Tech + Compliance
March 30, 2027
Join us for high-impact discussions on the latest innovations shaping our industry. We’ll share best practices, uncover what’s working, and tackle what’s not. Expect bold insights, real talk, and actionable takeaways.
Potential Topics: Buy vs. Build, Artificial Intelligence, Cyber Security, Advisor/Client Experience, Vendor Management, NIGO Reduction, Automating Supervision Responsibilities, Tech Stack Optimization
Agenda & Logistics
MONDAY
March 29
Check-In — All Day
Meet & Greet — 4:00pm
Dinner — 5:30pm
TUESDAY
March 30
Breakfast —7:00-8:00am
Business Session — 8:00am-4:00pm
Networking Event — 4:30-6:00pm
Dinner — 6:00pm
WEDNESDAY
March 31
Departure — fly home at your leisure
LOCATION
Your room will be reserved for you.
Please contact Rhonda Kulhanek with all travel related requests and questions.
Attendees
This list will be updated as we get closer to the event.
Sponsors
This list will be updated as we get closer to the event.
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