Thematic Conference Tracks

Click on the icons above to view the agenda sorted by track.

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TUESDAY, FEBRUARY 25 (Pre-Conference)

Members-only Day

7:30 AM | Conference Registration Opens

8:00 AM | Morning Activities

Local Excursions
Specifics to be announced

The Eight Financial Archetypes
Organized with Abacus Wealth Partners


9:00 AM - 12:00 PM  |  Welcome Intensive (optional)

12:00 - 1:00 PM | Welcome Intensive Cohort Lunch


12:00 - 1:00 PM | Practitioners Lunch

1:00 - 4:00 PM | Practitioners Institute - Vision 20/20: Reflect and Protect
Open to all Confluence Practitioner Member Delegates

1:00 PM | Welcome Remarks by Dana Lanza, CEO, Confluence Philanthropy

1:10 PM | Keynote

Jed Emerson, Chief Impact Strategist, Impact Assets


12:00 - 4:00 PM | Learners Institute
Open to all Registered Delegates

1:00 - 2:00 PM | Diversity & Impact Your Investments
Organized with Aperio Group


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2:00 - 3:00 PM | Creating a Healthy Decision-Making Culture
Organized with Syntrinsic Capital Group


3:00 - 4:00 PM | Practicum for Public Equities
Organized with Zevin Asset Management


Main Conference

6:00 - 7:00 PM | Opening Reception
Registered Delegates & Invited Guests Only

7:00 - 9:00 PM | Opening Dinner
Registered Delegates & Invited Guests Only