Upcoming CEO Summit: Tiburon CEO Summit XXV

Tiburon CEO Summit XXV will officially start at 7:45am on Tuesday, October 8, 2013, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night and finish at 1:00pm on Wednesday, October 9, 2013.

More casually, Tiburon CEO Summit XXV will begin with a cocktail reception the prior evening Monday, October 7, 2013, at 6:00pm.


Meeting Agenda

CEO Summit XXV
Moderator
Frank Trotter
(President, EverBank Direct)

 

CEO Summit XXV
Economy & Markets Speaker
Coming Soon

CEO Summit XXV
Keynote Presenter
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

CEO Summit XXV
Award Recipient
Coming Soon

 

 

The planned agenda is as follows:

Monday, October 7, 2013

6:00pm-9:00pm: Cocktail Reception

Tuesday, October 8, 2013

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-8:00am: Tiburon CEO Summit XXV Welcome

  • Presented by Frank Trotter (President, EverBank Direct)

8:00am-9:00am: General Session Guest Presentation: Economy & Markets

  • Presenter to be announced
  • Introduced by Frank Trotter (President, EverBank Direct)

9:00am-9:15am: Refreshments & Cell Phone Break

9:15am-10:45am: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Frank Trotter (President, EverBank Direct)

10:45am-11:00am: Cell Phone Break

11:00am-12:00pm: General Session Guest Presentation: Award Presentation

  • Award recipient to be announced
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

12:00pm-1:00pm: Box Lunches & Break-Out Sessions

  • Break-Out Sessions:
    • BOS Option I: Ask the Institutional Channels Leaders
    • Facilitator to be announced
    • Tiburon Client Panelists
      • Jeff Maggioncalda (CEO, Financial Engines)
      • Panelist to be announced
      • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Jeff Maggioncalda
(CEO, Financial Engines)

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     
    • BOS Option II: Ask the Advisors
    • Facilitator to be announced
    • Tiburon Client Panelists
      • Ron Carson (CEO, Carson Wealth Management Group)
      • Steve Janachowski (CEO, Brouwer & Janachowski)
      • John Rafal (CEO, Essex Financial Services)

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Ron Carson
(CEO, Carson Wealth Management Group)

CEO Summit XXV
Panelist
Steve Janachowski
(CEO, Brouwer & Janachowski)

CEO Summit XXV
Panelist
John Rafal
(CEO, Essex Financial Services)
     
  • BOS Option III: Ask the Advisors
  • Facilitator to be announced
  • Tiburon Client Panelists
    • Dan Goldie (CEO, Dan Goldie Financial Services)
    • Panelist to be announced
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Dan Goldie
(CEO, Dan Goldie Financial Services)

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     
    • BOS Option IV: Ask the Technology Leaders
    • Facilitator to be announced
    • Tiburon Client Panelists
      • Pete Hess (CEO, Advent Software)
      • Panelist to be announced
      • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Pete Hess
(CEO, Advent Software)

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     
    • BOS Option V: Ask the Disruptors
    • Facilitator to be announced
    • Tiburon Client Panelists
      • Mike Alfred (CEO, BrightScope)
      • Panelist to be announced
      • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Mike Alfred
(CEO, BrightScope)

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     
  • Please take lunch to your choice of break-out sessions

1:00pm-1:15pm: Cell Phone Break

1:15pm-1:30pm: Spirit of the Tiburon CEO Summits

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company) & Frank Trotter (President, EverBank Direct)

1:30pm-2:30pm: General Session Panel Discussion

  • Ask the CEOs
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Tiburon Client Panelists
    • Panelist to be announced
    • Panelist to be announced
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     

2:30pm-2:45pm: Refreshments & Cell Phone Break

2:45pm-3:45pm: General Session Panel Discussion

  • Ask the Financial Advisor Channels Leaders
  • Facilitator to be announced
  • Tiburon Client Panelists
    • Mike Durbin (President, Fidelity Institutional Wealth Services)
    • Robert Moore (President, LPL Financial)
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

