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.

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SS&C Technologies: Product & Platform Trends (virtual panel)

  Product & Platform Trends Virtual panel: “Investment Platform Developments & Model Portfolios”  (Unlimited attendance from participation firms) Tuesday, April 4, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, […]

2023 Spring SME Forum

  Registration now open through April 14- McCormick Ranch room block is available until March 27   This forum will be the last of the three part series we launched […]

2023 Global SME Forum: London

DoubleTree by Hilton London - Tower of London 7 Pepys St, London EC3N 4AF, United Kingdom   More details on the program and registration will follow as the event draws […]

SS&C Technologies: Future Leaders Roundtable (virtual)

Future Leaders Virtual keynote: "Managing Growth in a Dynamic Environment " (Unlimited attendance from participating firms) Tuesday, September 26, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, Director […]

SS&C Technologies: Future Leaders Roundtable (virtual event)

Future Leaders Virtual keynote: "Managing Growth in a Dynamic Environment " (Unlimited attendance from participating firms) Tuesday, September 26, 2023 2:00 – 4:00 p.m. Eastern Moderated by Lee Kowarski, VP, […]

SS&C Technologies: Business Intelligence Roundtable (Austin, TX)

  Business Intelligence & Distribution Strategy/Ops In-person event in Austin, TX for Heads of Distribution Strategy, Distribution Ops, and Business Intelligence as part of SS&C’s Deliver conference (Limited to one […]

SS&C Technologies: Distribution Technology Trends (virtual panel)

Distribution Technology Trends Virtual panel: “Scaling Engagement with Technology”  (Unlimited attendance from participation firms) Wednesday, November 8th, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution […]

SS&C Technologies: National Accounts Roundtable (NYC)

National Accounts In-person event in NYC for Heads of National Accounts (Limited to one attendee from each participating firm) Wednesday, November 28th, 2023 8:00 a.m. – 12:00 p.m. Eastern Keynote […]