Industry Leaders Converging on Carlsbad for 2026 VCI 100 Summit
The Omni La Costa Resort & Spa in Carlsbad, Calif., is once again the site for a high-impact, powerhouse gathering this week as the 2026 VCI 100 Summit will bring together many of the retirement industry’s most respected leaders and innovators in an environment intentionally designed to inspire meaningful dialogue, strategic networking, and genuine camaraderie.
“What makes this gathering exceptional is not only the expertise on stage, but the collaboration and leadership in the room. We have intentionally designed this experience to spark bold thinking, real dialogue, and actionable momentum for every advisor and partner here,” Viking Cove Institute President Amy Glynn said.
The conference program kicks off Thursday morning with Nevin Adams moderating an all-star panel featuring American Retirement Association CEO Brian Graff, high-profile retirement plan industry veteran Barbara Delaney, Financial Finesse President Todd Lacey, and Randy Long, who recently started a new position as Founder and CEO at SageView Foundation.
That will be followed by a session on the healthcare reform movement with a panel featuring Patrick Moore, Ann Lewandowski, Sean Schantzen, Josh Jeffries and Doug Bermudez. They will discuss what’s behind the movement and how retirement advisors are uniquely qualified to participate.
Also on the Day 1 agenda:
• An Advisor Power FLEX panel with Kristina Keck, Brad Arends, William Chetney, and Ryan Campagna.
• An action-oriented AI session with Lisa Kottler.
• A legal eagle session featuring Bonnie Treichel, Mike DiCenso, Eric Dyson and Nevin Adams.
• Recordkeeping and Investment innovator sessions with Kim Ryan, Jeff Cheshier, Don Mackanos, Brendan McCarthy, Stan Smith, Rich Sotell, George Fraser and more.
• Robin Green sharing strategies to win more business.
• Thursday’s content session wraps with Bonnie Treichel previewing the new book she wrote with Jamie Hopkins, “Your Retirement Sketchbook,” featuring 125 retirement planning lessons from financial experts. The book will be available on March 31.
Day 2 features a high-impact half day of coaching sessions designed by VCI Vantage Program Director Tammy Ouverson built to ensure attendees leave focused, energized, and fired up.
The proudly BD- and RIA-agnostic Viking Cove Institute—home to 500 advisors across 200 firms—will be showcasing its newly launched VCI Virtual Community with exclusive resources and continual programming.
“This week also marks an important milestone for VCI as we introduce our new online community—a dynamic space built to strengthen engagement, deliver continuous value, and connect our members beyond live events,” Glynn added. “We are not just hosting an event; we are building a movement that extends throughout the year.”
SEE ALSO:
• Amy Glynn Named New President at Viking Cove Institute
• Taking the Reins at Viking Cove Institute: New President Amy Glynn
• Viking Cove Unveils Advisor Vantage
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.