2023 Annual Conference


Monday, February 6
11:30 am - 12:30 pm     Golf tournament check in
1:00 - 5:00 pm   Charitable Golf Tournament
7:00 - 10:00 pm   Welcome reception
Tuesday, February 7
8:00 am - 5:00 pm   Registration open
11:00 am - 5:30 pm   Networking hall open
11:00 am - 1:00 pm   Welcome lunch with exhibitors
11:30 am - 12:30 pm    First-timer's orientation
1:00 - 2:30 pm   Opening General Session
Keynote Address
2:30 - 4:00 pm   30-second member introductions
4:00 - 5:30 pm    Opening reception with exhibitors
6:00 - 10:00 pm   Dinner & Networking into the Night
Wednesday, February 8
8:00 am - 3:30 pm   Networking hall open
8:00 - 9:30 am   Breakfast in the networking hall
9:30 - 11:00 am   Speed Networking
11:00 am - 1:00 pm    Lunch in the networking hall
1:00 - 2:00 pm    Overcoming Leadership Challenges 
2:00 - 3:30 pm   Follow up with the connections you made
    Meet with the decision makers and other connections you made at Speed Networking and throughout the conference
3:30 - 5:00 pm   Flavors of the Southwest reception
8:00 - 10:00 pm   Closing reception
Schedule subject to change


Lee Rubin

For 20 years, Lee Rubin has been building high performance teams in both corporate America and the collegiate sports world, setting the foundational cornerstone for a leadership and culture-building mindset focusing on the key components that create extraordinary teams.

This strong core foundation was instilled early in Lee’s life as he held the position of captain of the Penn State football team and later went on to serve as a Human Resource Executive, building senior leadership teams for some of the countries’ most prominent corporations which have become dominate leaders in their industries.

Lee has emerged as one of the most engaging and sought-after voices across the country with his unique ability to understand and articulate winning principles with tremendous clarity and practical application on team building, leadership, and peak performance.

Jim Petersen

Jim Petersen is The American College of Financial Services' Chair of Leadership and the Chartered Leadership Fellow (CLF) Program Director. Jim is also the CEO and Founding Principal of Diversified Professional Coaching, LLC.

As a former financial services executive, Jim is committed to leading a company that coaches business executives, leaders, advisors, and clients to pursue their financial goals and lifetime dreams by bringing sound business acumen, financial knowledge, and trustworthy advice to a lasting relationship with each person he serves.