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

Kevin Gordon – Director, Macro, Investment Research and Strategy at Charles Schwab 

12:00 – 12:30pm // Lunch

12:45 – 1:00pm // CFP Board Updates

1:10 – 1:40pm // Psychology of Financial Planning

1:50 – 2:30pm // Growing Future Advisors Panel Q&A

Student and Industry Point of View

2:40 – 3:10 pm // Reimagining the Modern RIA: Building a Firm for the Next Generation

Jim Dickson – Founding Partner & CEO,  Elevation Point 

3:20 – 4:00pm // Closing Keynote

4:00 – 4:30pm // Closing Remarks

FAC Challenge Winners Announced

Friday, January 23rd

8:00 am // Golf Scramble

Mark Bostick Golf Course at UF