The UHNW Institute 2023 Collegium
A biannual program designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. Geared toward operating principals, the program’s format is facilitator-led, utilizing plenary and small-group breakout sessions.
Thank you to our members for the overwhelming interest in our first in-person Collegium taking place on October 2 – 3 in Chicago, co-hosted with member firms, Pure Insurance and BMO. The Collegium will bring together operating principals to discuss leading practice management issues.
Fall Collegium Agenda:
October 2
- Networking and Dinner: 6 – 9 p.m.
October 3
- Collegium Working Session: 7:30 a.m. – 1:30 p.m.
- General sessions and breakouts
*This year’s attendees will receive an email with specific details in the coming weeks.
Although our in-person Collegium has reached full capacity, if you are in the Chicago area and would like to join the waitlist, please email info@uhnwinstitute.com.
We invite you to mark your calendar for our next Collegium on April 24, 2024, to be held virtually among our operating principal members.
Hosts:
CEO at Jamie McLaughlin & Co.
Board of Directors Member at The UHNW Institute
Chief Operating Officer at Key Wealth Management
Board of Directors Member at The UHNW Institute
