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 Compliance Roundtable

February 18th - 20th, 2025

  • Wealth Firm Attendees: COOs, CLCs, CISOs, & Compliance Leaders
  • Ideal Provider Partners: CRM, Attestation, Surveillance, Data Management, Due Diligence, Cyber, Audit, and more. See firms.
  • Location: Sarasota, FL

Wealth Firm Attendee Registration
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The Operational Excellence Roundtable

March 26th - 28th, 2025

  • Wealth Firm Attendees: COOs, EVP Operations, Operations Leaders
  • Ideal Provider Partners: CRM, Custody & Clearing, Data, Onboarding, Reporting, Compensation, and more. See firms.
  • Location: Savannah, GA

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The Innovators Roundtable

April 23rd - 25th, 2025

  • Wealth Firm Attendees: CIOs, CTOs, Heads of Platform & Up and Comers
  • Ideal Provider Partners: CRM, Data Gathering & Analytics, Planning, Lead Generation, Risk Tolerance, and other Practice Management Tools, and more. See firms.
  • Location: Washington D.C.

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The RIA Roundtable

May 14th - 16th, 2025

  • Wealth Firm Attendees: CEOs, COOs, RIA Leaders
  • Location: Denver, CO

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The New Age of Marketing & Recruiting Roundtable

October 7th - 9th, 2025

  • Wealth Firm Attendees: CMOs, Heads of Marketing, Marketing Leaders
  • Location: Nashville, TN

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The Roundtable

November 5th - 7th, 2025

  • Wealth Firm Attendees: CEOs, Presidents, COOs, Firm Leaders
  • Location: Santa Barbara, 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

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