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.
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.
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.