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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA Lacey ShrumFounder at Smart KxSpeaker
Profile
Lacey Shrum is the founder of Smart Kx, a revenue platform for RIAs that connects client agreements, fee calculation, billing and revenue analysis. Lacey has spent nearly two decades working inside the financial and operational systems of RIAs, with a particular focus on how firms calculate, collect and understand revenue. Her work focuses on uncovering revenue leakage, reducing complexity and building more scalable revenue infrastructure.
Agenda Sessions
Hidden Growth Killers: Finding Friction, Leakage, and Complexity Holding RIAs Back
, 10:10amView Session