A visionary leader looks at a world where the economy, technology, and culture are shifting by the day and sees not only challenges but possibilities and opportunities.
The 2026 Alliance Summit: Visionary Leadership is a master class on guiding your firm with purpose and foresight. Through insightful keynotes, dynamic panels, and curated networking, we will explore what it looks like to show up as a leader who can see beyond the horizon. Exclusively designed for the top executives of FWA member firms, this program will uncover how to communicate purpose to your teams and challenge how you measure success.
Visionary Leadership is a call to action for those who believe their most creative solutions and biggest successes are still ahead. Join us at the 2026 Alliance Summit to redefine family wealth with optimism, innovation, and bold new perspectives.
FWA Member Firms: You receive two or three complimentary seats at this event, based on your membership level. You must log in to register. If you need assistance, please reach out to events@fwalliance.com.
The Alliance Summit is designed exclusively for the senior C-suite leadership of FWA member firms. Please plan to send appropriate attendees to the Summit with your firm’s complimentary seats.
Not yet an FWA member? We do not sell tickets to non-members for this event. If you are interested in becoming a member, please contact info@fwalliance.com for more information.
Registration is required and all registrants are subject to approval by The Family Wealth Alliance. Your registration indicates your acceptance of the FWA Event Terms & Conditions, which can be viewed here.
Room Block & Venue
JW Marriott Scottsdale Camelback Inn Resort & Spa
5402 E Lincoln Dr, Scottsdale, AZ 85253
Discover JW Marriott Scottsdale Camelback Inn Resort & Spa, an award-winning hotel in Scottsdale, near Camelback Mountain in Paradise Valley, AZ. Our luxury Scottsdale resort welcomes you with attentive service, deluxe amenities, heated outdoor pools, garden terraces, and desert trails in the Sonoran Desert.
Book your room via this link (Note: the room block expires on Friday, February 13, 2026, but may fill up prior to that date. We recommend booking your accommodation as soon as possible. The group rate will not be available after Friday, February 13.)
The group rate for the event is available for three days prior and three days after the event.
Property Details:
Check in: 4:00 pm
Check out: 11:00 am
Complimentary valet and self-parking on site.
Agenda
Note: Agenda, speakers and schedule are subject to change.
Monday, March 9th
4:00 pm: New Attendee Reception
4:30 pm: General Registration
5:00 pm: The Secret to Inspiring Others (eligible for 1 CFP & 1 CPE credit)
A visionary leader stands out by inspiring others and clearly communicating purpose. In this compelling keynote, Dr. Suzanne Peterson, Partner at CRA, argues that true inspiration can be crystallized into one simple idea: honor others or they fail to honor you.
While traditional motivation and inspiration literature focuses on how leaders talk, encourage, and challenge, Dr. Peterson will offer the Admired Leaders® approach to inspire by leading honorably and respectfully. Admired Leadership® focuses upon how leaders recognize others for their contributions, translating that recognition into everyday behaviors. This method offers behavioral routines for communicating a vision, offering rewards, empowering others, and offering praise to your employees or clients to inspire them to a greater level of performance.
Speaker: Dr. Suzanne Peterson, Partner, CRA | Admired Leadership
6:00 pm: Welcome Reception and Dinner
Tuesday, March 10th
7:30 am: Registration & Breakfast
8:30 am: Welcome Remarks & Alliance Research
9:15 am: Unpacking Organic Growth (eligible for 1 CPE credit)
Organic growth is a deceptively simple idea that becomes complex the moment firms try to operationalize it, especially when balancing innovation, client needs, firm culture, and long‑term strategy. This session opens the conversation by inviting firm leaders to share how they currently define and think about organic growth in their organizations.
Rather than prescribing best practices, this panel will explore the questions, frameworks, and challenges leaders are wrestling with today: How are firms measuring organic growth – or how do they wish they were measuring it? Which aspects of organic growth feel most promising, and which are proving difficult given firms’ unique models and circumstances?
This exploratory discussion is intended to spark the ideas and themes we’ll build on throughout 2026, setting a foundation for deeper research and continued dialogue.
10:05 am: Break
10:25 am: Solution Spotlight: Nailing Your Niche
Equal parts story and case study, these 30-minute sessions give the stage to a peer leader from the FWA community who will share the evolution of an idea from concept to execution. Spotlighting solutions that turned a family office obstacle into an opportunity for innovation, prepare to be inspired to tackle your own challenges in a creative way.
