2026 Agenda
Wednesday, January 21st
1:00pm // FAC Student Challenge
Heavener Hall
4:15 – 5:00pm // Stadium tour & Group photo
Ben Hill Griffin Stadium
5:00 – 7:00pm // Reception
Champion Club at Ben Hill Griffin Stadium
Thursday, January 22nd
8:00am // Registration Opens
UF Hilton Conference Room
8:00 – 8:45am // Welcome Breakfast
8:45 – 9:20am // Opening Remarks
UF Leadership -Dean Saby Mitra & Max Dolinsky
Schwab Leadership – Sherri Trombley
9:20 – 10:00am // Opening Keynote
Tom Bradley – Chief Client Officer at Charles Schwab Independent Advisor Services
Lessons in Leadership: Fireside Chat
10:10 – 10:50am // Breakout Sessions
11:05 – 11:50am // Market Outlook Fireside Chat
Kevin Gordon – Director, Macro, Investment Research and Strategy at Charles Schwab
Gina Martin Adams – Chief Market Strategist, HB Wealth
12:00 – 12:30pm // Lunch
12:45 – 1:00pm // CFP Board Updates
Jason Gudenius – Managing Director, CFP Board
1:10 – 1:40pm // Psychology of Financial Planning
1:50 – 2:30pm // The Talent Gap: Why Ambition Alone Isn’t Enough
Student and Industry Point of View Panel
2:40 – 3:10 pm // Can AI Predict Stock Returns? Enhancing Forecasting for Financial Advisors
Alejandro Lopez Lira, Ph.D. – Assistant Professor of Finance, University of Florida
3:20 – 4:00pm // Closing Keynote
Reimagining the Modern RIA: Building a Firm for the Next Generation
Jim Dickson – Founding Partner & CEO, Elevation Point
4:00 – 4:30pm // Closing Remarks
FAC Challenge Winners Announced
Friday, January 23rd
8:00 am // Golf Scramble
Mark Bostick Golf Course at UF