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EPWA Summit 2020 has ended

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Thursday, January 23
 

10:30am PST

Hotel check in
The hotel will do their best to assign rooms that are available to those arriving early. Otherwise, hotel check in is 3:00. Please feel free to check in to the Summit
Thursday January 23, 2020 10:30am - 2:15pm PST
Loftlight Foyer 1400 Parkview Ave, Manhattan Beach, CA 90266
  Registration

1:00pm PST

Summit check in
Check in to the Summit, find your table
Thursday January 23, 2020 1:00pm - 2:00pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Registration

2:30pm PST

Our Summit Vision: a Bird's Eye View - Sherryl Ray
Sherryl Ray; Director of Employee Experience, will show us what is new this year at the summit
Thursday January 23, 2020 2:30pm - 2:50pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

2:50pm PST

Watching EP Grow - Patrick Goshtigian
Patrick Goshtigian; CEO, will introduce all new members to the firm
Thursday January 23, 2020 2:50pm - 3:00pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

3:00pm PST

Seeing Clearly: 2020 Vision - Erin Voisin, Patrick Goshtigian
Erin Voisin; Director of Financial Planning, will interview the EP's CEO to "envision" our 2020 vision
Thursday January 23, 2020 3:00pm - 3:45pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Interview

3:50pm PST

Peering into PFi - Seth Maristuen
Seth Maristuen; Business Applications Manager will point out some new features in PractiFi
Thursday January 23, 2020 3:50pm - 4:00pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

4:00pm PST

Break: Tech Lounge
Help yourself to refreshments in the foyer and visit the Tech Lounge
Thursday January 23, 2020 4:00pm - 4:20pm PST
Loftlight West Foyer 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

4:30pm PST

2020 Vision with Corrective Lenses - Steve LePore
Steve LePore; Storyteller, will present thought-provoking narrative from his 30 years of serving others.
Thursday January 23, 2020 4:30pm - 5:45pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Guest Speaker

5:50pm PST

Double Exposure - Aaron Solorzano
Aaron Solorzano; IT Director, will preview his magic with a trick that makes you say, "I can't believe my eyes!"
Thursday January 23, 2020 5:50pm - 6:00pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Magic!

6:00pm PST

Cocktail Hour
Join us in the lobby at Jute Coastal Bar for an hour of beer wine, soft drinks and signature cocktails
Thursday January 23, 2020 6:00pm - 7:00pm PST
Jute Coastal Bar & Kitchen 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break
 
Friday, January 24
 

7:15am PST

Breakfast
Buffet Breakfast will be served with plenty for all
Friday January 24, 2020 7:15am - 8:15am PST
Shoreacre 1 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

8:15am PST

Welcome to Day 2 - Austin King
Austin King; Marketing Manager will start off our second day
Friday January 24, 2020 8:15am - 8:25am PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

8:25am PST

Eyes on Us
Enjoy the video produced by Alina Narr, Alicia Ramirez and Connor McDevitt
Friday January 24, 2020 8:25am - 8:30am PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Video

8:30am PST

Examples of Excellence - Anand Sekhar
Anand Sekhar; VP, Practice Management & Consulting at Fidelity Investments will show some of the best practices they have seen in our industry
Friday January 24, 2020 8:30am - 9:45am PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Guest Speaker

9:45am PST

Break: Tech Lounge
Help yourself to refreshments in the foyer and visit the Tech Lounge
Friday January 24, 2020 9:45am - 10:05am PST
Loftlight West Foyer 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

10:05am PST

Delivering an Excellent Client Experience - Breene Murphy
Breene Murphy; Director of Client Experience will present key
Friday January 24, 2020 10:05am - 10:40am PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

10:40am PST

Break: MOVE TO THE BACKYARD WEST
A quick break as we move to the location for our group photo- use the back stairs to move outside toward the golf course
Friday January 24, 2020 10:40am - 10:55am PST
Backyard West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

11:00am PST

Group photo
Say "2020 VISION!"
Friday January 24, 2020 11:00am - 11:20am PST
Backyard West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

11:20am PST

Lunch
Lunch will be served with a break from assigned seating. Find a newly met teammate to share a meal!
Friday January 24, 2020 11:20am - 12:30pm PST
Shoreacre 1 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

12:30pm PST

Magnify M&A - Rich Gill, Debi Murphy
Rich Gill; Senior Partner, Wealth Partners Capital Group and Debi Murphy; Director of Partnership Integration will take you behind the scenes on the M&A process and illuminate how we integrate new teams into EP
Friday January 24, 2020 12:30pm - 1:30pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

1:40pm PST

Breakout Session I
The locations of each session are as follows: Tech Lounge - Loftlight Foyer ; Take Time to Make Time - Loftlight West; Teambuilding - Westerly; Charity Workshop -Breakwater
Friday January 24, 2020 1:40pm - 2:15pm PST
VARIOUS 1400 Parkview Ave, Manhattan Beach, CA 90266
  Breakout

2:20pm PST

Breakout Session II
The locations of each session are as follows: Tech Lounge - Loftlight Foyer ; Take Time to Make Time - Loftlight West; Teambuilding - Westerly; Charity Workshop -Breakwater
Friday January 24, 2020 2:20pm - 3:00pm PST
VARIOUS 1400 Parkview Ave, Manhattan Beach, CA 90266
  Breakout

3:00pm PST

Break and vision quest scoring
Time to to turn in your scoresheets for the Vision Quest at Loftlight West
Friday January 24, 2020 3:00pm - 3:20pm PST
Loftlight West Foyer 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

3:20pm PST

Up Close and Personal with Brian and Derek
Armed with a list of questions compiled from the EP community, Brenda Bishop and Kevin Ashworth will entice our Co-Founders to answer as many as they can!
Friday January 24, 2020 3:20pm - 4:30pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Interview

4:30pm PST

Summit in Hindsight - Sherryl
It's a wrap!
Friday January 24, 2020 4:30pm - 4:45pm PST
Loftlight West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

4:45pm PST

Break
Get gussied up for the 1920's themed dinner
Friday January 24, 2020 4:45pm - 6:00pm PST
TBA 1400 Parkview Ave, Manhattan Beach, CA 90266
  Presentation

6:00pm PST

Cocktail Reception
Friday January 24, 2020 6:00pm - 7:15pm PST
Backyward West 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

7:15pm PST

Dinner and Awards
Friday January 24, 2020 7:15pm - 9:00pm PST
Shoreacre 1 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break

9:00pm PST

DJ and Dancing
Friday January 24, 2020 9:00pm - 11:59pm PST
Shoreacre 1 1400 Parkview Ave, Manhattan Beach, CA 90266
  Break
 
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Thursday, January 23
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    • Backyard West
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    Jute Coastal Bar & Kitchen
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    Loftlight West
    Loftlight West Foyer
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