Agenda

Monday, July 14

Attendee Arrival

6:00 PM
Welcome Dinner
Quad Club

Tuesday, July 15

8:00 AM to 8:30 AM
Breakfast
Quad Club

8:30 AM to 9:00 AM
Welcome – Adam Pratson, Director, Producer Development

9:00 AM to 10:30 AM

11:00 AM to 12:00 PM
M Financial Group CEO
Russell Bundschuh

12:00 PM to 1:00 PM
Lunch
Quad Club

1:00 PM to 2:30 PM

3:00 PM to 4:30 PM
Chairman of the Board
David Byers

6:00 PM
Dinner, Drinks, and Custom Cowboy Hats
Quad Club

Wednesday, July 16

8:00 AM to 8:30 AM
Breakfast
Quad Club

8:30 AM to 10:30 AM

DeFillipo Marketing
Maximizing Your Brand & Marketing for Effective Growth

11:00 AM to 12:30 PM

12:30 PM to 1:30 PM
Lunch
Quad Club

1:30 PM to 2:30 PM
Estate Planning Concepts with Chad Whitfield & Christi Cottrell

3:00 PM to 4:30 PM

6:00 PM
Dinner, Drinks, and Cowboy Boots
Quad Club

Thursday, July 17

8:00 AM to 8:30 AM
Breakfast
Quad Club

8:30 AM to 9:00 AM
Welcome & Review

9:00 AM to 12:00 PM
Keynote Address & Book Signing:
Mike Schlappi – Motivational Speaker, Gold Medalist & Author

12:00 PM
Attendee Departures

View Full Agenda

Dates: July 14 – July 17, 2025

Times: All evening events begin at 6:00 p.m. CT

July 14

Welcome Reception

Join us at the new M Financial Dallas office for a warm welcome, drinks, and light bites.

July 15

Dinner, Drinks, and Hat Making

Rancher Hat Bar Experience

Saddle up, y’all — Rancher Hat Bar is coming to the M Financial office for a one-of-a-kind, hands-on hat-making experience! Create your custom hat from start to finish with your choice of styles, colors, and all the fixings — feathers, bands, pins, and more. It’s your hat, your way.

July 16

Dinner, Drinks, and Cowboy Boots

Cowboy Boot Pop-Up

The western fun continues with another stylish experience right at the office. Enjoy dinner and drinks while picking out a fresh pair of cowboy boots — brought straight to you for the perfect mix of comfort and cowboy cool.