DAY 1
Imagine & Explore
Choose your own adventure with content that is a catalyst for imaginative problem solving and innovation to drive progress.
Excell 2024
The Advisor Growth Conference
September 9-11, 2024 | Orlando
Excell 2024
The Advisor Growth Conference
September 9-11, 2024 | Orlando
Experience the Excell Magic!
Experience the Excell Magic!
Excell isn’t your typical conference – it’s an exclusive, transformative journey where you’ll be immersed in a dynamic exploration of how creativity and innovation can help you transcend the ordinary.
What's In Store for Attendees
You’re a growth-oriented advisor looking for premier practice management content that goes beyond traditional discussions. You want to embrace creativity for transformative problem-solving. And you want an event where you can:
DAY 2
Amplify & Ignite
Hear actionable and relevant content.
DAY 3
Create & Build
Tap into and build your community. Be part of the collective energy of financial professionals that want to inspire real change for the firms of tomorrow.
Imagine the future we could create together. Let Excell be the catalyst for change.
Let’s grow together.
Agenda at a Glance
Our Excell 2024 Agenda is still in the works, but here is our agenda at a glance.
SEPTEMBER 9
- 2:00 PM – 5:00 PM
Elite Advisor Summit - 2:00 PM – 5:15 PM
Partner Summit - 6:00 PM – 8:00 PM
Welcome Reception
SEPTEMBER 10
- 7:30 AM – 8:30 AM
Breakfast - 8:30 AM – 12:00 PM
General Session - 12:00 PM – 1:30 PM
Lunch - 1:30 PM – 4:00 PM
Breakouts - 7:00 PM – 10:00 PM
Reception
SEPTEMBER 11
- 7:30 AM – 8:30 AM
Breakfast - 8:30 AM – 12:00 PM
General Session - 12:00 PM – 1:30 PM
Lunch - 1:30 PM – 3:30 PM
Breakouts - 4:00 PM – 10:00 PM
Optional Excursions
OUR VENUE
Orlando World Center Marriott
When you’re not being inspired with brilliant new ideas at Excell sessions, you can enjoy the amenities of the magical Orlando World Center Marriott, including:
- Breathtaking views from your room
- 10 dining options, including the Mikado Japanese Steak House
- Incredible sunrises and sunsets
- A nightly laser light show
- The River Falls Water Park
- The resort spa
Enjoy all the amenities and magic throughout your stay.
Speakers
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. While our speaker list is still growing, here is a glimpse of what we’ve got for you:
Liz Bohannon
Founder and CEO
Sseko Designs
Harris III
Founder and CEO
Istoria Collective
Kyle Scheele
Patron Saint of Crazy Ideas
Wendy De La Rosa
Assistant Professor
The Wharton School at the University of Pennsylvania
THANK YOU TO OUR ELITE
SPONSORS
Excell 2024 wouldn’t be destination imagination without the support of our sponsors. We thank our sponsors for believing in our event!
Do You Want to Sponsor Excell?
We know you want in on this magic! Get in touch with us to talk about sponsorship options.
Frequently Asked Questions
Why should my boss let me attend?
The pace of change in our industry has never been faster. And the most successful professionals are the ones who consider themselves lifelong learners. At Excell, you’ll learn new ways of doing things and come back with a bigger network, more expertise and revitalized with new perspectives to implement at your firm!
Should I bring my family?
Disney + Magic + the best resort water park in Orlando = the perfect conference destination for you and your family.
Have other questions? We’re here for you.
Get in touch today.
BY THE NUMBERS
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Note: Average numbers based on previous year’s attendance