ROUNDTABLES

Fostering Rich Dialogue,
Collaboration and Connections

The Beacon Strategies Roundtables origins trace back to my high school experience, where classmates gathered around a "round" table for engaging discussions facilitated by our teacher. These sessions encouraged interactive conversations, and all embraced the Socratic Method to defend our ideas.

Fast-forward two decades…and The Beacon Strategies Roundtable Series was born. Initially, we held a single annual roundtable. Today, we proudly host seven distinct roundtables tailored to meet the diverse needs of Wealth Firms. Our roundtables blend real-time case studies, breakout sessions, and community-driven questions. Let’s explore the events…

2025 ROUNDTABLE EVENTS

The Marketing & Recruiting Roundtable

October 7th - 9th, 2025

October 7-9, 2025

Wealth Firm Attendees: CMOs, Heads of Marketing, Marketing Leaders
Location: The Ritz Carlton in Pentagon City, Washington D.C.

Wealth Firm Attendee Registration Providers Learn More

The Roundtable

November 11th - 13th, 2025

Wealth Firm Attendees: CEOs, Presidents, COOs, Firm Leaders
Location: Sonoma, CA

Wealth Firm Attendee Registration Providers Learn More

These roundtables form an essential part of the Beacon Strategies Provider network, fostering collaboration, knowledge exchange, and innovation within the wealth management industry.

To Learn More about Firm Curated Roundtables and Beacon Strategies

Schedule a Meeting

OUR STORY CUSTOMERS

Our Testimonials

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John Doe

Codetic

This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.

Andy Orr

CGAN Financial

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!

Richard Walker

Quik!

A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.

Lori Fuerstenberg

IPI Management

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.

Veronica Hammond

First Command