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​​​​​​​​​​​​​​​​​​​​​​​​​​NexGen Gathering 2017 Conference Agenda ​​
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​Day 1: Friday, June 23

10:00 AM  – 5:00 PMCheck-In for Lodging/Room Keys and Conference Registration at North Central College (New Hall Multipurpose Room)
12:00 PM - 2:00 PMEarly Pre-conference Lunch (Bar Louie)
3:00 PM

Gathering Conference Begins

3:00 PM - 3:30 PMConference Kick Off (Wentz Concert Hall)
3:30 PM - 4:45 PMIntroductions and Opening Circle (Wentz Concert Hall)
4:45 PM – 5:00 PM
5:00 PM – 6:00 PMOpen Space Technology (Wentz Concert Hall)
6:00 PM - 7:00 PMHappy Hour with Corporate Partners (Wentz Concert Hall)
7:30 PM – 10:30 PMEvening Social and Dinner (Empire Burger Bar) 

Day 2: Saturday, June 24

8:00 AM – 8:50 AM   Breakfast Sessions Breakfast provided in both locations 

Understanding your Clients: The Investor Story  (1 CFP CE​)
(New Hall MRP) 

​​Roadmap to Success: How to Slay th​e CFP® Exam
(Wentz Concert Hall) 

9:00 AM – 9:35 AMMorning Check-In (Wentz Concert Hall)
9:45 AM – 10:45 AMBreakout Sessions: Determined by Attendees (New Hall)
10:55 AM – 11:55 AMBreakout Sessions: Determined by Attendees (New Hall)
12:00 PM – 1:15 PMLunch Under the Trees 

Discussions on the Opportunities and Challenges for NexGen Advisors (Wentz Concert Hall)​

1:15 PM – 1:55 PMWalk and Talk (Wentz Concert Hall)
1:55 PM – 2:15 PMBreak (Wentz Concert Hall)
2:15 PM – 3:15 PMBreakout Sessions: Determined by Attendees (New Hall)
3:25 PM –  4:25 PM Breakout Sessions: Determined by Attendees (New Hall)
4:40 PM –  5:50 PMHarvest (Wentz Concert Hall)
5:50 PM – 6:00 PMVolunteer & Leadership Opportunities (Wentz Concert Hall)
6:00 PM –   7:15 PMBreak
7:15 PM –   10:30 PMEvening Social and Dinner (Top Golf, sponsored by Shareholders Services Group)


Day 3: Sunday, June 25

8:00 AM –  8:50 AM Breakfast Sessions ​Breakfast provided in both locations

The Evolution of Sustainable Investing (1 CFP CE)
(New Hall MRP)​

Contemporary Art Collections - A Broader Understanding of the Asset Class (1 CFP CE)
(Wentz Concert Hall)​

9:00 AM – 9:15 AM
Announcements (Wentz Concert Hall)
9:30 AM - 11:00 AMWorld Café and Closing Circle  (Wentz Concert Hall)

Day 1

The conference begins with Opening Circle. Opening Circle provides an opportunity for each attendee to introduce themselves to the group and set their intention for the weekend. Everyone comes to Gathering with a different goal in mind. Opening Circle is a time for identifying common themes and issues the collective group is facing and sets the tone for Open Space Technology.

Open Space Technology is a collective dive into the common themes and issues discussed at Opening Circle. It's a collaborative conversation, in which attendees propose topical conversations for our breakout sessions. Open Space Technology plays a major role in setting the weekend's agenda. Some of these discussions are related to technical planning concepts, some are related to career paths, and some about our individual and collective roles in the financial planning community. All are welcome.


Day 2

The specifics of Day 2 will be largely determined by the Open Space Technology discussion driven by the conference attendees. NexGen Gathering is unique in its effort to develop breakout sessions based on the collective thoughts and ideas of those in attendance. The conference facilitors will help drive the breakout conversations, enabling participants to have a voice in the conversation while gaining the perspective of fellow attendees. These in-depth and impactful conversations help build community among the NexGen group. Day 2 concludes with a time of "Harvest" where individuals share key take- aways from the day.


Day 3

​During the final day of the conference, we will take a step back to discuss the big picture. Attendees will explore how the weekend's conversations apply to their day-to-day. How does all of this relate to the world of financial planning: from the evolution of client-advisor relationships to the planning process itself? Are there steps we can take as a community to push our profession forward? What specific action steps can individuals take to implement the ideas gained from the week's conversations? ​​