Tech + Ops
November 5, 2026
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: Artificial Intelligence (All things AI!), Cyber Security, Advisor/Client Experience, Vendor Management, NIGO Reduction, Digital Account Opening, Tech Stack Optimization, Advisor Onboarding, Data Quality, Automation at Scale
Agenda & Logistics
WEDNESDAY
November 4
Check-In — All Day
Meet & Greet — 4:00pm
Dinner at Beauty & Essex
— 5:30pm
THURSDAY
November 5
Breakfast in Condesa 4 —
7:00-8:00am
Business Session in Condesa 3 — 8:00am-4:00pm
Networking Event at Chandelier Bar — 4:30-6:00pm
Dinner at Scarpetta — 6:00pm
FRIDAY
November 6
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
Click the link to learn more about each attendee by visiting their LinkedIn page.
Sylvia Crawford - Addison Avenue
Katherine Dixon - Atlantic Union
Steve Josephson – Bankers Life
Chris Onzuka - Bankhoh Advisors
Sponsors
Advyzon
BNY Pershing
Docupace Technologies
Envestnet
Feathery
Fidelity
Kuvare
Nationwide
Oceanview
Prosperity Life
WealthTech Matchmaker
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