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DTSTART;TZID=America/New_York:20261021T080000
DTEND;TZID=America/New_York:20261021T170000
DTSTAMP:20261007T115006Z
CREATED:20261007T114917Z
LAST-MODIFIED:20261007T115006Z
UID:10000173-1792569600-1792602000@foundationsource.com
SUMMARY:2026 AdvisorHub | Advisors to Watch Summit - Growth in the Age of AI
DESCRIPTION:October 21\, 2026 – 583 Park Avenue\, New York City \nAI is giving advisors new ways to grow and better serve clients. From finding opportunities and improving prospecting to personalizing the client experience\, AI can mean less time on routine work and more time building relationships. \nThis event brings together advisors and industry leaders to share practical ways to put AI to work. I look forward to hearing how firms are using these tools—and how advisors can turn AI into a real advantage. \nREGISTER NOW
URL:https://foundationsource.com/event/2026-advisorhub-advisors-to-watch-summit-growth-in-the-age-of-ai/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T080000
DTEND;TZID=America/New_York:20261016T170000
DTSTAMP:20261007T113717Z
CREATED:20260429T094203Z
LAST-MODIFIED:20261007T113717Z
UID:10000169-1791878400-1792170000@foundationsource.com
SUMMARY:2026 Forbes | SHOOK Top Advisor Summit - CANCELLED
DESCRIPTION:October 13-16\, 2026 – The Wynn\, Las Vegas\, NV \nOctober 13: For all Top Advisors: Roundtables & High-level idea sharing\, Pre-Party\nOctober 14: Sessions begin\, Best Idea Competition\, Gala Dinner\nOctober 15: Sessions\, Dine-Arounds with Partners\nOctober 16: Sessions conclude at 11am \nREGISTER NOW
URL:https://foundationsource.com/event/2026-forbes-shook-top-advisor-summit/
LOCATION:The Wynn\, 3131 Las Vegas Blvd S\, Las Vegas\, NV\, 89109\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261012T080000
DTEND;TZID=America/New_York:20261014T170000
DTSTAMP:20260907T112936Z
CREATED:20260429T093806Z
LAST-MODIFIED:20260907T112936Z
UID:10000168-1791792000-1791997200@foundationsource.com
SUMMARY:OneAscent Empower Conference 2026
DESCRIPTION:The Empower Conference welcomes any advisor who desires to align their practice with faith and values. Empower offers tools\, strategies\, and community to help you grow with purpose. Hear from inspiring keynote speakers\, network with other faith-driven advisors\, and leave equipped to make a lasting impact. \nWho Should Attend? \n\nIndependent and wirehouse advisors seeking to integrate faith into their practice\nAdvisory teams exploring values-aligned solutions\nCurrent OneAscent advisors and partners looking to deepen connections\n\nOctober 12-14 | Nashville\, TN \nREGISTER NOW
URL:https://foundationsource.com/event/oneascent-empower-conference-2026/
LOCATION:OneAscent\, Nashville\, TN\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T080000
DTEND;TZID=America/New_York:20260925T170000
DTSTAMP:20260907T113114Z
CREATED:20260429T093431Z
LAST-MODIFIED:20260907T113114Z
UID:10000167-1790150400-1790355600@foundationsource.com
SUMMARY:DAF Giving Summit
DESCRIPTION:The DAF Giving Summit convenes leaders across philanthropy\, wealth management\, and the nonprofit sector for three days of ideas\, connection\, and collaboration. The DAF Giving Summit is the premier gathering for the donor-advised fund ecosystem. It brings together leaders from across philanthropy to explore what is next and how to get there together. \nRegistration now open – September 23-25\, 2026 – Austin\, TX | Fairmont Austin \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit/
LOCATION:Fairmont Austin\, 101 Red River St\, Austin\, TX\, 78701\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T170000
DTSTAMP:20260907T113226Z
CREATED:20260429T093046Z
LAST-MODIFIED:20260907T113226Z
UID:10000166-1789632000-1789664400@foundationsource.com
SUMMARY:Northern Ohio Charitable Gift Planners - Planned Giving Day
DESCRIPTION:Join NOCGP for a dynamic day focused on what’s next in charitable giving. Together\, will explore how the philanthropic landscape is evolving and what it means for organizations and donors. Our time together will highlight emerging donor trends\, innovative giving techniques\, and the growing role of AI and technology in deepening donor engagement. Connect with peers across disciplines\, gain practical\, real‑world insights\, and leave inspired to shape the future of philanthropy. \nMarriott Cleveland East\n26300 Harvard Rd\, Warrensville Heights\, OH 44122 \nREGISTER NOW
