ECHELON Partners | Our EventsECHELON Partners

Event Dates	Event Sponsor	Event Title	Session Title	Location
September – November 2020	ECHELON Partners	Deals & Dealmakers 2020 Webcast Series	Contact Mark Bruno for more details	Virtual

Event Dates	Event Sponsor	Event Title	Session Title	Location
4/17/2019-4/18/2019	Institutional Investor	RIA Central Investment Forum	Equity Sharing Solutions & Alternatives	Chicago, IL
2/5/2019-2/7/2019	National Association of Personal Financial Advisors	NAPFA Large Firm Forum	The Interplay Between Valuation Drivers and the Health of Your Firm	San Diego, CA
11/13/2018	InvestmentNews	Best Practices Workshop	Mergers as a Solution for Succession Planning, Talent, Resources, and Long-Term Growth	Boston, MA
11/5/2018-11/6/2018	Pershing	RIA Symposium	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	Atlanta, GA
10/10/2018-10/11/2018	Pershing	RIA Symposium	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	San Francisco, CA
9/24/2018-9/26/2018	Tiburon Strategic Advisors	Tiburon CEO Summit XXXV	Financial Advisor M&A Panel	San Francisco, CA
9/24/2018-9/26/2018	Financial Services Institute	2018 FSI Forum	Succession Planning Panel	Salt Lake City, UT
9/20/2018	Pershing	RIA Symposium	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	Chicago, IL
9/12/2018-9/13/2018	ECHELON Partners	The Deals and Dealmakers Summit	Keynote Debate	Newport Beach, CA
7/17/2018	Pershing	RIA Symposium	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	New York, NY
6/7/2018	Pershing	Pershing Insite 2018	What Matters Most When Considering a Merger or Acquisition?	Orlando, FL
4/19/2018	Pershing	RIA Symposium	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	Dallas, TX
3/7/2018	Pershing	Advisor Council	Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options	Dana Point, CA
2/27/2018	Investment Planners, Inc.	IPI ADVANCE	How to Maximize the Value of Your Business	Newport Beach, CA
1/16/2018- 1/17/2018	Investments & Wealth Institute	Investment Advisor Forum	The Investment Bank’s View on the Wealth Management Industry	New York, NY
10/17/2017	InvestmentNews	Best Practices Workshop	Build or Buy – or Both	Boston, MA
10/11/2017	Wealth management.com	2017 Executive Forum and Industry Awards	RIA M&A Deal Report (Winner), RIA Valuations (Nominated)	New York City, NY
10/5/2017	Pershing	Practice Management Forum	The Investment Bank’s View on the Wealth Management Industry	Atlanta, GA
10/4/2017	Pershing	Regional Symposium	The Investment Bank’s View on the Wealth Management Industry	Seattle, WA
9/27/2017	Pershing	Practice Management Forum	The Investment Bank’s View on the Wealth Management Industry	Denver, CO
9/18/2017-9/19/2017	ECHELON Partners	The Deals and Dealmakers Summit	The Keynote Debate	Newport Beach, CA
6/14/2017- 6/16/2017	Pershing Advisor Solutions	Insite17	Is M&A a Healthy Choice for Your Advisory Firm?	San Diego, CA
6/5/2017-6/6/2017	First Clearing	Business Growth Forum	Growth Through Mergers and Acquisitions	St. Louis, MO
5/23/2017	IMCA	Complimentary Webcast for Continuing Education	Building High-Performance Teams and Driving Measurable Results	Webcast
4/24/2017-4/26/2017	Pershing Advisor Solutions	Client Advisory Board	Maximizing the Value of Your Business	Del Mar, CA
3/22/2017-3/24/2017	Barrons	Top Independent Advisors Summit	The Artful DealMaker, Getting More Value from Mergers and Acquisitions	Orlando, FL
2/28/2017-3/2/2017	Pershing Advisor Solutions	Elite Advisor Summit	Opprotunity Knocks: Deal or No Deal?	Turnberry, FL
