Fostering Rich Dialogue,
Collaboration and Connections
2025 ROUNDTABLE EVENTS
The Roundtable
November 11th - 13th, 2025
- Wealth Firm Attendees: CEOs, Presidents, COOs, Firm Leaders
- Location: The Lodge at the Sonoma Resort, Autograph Collection, Sonoma, CA
2026 ROUNDTABLE EVENTS
Compliance Roundtable
February 24th - 26th, 2026
- Location: Orlando, FL
The Operational Excellence Roundtable
March 24th - 26th, 2026
- Location: Savannah, GA
RIA Roundtable
April 14th - 16th, 2026
- Location: Phoenix, AZ
Innovators Roundtable
April 28th - 30th, 2026
- Location: Denver, CO
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
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.
This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
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.