URL:https://foundationsource.com/event/northern-ohio-charitable-gift-planners-planned-giving-day/
LOCATION:Marriott Cleveland East\, 26300 Harvard Rd\, Warrensville Heights\, OH\, 44122\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260914T080000
DTEND;TZID=America/New_York:20260917T170000
DTSTAMP:20260907T113432Z
CREATED:20260205T123542Z
LAST-MODIFIED:20260907T113432Z
UID:10000155-1789372800-1789664400@foundationsource.com
SUMMARY:Future Proof Festival 2026
DESCRIPTION:BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY \nJoin thousands of financial advisors\, wealth management executives\, LPs\, asset managers\, fintechs\, emerging startups\, and the media for a transformative four-day festival. \nSeptember 14-17\, 2026\nHuntington Beach\, CA \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-festival-2026/
LOCATION:Huntington Beach\, Huntington Beach\, Orange County\, CA\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260809T080000
DTEND;TZID=America/New_York:20260812T170000
DTSTAMP:20260907T113941Z
CREATED:20260429T092726Z
LAST-MODIFIED:20260907T113941Z
UID:10000165-1786262400-1786554000@foundationsource.com
SUMMARY:LPL Financial’s Focus 2026
DESCRIPTION:LPL Financial’s Focus 2026 conference is scheduled for August 9–12\, 2026\, in San Diego\, CA. As LPL’s flagship annual event\, it brings together advisors and industry leaders to discuss financial service trends\, practice management\, and networking. The event typically focuses on technology updates\, growth strategies\, and economic outlooks.  \nREGISTER NOW
URL:https://foundationsource.com/event/lpl-financials-focus-2026/
LOCATION:San Diego Convention Center\, 111 Harbor Drive\, San Diego\, CA\, 92101\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T080000
DTEND;TZID=America/New_York:20260611T170000
DTSTAMP:20260907T114235Z
CREATED:20260429T091936Z
LAST-MODIFIED:20260907T114235Z
UID:10000164-1780992000-1781197200@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2026
DESCRIPTION:Where technology meets the future of advice \nWealthtech is the epicenter of wealth management innovation. A dynamic convergence of advisors\, wealth tech founders\, and enterprise leaders reimagining how advice is delivered and scaled. Explore breakthrough solutions\, actionable strategies\, and partnerships that will fuel your firm’s next stage of growth. \nJune 9 – 11\, 2026 – Boca Raton Resort\, Boca Raton\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2026/
LOCATION:Boca Raton Resort\, 501 E Camino Real\, Boca Raton\, FL\, 33432\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260601T080000
DTEND;TZID=America/New_York:20260604T170000
DTSTAMP:20260907T114452Z
CREATED:20260429T091528Z
LAST-MODIFIED:20260907T114452Z
UID:10000163-1780300800-1780592400@foundationsource.com
SUMMARY:INSITE 2026
DESCRIPTION:INSITE 2026 brings together the industry’s boldest thinkers to discover insights and strategies that have a meaningful impact on your work and the client experience. Gain direct access to compelling insights and actionable takeaways from influential leaders and industry experts\, delivering strategic perspectives to help navigate complexity and drive performance. \nJune 1 – 4\, 2026 Gaylord Rockies\, Aurora\, Colorado \nREGISTER NOW
URL:https://foundationsource.com/event/insite-2026/
LOCATION:Gaylord Rockies\, Gaylord Rockies\, Aurora\, CO\, 80019\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T080000
DTEND;TZID=America/New_York:20260527T170000
DTSTAMP:20260907T114630Z
CREATED:20260429T091052Z
LAST-MODIFIED:20260907T114630Z
UID:10000162-1779782400-1779901200@foundationsource.com
SUMMARY:Annual FPA NorCal Conference
DESCRIPTION:54th Annual FPA NorCal Conference – May 26 & 27\, 2026 at the Palace Hotel\, San Fransisco. Registration is now open. Last day to register: Friday\, May 8th. \nThe FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge\, elevate their expertise\, and grow their businesses. For over 50 years\, we have been committed to delivering cutting-edge education\, professional development\, and industry insights that help shape the future of financial planning. \nInspiring Excellence & Fostering Community\nJoin us in 2026 as we host thought leaders\, industry innovators\, and inspiring speakers who will offer valuable perspectives on the evolving financial landscape. From advanced financial strategies to breakthrough technologies\, we are dedicated to equipping you with the tools to succeed in today’s competitive environment. \nOur conference is renowned for providing exceptional leadership opportunities and fostering high-value networking experiences. We are driven by our mission to deliver excellence\, which has earned us a national reputation for offering high-quality\, impactful events that push the boundaries of the profession. \nREGISTER NOW
