{"events":[{"id":4406,"global_id":"foundationsource.com?id=4406","global_id_lineage":["foundationsource.com?id=4406"],"author":"6","status":"publish","date":"2025-04-14 01:13:12","date_utc":"2025-04-14 05:13:12","modified":"2025-04-14 01:13:12","modified_utc":"2025-04-14 05:13:12","url":"https:\/\/foundationsource.com\/event\/beacon-the-roundtable\/","rest_url":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/events\/4406","title":"Beacon, The Roundtable","description":"
Roundtable Name:<\/strong> Location and Hotel:<\/strong> Date: <\/strong> Ideal Wealth Firm Attendees:<\/strong> Description:<\/strong> Partner Focus:<\/strong> Format:<\/strong> Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.<\/p>\n Breakthru is Future Proof\u2019s groundbreaking one-to-one meetings program that facilitated more than 50,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the wealth management industry\u2019s largest ever meetings program.<\/p>\n Inspired by impact:\u2028DAF Giving Summit<\/p>\n Ignite your passion for philanthropy, expand your network, and shape the future of giving at the DAF Giving Summit, September 17-19, 2025, in Washington DC.<\/p>\n October 14: Pre-Party and much more…<\/p>\n Washington, DC | Hyatt Regency Washington on Capitol Hill<\/p>\n Conference Co-Chairs:\u00a0<\/strong> The 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile\u00a0Sponsor opportunities<\/a>\u00a0are available.<\/p>\n For additional information, please contact:
\nThe Roundtable<\/p>\n
\nSonoma, CA<\/p>\n
\nNovember 05 – 07 2025<\/p>\n
\nC-Suite Leaders<\/p>\n
\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms<\/p>\n
\nBreadth of Service, Technology and Product Offerings<\/p>\n
\nThe Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.<\/p>\n
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\nREGISTER NOW<\/span><\/a>","excerpt":"","slug":"future-proof-festival","image":false,"all_day":false,"start_date":"2025-09-07 08:00:00","start_date_details":{"year":"2025","month":"09","day":"07","hour":"08","minutes":"00","seconds":"00"},"end_date":"2025-09-10 17:00:00","end_date_details":{"year":"2025","month":"09","day":"10","hour":"17","minutes":"00","seconds":"00"},"utc_start_date":"2025-09-07 12:00:00","utc_start_date_details":{"year":"2025","month":"09","day":"07","hour":"12","minutes":"00","seconds":"00"},"utc_end_date":"2025-09-10 21:00:00","utc_end_date_details":{"year":"2025","month":"09","day":"10","hour":"21","minutes":"00","seconds":"00"},"timezone":"America\/New_York","timezone_abbr":"EDT","cost":"","cost_details":{"currency_symbol":"$","currency_code":"USD","currency_position":"prefix","values":[]},"website":"","show_map":false,"show_map_link":true,"hide_from_listings":false,"sticky":false,"featured":false,"categories":[{"name":"Conferences","slug":"conferences","term_group":0,"term_taxonomy_id":160,"taxonomy":"tribe_events_cat","description":"","parent":0,"count":63,"filter":"raw","id":160,"urls":{"self":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/categories\/160","collection":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/categories"}}],"tags":[],"venue":[],"organizer":[],"custom_fields":[],"is_virtual":false,"virtual_url":null,"virtual_video_source":""},{"id":4451,"global_id":"foundationsource.com?id=4451","global_id_lineage":["foundationsource.com?id=4451"],"author":"6","status":"publish","date":"2025-05-23 10:18:59","date_utc":"2025-05-23 14:18:59","modified":"2025-05-23 10:20:34","modified_utc":"2025-05-23 14:20:34","url":"https:\/\/foundationsource.com\/event\/daf-giving-summit-2025\/","rest_url":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/events\/4451","title":"DAF Giving Summit 2025","description":"
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\nOctober 15, 1pm: Opening Sessions, Best Idea Competition, Gala Dinner
\nOctober 16: Sessions, Dine-Arounds with Partners
\nOctober 17: Sessions conclude at 11am<\/p>\nPast Sample Sessions:<\/h3>\n
\n
\nREGISTER NOW<\/span><\/a>","excerpt":"","slug":"2025-forbes-shook-top-advisor-summit","image":false,"all_day":false,"start_date":"2025-10-14 08:00:00","start_date_details":{"year":"2025","month":"10","day":"14","hour":"08","minutes":"00","seconds":"00"},"end_date":"2025-10-17 17:00:00","end_date_details":{"year":"2025","month":"10","day":"17","hour":"17","minutes":"00","seconds":"00"},"utc_start_date":"2025-10-14 12:00:00","utc_start_date_details":{"year":"2025","month":"10","day":"14","hour":"12","minutes":"00","seconds":"00"},"utc_end_date":"2025-10-17 21:00:00","utc_end_date_details":{"year":"2025","month":"10","day":"17","hour":"21","minutes":"00","seconds":"00"},"timezone":"America\/New_York","timezone_abbr":"EDT","cost":"","cost_details":{"currency_symbol":"$","currency_code":"USD","currency_position":"prefix","values":[]},"website":"","show_map":false,"show_map_link":true,"hide_from_listings":false,"sticky":false,"featured":false,"categories":[{"name":"Conferences","slug":"conferences","term_group":0,"term_taxonomy_id":160,"taxonomy":"tribe_events_cat","description":"","parent":0,"count":63,"filter":"raw","id":160,"urls":{"self":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/categories\/160","collection":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/categories"}}],"tags":[],"venue":[],"organizer":[],"custom_fields":[],"is_virtual":false,"virtual_url":null,"virtual_video_source":""},{"id":4454,"global_id":"foundationsource.com?id=4454","global_id_lineage":["foundationsource.com?id=4454"],"author":"6","status":"publish","date":"2025-05-23 10:31:59","date_utc":"2025-05-23 14:31:59","modified":"2025-05-23 10:32:35","modified_utc":"2025-05-23 14:32:35","url":"https:\/\/foundationsource.com\/event\/2025-mmi-annual-conference\/","rest_url":"https:\/\/foundationsource.com\/wp-json\/tribe\/events\/v1\/events\/4454","title":"2025 MMI Annual Conference","description":"Overview<\/h3>\n
\nKara Grehan,<\/strong>\u00a0Head of Strategic Accounts and Client Engagement, BNY Investments
\nJohn McDonough,<\/strong>\u00a0Head, Wealth Management Intermediaries, Invesco<\/p>\nSponsor & Exhibitor Opportunities<\/h3>\n
\nJoan Lensing
\nEVP, Chief Programming Officer
\njlensing@mminst.org<\/a>
\n646.868.8518<\/p>\n
\n