Speakers & Agenda


Sunday - June 6, 2021

Optional Golf Outing Starting at Noon

Join us as we play TPC Four Seasons Las Colinas, a Certified Audubon Cooperative Sanctuary and Environmental Leader in Golf Award winner, the 18-hole, par-70 championship course offers every golfer the opportunity to have amazing encounters with nature and wildlife all while enjoying the game.

6:00 PM Texas-Style BBQ

Bring your cowboy boots and join us in the Pavillion for a Texas-style BBQ with all “fixin’s”. This event is casual and guests are welcome. 

monday - june 7, 2021

Starting at 8:00 AM

Join us for breakfast and an economic update from Michael. K. Farr. Mr. Farr is the CEO and Founder of Farr, Miller & Washington, LLC, a Washington, DC-based wealth management firm. Farr’s position as a DC-based wealth manager places him with unique insight into the collision of Washington, Wall Street, and Main Street.

9:00 AM – 10:15 AM

General Session 

10:30 AM – 11:45 AM

Breakout Sessions

Noon – 1:30 PM

Join us for lunch and keynote speaker James Stephenson. Mr. Stephenson is the CEO of CHA Holdings, Inc., a private equity backed company.

1:45 PM – 3:00 PM

Breakout Sessions

3:15 PM – 4:30 PM

General Session

5:30 PM – 6:30 PM

Networking and cocktails on the Terrace

6:30 PM – 9:00 PM

Join us for dinner and keynote speaker Jeff Bush. A dynamic and insightful speake, Mr. Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics. 

Tuesday - June 8, 2021

7:30 AM – 8:45 AM

Join us for breakfast and keynote speaker Mark Edwards, President and CEO of Halff Associates, Inc. 


9:00 AM – 10:15 AM

Breakout Sessions

10:30 AM – 11:45 AM

General Session: Dodgeball – What do you want to know? Throw it at the experts.

Noon – 1:00 PM