URL:https://foundationsource.com/event/annual-fpa-norcal-conference/
LOCATION:Palace Hotel\, 2 New Montgomery St\, San Francisco\, CA\, 94105\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T080000
DTEND;TZID=America/New_York:20260520T170000
DTSTAMP:20260907T124401Z
CREATED:20260429T085421Z
LAST-MODIFIED:20260907T124401Z
UID:10000159-1779177600-1779296400@foundationsource.com
SUMMARY:Envestnet Elevate 2026
DESCRIPTION:From buying a house\, to sending a child to college\, to retiring\, certain moments in your clients’ lives leave a lasting imprint. For advisors\, these moments are career-defining opportunities. That’s why\, at Envestnet\, we’re focused on helping advisors leverage AI-powered wealthtech and strategic insights to anticipate what’s ahead\, simplify complexity\, and seize every opportunity – strategically\, operationally\, and competitively. Join us at Elevate to see how. \nMay 19-20 Phoenix\, AZ \nREGISTER NOW
URL:https://foundationsource.com/event/envestnet-elevate-2026/
LOCATION:Envestnet Elevate\, Phoenix\, AZ\, United States
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260420T080000
DTEND;TZID=America/New_York:20260422T170000
DTSTAMP:20260429T084928Z
CREATED:20260429T084928Z
LAST-MODIFIED:20260429T084928Z
UID:10000158-1776672000-1776877200@foundationsource.com
SUMMARY:Barron's Advisor Teams Summit
DESCRIPTION:Being a leading advisor and being an advisor leading a team are two distinct challenges\, but they are becoming increasingly interdependent. While Barron’s Advisor celebrates the accomplishments of advisors\, their success is often the by-product of excellent teams\, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind the Barron’s Advisor Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes. \nThis event is by invitation only ​and brings together elite-tier advisory teams for three days of rich content\, designed to address the complexities of interpersonal dynamics\, provide insights on financial management and share innovations in wealth management. \nREGISTER NOW
URL:https://foundationsource.com/event/barrons-advisor-teams-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260308T080000
DTEND;TZID=America/New_York:20260311T170000
DTSTAMP:20260205T123018Z
CREATED:20260205T123018Z
LAST-MODIFIED:20260205T123018Z
UID:10000154-1772956800-1773248400@foundationsource.com
SUMMARY:Future Proof: Citywide 2026
DESCRIPTION:Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors\, advisors\, financial professionals\, and firms who treat AI as the new operating model for strategy\, investing\, and operations. \nMarch 8-11\, 2026\nMiami Beach\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-citywide-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260213T170000
DTSTAMP:20260205T122359Z
CREATED:20260205T122359Z
LAST-MODIFIED:20260205T122359Z
UID:10000152-1770796800-1771002000@foundationsource.com
SUMMARY:Kingdom Advisors: Redeeming Money 2026
DESCRIPTION:At Redeeming Money\, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don’t miss this moment. \nThere’s a groundswell taking place in our industry. Over $22 trillion in U.S. Christian wealth is positioned for greater kingdom impact. \nLeading firms are embracing faith-based planning and investing with unprecedented momentum. \nChristian clients are searching for an advisor who doesn’t just help them reach goals\, but also shares their values. \nAdvisors are ready for more than technical excellence – they want to live out their calling. \nREGISTER NOW
URL:https://foundationsource.com/event/kingdom-advisors-redeeming-money-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260211T180000
DTSTAMP:20260205T122658Z
CREATED:20260205T122554Z
LAST-MODIFIED:20260205T122658Z
UID:10000153-1770796800-1770832800@foundationsource.com
SUMMARY:RIA Technology & Practice Management Summit
