Inside Military Summit 2025
The event will begin with an invite-only networking lounge for our Military Resource Groups (MRGs) and scholars. Following this event, we will engage in exciting discussions and workshops on leadership and areas specific to the financial services industry, including:
The Maury Stewart Lecture Series
An annual lecture series featuring top thought leaders from diverse disciplines who address themes and issues critical to the practice of leadership development.
- Maury Stewart Lecture Series Marquee Speaker Session with Rebecca Patterson
Educational Workshops
Relevant and informative workshops featuring key insights from top thought leaders and industry experts, combining academic excellence with dedicated support for those who serve.
- Surprising Optimism in Retirement with Michael Finke, PhD, CFP®
- Leadership presentation with Soldier-Citizen Award recipient Vice Admiral James Zortman, USN (Ret.)
American College Professional Recertification CE credit available!
Soldier-Citizen Award and Scholarship Fund Dinner
Our event will culminate with the Scholarship Fund Dinner and celebration of our 11th annual Soldier-Citizen Award recipient.
2025 Agenda at a Glance
Thursday, September 18
Educational Workshops at The Bellevue Hotel
10:00–11:30 AM MRG Networking Lounge (Invite Only)
11:30 AM–12:15 PM Check-In and Buffet Lunch
12:15–12:30 PM Opening Remarks
12:30–1:30 PM Maury Stewart Lecture Series Marquee Speaker Session* With Rebecca Patterson
1:30–1:40 PM Break
1:40–2:40 PM Surprising Optimism in Retirement* With Michael Finke, PhD, CFP®
2:40–2:50 PM Break
2:50–3:50 PM Soldier-Citizen Award Recipient Leadership Session With 2025 Soldier-Citizen Award Recipient Vice Admiral James Zortman, USN (Ret.)
3:50–4:00 PM Closing Remarks
*American College Professional Recertification CE credit available
Culminating Event at the National Constitution Center
6:00–9:30 PM Soldier-Citizen Award and Scholarship Fund Dinner*
*Proceeds raised will go towards Center’s Scholarship Program
2025 Speakers

2025 Soldier-Citizen Award Recipient Vice Admiral James Zortman, USN (Ret.)
2025 Live Entertainment
FERKO STRING BAND

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