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X-WR-CALDESC:Events for Foundation Source
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DTSTART;TZID=America/New_York:20260202T080000
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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
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DTSTART;TZID=America/New_York:20260202T080000
DTEND;TZID=America/New_York:20260204T170000
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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
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DTSTART;TZID=America/New_York:20260210T130000
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LAST-MODIFIED:20260127T065031Z
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SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 10\, 2026
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-feb-10-2026/
CATEGORIES:Webinars
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DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260211T180000
DTSTAMP:20260205T122658Z
CREATED:20260205T122554Z
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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
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DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260213T170000
DTSTAMP:20260205T122359Z
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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
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