11/1/2016-11/3/2016	Pershing Advisor Solutions	Advisor Council	Opportunity Knocks – M&A Workshop	Laguna Beach, CA
10/18/2016-10/19/2016	ECHELON Partners	The Deals & Deal Makers Summit	Keynote Debate: The Future of Wealth Management…A Deal Maker’s Perspective	New York City, NY
10/18/2016	Investment News	Best Practices Workshop	Valuing your Practice and Understanding Mergers & Acquisition Activity	New York City, NY
9/23/2016	PIMCO	PIMCO Wealth Management Forum	Analysis of Industry Trends, Platforms and M&A	Newport Beach, CA
6/7/2016-6/9/2016	Pershing Advisor Solutions	INSITE 2016	The Most Powerful Trends in Wealth Management – Mergers & Acquisitions	Orlando, FL
5/2/2016-5/3/2016	Pershing Advisor Solutions	West Regional Symposium	Capitalizing on the Most Powerful Trends in Wealth Management M&A	San Francisco, CA
4/5/2016-4/6/2016	Pershing Advisor Solutions	East Regional Symposium	Capitalizing on the Most Powerful Trends in Wealth Management M&A	McLean, VA
3/9/2016-3/11/2016	The Ensemble Practice	Annual Client Conference	Internal vs. External Deals	San Diego, CA
3/2/2016	Financial Planning Association	Breakfast Meeting	Valuation and Internal Succession	Alamo, CA
2/17/2016- 2/18/2016	Pershing Advisor Solutions	Best Ideas Round Table	Advanced Client Acquisition / M&A Strategies	Park City, UT
11/3/2016- 11/4/2016	Pershing Advisor Solutions	Midwest Regional Symposium	The Future of Wealth Management	Chicago, IL
10/22/2015	Washington Wealth Management	Annual Sales & Strategy Meeting	Capitalizing on the Most Powerful Trends in Wealth Management M&A	Los Angeles, CA
10/13/2015	Investment News	Best Practices Workshop	Increasing the Value of Your Practice	New York City, NY
10/8/2015 – 10/9/2015	Pershing Advisor Solutions	Northwest Regional Symposium	The Future of Wealth Management	Chicago, IL
10/7/2015	CFA Society of Portland	CFA Luncheon	Capitalizing on the Most Powerful Trends in Wealth Management M&A	Portland, OR
9/16/2015 – 9/17/2015	ECHELON Partners	The Deals and Deal Makers Summit	The Financial Engineering Behind Deal Making	Newport Beach, CA
6/3/2015 – 6/5/2015	Pershing Advisor Solutions	INSITE15	The Journey of an Inorganic Growth (M&A) Strategy	Orlando, FL
2/24/2015 – 2/25/2015	Pershing Advisor Solutions	Northeast Regional Symposium	The Future of Wealth Management	New York City, NY
1/28/2015-1/30/2015	TD Ameritrade	National LINC Advisor Conference 2015	Avoid Spinning Your Wheels and Close More Deals	San Diego, CA
1/22/2015	Pacific Southwest Financial	2015 Kick-Off Meeting	The Future of Wealth Management	Irvine, CA
12/8/2014-12/11/2014	MarketCounsel	The MarketCounsel Summit	Chutes and Ladders: Characteristics of Deals That Get Done	Las Vegas, NV
10/22/2014	Laserfiche	Driving the Green	Strategies to Maximize the Valuation of Your Firm	San Francisco, CA
10/22/2014	Laserfiche	Driving the Green	Strategies to Maximize the Valuation of Your Firm	Dallas, TX
10/21/2014	Laserfiche	Driving the Green	Strategies to Maximize the Valuation of Your Firm	Chicago, IL
10/14/2014	Investment News	Best Practices Workshop	Lunch Session: Increasing the Valuation of Your Firm	Chicago, IL
10/9/2014	Symmetry Partners	Symmetry Summit	Valuation, Succession, and M&A Trends	Charleston, SC
10/7/2014	Financial Planning Association Illinois	Conference for Advanced Planning	Valuation and M&A	Lisle, IL
9/28/2014	Financial Services Institute	Financial Advisor Summit	Practice Valuation Methods and Options	Washington, D.C.
