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A Member of the CFA Institute Global Network of Societies

 FinTech Conference


The catch all term “FinTech” has become synonymous with efficiency, enhancement and automation. However, sorting through the deluge of offerings out there can be time consuming and daunting. By studying the mistakes and successes of others we can make this process of “streamlining the chores” more effective and less expensive with the addition of powerful software that is right for your unique business. Come hear from portfolio managers, compliance officers, regulators and CEOs on what pitfalls to consider when building out your tech stack as well as hear about what is to come in the world of financial software.

Learning Objectives:
  • Walk away with a framework for considering new technologies in the wealth management business
  • Get an idea for how others think about deploying technology in their wealth management firms
  • Understand how portfolio management software offers differ
  • Understand how compliance software offers differ
  • Gain a better understanding for regulatory trends in cybersecurity and FinTech

Who Should Attend:

  • RIA Employees
  • Portfolio Managers
  • Wealth Managers
  • Analysts
  • C Suite strategy
  • CEOs
  • CCOs
  • CTOs



CFAW Members: $125.00
Non-Members: $185.00

Hilton McLean Tysons Corner
7920 Jones Branch Drive
McLean, VA 22102

CE Credits: 5