard
$399
Secure your spot by August 18.
Last Chance
$499
Registrations received after August 18.