Select Page

Excell 2023 Agenda

Pack an extra notebook. Excell 2023 is packed with sessions designed to help you run, grow and love your business.

General sessions will leave you inspired to be a better leader as we build the future of financial services, and breakouts will dive into practice management techniques to help take your firm to the next level.

We’ll have the full agenda, including breakout sessions and keynote speakers, announced soon. In the meantime, here’s a sneak peek of the Excell 2023 agenda.

Tuesday, Sept. 12

12:30-5 p.m. Elite Advisor Summit (Invite Only)
2-4:30 p.m. Partner Summit (Invite Only)
6-8 p.m. Welcome Reception

Wednesday, Sept. 13

7:30-8:45 a.m. Breakfast and Expo
9 a.m.-12:15 p.m. General Session
12:30-2 p.m. Lunch and Expo
2-2:45 p.m. Breakout Sessions 1
3-3:45 p.m. Breakout Sessions 2
4-4:45 p.m. Breakout Sessions 3
7-10 p.m. Reception

Thursday, Sept. 14

7:30-8:45 a.m. Breakfast and Expo
9-10:45 a.m. General Session
11-11:45 a.m. Breakout Sessions 1
11:45 a.m.-1 p.m. Lunch and Expo
1-1:45 p.m. Breakout Sessions 2
2-2:45 p.m. Breakout Sessions 3
3 p.m. Optional Excursions