See What Financial Services is Talking About

Thought-provoking sessions led by a roster of visionary speakers.

Every Critical Conversation Happens Here

Our 20th Anniversary agenda celebrates where we’ve been, how far we’ve come, and where we’re going.

The 2024 T3 20th Anniversary Conference is shaping up nicely.

Make sure to register and book your hotel rooms.

Recommended travel:

  • Arrive Sunday evening or Monday morning by 11:00 am.
  • Head home Friday at your leisure (no official T3 activities planned) or stay for a few more days to enjoy Las Vegas.

Agenda Highlights

Monday, January 22

Earn up to 5 hours of CE credit!

  • CE Sessions begin at 11:00 am and run until 5:00 pm
  • Redtail University
  • Gladstone / TradePMR M&A Workshop Symposium
  • Harnessing the Power of AI with HIFON member insights
  • Thwarting Cyber Threats with insights from Envestnet
  • Beyond the Monte Carlo presented by Libretto
  • Smartleaf’s take on delivering personalization and tax optimization at scale
  • Regulatory Strategy for 2024 presented by AdvisorEngine
  • Digital Marketing with Intention.ly
  • Digital Sales Landscape in Life Insurance with InsurTech
  • Role RIAs Play in a Tech-Enabled Wealth Industry with INVENT
  • Evening on your own – find some friends and go out on the town

Tuesday, January 23

Jammed packed day – hold on to your hats!

  • Conference kick-off at 8:00 am
  • Emcee of the day, Abby Salameh of CAIS
  • Special Awards Ceremony during lunch
  • Key Insights from this year’s T3/Inside Information Tech Survey
  • Grand opening of the Exhibit Hall 6:00-7:30 pm
  • Video Performance Boot Camp 1:1 coaching slots available
  • VIP Dinner (by invitation only)
  • Evening on your own – find some friends and go out on the town

Wednesday, January 24

Exhibit Hall open all day – get all your tech due diligence done in person and in one place!

  • General sessions and super sessions starting at 8:00 am
  • Emcee of the day, Shannon Spotswood of RFG Advisory
  • Exhibit Hall open all day
  • Video Performance Boot Camp 1:1 coaching slots available
  • Craft Beer tasting compliments of AdvisorEngine
  • Sessions end 5:30 pm
  • Press Dinner (by invitation only)
  • Evening on your own – find some friends and go out on the town

Thursday, January 25

Full day of sessions with big FinTech Party TONIGHT!

  • Mix of General, Super, and Breakout sessions starting at 8:00 am
  • 3 special track Emcees: Spenser Segal, Craig Iskowitz and Ian McKenna
  • Exhibit Hall open all day
  • Video Performance Boot Camp 1:1 coaching slots available
  • Wine Tasting compliments of AdvisorEngine
  • Big T3 FinTech party 6:30 to 9:00 – Don’t miss it!

Special note about the Video Performance Boot Camp 1:1 coaching:

Get excited! Idea Decanter will be with us, offering 1:1 video coaching and teleprompter simulation experiences in 15-minute intervals on Tuesday, Wednesday and Thursday. They are likely to run out of slots so sign up now using the button below. Check out the info sheet, linked via the button below. Still have questions? Email Tracy@IdeaDecanter.com.

  • Sign up link will be sent to Advisor registrants a week before the conference
  • First come, first served
  • They are likely to run out of slots so watch your email for a Calendly link
  • Questions? Tracy@IdeaDecanter.com

Idea Decanter’s Video Performance Bootcamp will be located in booth #534

Featured Speakers - More to Be Announced Soon

Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.

Don’t Miss Your Chance to be a Part of T3 History

Register now for the financial services event of the year.

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