The Pursuit of Purpose 2026
will feature:
"They Took a Chance on Me: A Successor's Journey"
Caleb Clark
Step inside a story of opportunity, trust, and transformation. Caleb Clark will share his journey into succession, offering a firsthand look at what it means to step into an established practice and build forward with confidence. From early uncertainty to long-term vision, this session will highlight the power of mentorship, the impact of belief, and what’s possible when someone takes a chance on you.
"The Digital Tightrope: Balancing Tech Innovation & Compliance"
Matthew Bahrenburg & The CFD Compliance Team
Innovation is moving fast, but compliance is not optional. In this session, the CFD Compliance Team will explore how advisers can embrace new technologies while staying aligned with regulatory expectations. You will learn practical ways to navigate evolving tools, avoid common pitfalls, and confidently integrate innovation into your practice without compromising your standards.
"Building Legacy By Design: Adviser Roundtable"
Al Chandler, Rich D’Ambola, Mick Owens, Peter Passalacqua, Daryl Phillips, and Jill Woods
Legacy does not happen by accident. It is built with intention. This candid roundtable conversation will allow you to connect with fellow advisers as they share how they are designing practices that endure. From succession planning to client relationships and long-term impact, this discussion offers real-world insight into building something that lasts beyond the business itself.
...plus other helpful sessions.
Please see our full agenda to see what is planned for this year's conference!
April 23, 2026, 8 A.M. EST via Zoom
We will begin with a word from our valued Corporate Sponsors.
Interested in connecting?
Please let us know if you are logging into our conference
via our Zoom link.