9/24/2014	ECHELON Partners	The Deals and Dealmakers Summit	Negotiating & Structuring Your Deal	Santa Monica, CA
8/12/2014	Investment News	Best Practices Workshop	What Is Your Practice Worth?	Webcast
6/6/2014	Pershing Advisor Solutions	INSITE 2014	Is the Grass Greener? Growth by Merging, Acquiring or Transitioning	Hollywood, FL
5/1/2014	ECHELON Partners	Deals & Deal Makers Summit	The Future of Wealth Mgmt- A Deal Maker’s Perspective	New York, NY
5/1/2014	Laserfiche	Driving the Green	Strategies to Maximize the Valuation of Your Firm	New York, NY
4/29/2014	Laserfiche	Driving the Green	Strategies to Maximize the Valuation of Your Firm	Minneapolis, MN
9/26/2013	ECHELON Partners	Deals & Dealmakers Summit	The Future of Wealth Mgmt- A Deal Maker’s Perspective	Santa Monica, CA
9/18/2013	Financial Planning Association	Mastering Mergers	Prep. Phase and Execution Phase	Irvine, CA
7/16/2013	LPL Financial	Boosting Your Bottom Line	Balancing Fees and Commissions for Optimal Revenue Generation	Webcast
5/28/2013	FPA Norcal	FPA Norcal Annual Conference	Your Liquidity Event: A Blueprint to Optimize Valuation and Succession	San Francisco, CA
5/02/2013	Cal CPA	Annual Meeting for the Committee on Personal Financial Planning	A Blueprint to Optimize Valuation and Succession	Paso Robles, CA
3/26/2013	Fidelity	Options for Independence Roundtable Lunch	Comparing Rollups and TAMPs	Century City, CA
3/12/2013	Pershing Advisor Solutions	National Sales Team Meeting	Overview of Valuation Services	Webcast
11/01/2012	Pershing Advisor Solutions	Focus on Management and Leadership	Business Brilliant	Beverly Hills, CA
10/19/2012	Investment News	Planning for Your Firm’s Succession	Insights on Valuation and Succession Transactions	Chicago, IL
7/17/2012 – 7/18/2012	Dimensional Fund Advisors	Succession Planning Conference	Designing a Blueprint for Succession	Santa Monica, CA
6/13/2012	Schwab	Realizing the Full Value of Your Practice	Realizing the Full Value of Your Practice	Webcast
5/22/2012	Investment News	What’s Your Succession Plan?	What’s Your Succession Plan?	Webcast
4/26/2012	London Life	Right Programs, Right People	Positioning yourself for buying or selling a business	Ottawa, ON
4/24/2012	Great West Life	Advanced Practices, Advanced Programs	Positioning yourself for buying or selling a business	Ottawa, ON
4/19/2012	London Life	Right Programs, Right People	Positioning yourself for buying or selling a business	Calgary, AB
4/16/2012	Great West Life	Advanced Practices, Advanced Programs	Positioning yourself for buying or selling a business	Calgary, AB
9/16/2011	Financial Planning Association	FPA Experience 2011	A Golden Opportunity: Becoming the Ultimate Successor for Transitioning Advisors	San Diego, CA
9/14/2011	Financial Planning Association	FPA Experience 2011	If Not You, Who? The Importance of Succession Planning for All Advisors.	San Diego, CA
1/21/2011	Fidelity Institutional Wealth Services	National Sales and RM Meeting	M&A Panel	Boston, MA
11/18/2010	TD Ameritrade Institutional	Valuation Workshop	Creating, Calculating, and Capitalizing on Your Firm’s Value	Beverly Hills, CA
10/7/2010	Dimensional Fund Advisors	Succession Planning Conference	Designing a Blueprint for Succession	Santa Monica, CA
7/27/2010	Dimensional Fund Advisors	Succession Planning Conference	Designing a Blueprint for Succession	Santa Monica, CA
6/8/2010	TD Ameritrade Institutional	Elite Advisor Summit	Insights on Valuation and Acquisition Strategies	Laguna Beach, CA
6/2/2010	Financial Planning Association	NorCal Conference	Continuity Planning and Succession Planning	San Francisco, CA
3/8/2010	American Bankers Association	ABA Wealth Management Summit	M&A Opportunities in Today’s Environment	Phoenix, AZ
2/3/2010	National Independent Financial Advisor’s Panel	Semi-Annual Meeting	Valuation and Succession Planning	Orlando, FL
11/5/2009	Loring Ward	Elite Advisor Conference	Mastering Continuity Planning and Succession Planning	Austin, TX
10/29/2009	Dimensional Fund Advisors	DFA Meeting	M&A Opportunities, Equity Sharing, and Continuity Planning	New York City, NY
10/28/2009	Dimensional Fund Advisors	DFA Study Group	M&A Opportunities, Equity Sharing, and Continuity Planning	Boston, MA
