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Presentation [clear filter]
Thursday, January 23
 

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

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

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
 
Friday, January 24
 

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

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

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

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

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
 
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