7:30 a.m. – Breakfast

8:30 a.m. – Opening Remarks

8:40 a.m. - Talent as the Ultimate Insurance Policy

In a period of technology disruption and talent scarcity, organizations must view their teams as a strategic asset rather than a cost center. Technology cannot replace human judgment, adaptability, and trust. In the family wealth industry, experienced employees will be increasingly difficult to find and keep. As a survival strategy, firms need to become both a talent magnet and a talent factory to withstand volatility and maintain growth. This session will explore why investing in talent is the most effective way to future-proof an organization and create lasting resilience. Discover fresh perspectives on leadership, culture, and the role employees play in navigating an uncertain future.

9:15 a.m. – Guided Table Discussion: Building a Growth-Oriented Culture

Creating a workplace that supports firm growth is not about pushing harder. Successful firms build an environment where learning, trust, and innovation are encouraged, and where every employee understands their role in the development journey. This discussion will explore how to align people, culture, and strategy to support sustainable, long-term growth.

Speaker: Diana Hong, Partner, CRA | Admired Leadership

10:05 a.m. Community Spotlight: The Discipline Behind Organic Growth

Equal parts story and case study, Community Spotlights are 30-minute sessions that allow you to learn directly from a peer leader in the FWA community who will share the evolution of an idea from concept to execution. By spotlighting solutions that turn family office obstacles into opportunities for innovation, they will inspire attendees to tackle their own challenges in a creative way.

Many firms strive for growth, but few create the organizational discipline required to achieve it consistently. In this session, Lynne Born will share how Aspiriant built a structured, firm-wide organic growth program that transformed business development from individual responsibility into a shared cultural mindset. Through practical examples and lessons learned, attendees will explore how intentional expansion programs, advisor engagement, marketing coordination, and organizational alignment can create a stronger pipeline and long-term strategic growth at firms of any size.

Speaker: Lynne Born, Chief Practice Officer, Aspiriant

10:40 a.m. – Break

11:00 a.m. Leveraging Strategic Partnerships to Scale

Growth often creates needs that exceed a firm’s internal capacity. In this session, leaders responsible for service delivery and operating models will discuss how strategic partnerships ­from outsourced and fractional support to white-labeled services and specialized expertise can help firms scale effectively. Attendees will leave with practical ideas for building partnership strategies that support growth without compromising the client experience.

Speakers:
Lisa Clifford, Managing Director, Business & Transaction Advisory, Callan Family Office
Jennifer Quent, Director in the Family Office and Lifestyle Services, Kaufman Rossin
Moderated by: Kristin Twiford, Nines Living

11:50 a.m. - Alliance Updates

12:00 p.m. – Networking Lunch

1:10 p.m. – AI’s Transformational Role in the Modern Advisory Firm

In this session, Lisa Salvi will explore how AI has evolved from a promising concept to a practical driver of change for today’s advisory firms. She will outline how your firm can harness the capabilities of AI today and highlight the trends worth watching that are shaping the future.

Speaker: Lisa Salvi, Managing Director, Business Consulting & Education at Charles Schwab,

2:00 p.m. – The Future Tech Stack: What Stays, What Goes, What Gets Rebuilt

As AI reshapes how work gets done, firms must decide which technologies remain essential, which have become obsolete, and which functions should be redesigned from the ground up. Join this forward-looking session on the future family office technology stack as industry leaders explore emerging operating models, AI agents, and the strategic decisions firms need to make today to build for tomorrow.

Speakers:
Amy DeTolla, Founder & CEO, Aureus Advantage
Moderated by Stephanie Nortarianni, Managing Director - Technology & Integration, Pitcairn

2:50 p.m. - Guided Table Discussions: AI Use Cases & Implications

FWA Guided Table Discussions invite you to move from listening to participating by examining how the ideas explored on stage translate into day-to-day practice.

Join your peers to discuss your firm’s AI use cases, discuss where AI is creating value today, identify barriers to adoption, and consider how AI might reshape teams, roles, and client experience in the years ahead. Come prepared to share the AI tools and, systems your firm is currently exploring.

3:30 p.m. - Afternoon Break

5 p.m. – Networking Reception

6 p.m. - Dine-Arounds (pre-registration required)