Schedule
See below for the 2024 Summit schedule at a glance. (Times are ET)
View all session and panel descriptions here.
Monday, October 21
09:00 a.m
-
06:00 p.m
06:00 p.m
Exhibit Hall & eMoney Product Experience
09:00 a.m
-
06:00 p.m
06:00 p.m
Networking Lounge
10:00 a.m
-
11:05 a.m
11:05 a.m
eMoney Leadership, Research and Roadmap
11:15 a.m
-
12:10 p.m
12:10 p.m
Breakout Sessions
12:00 p.m
-
01:00 p.m
01:00 p.m
Break
01:00 p.m
-
03:00 p.m
03:00 p.m
Breakout Sessions
03:10 p.m
-
04:05 p.m
04:05 p.m
Sponsor Breakouts
04:15 p.m
-
05:10 p.m
05:10 p.m
Breakout Sessions
05:20 p.m
-
06:15 p.m
06:15 p.m
Keynote: Erica Dhawan
Tuesday, October 22
09:00 a.m
-
06:00 p.m
06:00 p.m
Exhibit Hall & eMoney Product Experience
09:00 a.m
-
06:00 p.m
06:00 p.m
Networking Lounge
08:00 a.m
-
10:00 a.m
10:00 a.m
CFP® Board Code of Ethics and Standards of Conduct
10:10 a.m
-
11:10 a.m
11:10 a.m
Keynote: Roben Farzad
11:20 a.m
-
12:15 p.m
12:15 p.m
Panel Discussion
12:15 p.m
-
01:10 p.m
01:10 p.m
Networking Lounge
01:20 p.m
-
02:15 p.m
02:15 p.m
Break
02:25 p.m
-
04:25 p.m
04:25 p.m
Breakout Sessions/ Peer-to-Peer Roundtables
05:40 p.m
-
07:40 p.m
07:40 p.m
CFP® Board Code of Ethics and Standards of Conduct
Wednesday, October 23
09:00 a.m
-
05:00 p.m
05:00 p.m
Exhibit Hall & eMoney Product Experience
09:00 a.m
-
05:00 p.m
05:00 p.m
Networking Lounge
09:30 a.m
-
10:25 a.m
10:25 a.m
Panel Discussion
10:35 a.m
-
11:30 a.m
11:30 a.m
Breakout Sessions
11:40 a.m
-
12:35 p.m
12:35 p.m
Sponsor Mainstage Presentation: Fidelity
12:45 p.m
-
04:25 p.m
04:25 p.m
Breakout Sessions
12:45 p.m
-
01:40 p.m
01:40 p.m
Michael Kitces
01:40 p.m
-
02:15 p.m
02:15 p.m
Networking Lounge
03:30 p.m
-
04:25 p.m
04:25 p.m
Peer-to-Peer Roundtables