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…

2024 ROUNDTABLE EVENTS

The Investment Products, Retirement, and Fiduciary Roundtable

September 23rd – 25th, 2024

  • Wealth Firm Attendees: Senior Wealth Management Platform Experts, Retirement Specialists, and CCOs
  • Ideal Provider Partners: Investment Products and Platforms (Alternatives, Managed Money, Insurance Processing, and TAMPs), Trading, Retirement Platforms, Proposal Generation, Fee Billing, and more. See firms.
  • Location: The Grand Bohemian, Mountain Brook, AL

The Marketing and Recruiting Roundtable

October16th – 18th, 2024

  • Wealth Firm Attendees: Marketing Executives, including CMOs, Head of Recruiting, and Other Senior Leaders
  • Ideal Provider Partners: CRM, Communication Platforms, Content, Engagement, Marketing Oversight, Advisor/Representative Databases, Retail Wealth Focused Agencies, and more. See firms.
  • Location: The Clio, Cherry Creek, CO

2024 ROUNDTABLE EVENTS

The Roundtable

November 13th – 15th, 2024

  • Wealth Firm Attendees: CEOs, Presidents, COOs, and Senior Enterprise Wealth Firm Representatives
  • Ideal Provider Partners: All Members of the Beacon Strategies Vendor Network. See firms.
  • Location: The Ritz-Carlton Bacarat, Santa Barbara, CA

The RIA Roundtable

December4th – 6th, 2024

  • Wealth Firm Attendees: CEOs, Presidents, COOs, and Other Influential Figures from Wealth Firms
  • Ideal Provider Partners: Vendors serving Registered Investment Advisors (RIAs). See firms.
  • Location: The Ritz-Carlton Amelia Island, FL

2025 ROUNDTABLE EVENTS

The Compliance Roundtable

February 2025

  • Wealth Firm Attendees: Senior compliance leaders from enterprise wealth firms, including CCOs and Senior Compliance Executives
  • Ideal Provider Partners: CRM, Attestation, Surveillance, Data Management, Due Diligence, Cyber, Audit, and more. See firms.
  • Location: TBD

The Operational Excellence Roundtable

March 2025

  • Wealth Firm Attendees: CEOs, Presidents, COOs, and Other Influential Figures from Wealth Firms
  • Ideal Provider Partners: CRM, Custody & Clearing, Data, Onboarding, Reporting, Compensation, and more. See firms.
  • Location: TBD

2024 ROUNDTABLE EVENTS

The Innovators Roundtable

April 2025

  • Wealth Firm Attendees: Senior Practice Management and Data Leaders from Enterprise Wealth Firms
  • Ideal Provider Partners: CRM, Data Gathering & Analytics, Planning, Lead Generation, Risk Tolerance, and other Practice Management Tools, and more. See firms.
  • Location: TBD

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

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