Wealth Management Industry Awards Agenda

Convene 360 Madison Avenue • New York City • Business Casual Attire

11:30am - 12:30 pm — Afternoon Registration and Lunch

12:30 – 12:40 pm pm — Welcome and Opening Comments

—Host: David Armstrong, Director of Editorial Strategy and Operations, WealthManagement.com

12:40 –1:25 pm — CEO Panel Session

Examines emerging risks and opportunities in the business of financial advice, along with new competitors and business trends challenging the RIA model — and what firms are looking for now from vendors and partners.

—Moderator: David Armstrong, Director of Editorial Strategy and Operations, WealthManagement.com

1:25 – 2:05 pm— CTO Panel Session

Offers a rare and unique opportunity for executives at Finalist companies to hear leading chief technology officers and other senior-level influencers at power users of technology discuss their latest large-scale technology priorities — and where they are investing for future growth, workflow efficiencies and client experience enhancements.

—Moderator: Tim Welsh, President, Nexus Strategy

2:05 – 2:40 pm – Panel TBD

2:40 – 2:55 pm — Break

2:55 pm – 4:00 pm — Technology Roundtable Discussions: Innovations Reshaping the Future of Financial Advice

Allows executives at Finalist companies to share and hear opinions on the latest technology trends, products and services that are transforming financial advisory — on topics such as direct indexing technology, artificial intelligence, cybersecurity, goals-based investing platforms and securities-based lending.

—Facilitators: Members of the WealthManagement.com editorial staff and awards judges

3:00 – 4:30 pm - Focused on the Future Think Tank

-Facilitator: Suzanne Siracuse, CEO, Suzanne Siracuse Consulting

4:00 – 5:00 pm — Cocktail Reception and Networking

Cipriani • New York City • Black Tie

6:30 pm – Registration

7:00 - 11:00 pm Awards Gala

Cocktail reception, networking, awards dinner, presentations honoring the 2025 Wealthies Finalists and Winners, and afterparty