KONA KAI RESORT AND SPA

SAN DIEGO, CA


MARCH 2-4, 2020

Chalice BooST Conf. Logo

Presented by:

Thank you Sponsors

GWG
Oasis
Quantum

Get a fresh perspective

Our sessions will feature dynamic industry experts focused on current trends and insightful ideas geared toward helping you grow your small business. From digital marketing to operational efficiencies and technology to M&A, you will walk away with a new perspective on how to increase efficiencies and strengthen your bottom line.

Explore new ideas

Chalice Network prides ourselves on bringing you forward-thinking speakers and sessions. We strive to focus exclusively on fresh topics important to you. Our goal is to have you leave motivated, educated and equipped with ideas you can act on immediately. 

BooST 2020 Agenda and Sessions at a Glance

Monday, March 2

Welcome to SD

12:00 PM—Registration Opens


5:30 PM—Welcome Reception


6:00 PM—Registration Closes


6:00 PM—San Diego Soiree

Tuesday, March 3
Learn & Network

7:00 AM—Registration & Breakfast


8:00 AM—Welcome


8:20 AM—The Future of Advisors is FinTech


9:10 AM—Alt Investments and
Their Role in Advisory Practices


10:00 AM—Networking Break


10:20 AM—Mergers and Acquisitions and
Their Role in Fueling Advisor Growth


11:10 AM—Personal Trust: What Should Trust Do For Your Practice and Clients


12:00 PM—Lunch


1:15 PM—Introduction to the
Chalice FinTech Institute


2:05 PM—Advisor Liquidity Options 

for Organic and M&A Growth


3:00 PM—Networking Break


3:15 PM—Risk Management: Investment 

and Business Mitigants


4:00 PM—Top 5 Challenges of Financial Advisor Adoption of Technology


5:00 PM—Happy Hour with Sponsors


5:30 PM—Evening Harbor Cruise

Wednesday, March 4
More Great Sessions

7:00 AM—Registration & Breakfast


8:00 AM—Chalice Financial Network—2020 and Beyond


8:55 AM—Technology Innovation, Integration and Adoption


9:50 AM—Networking Break


10:05 AM—Non Correlated Assets
and Their Role in 2020


10:55 AM—The Change Hyper Cycle


12:00 PM—Conference Concludes

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