10:55 am: AI with Intention (eligible for 1 CPE credit)
The buzz around artificial intelligence is undeniable. Firms that strive to be forward-thinking early adopters are eager to embrace its transformative potential. Yet, in this rush toward innovation, there's a critical danger: adopting AI for the sake of AI, without a clear, purposeful strategy.
This panel brings together leading voices who are navigating this complex landscape with vision and vigilance. The discussion will focus on new ways of thinking about AI integration, examining how leaders can achieve a balanced and strategic approach to innovation, operational efficiency, and sustainable profitability.
11:45 am: Lunch
1:00 pm: From Onboarding to Ownership: Employee Engagement Strategies (eligible for 1 CPE credit)
Our industry has a talent shortage. Finding qualified early and mid-career professionals is hard and keeping them engaged for the long haul is even harder. In this session, leaders will explore employee engagement initiatives designed to build a sense of ownership and loyalty in the employee’s journey from the first day on the job and beyond. We’ll showcase programs and cultural practices that build confidence, accelerate skill development, and foster genuine belonging. Attendees will walk away with actionable ideas to transform career talent into committed long‑term contributors.
1:50 pm: Break
2:10 pm: Solution Spotlight: Talent Retention
2:40 pm: Table Discussion: Employee Engagement, Championing Culture, and Creating Buy-In
3:20 pm: Recreation Break
6:00 pm: Dine-Arounds (pre-registration required)
8:00 pm: After Party Reception
Wednesday, March 11th
7:30 am: Breakfast
8:30 am: Opening Remarks
8:40 am: Should You Really Be Doing That? A Masterclass in Delegation
During registration for this event, each attendee was asked which area of leadership they find most challenging, and the most popular response was clear: delegation. You already know you can’t do it all – and you don’t want to! But the stakes are high and the margin for error is razor thin. So, you stay close longer than you should, review things no one else thought to check, and step in when things need to get done more efficiently. It might feel like leadership, but it keeps you locked in tactical mode and prevents your team from stepping up.
Successful delegation is a long-term project, requiring clear and consistent communication about who should do the work, how it should be done, and what standards will be used to evaluate it. In this interactive session, attendees will level up their understanding of this much-misunderstood leadership skill, learning how to enforce accountability, foster confidence, and empower their teams to operate independently.
10:00 am: The Visionary Leader (eligible for 1 CFP & 1 CPE credit)
It’s lonely at the top. As a leader, you might feel like no one sees how many competing priorities you’re balancing or how many difficult decisions you navigate each day – all while trying to uphold a positive culture and guiding your firm’s higher-level mission and vision. After all, your firm, team, and clients are all counting on you to lead the way. (No pressure.)
Against that backdrop, our conversation turns inward, giving firm executives a platform to name those tensions and articulate how they navigate them with intention. They’ll share how they embody visionary leadership in their own journeys, offering reflections on key turning points, compromises, and bold choices that led their teams and clients forward.
11:00 am: Conference concludes
Frequently Asked Questions
Where is this event being held?
The 2026 Alliance Summit will be held at the JW Marriott Scottsdale Camelback Inn Resort & Spa (5402 E Lincoln Dr, Scottsdale, AZ 85253)
Who should attend the Alliance Summit?
Every FWA member firm is eligible to send two or three senior leaders to the Alliance Summit (dependent on membership tier). We anticipate the Summit will reach capacity prior to registration close on February 13th, at which point no additional seats can be claimed. Please identify your qualified attendees and register them as soon as possible; seats are first-come, first-served.
Note: We do not sell tickets to non-members for this event.
What is the dress code?
Conference attire is resort casual for all events. Please remember convention room temperatures may not be to your personal preference, so come prepared with an additional layer. Some activities will be hosted outdoors as well.
Is the group hotel rate available for pre or post event?
Yes, the group rate for the event is available for three days prior and three days after the event. You can make your reservation here. (Note: the room block expires on Friday, February 13, 2026, but may fill up prior to that date. We recommend booking your accommodation as soon as possible. The group rate will not be available after Friday, February 13.)
How can I learn more about becoming an FWA member firm?
If you are interested in learning more about FWA membership, please reach out to info@fwalliance.com. FWA member firms receive complimentary seats to all of our in-person Signature Events.
| Ticket Name | Sale Ends | Price | Quantity | ||
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| FWA Member |
13 Feb 2026
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Free
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Log In Required
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| FWA Strategic Sponsor |
13 Feb 2026
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Free
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Log In Required
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When
Location
- JW Marriott Scottsdale Camelback Inn Resort & Spa
