The Roundtables

Our collaborative, invitation-only roundtables are designed to bring together industry experts to investigate problems, offer insight, and share understanding.

A fundamental principle of our firm is to help our community in an independent, unbiased manner, which is how The Beacon Roundtable experience was developed. We bring together enterprise wealth firm leaders and marketplace solution providers, and present current experience case studies, drawing out critical thinking and uplifting awareness for our invited attendees.

Explore Our Roundtable Offerings


Our onsite roundtables support C-level decision-makers as they explore challenges and opportunities facing the industry. These case study-driven roundtables are an intimate gathering of staff members of enterprise wealth firms, evolving solution providers, and industry influencers that bring lively discussion, evolving thinking, and a culture of collaboration.

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Our foray into virtual events started during the COVID-19 lockdowns. Using the same case study format as our in-person roundtables, our 50-minute virtual roundtables are hosted via our proprietary roundtable technology. These monthly virtual meetings are a safe, cost-effective way to bring together various team members to engage in discussion, critical thinking, and collaboration.

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The Beacon team will work with you to create a roundtable event tailored to subject matter that fosters your industry reputation and enhances your role as a leader. Let us help you put your knowledge on display.

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