ROUNDTABLES
Download the 2025 First Half Roundtable Summary Fostering Rich Dialogue,
Collaboration and Connections
2026 ROUNDTABLE EVENTS
Compliance Roundtable
February 24th - 26th, 2026
- Location: Orlando, Florida
The Operational Excellence Roundtable
March 24th - 26th, 2026
- Location: Savannah, Georgia
RIA Roundtable
April 14th - 16th, 2026
- Location: Phoenix, Arizona
Innovators Roundtable
April 28th - 30th, 2026
- Location: Denver, Colorado
Women and Their Evolving Role in Wealth Management
June 2nd - 4th, 2026
- Location: Denver, Colorado
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.
This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
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!
A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
