Wednesday, November 1, 2023
6:00 PM - 8:30 PM
New & Old Friends Registration - Trudeau Ballroom
6:00 PM - 8:30 PM
Thursday, November 2, 2023
7:30 AM - 8:15 AM
Morning Nourishment - Trudeau Foyer
7:30 AM - 8:15 AM
8:30 AM - 8:45 AM
Opening Comments & Introductions
8:30 AM - 8:45 AM
8:45 AM - 9:20 AM
Case Study: The Complex Relationship Between Knee to Knee and Technology and The Customer’s Needs
8:45 AM - 9:20 AM
9:20 AM - 9:30 AM
Partner Challenge: Advisor360
9:20 AM - 9:30 AM
9:30 AM - 9:40 AM
Community Questions
9:30 AM - 9:40 AM
9:40 AM - 9:50 AM
Partner Challenge: Calendly
9:40 AM - 9:50 AM
9:50 AM - 10:25 AM
Case Study: The Case for Customer Specialization
9:50 AM - 10:25 AM
10:25 AM - 10:35 AM
Community Questions
10:25 AM - 10:35 AM
10:35 AM - 10:45 AM
Partner Challenge: Envestnet
10:35 AM - 10:45 AM
10:45 AM - 11:00 AM
Break
10:45 AM - 11:00 AM
11:00 AM - 11:10 AM
Partner Challenge: Fidelity Investments
11:00 AM - 11:10 AM
11:10 AM - 11:40 AM
Breakout Sessions: Aligning Advisor and Customer Needs with Technology AND Focus on Practice Management
11:10 AM - 11:40 AM
11:40 AM - 11:50 AM
Partner Challenge: iPIPELINE
11:40 AM - 11:50 AM
11:50 AM - 12:00 PM
Community Questions
11:50 AM - 12:00 PM
12:00 PM - 12:10 PM
Partner Challenge: Orion
12:00 PM - 12:10 PM
12:10 PM - 12:50 PM
Lunch - Trudeau Foyer
12:10 PM - 12:50 PM
12:50 PM - 1:00 PM
Partner Challenge: RBC Clearing & Custody
12:50 PM - 1:00 PM
1:00 PM - 1:35 PM
Case Study: The Changing Dynamic of Wealth Firm Communication Demands.
1:00 PM - 1:35 PM
1:35 PM - 1:45 PM
Partner Profile: Skience
1:35 PM - 1:45 PM
1:45 PM - 1:55 PM
Community Questions
1:45 PM - 1:55 PM
1:55 PM - 2:30 PM
Case Study: Best of Breed Versus All in One
1:55 PM - 2:30 PM
2:30 PM - 2:40 PM
Partner Challenge: Smarsh
2:30 PM - 2:40 PM
2:40 PM - 3:00 PM
Break
2:40 PM - 3:00 PM
3:00 PM - 3:10 PM
Partner Challenge: SS&C l Black Diamond
3:00 PM - 3:10 PM
3:10 PM - 3:40 PM
Breakout Sessions: Is the Medium Really the Message? AND Searching for the Perfect Ecosystem
3:10 PM - 3:40 PM
3:40 PM - 3:50 PM
Partner Challenge: Surge Ventures
3:40 PM - 3:50 PM
3:50 PM - 4:00 PM
Community Questions
3:50 PM - 4:00 PM
4:00 PM - 4:30 PM
Beacon Roundtable Wrap Up
4:00 PM - 4:30 PM
6:00 PM - 10:00 PM
Closing Dinner (Blu Bar & Grill https://www.blu.bm) Buses leave at 5:45PM
6:00 PM - 10:00 PM
Time Zone: (UTC-04:00) Atlantic Time (Canada) [Change Time Zone]