Event Calendar

In addition to our signature in-person forums, we hold many virtual events and webinars throughout the year.  Please explore the calendar and check back often for updates.
You will also find select industry events that you might find relevant for you or your teams’ development.  You can download any event to your own calendar as well.

WalletShare Activity Consortium Webinar – SS&C


As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking […]

2024 Fall SME Forum

Kansas City, MO

The Fall Forum will take place in Kansas City, MO. Arrivals at the KC Country Club Marriott start over the weekend and we begin with a Welcome Reception on Monday evening October […]