Pre-Program
| Time | Type | Session | Dur. |
|---|---|---|---|
| 12:00 PM | Arrival |
Guest Arrival & Registration
Check-in, light refreshments, and networking
|
60min |
Program
| Time | Type | Session | Dur. |
|---|---|---|---|
| 1:00 PM | Welcome |
Opening Remarks
Welcome, event framing, and context for the afternoon
Terry Cook — Founder & CEO, Parcion Private Wealth
|
15min |
| 1:15 PM | Snapshot |
Investment Snapshot
Market overview and scene-setter for the investment panel to follow
Max 5 slides. Sets context, doesn't try to cover everything.
Art Zaske — Chief Investment Officer, Parcion Private Wealth
|
15min |
| 1:30 PM | Intro |
Introduction — Investment Panel
Art Zaske — Chief Investment Officer, Parcion Private Wealth
|
2min |
| 1:32 PM | Panel |
Investment Panel
Portfolio strategy, alternatives, and navigating today's markets — no slides
Panelist TBD
Panelist TBD
Panelist TBD
Art Zaske — Moderator
|
40min |
| 2:12 PM | Intro |
Introduction — Tax Policy & Planning
Kathleen Carbone — Parcion Private Wealth
|
2min |
| 2:14 PM | Keynote |
Tax Policy & Planning
What business owners and families need to know now
Speaker TBD
|
30min |
| 2:44 PM | Intro |
Introduction — The Evolution of AI
Terry Cook — Founder & CEO, Parcion Private Wealth
|
2min |
| 2:46 PM | Panel |
The Evolution of AI
Where AI is taking business, investing, and the broader economy
Neil Roseman — CEO, Invicti Security
Paul Mikesell — Founder, Carbon Robotics
Panelist TBD
Terry Cook — Moderator
|
40min |
| 3:26 PM | Break |
Intermission
Refreshments, networking, restrooms
|
20min |
| 3:46 PM | Intro |
Introduction — Resilient Optimism
Terry Cook — Founder & CEO, Parcion Private Wealth
|
2min |
| 3:48 PM | Keynote |
Resilient Optimism
Research-backed strategies for sustaining optimism and performance through uncertainty
Guest copies of Resilient Optimism (HBR Press, Sept. 2026) at seats. Book signing during buffer before reception.
Michelle Gielan — Psychologist, Fmr. CBS Anchor · Institute for Applied Positive Research
|
40min |
| 4:28 PM | Intro |
Introduction — Dave Valle & Esperanza
Terry Cook — Founder & CEO, Parcion Private Wealth
|
2min |
| 4:30 PM | Video |
Esperanza — Video
Who we are and what we're building in the Dominican Republic
Edit to fit 5-minute window. Sourced from existing Esperanza.org footage.
|
5min |
| 4:35 PM | Fireside |
From the Field to the Mission
Dave Valle on founding Esperanza, building in the Dominican Republic, and what wealth is actually for
Dave Valle — Founder, Esperanza.org · Fmr. Seattle Mariner
Terry Cook — Interviewer
|
25min |
| 5:00 PM | Closing |
Closing Remarks
Thank you and transition to reception
Terry Cook
|
5min |
| Buffer |
Production Buffer
Built-in overrun window — keeps the reception on time regardless.
|
25min | |
| 5:30 PM | Reception |
Networking Reception & Book Signing
Cocktails, heavy appetizers, and open networking · Michelle Gielan book signing available throughout
|
Open |
Welcome / Arrival / Closing
Investment Snapshot
Investment Panel
Tax Policy
AI Panel
Resilient Optimism
Dave Valle Fireside
Breaks / Buffer
Introductions
Video
Summary
Program Start
1:00
PM
Hard Out
5:05
PM
Content Time
3h 35
min
Break
1
20 min after AI panel
Sessions
7
keynotes, panels, fireside
Buffer
30
min before reception