Top 5 Must-Attend Conferences for Financial Advisors on Automation and Compliance

Staying current on compliance and automation is crucial in the financial advisory field.

Financial advisors today face rising regulatory expectations along with the need for tools that make their workflows more efficient.

Conferences focused on automation and compliance allow advisors to learn from industry leaders and explore the latest technology trends.

This article presents five essential conferences in 2025 that can help financial advisors stay informed and connected.

1. Investment Adviser Compliance Conference

The Investment Adviser Compliance Conference is an essential event for compliance professionals in the financial advisory field.

Held annually in Washington, D.C., this conference provides the latest insights into regulatory updates and best practices for maintaining compliance.

Participants can expect in-depth sessions on navigating compliance challenges, with guidance from some of the industry's top regulatory experts.

The conference typically features prominent speakers, including representatives from the Securities and Exchange Commission (SEC) and leading compliance professionals from major advisory firms.

Alongside these sessions, attendees can connect with peers and industry leaders, gaining valuable networking experiences.

Key Benefits

• In-depth coverage of current regulatory changes and compliance strategies.
• Access to recorded sessions, allowing continued learning even after the event.
• Networking with experienced compliance professionals and industry experts.

With its emphasis on practical compliance knowledge, the Investment Adviser Compliance Conference is a valuable resource for advisors aiming to enhance their compliance practices.

2. CFO Network Summit

The CFO Network Summit, organized by The Wall Street Journal, is an exclusive event for finance leaders seeking insights on automation and compliance strategies.

Held annually in New York City, this summit brings together CFOs and financial executives to discuss the latest trends in finance and explore solutions for current challenges.

The conference sessions focus on automation tools, compliance techniques, and best practices that drive efficiency and enhance regulatory adherence.

Attendees can expect to hear from influential speakers, including Wall Street Journal analysts and experienced CFOs from leading organizations.

This event offers a valuable platform for finance leaders to connect, exchange ideas, and learn from the industry’s top minds.

Key Benefits

• Sessions covering automation strategies and compliance innovations.
• Networking with finance leaders and high-level executives.
• Insights from industry experts on finance trends and regulatory practices.

The CFO Network Summit provides financial advisors and leaders practical insights to advance their knowledge and improve organizational compliance.

3. AICPA & CIMA CFO Conference

The AICPA & CIMA CFO Conference is a key event for CFOs and financial leaders in the advisory field. It focuses on compliance challenges and digital transformation.

This conference, held at the La Quinta Resort & Club in California, addresses the unique needs of finance professionals who face compliance in a fast-evolving landscape.

Participants will engage in sessions covering automation in compliance, digital finance strategies, and the latest regulatory requirements affecting the finance sector.

The event features notable speakers from the accounting and finance industries, including AICPA executives and prominent compliance and financial leadership experts.

Alongside the educational sessions, the conference offers ample networking opportunities with professionals in the finance and accounting fields.

Key Benefits

• Comprehensive sessions on compliance and digital transformation strategies.
• Networking with finance experts and industry peers.
• Access to practical workshops offering actionable compliance insights.

The AICPA & CIMA CFO Conference is designed to equip financial leaders with the tools and knowledge to tackle compliance and embrace digital advancements.

4. Gartner CFO & Finance Executive Conference

The Gartner CFO & Finance Executive Conference is a premier event for finance executives focused on automation and compliance strategies.

This conference, taking place at the Gaylord National Resort & Convention Center in Maryland, offers finance leaders insights into the latest technology trends and regulatory practices.

The event covers essential topics, including automation in financial functions, compliance management, and strategies to improve efficiency in finance operations.

Attendees will benefit from sessions led by Gartner analysts and experienced CFOs, which will provide data-backed insights and practical approaches to regulatory challenges.

The conference also presents valuable networking opportunities, allowing participants to connect with industry experts and peers from various finance sectors.

Key Benefits

• Sessions on automation and compliance solutions tailored for finance leaders.
• Insights from leading Gartner analysts and seasoned finance executives.
• Opportunities to network and learn best practices in financial automation.

The Gartner CFO & Finance Executive Conference equips financial professionals with actionable strategies for incorporating automation and strengthening compliance.

5. T3 Adviser Conference

The T3 Adviser Conference is a technology-focused event tailored for financial advisors interested in leveraging automation tools to improve compliance and efficiency.

Held annually at The Cosmopolitan in Las Vegas, this conference offers advisors a comprehensive look at the latest tech solutions shaping the financial advisory industry.

The event features sessions on technology trends, automation in advisory practices, and tools that help streamline compliance processes.

Attendees will hear from notable speakers, including Joel Bruckenstein, co-founder of T3 Conference, and Bob Veres, publisher of Inside Information.

The conference also includes an exhibit hall showcasing innovative tech products, which provides advisors with hands-on exposure to tools that can transform their practices.

Key Benefits

• Interactive panels on automation and compliance-focused technology.
• Networking with tech innovators and fellow financial advisors.
• Access to the latest tools and insights in financial technology.

The T3 Adviser Conference is ideal for advisors looking to stay at the forefront of technology and improve their automation capabilities.

Boost Your Productivity With Knapsack

For financial advisors seeking an immediate productivity boost, Knapsack provides an innovative solution.

Knapsack’s no-code platform allows you to automate workflows effortlessly while keeping sensitive data secure with 100% offline processing.

This makes it a perfect complement to the strategies and tools explored at these conferences.

Explore Knapsack today to discover how to streamline your operations and enhance productivity.

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