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September 8, 2026
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.”
A first look at next week.
Signature Event · September 17
| 12:30 PM | Arrival, registration, and light refreshments |
| 1:00 PM | Program begins |
| 1:30 PM | Can Markets Flourish From Here? Panel discussion |
| 2:10 PM | Tax Policy in Transition, presentation |
| 2:50 PM | Break, networking and refreshments |
| 3:10 PM | Navigating the AI Revolution, panel discussion |
| 3:50 PM | The Second Season, fireside chat |
| 4:30 PM | Resilient Optimism, presentation |
| 5:30 PM | Closing remarks and reception |
Introduced by
Kathleen Carbone
1:30 PM · Panel Discussion
A conversation on risk, rates, and reality.
Walter Czaicki, CFA
Senior Investment Strategist, AllianceBernstein
Bradlee Few
Principal, KKR
Taylor Huffman, CFA
Client Portfolio Manager, PTAM
Introduced by
Patrick Carter
2:10 PM · Presentation
Dr. William McBride
Chief Economist, The Tax Foundation
Introduced by
Kevin Penner
3:10 PM · Panel Discussion
Investment and innovation, from the people building it.
Neil Roseman
CEO, Invicti Security
Paul Mikesell
Founder, Carbon Robotics
Kellan Carter
Founding Partner, FUSE
Introduced by
Zack Cleveland
3:50 PM · Fireside Chat
On baseball, purpose, and change.
Dave Valle
Founder, Esperanza · Former Seattle Mariner
Introduced by
Terry Cook
4:30 PM · Presentation
Michelle Gielan
Psychologist · Former CBS News Anchor
85 Clients · 6 Prospects
* Prospect
Wednesday Evening
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
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.
The power of the forward slash.
AI Best Practices
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.
This list is not exhaustive. It is not a secret menu.
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