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Parcion Private Wealth

Team
Meeting

September 8, 2026

Parcion Private Wealth Internal · Team Meeting 01 / 17
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Parcion Private Wealth

Parcion Pact · Principle Three

Deliver Legendary Client Service

With a human touch.

The Signature Event is where Principle Three comes to life. Do the little things, as well as the big things, that blow clients away. Create extraordinary experiences they will tell others about.

Loyalty is earned by doing the unexpected. Make them say “wow.”

Parcion Private Wealth Internal · Team Meeting 02 / 17
Parcion Private Wealth

How We Bring This to Life Next Week

  • Know the room. Review the RSVP list before you arrive. Know who is attending.
  • Greet by name. Clients, spouses, guests, centers of influence, and prospects.
  • Introduce with intention. Connect people who would benefit from meeting one another.
  • Come prepared. Review recent call notes, meeting notes, and client activity beforehand.
  • Notice what matters. Family milestones, business transactions, travel, health, philanthropy, career changes.
  • Look for the moment. Small acts of thoughtfulness and attention to detail create the “wow.”
Success isn’t measured by attendance. It’s measured by whether every guest leaves feeling known, valued, and cared for.
Parcion Private Wealth Internal · Team Meeting 03 / 17
Parcion Private Wealth
Signature Event

A first look at next week.

Thursday, September 17, 2026 The Bellevue Club · Bellevue, WA 04 / 17
Parcion Private Wealth

Signature Event · September 17

The Day at a Glance

12:30 PMArrival, registration, and light refreshments
1:00 PMProgram begins
1:30 PMCan Markets Flourish From Here? Panel discussion
2:10 PMTax Policy in Transition, presentation
2:50 PMBreak, networking and refreshments
3:10 PMNavigating the AI Revolution, panel discussion
3:50 PMThe Second Season, fireside chat
4:30 PMResilient Optimism, presentation
5:30 PMClosing remarks and reception
Parcion Private Wealth Internal · Team Meeting 05 / 17
Parcion Private Wealth

Introduced by

Kathleen Carbone

Kathleen Carbone

1:30 PM · Panel Discussion

Can Markets Flourish From Here?

A conversation on risk, rates, and reality.

Walter Czaicki

Walter Czaicki, CFA

Senior Investment Strategist, AllianceBernstein

Bradlee Few

Bradlee Few

Principal, KKR

Taylor Huffman

Taylor Huffman, CFA

Client Portfolio Manager, PTAM

Parcion Private Wealth Internal · Team Meeting 06 / 17
Parcion Private Wealth

Introduced by

Patrick Carter

Patrick Carter
Dr. William McBride

2:10 PM · Presentation

Tax Policy in Transition

Dr. William McBride

Chief Economist, The Tax Foundation

Parcion Private Wealth Internal · Team Meeting 07 / 17
Parcion Private Wealth

Introduced by

Kevin Penner

Kevin Penner

3:10 PM · Panel Discussion

Navigating the AI Revolution

Investment and innovation, from the people building it.

Neil Roseman

Neil Roseman

CEO, Invicti Security

Paul Mikesell

Paul Mikesell

Founder, Carbon Robotics

Kellan Carter

Kellan Carter

Founding Partner, FUSE

Parcion Private Wealth Internal · Team Meeting 08 / 17
Parcion Private Wealth

Introduced by

Zack Cleveland

Zack Cleveland
Dave Valle

3:50 PM · Fireside Chat

The Second Season

On baseball, purpose, and change.

Dave Valle

Founder, Esperanza · Former Seattle Mariner

Parcion Private Wealth Internal · Team Meeting 09 / 17
Parcion Private Wealth

Introduced by

Terry Cook

Terry Cook
Michelle Gielan

4:30 PM · Presentation

Resilient Optimism

Michelle Gielan

Psychologist · Former CBS News Anchor

Parcion Private Wealth Internal · Team Meeting 10 / 17
Parcion Private Wealth

85 Clients · 6 Prospects

Who's in the Room

Ackley Allison Bayley Bayley Beardsley Beardsley Berner Browder Browder Burke Burke Camara Camara Chan Chiu Chiu Clark Clark Clarke Clisham Clisham Crenshaw Dindia Donnelly Donnelly Douglas Douglas Embree Embree Gallagher Gallagher Gallagher Giacomi Giacomi Goo Goo Hartzell Hartzell Heine Heine Hill Hill James James Jewell Jewell Kehrberg Kestle-Smith Kipp Kipp Knudtson Lambert Lambert McNeill Miller Morris Morris Murphy Narbaitz Narbaitz Ng O'Brien O'Brien O'Neill Odell Parks Perex Schack Schack Scism Scism Smith Sorensen Sorensen St. John St. John Stabbert Stabbert Stabbert Storms Sweere Sweere Tatlow Tennican Tennican Tristan Turner Turner Zimmerman Zimmerman Zinne

