Elite VFO Collective 2026

Schedule

Event Agenda

Three days of sessions, panels, and breakouts. Select a day to view the full schedule.

8:00 AM

Check-In & Breakfast

9:00 AM

Opening Comments

Anton Anderson & Jena Wilson, Elite Resource Team

9:50 AM

The Biology of High Performance: The Hidden Drivers of Energy, Focus & Leadership

Dr. Tracy Gapin, Peak Launch

10:40 AM

Break

10:55 AM

Panel: Building a VFO Driven Company

Carson Grover, Gabriel Martin, Michael Simms & Sterling Hirsch

11:25 AM

Private, Institutional-Grade Currency Trading: Diversification Beyond Traditional Markets

Jared Yellin, Vestige Capital, LLC

12:15 PM

Lunch

1:30 PM

Inside the Tax Plan: How a Taxpayer Turns Business Income Into Wealth

Tim Gacsy, Elite Resource Team

2:00 PM

The Enterprise Value Conversation: Driving Growth, Wealth & Opportunity

Deborah Snyder, Greg Maddox, Ken Smith, Jen McAllister & Joe LoPresti

2:50 PM

Break

3:10 PM

Case Study: When Strategy Needs the Right Team Around It

Jen McAllister & Sterling Hirsch

4:00 PM

Fusion Cocktail Hour

The Fusion Mastermind Day is a private gathering for Fusion members and their guests. For more information, email support@elitert.com.

7:30 AM

Check-In & Breakfast

8:15 AM

Opening Comments

Anton Anderson & Jena Wilson, Elite Resource Team

9:00 AM

Estate Planning 201: Advanced Planning for Business Owners & HNW Families CE

Nic Sasso, Dinsmore & Shohl, LLP

9:50 AM

Federal Tax Treatment: Film Production Investments CE

Kyle Fox, The Fox Financial Network

10:40 AM

Break

10:55 AM

Earn Your Seat At The Owner's Table: How Wealth Advisors Win with Value Acceleration

Deborah Snyder & Greg Maddox, Cultivate Advisors

10:55 AM

Oil & Gas Drilling Fund & QOZ 2.0: Tax Advantaged Wealth Creation CE Breakout

Todd Lofgren, Alternative Tax Management

11:50 AM

The Truth About Cost Segregation CE

Heidi Henderson, Engineered Tax Services

11:50 AM

GFX/Leveraged Entity Ownership Strategy: High Income or Capital Gains Tax Mitigation CE Breakout

Michael Simms, Veracity Advisors

12:40 PM

Lunch & Book Signing: The Science of Running a VFO & Building Accountant Partnerships

1:50 PM

Rothish: Premium Financing Made Easy

Darren Sugiyama, Lionsmark Capital, LLC

1:50 PM

Advanced Charitable Tax Planning: Framework, Applications & Case Studies CE Breakout

Carson Grover, Innovation Advisory Group

2:40 PM

Break

2:55 PM

Solar as a Tax Strategy: Beyond Tax Credits & Into Wealth Creation CE

Justin Draplin, Fortified Solar

2:55 PM

Modern Qualified Plans: Custom Tax Minimization Strategies CE Breakout

Bruce Gendein, McHenry Advisers Inc

3:50 PM

Who Killed the Company? A Cybersecurity Murder Mystery

Will Foret & Justin Neagle, Spot Migration

3:50 PM

2 Businesses Under 1 Roof: The Hidden Opportunity Within Your Practice Breakout

Paul Latham, Elite Resource Team

4:40 PM

Awards Ceremony & Cocktail Hour to Follow

Day 1 slide decks are available to download below in the Slide Decks section.

8:00 AM

Breakfast

8:00 AM

CPR Training with San Diego Cardiac Breakout

8:45 AM

From Transactions to Transformations: Where Customers Become, Not Buy

Ron Baker, Threshold

9:45 AM

VFO Portal: The AI Powered Solution to Running Your VFO

Anton Anderson & Paul Latham, Elite Resource Team

10:40 AM

Break

10:55 AM

Panel: Accountant & Advisor Success

Missy Dennis, Monika Hengesbach, Nick Gardner, Paul Carmona, Stacey Andres & Steven Cox

11:50 AM

Powerful Concepts Made Stronger with Risk Mitigation For Your Clients

Ken Smith, Assurance Ally

11:50 AM

Time's Up! The Subscription Business Model for Professionals Breakout

Ron Baker, Threshold

12:40 PM

Lunch

1:40 PM

Securing Your Firm's Future: Succession Planning Insights for Accountants & Advisors

Todd Steinberg, Thrive Financial Group

1:40 PM

Modern Energy Storage Tax Planning: A VFO Due Diligence Framework CE Breakout

Steven Cox, SDP, LLC

2:35 PM

How To Sell Tax Plans without Becoming a Sales Representative

Anton Anderson, Evan Anderson & Tim Gacsy, Elite Resource Team

3:25 PM

Break

3:35 PM

Turning Opportunities Into Outcomes: Making The Most of The VFO Model

Evan Anderson, Ian Welham, Jake Latham, Rachael Hopson, Sarah Freitas, Tim Gacsy & Tracy Miller

4:00 PM

Closing Comments & Raffle

Sessions marked CE are eligible for IRS Continuing Education credit for Enrolled Agents. 16 CPE / 16 CFP® / 7.5 IRS CE credits available. NASBA Sponsor ID: 148257.

Event Agenda

Day 1 Slide Decks

Event Information

📅 Dates

📍 Venue

🎓 Credits

✉️ Questions