Immersion2027 Agenda

Tuesday, March 9, 2027

5 PM Group Dinner at hotel restaurant; cost not included in ticket price

Note: There are about 10 tables with 4-5 people each. There is a “switch up” in the middle of dinner where half the people at the table have to go sit at a new table. This ensure social mixing.

Wednesday, March 10, 2027
8:00 AM Breakfast

9:00 AM Statement of Mission: Sara Grillo

9:05 AM “A glimpmse into our multi-advisor Flat Fee firm”, Mike Bard 

10:00 AM Speaker TBD

10:30 AM Break

10:45 AM Pods by Business Type (Flat Fee, Advice Only, Hourly)

11:15 AM Advisor-Led Group Discussion

12:00 PM Lunch

1:00 PM Speaker TBD

1:30 PM Advisor-Led Discussion, “Is Succession a Pipe Dream?”, Secret Speaker

2:00 PM Break

2:15 PM Speaker TBD

2:45 PM Advisor-Led Group Discussion, “Do Flat Fees Mean Lower Fees?”

3:15 PM Pods by US Geographic Region (West, South, Southeast, Northeast, Central)

3:45 PM Break/Group picture

4:15 PM Speaker TBD

5:00 PM Non-affiliated, independent dinner – participants coordinate themselves (note, the cost of dinner for each participant is not included in the ticket price)

Thursday, March 11, 2027
8:00 AM Breakfast 

9:00 AM Speaker TBD

9:30 AM Break

9:45 AM Pods by Business Challenge (Succession, Scaling, Hiring first employee, etc. – sign up in advance)

10:45 AM Break

11:00 AM Advisor-Led Group Discussion

11:30 AM Speaker TBD

12:00 PM Lunch

1:00 PM Departure

Who's going?

  • Sara Grillo
  • Daniel Bishop
  • Mike Staman
  • Phil Watson
  • Dwight Dettloff
  • Phil Durbin
  • Andy Panko
  • Tim McKee
  • Michael Hart
  • Richard Eddy

Disclaimers

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.