* Prospect

Parcion Private Wealth Internal · Team Meeting 11 / 17
Parcion Private Wealth

Wednesday Evening

Private Client Dinner

Clients · 18

Jerry Browder

Marcia Browder

Janet Dindia

Mac Douglas

Patty Douglas

Clarke Jewell

Melissa Jewell

Jon Kipp

Trishawn Kipp

Yuchueng Low

George McNeill

Noelle Perez

Mark Robison

Sheri Robison

Terry Storms

Rose Tatlow

Darcel Turner

Stan Turner

Speakers · 5

Michelle Gielan

Will McBride

Paul Mikesell

Neil Roseman

Dave Valle

Parcion Team · 4

Kathleen Carbone

Sarah Cook

Terry Cook

Stacee Kratovil

Parcion Private Wealth Internal · Team Meeting 12 / 17
Parcion Private Wealth

Why We Do This Event

The Signature Event is not a sales event. It is not a financial seminar. It is a gathering of thoughtful people, clients, advisors, and thought leaders, for an evening of genuine conversation and connection.

Because Parcion is independent and relationship-focused, we can create experiences that prioritize substance over scale. That is a differentiator no competitor can copy.

Parcion Private Wealth Internal · Team Meeting 13 / 17
Parcion Private Wealth

AI Best Practices

The power of the forward slash.

AI Learning Working Smarter with Claude 14 / 17
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Parcion Private Wealth

AI Best Practices

The Power of the Forward Slash

Think of the forward slash as a little instruction label you put at the beginning of your prompt.

It tells the model what kind of answer you want before you tell it what you want answered. It saves keystrokes and primes the model before it starts forming a response.

Parcion Private Wealth Internal · Team Meeting 15 / 17
Parcion Private Wealth

99 Starting Points

This list is not exhaustive. It is not a secret menu.

/human · natural, human-like writing
/expert · specialist-level answers
/ceo · founder mindset analysis
/viral · high-engagement content ideas
/seo · search-optimized content
/critic · find weaknesses and flaws
/teacher · explain clearly and simply
/eli5 · explain like I’m 5
/brief · shortest possible answer
/strategy · long-term planning mode
/copywriter · persuasive marketing copy
/research · deep research mode
/brainstorm · generate creative ideas
/promptengineer · improve any prompt
/summarize · summarize the key points
/simplify · make complex content simple
/detailed · give a comprehensive explanation
/stepbystep · explain step by step
/examples · provide practical examples
/analyst · analyze data or information
/compare · compare multiple options
/proscons · show advantages and disadvantages
/decision · help make the best decision
/planner · build an actionable plan
/roadmap · create a roadmap to a goal
/action · turn ideas into action steps
/prioritize · rank tasks by importance
/productivity · improve productivity
/focus · identify the most important task
/time · create a time-management plan
/learn · build a learning plan
/study · create an effective study strategy
/quiz · test knowledge with questions
/flashcards · create study flashcards
/interview · prepare for interviews
/resume · improve resume content
/career · give career guidance
/mentor · respond like a personal mentor
/coach · give practical coaching
/consultant · provide professional recommendations
/editor · improve clarity and quality
/proofread · find grammar and spelling errors
/rewrite · rewrite with better wording
/professional · make writing professional
/casual · make writing conversational
/friendly · make writing warm and friendly
/persuasive · make the message more convincing
/concise · remove unnecessary words
/polish · refine the final version
/tone · adjust the writing tone
/storyteller · turn information into a story
/hook · create attention-grabbing hooks
/headline · generate powerful headlines
/caption · write social-media captions
/linkedin · create LinkedIn content
/instagram · create Instagram content
/youtube · create YouTube content
/reels · generate short-form video ideas
/script · write a video or presentation script
/email · write an effective email
/sales · create sales-focused messaging
/offer · create an irresistible offer
/brand · develop brand messaging
/customer · think from the customer’s perspective
/audience · analyze the target audience
/competitor · analyze competitors
/market · analyze market opportunities
/startup · think like a startup strategist
/business · develop business ideas
/pricing · develop a pricing strategy
/funnel · build a marketing funnel
/growth · find growth opportunities
/content · build a content strategy
/calendar · create a content calendar
/ideas · generate fresh ideas
/creative · think creatively and differently
/unpopular · challenge conventional thinking
/devilsadvocate · argue the opposing viewpoint
/contrarian · find alternative perspectives
/assumptions · identify hidden assumptions
/risks · identify potential risks
/factcheck · separate facts from claims
/verify · identify what needs verification
/logic · check reasoning and logic
/rootcause · find the root cause of a problem
/debug · find and fix problems
/solution · generate practical solutions
/alternative · suggest better alternatives
/optimize · improve an existing approach
/automate · find ways to automate the task
/template · create a reusable template
/checklist · create a practical checklist
/framework · build a structured framework
/matrix · organize options into a decision matrix
/table · convert information into a table
/json · structure the answer as JSON
/roleplay · simulate a realistic scenario
/reverse · work backward from the desired result
/ultimate · give the strongest complete answer
Parcion Private Wealth Internal · Team Meeting 16 / 17
Parcion Private Wealth

Firm-Wide

Department Updates

Client Service

Marketing

Advisory

Business Development

Advanced Planning

Investments

Operations

Leadership

Parcion Private Wealth Internal · Team Meeting 17 / 17
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