DESCRIPTION:Join us as we build industry and community. Convene at One Liberty Plaza – 1 Liberty St\, New York\, NY 10006 \nThe inaugural RIA Technology & Practice Management Summit is a one-day gathering of 100+ senior executives from leading independent registered investment advisory firms\, each with a minimum of $100 million in AUM. This event brings together top decision-makers from across the country to explore innovative strategies in practice management\, technology adoption\, and operational efficiency. Attendees will engage in insightful panel discussions\, dynamic presentations\, interactive Q&A sessions\, and enjoy over four hours of high-value networking with peers and industry experts. \nREGISTER NOW
URL:https://foundationsource.com/event/ria-technology-practice-management-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260202T080000
DTEND;TZID=America/New_York:20260204T170000
DTSTAMP:20260205T122011Z
CREATED:20260205T122011Z
LAST-MODIFIED:20260205T122011Z
UID:10000151-1770019200-1770224400@foundationsource.com
SUMMARY:Endowments & Foundations Roundtable West 2026
DESCRIPTION:Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments\, foundations\, and healthcare systems\, the West Roundtable provides exceptional connectivity and exchange opportunities for this community. \nThis Roundtable offers unique learning and networking experiences\, drawing on a rich diversity of thought leadership from the CIOs of leading endowments\, foundations\, and healthcare systems\, facilitating an unrivaled change of ideas\, opportunities\, and industry best practices. \nAudience demographics: 175+ asset allocators composed of chief investment officers and investment directors from endowments\, foundations\, and healthcare institutions nationally. 100+ senior executives from private equity\, hedge funds\, and traditional asset management firms. \nREGISTER NOW
URL:https://foundationsource.com/event/endowments-foundations-roundtable-west-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260202T080000
DTEND;TZID=America/New_York:20260204T170000
DTSTAMP:20260205T122043Z
CREATED:20260205T121730Z
LAST-MODIFIED:20260205T122043Z
UID:10000150-1770019200-1770224400@foundationsource.com
SUMMARY:OneVoice 2026
DESCRIPTION:The future is taking shape today. Stay ahead at OneVoice 2026\, the annual in-person gathering for independent financial services firm executives\, and gain the insights you need to lead through change with confidence. Explore ways to find clarity in chaos\, and engage in thought-provoking discussions of the critical issues shaping our profession right now. \nWe’ll seek understanding of the forces at work in technology\, regulation and growth and the strategies that can turn them to your firm’s advantage. \nAs always\, OneVoice is where our industry connects on the threshold of a new year\, ready to share experience\, celebrate successes and build the relationships that sustain us. \n \nREGISTER NOW
URL:https://foundationsource.com/event/onevoice-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T080000
DTEND;TZID=America/New_York:20251113T170000
DTSTAMP:20260429T100744Z
CREATED:20250523T143617Z
LAST-MODIFIED:20260429T100744Z
UID:10000130-1762848000-1763053200@foundationsource.com
SUMMARY:2025 Annual Conference
DESCRIPTION:Hilton Columbus Downtown / Columbus\, OH \nThis event is designed for and by lean funders—those who give with few or no staff. Here\, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate. \nAt the conference\, you’ll find sessions that share the how-tos of: \n\nCatalytic philanthropy\nEquity-centered practices\nThe fundamentals of foundation management that make work like this possible\n… and more!\n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T080000
DTEND;TZID=America/New_York:20251107T170000
DTSTAMP:20250414T051312Z
CREATED:20250414T051312Z
LAST-MODIFIED:20250414T051312Z
UID:10000122-1762329600-1762534800@foundationsource.com
SUMMARY:Beacon\, The Roundtable
DESCRIPTION:Roundtable Name:\nThe Roundtable \nLocation and Hotel:\nSonoma\, CA \nDate: \nNovember 05 – 07 2025 \nIdeal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20250523T143235Z
CREATED:20250523T143159Z
LAST-MODIFIED:20250523T143235Z
UID:10000129-1760515200-1760720400@foundationsource.com
SUMMARY:2025 MMI Annual Conference
