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EVENT DATES
Nov 2017
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Venue

McCormick Place Convention Center 2301 S. Lake Shore Drive Chicago , Illinois 60616
Tel: (312) 791-7000
Website
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IMPACT 2017

2,000 300

Overview

Event Overview:

IMPACT is an annual conference held for independent registered investment advisor (RIA) clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits.

Why do advisors attend?
Registered investment advisors attend this conference to network with peers and be inspired by industry leaders and experts. They learn new concepts and techniques to help manage and grow their businesses by attending their choice of more than 75 education sessions, listening to keynote speakers, and talking with exhibitors and peers in The Exchange. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial-planning tools, and technology solutions. The Exchange serves as the conference hub, hosting exhibitors, receptions, and conference services.

Exhibitor Information:

Exhibiting at IMPACT® provides an opportunity for your company to access industry leaders, strengthen your brand awareness, and introduce new products and services.

Who attends?

        1,600 to 1,900 registered investment advisors
        75 to 100 independent retirement plan providers
        300 exhibiting companies
        250 Schwab employees
        Journalists from leading financial services publications

Agenda

Nov 14   

8:00 a.m.-7:30 p.m.

Conference Registration

12:30 p.m.-3:30 p.m.

Pre-Conference Education Sessions

1:15 p.m.-3:45 p.m.

Pre-Conference Education Session

4:00 p.m.-5:15 p.m.

Pre-Conference Keynote Session

5:15 p.m.-6:45 p.m.

Welcome Reception in The Exchange

7:00 p.m.-9:30 p.m.

Regional Dinners

Nov 15   

7:00 a.m.-7:00 p.m.

Conference Registration

7:00 a.m.-8:00 a.m.

Breakfast in The Exchange

8:00 a.m.-8:30 a.m.

Keynote Session Opening Remarks

8:30 a.m.-9:30 a.m.

Keynote Session

9:45 a.m.-11:45 a.m.

Extended Education Session

9:45 a.m.-11:00 a.m.

Education Sessions

9:45 a.m.-10:45 a.m.

Technology Education Sessions

11:00 a.m.-1:00 p.m.

Lunch and Learn in The ExchangeSponsored by:

11:15 a.m.-11:45 a.m.

Showcase Stage Presentations

12:00 p.m.-12:30 p.m.

Showcase Stage Presentations

12:15 p.m.-2:15 p.m.

Extended Education Session

1:00 p.m.-2:15 p.m.

Education Sessions

1:00 p.m.-2:00 p.m.

Technology Education Sessions

1:45 p.m.-2:15 p.m.

Technology Education Sessions

2:45 p.m.-4:00 p.m.

Education Sessions

2:45 p.m.-3:15 p.m.

Technology Education Sessions

3:30 p.m.-4:00 p.m.

Technology Education Sessions

4:00 p.m.-4:45 p.m.

Break in The Exchange

4:00 p.m.-4:30 p.m.

Showcase Stage Presentations

4:45 p.m.-5:45 p.m.

Keynote Session

5:45 p.m.-7:00 p.m.

Reception in The Exchange

Nov 16   

7:00 a.m.-8:00 a.m.

Breakfast in The Exchange

7:00 a.m.-7:00 p.m.

Conference Registration

7:15 a.m.-7:45 a.m.

Showcase Stage Presentation

8:00 a.m.-8:30 a.m.

Keynote Session Opening Remarks

8:30 a.m.-9:30 a.m.

Keynote SessionSponsored remarks by:

9:45 a.m.-11:00 a.m.

Education Sessions

9:45 a.m.-11:45 a.m.

Extended Education Sessions

9:45 a.m.-10:45 a.m.

Technology Education Sessions

11:00 a.m.-1:00 p.m.

Lunch and Learn in The ExchangeSponsored by:

11:15 a.m.-11:45 a.m.

Showcase Stage Presentations

12:00 p.m.-12:30 p.m.

Showcase Stage Presentations

1:00 p.m.-2:00 p.m.

Education Sessions

1:00 p.m.-4:00 p.m.

Education Session

2:30 p.m.-3:45 p.m.

Education Sessions

2:30 p.m.-3:00 p.m.

Technology Education Sessions

3:15 p.m.-3:45 p.m.

Technology Education Sessions

3:45 p.m.-4:30 p.m.

Break in The Exchange

3:45 p.m.-4:15 p.m.

Showcase Stage Presentations

4:30 p.m.-5:30 p.m.

Keynote Session

7:00 p.m.-10:00 p.m.

Final Night EventExperience timeless Chicago as the convention center transforms into our version of Chicago Social Club headlined by rising superstar Leon Bridges, Grammy Award-nominated R&B artist and singer, songwriter.

Nov 17   

7:30 a.m.-12:00 p.m.

Conference Registration

8:00 a.m.-8:30 a.m.

Breakfast in The Exchange

8:30 a.m.-9:45 a.m.

