All Events
March 8 - March 10, 2026
Future Proof Citywide
Event
Mike McKennon
Leslie Smith
James Fisher, JD
March 16, 2026
AI for Advisors: What’s Real, What’s Noise, What’s Next
Webinar
Brad Bueermann
James Fisher, JD
Jason Pereira
Moderated by:
Scott Leak, CFP®, CEPA®
Join FP Transitions for an expert-led, roundtable discussion and discover:
- What has been the first repeatable wins for advisor teams
- How time saved with AI is being used effectively
- Why fee compression hasn’t been playing out as predicted
- How AI-forward businesses might be valued in the future
March 24 - March 26, 2026
Barron's Advisor Independent Summit
Event
Eric Leeper, CFP
Gaia Borgias
Brad Bueermann
June 9 - June 11, 2026
Wealth Management EDGE
Event
EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
September 14 - September 17, 2026
Future Proof Festival
Event
Scott Leak, CFP®, CEPA®
Elise Rogers
Leslie Smith
Gaia Borgias, MBA
Seth Davis
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
October 27 - October 29, 2026
IMPACT® 2026
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
Gaia Borgias, MBA
Leslie Smith