DESCRIPTION:Washington\, DC | Hyatt Regency Washington on Capitol Hill \nOverview\nConference Co-Chairs: \nKara Grehan\, Head of Strategic Accounts and Client Engagement\, BNY Investments\nJohn McDonough\, Head\, Wealth Management Intermediaries\, Invesco \nSponsor & Exhibitor Opportunities\nThe 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available. \nFor additional information\, please contact:\nJoan Lensing\nEVP\, Chief Programming Officer\njlensing@mminst.org\n646.868.8518 \n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-mmi-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20250523T142714Z
CREATED:20250523T142714Z
LAST-MODIFIED:20250523T142714Z
UID:10000128-1760428800-1760720400@foundationsource.com
SUMMARY:2025 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:The Wynn\, Las Vegas\, NV | October 14-17\, 2025 | Las Vegas\, NV\nOctober 14: Pre-Party\nOctober 15\, 1pm: Opening Sessions\, Best Idea Competition\, Gala Dinner\nOctober 16: Sessions\, Dine-Arounds with Partners\nOctober 17: Sessions conclude at 11am \nPast Sample Sessions:\n\nCE Credits Available\n“The Group of 8” R.J. Shook\nBuilding the Team of the Future\nMarket Outlook: Investing with Caution and Courage\nTeam Structures and Compensation\nSHOOK Ones – Best Ideas from America’s Top Advisors\nInvesting Ideas from Industry Experts\nThe Future of Our Practices\nOpportunities in Alternative Markets\n\nand much more… \n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T080000
DTEND;TZID=America/New_York:20250919T170000
DTSTAMP:20250523T142034Z
CREATED:20250523T141859Z
LAST-MODIFIED:20250523T142034Z
UID:10000127-1758096000-1758301200@foundationsource.com
SUMMARY:DAF Giving Summit 2025
DESCRIPTION:Inspired by impact:
DAF Giving Summit \nIgnite your passion for philanthropy\, expand your network\, and shape the future of giving at the DAF Giving Summit\, September 17-19\, 2025\, in Washington DC. \n \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250907T080000
DTEND;TZID=America/New_York:20250910T170000
DTSTAMP:20250523T141356Z
CREATED:20250523T141356Z
LAST-MODIFIED:20250523T141356Z
UID:10000126-1757232000-1757523600@foundationsource.com
SUMMARY:Future Proof Festival
DESCRIPTION:BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY\nJoin thousands of financial advisors\, wealth management executives\, LPs\, asset managers\, fintechs\, emerging startups\, and the media for a transformative four-day festival. \nBreakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50\,000 pre-scheduled onsite 15-minute introductory meetings\, making Breakthru the wealth management industry’s largest ever meetings program. \n \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-festival/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250721T080000
DTEND;TZID=America/New_York:20250723T170000
DTSTAMP:20250523T140757Z
CREATED:20250523T140757Z
LAST-MODIFIED:20250523T140757Z
UID:10000125-1753084800-1753290000@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2025
DESCRIPTION:Newport Harbor Island Resort (formerly Gurney’s Newport)\, Newport\, RI\nAs Opal Group’s flagship event\, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions\, Newport\, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race\, where you’ll have the opportunity to connect with fellow delegates\, exchange ideas\, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days\, family offices\, private investors\, and investment managers navigate their way through the choppy waters of the past recession\, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing\, impact investing\, non-correlated assets\, and many more. Come join us this July– the forecast calls for fun\, networking\, and favorable prospects for preserving your family’s wealth. \nCONFERENCE FORMAT \nThis conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes\, but cannot pitch products. \n \nREGISTER NOW
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250612T170000
DTSTAMP:20250414T055732Z
CREATED:20250414T043829Z
LAST-MODIFIED:20250414T055732Z
UID:10000119-1749542400-1749747600@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2025
DESCRIPTION:The Boca Raton Resort\nBoca Raton\, FL \nTech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement\, next-gen digital experiences\, and the future of integrated tech stacks. Gain the tools\, strategies\, and connections essential for driving productivity and profitability. \n \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2025/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250516T080000
