ROUNDTABLES
Download the 2025 First Half Roundtable Summary Fostering Rich Dialogue,
Collaboration and Connections
2026 ROUNDTABLE EVENTS
Compliance Roundtable
February 24th - 26th, 2026
- Location: Orlando, Florida
The Operational Excellence Roundtable
March 24th - 26th, 2026
- Location: Savannah, Georgia
RIA Roundtable
April 14th - 16th, 2026
- Location: Phoenix, Arizona
Innovators Roundtable
April 28th - 30th, 2026
- Location: Denver, Colorado
Women and Their Evolving Role in Wealth Management
June 2nd - 4th, 2026
- Location: Denver, Colorado
Marketing and Recruiting Roundtable
October 13th - 15th, 2026
- Location: Florida
The Roundtable
November 10th - 12th, 2026
- Location: California
To Learn More about Firm Curated Roundtables and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
Getting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!
This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
I've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.
A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