10/21/2009	MarketCounsel	2009 Member Summit Conference	M&A Opportunities in Today’s Market	Princeton, NJ
10/19/2009	TD Ameritrade Insitutional	2009 Fall Regional Conference	Mastering Continuity and Succession Planning	New York City, NY
10/15/2009	TD Ameritrade Institutional / Financial Planning	Making Independence Happen	Joining an Established RIA Firm	Webcast
10/1/2009	MFWire/FUSE Research	Thought Leadership Series: Influencers’ Summit 2009 – Redefining Distribution	Exploiting Today’s Market	Boston, MA
9/9/2009	Fortigent	Maximizing the Value of Your Firm and How Fortigent Can Help	Maximizing the Value of Your Firm	Webcast
8/12/2009	Financial Services Institute	Financial Advisor Practice Management Web Conference	Building Value and Preparing Your Firm for the Future	Webcast
5/20/2009	TD Ameritrade	Elite Advisor Summit	Merger & Acquisition Opportunities in Today’s Market	Reynolds Plantation, GA
5/14/2009	CEG Worldwide	Maximizing Equity Roundtable	Managing and Optimizing Practice Valuations	San Francisco, CA
3/24/2009	Investment News / Pershing Advisor Solutions	Succession Planning Webcast	Successful Strategies for Buying and Selling Your Practice	Webcast
3/12/2009	CEG Worldwide / DFA	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA
2/5/2009	TD Ameritrade	Partnership 2009 National Conference	Advanced Firm Development: M&A, Valuation, Human Capital, and Planning	Las Vegas, NV
10/24/2008	Securities America	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Omaha, NE
9/24/2008	Financial Research Associates	Managed Accounts and UMA Summit	Getting to the Bottom of this Industry’s Most Debated Topics	Las Vegas, NV
8/8/2008	CEG Worldwide / DFA	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA
2/25/2008	Financial Research Associates	The Financial Services Mergers and Acquisitions Deals Fourm	Closing the Deal: An Overview of the Industry’s Deals and Deal Makers	New York, NY
2/22/2008	CEG Worldwide	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA
2/15/2008	CEG Worldwide / DFA	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA
11/15/2007	Financial Research Associates	The Wealth Mgmt. Technology and Operations Summit	The Most Powerful Trends in Wealth Management	Las Vegas, NV
11/13/2007	Investment Adviser Association	The Economics of Investment Management	Frameworks for Financial Excellence	Santa Monica, CA
11/5/2007	CheckFree	Client Exchange	The Economics of Sponsor Platforms	Hollywood, CA
10/26/2007	CEG Worldwide / Securities America	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Atlanta, GA
9/10/2007	Financial Research Associates	Managed Accounts Summit 6	Deals and Dealmakers: An Investment Banker’s View of the Managed Account Industry	Phoenix, AZ
6/28/2007	Fortigent	Executive Forum	The Future of Wealth Management	Laguna Niguel, CA
6/12/2007	Prudential	Wealth Management Leaders’ Forum	All The Right Moves- An Executive’s Guide to Implementing Open Architecture	Lansdowne, VA
5/2/2007	Money Management Institute	Annual Convention	Outsourcing: Learning from Recent Implementations	Washington, D.C.
4/22/2007	Financial Research Associates	The Family Office Symposium	M&A and Capital Raising in the Wealth Mgmt. Industry	Aventura, FL
3/30/2007	ABA	Wealth Management & Trust Conference	AllThe Right Moves- An Executive’s Guide to Implementing Open Architecture	Orlando, FL
2/9/2007	CEG Worldwide	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA
1/16/2007	CEG Worldwide / Buckingham Asset Mgmt.	Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors	Growth via Acquisition, Succession Planning, and Maximizing Equity Value	Santa Monica, CA

Testimonials

"I wanted to write a note thanking ECHELON Partners for its invaluable service to us over the past several months. One of my initial goals prior to pursuing my deal opportunity was to work with the best consultants and advisors in the wealth management industry so that the very best effort would be made toward a successful deal conclusion. By working with ECHELON Partners I was able to accomplish that goal."

John Charles Kernodle President and Founder - Strathmore Capital Advisors, Inc.