The Alliance U ™


Class Schedules



Arrival
Arrive and Check-in to Hotel

Day 1
7:30 – 8:00 amBreakfast
8:00 – 9:15 amWelcome & Introductions
9:15 – 9:30 amBreak
9:30 – 10:45 amEstate Transfer & Fiduciary Management
10:45 – 11:00 amBreak
11:00 – 12:15 amTax Planning
12:15 – 1:45 pmLunch
1:45– 3:00 pmIntegrated Financial Planning
3:00 – 3:30 pmBreak
3:30 – 4:30 pmPeer Group Discussions I
4:30 – 5:00 pmIntroduction to Case Study
5:00 – 6:30 pmCase Study Team Assignments & Breakouts
6:30 – 8:30 pmDinner with Case Study Breakout Teams

Day 2
7:30 – 8:00 amBreakfast
8:00 – 8:30 amDebrief of Day 1
8:30 – 10:00 amRisk Management
10:00 – 10:30 amBreak
10:30 – 12:00 amPortfolio Management
12:30 – 1:30 pmNetworking Lunch at Kiki’s Bistro
1:30– 3:15 pmLife Management (Field Trip)
3:15 – 3:45 pmBreak
3:45 – 5:00 pmFamily Communication & Governance
5:00 – 5:30 pmBreak
5:30 – 6:00 pmFinal Team Prep for Case Study Presentations
6:00 – 7:30 pmTeam Presentations of the Case Study
8:00 – 9:30 pm Dinner Out

Day 3
7:30 – 8:00 amBreakfast
8:00 – 8:30 amDebrief of Day 2
8:30 – 10:00 amTechnology & Reporting
10:00 – 10:30 amBreak
10:30 – 12:00 noonStrategic Philanthropy
12:00 – 1:00 pmLunch
1:00 – 2:00 pmPeer Group Discussions II
2:00– 2:15 pmBreak
2:15 – 3:30 pmPutting It All Together
3:30 – 4:30 pmPictures & Graduation Ceremony