CEO Summit XXV
Panelist
Mike Durbin
(President, Fidelity Institutional Wealth Services)

CEO Summit XXV
Panelist
Robert Moore
(President, LPL Financial)

CEO Summit XXV
Panelist
Coming Soon
     

3:45pm-4:00pm: Cell Phone Break

4:00pm-5:00pm: General Session Panel Discussion

  • Ask the Online Advice Firms
  • Facilitator to be announced
  • Tiburon Client Panelists
    • Panelist to be announced
    • Panelist to be announced
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     

5:00pm-5:15pm: Tiburon CEO Summit XXV Day #1 Recap & Closing

  • Presented by Frank Trotter (President, EverBank Direct)

5:15pm-6:30pm: Free Time & Shuttle/Ferry to Dinner

  • Ferry boat option #1: 5:15pm (immediately upon closing) walking departure from the hotel lobby to board 5:25pm ferryboat (arrival approximately at 5:50pm, before the start of cocktails)
  • Bus option: 5:40pm departure from the hotel lobby (arrival approximately at 6:30pm, close to the start of cocktails)
  • Ferry boat option #2: 6:00pm walking departure from the hotel lobby to board 6:30pm ferry boat (arrival at 6:55pm, 25 minutes after start of cocktails)

6:30pm-9:30pm: Tiburon CEO Summit XXV Group Dinner

  • 6:30pm-7:30pm: Cocktail Hour
  • 7:30pm-8:15pm: Dinner
  • 8:15pm-9:30pm: Dessert & After Dinner Reception

Wednesday, October 9, 2013

CEO Summit XXV
Moderator
Skip Schweiss
(President, TD Ameritrade Trust Company)

CEO Summit XXV
Facilitator
Coming Soon

CEO Summit XXV
General Session Presenter
Matt Lynch
(Principal, Tiburon Strategic Advisors)

 

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-8:00am: Tiburon CEO Summit XXV Day #2 Welcome

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

8:00am-8:45am: General Session Panel Discussion

  • Ask the Consumers
  • Facilitator to be announced
  • Consumer Panelists
    • Panelist to be announced
    • Panelist to be announced
    • Panelist to be announced

 

8:45am-9:00am: Cell Phone Break

9:00am-9:45am: General Session Presentation

  • Matt Lynch (Principal, Tiburon Strategic Advisors)

9:45am-10:00am: Refreshments & Cell Phone Break

10:00am-11:00am: General Session Panel Discussion

  • Ask the Product Manufacturers
  • Facilitator to be announced
  • Tiburon Client Panelists
    • Panelist to be announced
    • Panelist to be announced
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     


11:00am-11:15am: Cell Phone Break

11:15am-12:15pm: General Session Panel Discussion

  • Ask the Acquirers
  • Facilitator to be announced
  • Consumer Panelists
    • Panelist to be announced
    • Panelist to be announced
    • Panelist to be announced

 

CEO Summit XXV
Facilitator
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 

CEO Summit XXV
Panelist
Coming Soon

 
     

12:15pm-12:30pm: Box Lunches & Cell Phone Break

12:30pm-1:00pm: Tiburon CEO Summit XXV Recap & Closing

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company) & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Media Relations Team:
Marie Swift from Impact Communications is leading media relations. Several Tiburon clients and long time Tiburon CEO Summit attendees are serving as media spokesmen:

CEO Summit XXV
Media Relations Manager
Marie Swift
(CEO, Impact Communications)

CEO Summit XXV
Media Spokesman
Matt Lynch
(Principal, Tiburon Strategic Advisors)

CEO Summit XXV
Media Spokesman
Coming Soon

 

CEO Summit XXV
Media Spokesman
Coming Soon

 
     

CEO Summit XXV
Media Spokesman
Coming Soon

 

CEO Summit XXV
Media Spokesman
Coming Soon

CEO Summit XXV
Media Spokesman
Coming Soon

CEO Summit XXV
Media Spokesman
Coming Soon