Monday, April 27, 2026

11:00am-1:00pm  |  BALLROOM FOYER
Registration, Exhibit Area Open
Light refreshments provided (no lunch). 

1:00-3:00pm  |  POLARIS BALLROOM
Ethics Program: A Practical Application of CFP Board’s Code and Standards
Speaker: Dan Candura
CE: 2 hours CFP & Ohio Insurance – PENDING, 2 hours CPE Available
Assist CFP® professionals in understanding and fulfilling their obligations under the CFP Board’s Code of Ethics and Standards of Conduct by creating an engaging learning environment where CFP® professionals actively participate in the discussion and leave with a positive feeling about their experience.

3:00-3:30pm |  BALLROOM FOYER
Networking Break with Partners

3:30-5:00pm  |  POLARIS BALLROOM
Keynote: The Belonging Blueprint
Speaker: Dennis Moseley-Williams
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available
Client experience isn’t a “nice-to-have” — it’s the fastest growth strategy in business today. In this keynote, Dennis shows why creating belonging beats delivering service, and how transforming clients into members leads to more referrals, more loyalty, and more balance in your life. You’ll learn how to stage meaningful experiences that clients feel, remember, and talk about — experiences that drive growth because they make people feel like they truly belong.

5:00-6:00pm  |  BALLROOM FOYER
Welcome Reception

6:00-7:00pm  |  17 ARROWS
NexGen Happy Hour Meet-Up
Join other NexGen members for a casual happy hour meet-up in the lobby of the Hilton at the 17 Arrows. This event is pay on your own. You will indicate your attendance during registration. 

Tuesday, April 28, 2026

7:00-8:00am  |  BALLROOM FOYER
Registration Open / Breakfast

7:00-8:00am  |  GEMINI BALLROOM
Women’s Breakfast

8:00-9:00am  |  POLARIS BALLROOM
Keynote
Speaker: Jeff Levine
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

9:10-10:10am  |  POLARIS BALLROOM
Keynote
Speaker: Stephanie Aliaga
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

10:10-10:40am  |  BALLROOM FOYER
Networking Break with Partners  

10:40-11:40am |  POLARIS BALLROOM
Keynote
Speaker: Jeff Levine
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

11:40am-1:00pm  |  BALLROOM FOYER and POLARIS BALLROOM
Lunch

12:00-1:00pm – FOR STUDENTS ONLY  |  GEMINI BALLROOM
Student Lunch & Ask an Advisor Anything Panel
Available to in person attendees only. 
This session is designed specifically for students aspiring to become financial planners, offering an exclusive peek behind the curtain with a panel of current financial planners. 

1:00-2:00pm
Afternoon Breakout Sessions

Afternoon Breakout 1  |  POLARIS BALLROOM
Speaker: Cozy Wittman
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

Afternoon Breakout 2  |  GEMINI BALLROOM
Speaker: TBD, Dominion Enterprise
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

2:10-3:10pm |  POLARIS BALLROOM
Keynote
Speakers: William Bergen & Thomas Canals
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available

3:10-3:40pm  |  BALLROOM FOYER
Break with Partners

3:40-4:45pm  |  POLARIS BALLROOM
Keynote
Speakers: Matt McLennan & Jeremy Schwartz
CE: 1 hour CFP & Ohio Insurance – PENDING, 1 hour CPE Available