Roundtable Name
The Compliance Roundtable
Location and Hotel
Savannah, GA at the JW Marriott Savannah Plant Riverside District Hotel
Date
February 21st - 23rd
Ideal Wealth Firm Attendees
A leader or officer within a wealth firm's compliance organization.
Description
A roundtable built exclusively for those that keep their firm's advisors in line and the regulators at bay.
Partner Focus
Compliance Suitability and Surveillance, Cyber Security, Books & Records, and Vendor Management.
Format
The Beacon team weaves together case studies, breakout "brainstorming" sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.
Roundtable Infographic
Roundtable Book
Top 9 Takeaways
Peer Referral