Executive Leadership Forum 2023

Our Executive Leadership Forum 2023 convened with a focus on key areas shaping the industry’s trajectory. Topics spanned within Wealth Management, highlighting insights into the dynamics of large mergers and the essential keys to successful deal closures. The event delved into the expanding role of women in leadership positions, emphasizing the importance of fostering diversity and inclusion within firms.

Additionally, discussions explored strategies for designing firms primed for sustainable growth, succession planning at scale, and the impact of alternative investments on M&A activity.

Distinguished speakers including Mike Tiedeman, Sabrina Bailey, Tom Haught, Dick Pfister, Heather Fortner and MANY more, provided valuable perspectives and expertise. The audience actively engaged in the sessions, posing thought-provoking questions and fostering dynamic exchanges. Participants left the forum enriched with new knowledge and connections, underscoring the event’s success in facilitating learning and networking within the wealth management community.