Thursday, January 15, 2026 | BDO HQ | MetLife Building | 200 Park Ave, 38th Fl

4 PM ET — Arrival and Networking

5 PM ET — Stewardship and Strategy: The Architecture of Enduring Institutions
From family offices to banks, longevity depends on values as much as vision. In an era defined by volatility, digital disruption, and intergenerational change, trust remains the most valuable currency in finance. In this keynote, the Apple Bank CEO reflects on building institutions that last—balancing growth and governance, tradition and innovation. It’s a blueprint for leaders who seek not just success, but sustainability across generations.

Steven Bush, Chairman, President, and CEO of Apple Bank

5:20 PM ET — Family Office Conversations

LaMar Wright, McBride Family Office

Autry J. Pruitt, Spencer Pruitt

LaMar Wright and Autry Pruitt bring a grounded, real world perspective on how modern family offices operate, evolve, and steward multigenerational wealth. Their experience managing investment priorities and long term strategic planning offers a clear look at what it takes to build a resilient family office in a rapidly changing environment. The conversation will explore how families define their purpose, structure decision making, and navigate risk while preserving the values and relationships that hold a family enterprise together.

5:40 PM ET - Panel: Leadership Architecture: How to Recruit and Retain the Best

Organizations, including family offices, are redefining what exceptional leadership looks like. This conversation explores how modern families identify, evaluate, and retain top executive talent—balancing institutional expertise with the discretion, trust, and cultural alignment that private wealth structures demand. From CEOs and CIOs to next-generation leaders and specialized advisors, this panel will examine emerging trends in executive search, the evolving expectations of principals, and the strategies that ensure long-term alignment between leadership and legacy.

Moderated by John Hottinger, Director of Career Advising, Fordham University Gabelli School of Business 

Janice Ellig, Ellig Group, a member firm of IIC Partners, which ranks among the top ten global retained executive search groups
David Hendrickson, President, DLH International and Board of Directors, NACD Connecticut

6PM ET — Networking