Paul Kingsman
Keynote Speaker
Sponsored by Ash Brokerage
Attend the keynote for a chance to win free E&O.
As Ash Brokerage’s National Director of Practice Management, Paul Kingsman works directly with financial advisors. He helps them focus on what matters most, gain control of their business and succeed sooner.
Paul is a sought-after expert on being distraction-proof. He trained for 13 years to swim a two-minute backstroke event at the Olympic Games, and won the bronze medal by only four one-hundredths of a second.
He has worked in the financial services industry since 2001. During that time, he's spoken to many advisor groups and coached a number of them individually. Most recently he was with a wealth management firm in the San Francisco Bay Area.
As an Olympic medalist, he understands the principles and processes required to succeed in a highly competitive environment. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.
The achievements Paul is most proud of include being married for over 30 years, a dad for 28 years, and a jail chaplain for 16 years.
Representative Panel
-
Topic and speakers coming soon.
-
Attend the panel for a chance to win free E&O.
NEW Networking Opportunities
Explore new ways to connect with fellow representatives throughout the conference, including structured discussions and more casual networking experiences.​
-
Rep Roundtable Discussions (NEW)
-
Participate in peer-driven discussions where representatives connect around key business topics such as technology, succession planning, and practice growth.
-
Select your roundtable topic(s) during registration. Limited availability. See details below.
-
-
Coffee & Connect – Rep Networking (NEW)
-
A relaxed space for representatives to connect in a dedicated setting, making it easier to have one-on-one or small group conversations.
-
Optional conversation prompts will be available to support business-focused discussions.
-
-
Name Badge Enhancements (NEW)
-
Name badges will include state and year joined Packerland, along with visual indicators for new representatives.
-
-
Sponsor Booth Passport Experience (NEW)
-
Visit sponsor booths throughout the conference to receive a stamp on your card. Completed cards can be submitted for prizes and entry into a grand prize drawing at the Awards Dinner.
-
-
Networking Bingo Challenge (NEW)
-
An optional activity designed to encourage connections across the conference. Complete prompts for a chance to win small prizes.
-
NEW Rep Roundtable Discussions
-
Participate in peer-driven discussions focused on key areas of your business.
-
Topics include:
-
Succession Planning
-
Technology Tools
-
Growth Planning for a Rep or Office
-
Growing a Junior Rep
-
Financial Software tools
-
CRM (Office Database Tool)
-
Building an Advisory Business
-
Emerging Reps Discussion (Challenges within the first 5 years in the business)
-
-
Select and rank your roundtable topic preferences during registration. Final topics and placement will be based on overall interest and availability. Limited availability.
Photographer
-
Wednesday & Thursday
-
Get a complimentary professional headshot.
-
Stop by the photographer outside the vendor hall during the day on Wednesday and Thursday.
Assistant Workshop
-
3:00 - 5:00 PM | Wednesday, October 7
-
All assistants are invited to attend the Assistant Workshop.
-
What topics would you like covered? Let us know what would help you in your role.
Welcome Reception
-
5:00 - 6:30 PM | Wednesday, October 7
-
Join us in the vendor hall for appetizers, beverages, and networking with representatives, staff, and industry partners.
-
Free E&O Drawing
Awards Dinner
-
5:15 - 8:00 PM | Thursday, October 8
-
Join us for an evening with fellow representatives and Packerland staff, featuring cocktails, dinner, a Packerland overview from Zach Kelly, and recognition of this year’s award recipients.
-
Begin with a cocktail hour, followed by dinner.
-
Packerland Overview: Zach Kelly, CEO/CFO
-
Free E&O Drawing
-
After Party immediately following.
After Party
-
8:00 PM - 12:00 AM | Thursday, October 8
-
Continue the evening with hors d’oeuvres, cocktails, games, and networking.
Long-Term Care
-
Friday Morning, October 9
-
Sponsored by Simplicity Group
-
8-hour or 4-hour Long-Term Care CE session.
-
More information coming soon.
