All times are tentative and subject to change. THURSDAY...

Excell Spring 2017 | May 31 – June 2 | ARIA Resort & Casino | Las Vegas, NV | PeakAdvisorAlliance.com/Excell | #excellspring17 All times are tentative and subject to change. WEDNESDAY, MAY 31 8:00a – 12:40p Advisor Video Shoots 9:00a – 6:30p Registration Desk 12:30p – 3:00p Team Tracks Back to Basics (Peak 101) Advanced Team (Peak 201) 1:00p – 4:00p InvestmentNews Workshop Top Advisor Best Practices 3:15p – 5:00p Team Networking Session 3:30p – 5:30p Web or Brand Design Consultations 5:15p – 6:00p First Time Attendee Reception 6:00p – 8:15p Opening Night Reception Sponsored by Swan Global Investments THURSDAY, JUNE 1 6:30a – 7:30a Punk Rock Yoga Sponsored by CNL Securities 7:00a – 6:30p Registration Desk 7:00a – 8:00a Breakfast 8:30a – 9:30a General Session Keynote | Kirk Herbstreit 9:30a – 10:00a Break 10:00a – 10:40a Time Management and Organization Best Practices 10:40a – 11:20a Recharge Your Event Strategy: Plan, Prepare, and Pack a Punch 11:20a – 12:00p Leveraging Technology in Your Practice Presented by: Joel Bruckenstein 12:00p – 1:00p Team Lunch | Networking 1:00p – 3:00p High-Impact Presentations General Session Presentation #1: Kay Hunter Business Etiquette THURSDAY, JUNE 1 (CONTINUED) Presentation #2: Joel Bruckenstein Technology Tools: How Advisor Technology Is Evolving And What It Means To You Presentation #3: Robert Moore Law of Abundance – The Future Of The Profession Is Driven By It Presentation #4: Ron Carson and Paul West Sales: Tie Down, Scarcity and Take Away 2:30p – 3:00p Business Etiquette with Kay Hunter 3:00p – 3:30p Break 3:30p – 5:15p General Session Healthy Business; Healthy Life ® Best Practices of Top Performers 5:15p – 6:45p Thursday Evening Reception Sponsored by eMoney 7:00p Dinner (On Your Own) FRIDAY, JUNE 2 6:30a – 7:30a Jump Start Your Day! Workout 7:00a – 12:30p Registration Desk 7:00a – 8:30a Breakfast 8:30a – 9:45a General Session Keynote | Walter Bond When Good Ain’t Good Enough 9:45a – 10:05a Break 10:05a – 12:00p General Session aRIA Panel A Conversation with a Self-Made Billionaire: Ron Carson Interviews Arthur Levine Keynote | Ron Carson Demystifying Disruption: The Four Buses Approaching Every Advisor 12:00p – 1:00p Grab & Go Lunch

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Page 1: All times are tentative and subject to change. THURSDAY ...peakwebsites.s3.amazonaws.com/_Peak/PDF/TeamAgenda.pdf · 10:40a – 11:20a Recharge Your Event Strategy: Plan, Prepare,

All times are tentative and subject to change. WEDNESDAY, MAY 31 8:00a – 12:40p Advisor Video Shoots 9:00a – 6:30p Registration Desk 12:30p – 3:00p Team Tracks

Back to Basics (Peak 101) Advanced Team (Peak 201)

1:00p – 4:00p InvestmentNews Workshop Top Advisor Best Practices 3:15p – 5:00p Team Networking Session 3:30p – 5:30p Web or Brand Design Consultations 5:15p – 6:00p First Time Attendee Reception 6:00p – 8:15p Opening Night Reception

Sponsored by Swan Global Investments

THURSDAY, JUNE 1 6:30a – 7:30a Punk Rock Yoga

Sponsored by CNL Securities 7:00a – 6:30p Registration Desk 7:00a – 8:00a Breakfast 8:30a – 9:30a General Session

Keynote | Kirk Herbstreit 9:30a – 10:00a Break 10:00a – 10:40a Time Management and Organization

Best Practices 10:40a – 11:20a Recharge Your Event Strategy: Plan,

Prepare, and Pack a Punch 11:20a – 12:00p Leveraging Technology in Your Practice

Presented by: Joel Bruckenstein 12:00p – 1:00p Team Lunch | Networking

1:00p – 3:00p High-Impact Presentations General Session Presentation #1: Kay Hunter Business Etiquette

THURSDAY, JUNE 1 (CONTINUED)

Presentation #2: Joel Bruckenstein Technology Tools: How Advisor Technology Is Evolving And What It Means To You

Presentation #3: Robert Moore Law of Abundance – The Future Of The Profession Is Driven By It

Presentation #4: Ron Carson and Paul West Sales: Tie Down, Scarcity and Take Away

2:30p – 3:00p Business Etiquette with Kay Hunter 3:00p – 3:30p Break 3:30p – 5:15p General Session

Healthy Business; Healthy Life® Best Practices of Top Performers

5:15p – 6:45p Thursday Evening Reception Sponsored by eMoney

7:00p Dinner (On Your Own) FRIDAY, JUNE 2 6:30a – 7:30a Jump Start Your Day! Workout 7:00a – 12:30p Registration Desk 7:00a – 8:30a Breakfast 8:30a – 9:45a General Session

Keynote | Walter Bond When Good Ain’t Good Enough

9:45a – 10:05a Break 10:05a – 12:00p General Session

aRIA Panel A Conversation with a Self-Made Billionaire: Ron Carson Interviews Arthur Levine Keynote | Ron Carson Demystifying Disruption: The Four Buses Approaching Every Advisor

12:00p – 1:00p Grab & Go Lunch