Conferences

54th Annual FPA NorCal Conference - May 26 & 27, 2026 at the Palace Hotel, San Fransisco. Registration is now...

From buying a house, to sending a child to college, to retiring, certain moments in your clients’ lives leave a...

Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly...

Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms...

At Redeeming Money, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don't...

Join us as we build industry and community. Convene at One Liberty Plaza - 1 Liberty St, New York, NY...

Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments, foundations, and healthcare systems, the West Roundtable...

The future is taking shape today. Stay ahead at OneVoice 2026, the annual in-person gathering for independent financial services firm...

Hilton Columbus Downtown / Columbus, OH This event is designed for and by lean funders—those who give with few or...

Roundtable Name: The Roundtable Location and Hotel: Sonoma, CA Date: November 05 - 07 2025 Ideal Wealth Firm Attendees: C-Suite...

Washington, DC | Hyatt Regency Washington on Capitol Hill Overview Conference Co-Chairs:  Kara Grehan, Head of Strategic Accounts and Client Engagement,...

The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV October 14: Pre-Party October 15, 1pm: Opening...