DTEND;TZID=America/New_York:20250517T170000
DTSTAMP:20250414T050334Z
CREATED:20250414T050334Z
LAST-MODIFIED:20250414T050334Z
UID:10000121-1747382400-1747501200@foundationsource.com
SUMMARY:Ideas to Impact\, Chaminade Leadership
DESCRIPTION:Sponsored Event
URL:https://foundationsource.com/event/ideas-to-impact-chaminade-leadership/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250514T080000
DTEND;TZID=America/New_York:20250516T170000
DTSTAMP:20250414T050036Z
CREATED:20250414T045909Z
LAST-MODIFIED:20250414T050036Z
UID:10000120-1747209600-1747414800@foundationsource.com
SUMMARY:Beacon\, The RIA Roundtable
DESCRIPTION:Ideal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-ria-roundtable/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20250414T043310Z
CREATED:20250414T043205Z
LAST-MODIFIED:20250414T043310Z
UID:10000118-1745568000-1745600400@foundationsource.com
SUMMARY:Global Climate Solutions Summit - Invest in Innovation\, Scale Impact
DESCRIPTION:The Punch Line San Francisco\nSan Francisco\, California \nJoin us for GCSS 2025\, the premier gathering of climate investors\, founders\, innovators\, policymakers\, and corporate leaders driving bold\, actionable solutions for a sustainable future ? \n​? AGENDA Highlights \n​? 9:00 – 10:00 AM | Climate & AI Panel\n? 10:15 – 11:30 AM | Investor Panel – From Pitch to Check: Climate Investor Playbook\n? 11:30 – 12:15 PM | Designing Sustainable Live Events & Activations\n? 12:15 – 1:00 PM | Lunch & Networking \n​? 1:00 – 2:00 PM | Climate Thought Leadership Keynotes: Academic\, Business\, Philanthropic Perspectives \n​? 2:05 – 3:20 PM | Climate Venture Leaders Panel\n? 3:30 – 3:50 PM | Keynote: From Ideas to Impact \n​? 3:50 – 4:00 PM | Book Signing & Comedian Entertainment\n? 4:00 – 4:40 PM | Unlocking Growth: How Philanthropy Can Supercharge Business\n? 4:40 – 5:00 PM | Climate Innovation Awards Ceremony ? \n \nREGISTER NOW
URL:https://foundationsource.com/event/global-climate-solutions-summit-invest-in-innovation-scale-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20250414T042044Z
CREATED:20250414T042044Z
LAST-MODIFIED:20250414T042044Z
UID:10000116-1745395200-1745427600@foundationsource.com
SUMMARY:The Private Foundation Summit 2025
DESCRIPTION:Location: The Mayflower Hotel\, 1127 Connecticut Ave NW\, Washington DC \nThe Private Foundation Summit (PFS) will once again be hosted by Georgetown Law in 2025. Founded in Seattle in 2009 and offered for many years by the AICPA\, PFS continues to offer the same great programming in a new location. \nThe PFS provides an opportunity to network and get front-row access to attorneys\, CPAs\, and other private advisors as they delve into the tax and legal intricacies of private foundations. \nThis year’s program will include breakout sessions on the challenges of different grants and gifting methods\, as well as global operational considerations for private foundations\, and facilitated lunchtime opportunities to “ask the experts.”\n \nREGISTER NOW
URL:https://foundationsource.com/event/the-private-foundation-summit-2025/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250422T152500
DTEND;TZID=America/New_York:20250422T161500
DTSTAMP:20250402T084257Z
CREATED:20250402T084132Z
LAST-MODIFIED:20250402T084257Z
UID:10000115-1745335500-1745338500@foundationsource.com
SUMMARY:How Advisors Can Increase Charitable Impact
DESCRIPTION:It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values\, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss: \n\nA range of philanthropic services to help clients drive impact\nLearnings and best practices from advisors\nWays to undertake your own charitable activities\nHow the Invest in Others foundation brings philanthropy and volunteerism into the finance industry\n\nModerator: Hannah Shaw Grove – CMO\, Foundation Source \nSpeakers:\nLaura T. Godine\, JD\, AEP®\, CAP® – Partner\, Wealth Strategist & Regional Director of Wealth Planning\nCori Oliver – Director\, Charitable Consulting\, DAFgiving360™\nClara Sierra – Senior Director\, Global Sales\, Moody’s\, Executive Board Member\, Invest In Others Charitable Foundation \n \nREGISTER NOW
URL:https://foundationsource.com/event/how-advisors-can-increase-charitable-impact/
CATEGORIES:Conferences
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