Leaders + Champions
December 3, 2026
As top executives, you’re constantly driving innovation and strategic growth within your program. This exclusive roundtable offers a unique opportunity to engage in high-level discussions, gain valuable insights, and explore solutions that will empower your program’s success. Don’t miss this chance to connect and lead the way forward!
Potential Topics: Expense Planning and Profitability, Working with the Retail Bank, Career Pathing, Recruiting and Retention, Financial Planning, Creating a Culture, Onboarding, AI Governance
Agenda & Logistics
WEDNESDAY
December 2
Check-In — All Day
Meet & Greet — 4:00pm
Dinner at Scarpetta
— 5:30pm
THURSDAY
December 3
Breakfast in Nolita 3, 4th Floor —
7:00-8:00am
Business Session in Nolita 1&2,
4th Floor — 8:00am-4:00pm
Networking Event at Chandelier Bar — 4:30-6:00pm
Dinner at Momofuku — 6:00pm
FRIDAY
December 4
Departure — fly home at your leisure
LOCATION
Your room will be reserved for you.
Please contact Rhonda Kulhanek with all travel related requests and questions.
Attendees
Click the link to learn more about each attendee by visiting their LinkedIn page.
Sponsors
AuguStar
Axonic Insurance
Due Diligence Works, Inc
Eagle Life Insurance Company
Envestnet
Equitable
Jackson
Kuvare
Raymond James
Reliance Standard
W&S Financial Group Distributors
2025 Attendees & Agenda
2025 Leaders & Champions Roundtable Highlights
2024 Attendees & Agenda
2024 Leaders & Champions Roundtable Highlights
