CGAN Financial Services Spring Operational Excellence Roundtable
CGAN Financial Services Spring Operational Excellence Roundtable
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Monday, May 13, 2024
6:00 PM - 8:30 PM
Welcome Reception / Dinner - Art Gallery
6:00 PM - 8:30 PM
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Tuesday, May 14, 2024
7:30 AM - 8:15 AM
Morning Nourishment - Gallery II
7:30 AM - 8:15 AM
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8:30 AM - 8:45 AM
Opening Comments & Introductions - Mountain Brook Ballroom III
8:30 AM - 8:45 AM
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8:45 AM - 9:20 AM
Case Study
8:45 AM - 9:20 AM
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9:20 AM - 9:30 AM
Partner "Story": Orion
9:20 AM - 9:30 AM
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9:30 AM - 9:40 AM
Community Questions
9:30 AM - 9:40 AM
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9:40 AM - 10:15 AM
Case Study
9:40 AM - 10:15 AM
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10:15 AM - 10:25 AM
Community Questions
10:15 AM - 10:25 AM
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10:25 AM - 10:35 AM
Partner "Story" - LPL
10:25 AM - 10:35 AM
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10:35 AM - 11:00 AM
Break
10:35 AM - 11:00 AM
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11:00 AM - 11:30 AM
Breakout Sessions
11:00 AM - 11:30 AM
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11:30 AM - 11:40 AM
Community Questions
11:30 AM - 11:40 AM
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11:40 AM - 1:00 PM
Lunch - Private Dining Room
11:40 AM - 1:00 PM
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12:50 PM - 1:00 PM
Partner "Story"- First Trust
12:50 PM - 1:00 PM
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1:00 PM - 1:35 PM
Case Study
1:00 PM - 1:35 PM
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1:35 PM - 1:45 PM
Partner "Story" - Locurr Funds
1:35 PM - 1:45 PM
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1:45 PM - 1:55 PM
Community Questions
1:45 PM - 1:55 PM
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1:55 PM - 2:30 PM
Case Study
1:55 PM - 2:30 PM
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2:30 PM - 3:00 PM
Break
2:30 PM - 3:00 PM
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3:00 PM - 3:10 PM
Community Questions
3:00 PM - 3:10 PM
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3:10 PM - 3:40 PM
Breakout Sessions
3:10 PM - 3:40 PM
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3:40 PM - 3:50 PM
Community Questions
3:40 PM - 3:50 PM
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3:50 PM - 4:15 PM
CGAN Roundtable Wrap Up
3:50 PM - 4:15 PM
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6:00 PM - 10:00 PM
Closing Dinner - Gianmarcos (Pizzeria GM Location)
6:00 PM - 10:00 PM
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Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Excellent opportunity to connect with peers, examine industry challenges in a risk-free environment, and share best practices and learnings.“

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