Education Sessions

9:45 a.m.-10:45 a.m.

Brunch in The Exchange

10:45 a.m.-11:45 a.m.

Keynote Session

11:45 a.m.-11:45 a.m.

Conference Close and Boxed Lunch

Keynote Speakers

David Cameron

Former Prime Minister of the United Kingdom

More of the same will just produce more of the same: less competitiveness, less growth, fewer jobs.

 

One of the most prominent global influencers of the early 21st Century, David Cameron served as Prime Minister of the United Kingdom from 2010 to 2016, leading Britain’s first Coalition Government in nearly 70 years and, in 2015, forming the first majority Conservative Government for over two decades.

As the UK’s youngest Prime Minister in two centuries, Cameron transformed the UK’s economy. The deficit was reduced by over two-thirds; one million businesses set-up; a record number of jobs were created, and Britain became the fastest-growing major advanced economy in the world. That created the stability Cameron needed to cut taxes, introduce a National Living Wage, transform education, reform welfare, protect the National Health Service, and increase pensions.

Internationally, Cameron developed a foreign policy in the post-Iraq era that addressed the new challenges of the Arab Spring, as well as a more aggressive Russia, while ensuring Britain played a full role in the global fight against ISIS.

Elected Leader of the Conservative Party in 2005 to reform and modernise a party that had lost three elections in a row, Cameron advocated a new and distinctly modern, compassionate agenda. He led the way internationally by passing the UK’s Same Sex Marriage Act; championed environmental issues; and offered constitutional referenda on Scotland’s place within the United Kingdom, and on the United Kingdom’s place within the European Union.

Cameron continues to focus on issues he advanced while in office. He is Chairman of Patrons at National Citizen Service, the UK’s flagship youth development programme; President of Alzheimer’s Research UK; and he is chairing the LSE-Oxford Commission on State Fragility, Growth, and Development.

Mick Ebeling

Founder and Chief Executive Officer Not Impossible Labs

Mick Ebeling believes that nothing is impossible. The producer and filmmaker has sparked a movement of pragmatic, inspirational innovation as the founder of Not Impossible Labs, an award-winning social innovation lab, and production company that harvests the power of technology and storytelling to change the world. The company follows the mantra Commit, then figure it out, which has allowed Mr. Ebeling to convene a disparate team of hackers, doers, makers, and thinkers—all of whom are empowered to invent devices that better the world by bringing accessibility to all.

This unconventional approach has generated highly acclaimed initiatives that gave a paraplegic street artist the ability to draw again, developed 3D-printed arms for Sudanese amputees, and brought a “voice” to a patient with Lou Gehrig’s disease who hadn’t spoken in 15 years. Working with an array of Fortune 500 companies, Mr. Ebeling raises the bar on innovation and shares the emotionally resonating stories of overcoming seemingly impossible odds to inspire people to “help one, help many.”

Mr. Ebeling’s book, Not Impossible: The Art and Joy of Doing What Couldn’t Be Done, recounts the life experiences that led to the founding of Not Impossible Labs. He was named one of Wired’s “agents of change,” is a two-time South by Southwest “Innovation of the Year” award winner and a recipient of the Muhammad Ali Humanitarian of the Year award, and is listed among Advertising Age’s Creativity 50—the most influential and innovative creative thinkers and doers.

Theo Epstein

President of Baseball Operations Chicago Cubs

When people do things they weren’t even sure they were capable of, I think it comes back to connection—connection with teammates and the organization and feeling like they belong.

Theo Epstein knows a thing or two about leadership—and winning. He has done the seemingly impossible not once but twice. He engineered two of the biggest comebacks in sports history: turning the Chicago Cubs into World Series champions in 2016 after a 108-year drought and, in 2004, leading the Boston Red Sox to the same title for the first time in 86 years. They clinched the title again in 2007. Earlier this year, Fortune magazine named the Cubs’ president of baseball operations the “World’s Greatest Leader.”

Mr. Epstein transformed the Cubs by emphasizing a combination of analytics, chemistry, discipline, and character as the team acquired new talent. The 2016 championship was the culmination of a five-year rebuilding program in which baseball operations were completely restructured, and the Cubs have increased their total wins every year under Mr. Epstein’s leadership. When he became the general manager (GM) of the Red Sox in 2002, he was the youngest GM in baseball history. Over the next nine seasons, he led the team to six postseason appearances. Before that, he served as assistant general manager of the Red Sox and earlier spent five seasons with the San Diego Padres.

In 2009 Mr. Epstein was named baseball’s “Executive of the Decade” by Sporting News and was third on the Sports Illustrated list of the “top 10 GMs/executives of the decade.” In 2008 he was named “Baseball America Executive of the Year.” In 2003 and 2004, the Boston chapter of the Baseball Writers Association of America honored him as “Major League Executive of the Year.”

Mr. Epstein holds degrees from Yale University and the University of San Diego School of Law.

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