Summit Symposium 2022

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Join us for our signature event at Casa Real at Ruby Hill Winery!
410 Vineyard Ave, Pleasanton, CA 94566 | Saturday, February 26, 2022 | 10:00 a.m. – 3:00 p.m.
Learn, be inspired, and enjoy great food and wine.

Click here to RSVP!

Our Symposium Presenters

Alex Sheen, Author, Social Innovator and Philanthropist
Alex Sheen

Alex Sheen is a four-time TEDx Talk speaker who is known for keeping promises and inspiring countless others to do the same in order to better humanity. Sparked by personal tragedy, Alex created a concept called the Promise Card and began mailing cards to anyone who requested them at no cost. Since 2012, over 9.81 MILLION Promise Cards have been distributed to over 153 countries. In 2013, Alex left his promising corporate position at a leading software company to dedicate himself entirely to the nonprofit he founded. Because I Said I Would is an international social movement and nonprofit dedicated to bettering humanity through promises made and kept.

Alex inspires audiences around the world to keep the promises they make. His work has been featured on ABC World News with Diane Sawyer, Good Morning America, the TODAY show, NPR, CNN, CBS Nightly News, and many other programs.


Courtney Clark, Author and Resilience Expert
Courtney Clark

Courtney Clark is the luckiest unlucky person in the world. After a series of major health struggles beginning in her mid-20s, she has built two successful businesses and is the author of two books, including her most recent book The Successful Struggle: Powerful Techniques to Achieve Accelerated Resilience. Most of us struggle with resilience after major changes and setbacks. Courtney will provide practical solutions for people who want to adapt faster and achieve more after experiencing the types of hurdles many of us have endured over the last two years. She has spoken at events worldwide spreading her message of empowerment. Courtney’s resilience work has been featured in Forbes, Psychology Today, USA Today, and The Chicago Tribune.


Anirban Basu, Economist, Chairman and CEOAnirban Basu

Anirban Basu is a study in contradictions. He has been called an economist with a personality, or alternatively, one with a sense of humor. He has twice been recognized as one of Maryland’s 50 most influential people. He has also been named one of the Baltimore region’s 20 most powerful business leaders. In 2014, Maryland Governor Larry Hogan appointed Dr. Basu as Chairman of the Maryland Economic Development Commission (2014-2021). As if that wasn’t impressive enough, Anirban is Chairman & CEO of Sage Policy Group, an economic and policy consulting firm in Baltimore, Maryland that he founded in 2004. He also teaches global strategy at Johns Hopkins University and serves the Chief Economist function for a number of organizations around the country.

Anirban will delve into the profound shifts in the economy as the pandemic continues to play out.

Neither Summit Financial Group nor Securian Financial is affiliated with Alex Sheen, Courtney Clark or Anirban Basu. TR# 3986337 DOFU 12/2021

Click here to download the flier.  
View photos of the 2020 Symposium here.

Thank you to our sponsors!