Join us for critical business-building insights for RIA owners and principals. You will learn key strategies to drive sustainable growth and optimize your human capital plan.

Growth Session Highlights: 

  • Maximizing Referrals from Clients and Professional Relationships
  • Secrets of High Growth Firms (a session with your peers)
  • Creating a Growth Mindset
  • Developing a Growth Machine

Talent and Succession Session Highlights

  • Unlocking Business Performance with Talent Management
  • Solving the Incentive Compensation Challenge
  • Tales from the Field: Stories of Successful Transitions
  • Financing Succession Plans 

Agenda:

  • Wednesday, May 8 (Half day with optional networking roundtables before the formal start)
  • 10:30 AM - 12:00 PM: Women in Wealth Brunch (All Welcome)
  • 1:00 PM - 5:00 PM: Conference Sessions
  • 6:30 PM: Main Evening Event
  • Thursday, May 9 (Full day)
  • 8:00 AM - 4:30 PM: Conference Sessions
  • 4:30 PM - 6:00 PM:  Reception and Expert 1:1 Meetings
  • Friday, May 10 (Half day ending around noon)
  • 8:00 AM - 12:00 PM: Conference Sessions
  • Event Concludes

For more information please visit the DeVoe Elevate website. 

  • Full price: $1125.

  • Non-RIA attendees are subject to approval by DeVoe & Company.

Partners of the event receive attendee information and may communicate with you via email. This includes dinner invitations from event partners for gatherings that take place during the event. If you do not wish to receive partner communications, please uncheck this box.

Networking Events & Receptions

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