May 12-13, 2026
Pendry Newport BeachNewport Beach, CAkeyboard_arrow_right
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Wednesday, May 13: Day Two
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Wednesday, May 13: Day Two
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Registration
8:15am - 8:30am
Registration and Breakfast
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Closed Door Meeting
8:30am - 9:45am
Closed Door Meetings (concurrent)
COO Closed Door Meeting
Sit down with industry operational leaders for a candid conversation on what’s working and what’s not.
- What are your biggest KPIs for 2026?
- What processes deliver the biggest cost savings?
- Which tech options are you utilizing to make operations more efficient?
- How has company culture continued to shift post-pandemic and post-election?
CFO Closed Door Meeting
Join top finance executives for an exclusive, off-the-record discussion on the strategies shaping 2026.
- What are your biggest financial priorities for this year?
- How are you managing liquidity and refinancing challenges in today’s market?
- Which strategies are delivering the best results for cost control and margin
- protection?
- How are you leveraging technology and automation to improve financial efficiency?
- What trends in capital markets and risk management are shaping your decisions?
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General Sessions
9:45am - 10:30am
Smarter Operations, Data, and Reporting
- Jeff Smedley - Sales Manager, Conservice
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Networking
10:30am - 11:00am
Morning Networking Break
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General Sessions
11:00am - 11:45am
The Future of Fund Administration
- Howard Kang - Managing Director, Baker Tilly
11:45am - 12:30pm
Emerging to Established: Building Institutional-Grade Infrastructure
- Tricia Peterson - Managing Partner, Accord Group Holdings
- Nicholas Ilagan - Co-Founder & Managing Partner, DIV Industrial
12:30pm - 12:35pm
Conference Concludes
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