NOTE SCHEDULE IS SUBJECT TO CHANGE WITHOUT NOTICE.
| Sunday, October 19, 2025 |
| 3:00-5:00 PM | Registration |
| 5:00-7:00 PM | Welcome Reception |
| Monday, October 20, 2025 |
| 8:00-9:00 AM | Breakfast |
| 8:00 AM- 3:00 PM | Registration |
| 9:00 -9:15 AM | BOSS Program Roadmap |
| 9:15-10:30 AM | Day 1 General Session |
| 10:00-10:45 AM | Insurance & Cybersecurity Talk |
| 10:45-11:00 AM | Networking Break with Exhibitors |
| 11:00 AM-12:00 PM | Breakout Session #1 - Funding & Firm Financials |
| 12:00-1:15 PM | Networking Lunch |
| 1:15-2:15 PM | Breakout Sessions #2 - What’s in Your Tech Stack: Technology Tools, AI, and Cyber Security Safeguards? |
| 2:15-2:30 PM | Networking Break with Exhibitors |
| 2:30-3:30 PM | Firm Financials & Internal Controls |
| 3:30-4:30 PM | Breakout Session #3 - Hiring & Retention: Developing Firm Culture |
| 4:30-5:15 PM | Putting it All Together: How to Implement Lessons Learned on Day 1 |
| Tuesday, October 21, 2025 |
| 8:00-9:00 AM | Networking Breakfast |
| 8:00 AM-12:00 PM | Registration |
| 9:00-10:30 AM | Two Separate 45-minute sessions
1. AI (How to Set Up AI in Your Firm)
2. Firm Philosophy (Wellness, Work/Life Balance) |
| 10:30-11:00 AM | Networking Break with Exhibitors |
| 11:00 AM-12:00 PM | Breakout Session #4 - Lifecycle of a Firm - Startup, Midcareer & Succession Planning |
| 12:00-1:15 PM | Lunch |
| 1:30-3:00 PM | Bring BOSS Home - Key Program Takeaways |
| 3:00 PM | Adjourn |