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Events

Stay Informed.
Stay Connected.

Engage, learn, and connect with the leader in wealth management solutions during these upcoming events.

Featured Event

Upcoming Events

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September 21, 2026 - September 23, 2026

Park City, UT

SS&C Black Diamond Wealth Solutions is proud to serve as a Diamond Sponsor, Partner, and Exhibitor at the Association of Trust Organizations (ATO) 2026 Annual Meeting. This 1.5-day conference brings together trust industry leaders, innovators, and professionals for insightful discussions, practical learning opportunities, and meaningful networking. Featuring expert speakers, roundtable discussions, and panel sessions, the Annual Meeting provides attendees with valuable perspectives on leadership, emerging technologies, industry trends, and operational best practices. We invite attendees to visit the SS&C Black Diamond Wealth Solutions exhibit to connect with our team and learn how our innovative wealth and trust solutions help organizations streamline operations, enhance client experiences, and drive growth.

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September 23, 2026 - September 26, 2026

Huntington Beach, CA

The RIA industry's premier event for M&A and succession planning. This event is designed to equip you with the fundamentals of transition planning while diving into the latest trends in the RIA space with the most experienced industry leaders. Stay tuned for more information.

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September 28, 2026 - September 30, 2026

Nashville, TN

SS&C will exhibit at the 2026 National Trust Closely Held Business Association (NTCHBA) Conference, a premier educational event for professionals in the corporate fiduciary, trust, estate, and closely held business industries. The conference brings together bank trust specialists, business appraisers, attorneys, and industry experts to discuss trends, best practices, and challenges related to managing closely held business interests and fiduciary responsibilities.

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September 29, 2026 - September 30, 2026

Orlando, FL

SS&C Black Diamond Wealth Solutions will exhibit at the Florida Bankers Association Trust & Wealth Management Conference, Florida’s premier event for trust, wealth management, banking, and legal professionals. The conference brings together trust officers, estate planning attorneys, financial advisors, RIAs, and trust department leaders to explore industry trends, regulatory developments, and strategies for delivering exceptional client service in an evolving wealth management landscape.

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October 1, 2026 - October 2, 2026

Portsmouth, NH

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October 7, 2026 - October 9, 2026

The Hotel Hershey | Hershey, PA

We are sponsoring and exhibiting at the PA Bankers Association Wealth Management and Trust Conference & Exhibition.

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October 14, 2026 - October 16, 2026

Chicago, IL

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October 14, 2026 - October 16, 2026

Ypsilanti, Michigan

SS&C Black Diamond Wealth Solutions is proud to exhibit and sponsor the 2026 Midwest Trust & Wealth Management Conference, co-hosted by the Michigan Bankers Association, Illinois Bankers Association, Ohio Bankers League, and Indiana Bankers Association. Join our team October 14–16 at the Eagle Crest Marriott in Ypsilanti, Michigan, to connect with trust officers, wealth advisors, estate planning professionals, investment managers, and financial leaders from across the Midwest. Stop by our booth to learn how SS&C Black Diamond's innovative wealth management technology helps financial institutions streamline operations, elevate the client experience, and drive growth.

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October 19, 2026 - October 20, 2026

Nashville, TN

SS&C BDWS (INNOVEST) is sponsoring and exhibiting at The Tennessee Bankers Association Trust & Wealth Management Conference brings together decision-makers from Tennessee trust companies and affiliated professional organizations to share industry expertise, experience, and knowledge. The event provides opportunities for networking, relationship building, and connecting with professionals across Tennessee’s trust and wealth management industry.

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October 25, 2026 - October 28, 2026

Tampa, FL

EMPOWER provides RIAs with a unique opportunity to share ideas and insights with peers, industry partners, home office departments and senior leaders from across the firm.

This year, the Raymond James RIA & Custody Services division will host the annual EMPOWER Conference October 25-28 in Tampa, Florida. We hope you’ll join us to gain valuable knowledge and tools that empower you to forge future success for your business.

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October 27, 2026 - October 29, 2026

Boston, MA

With so many RIA industry leaders from firms of all sizes all in one place, expect countless opportunities to learn, rejuvenate, make connections, and have fun!

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October 28, 2026 - October 29, 2026

New Orleans, LA

Join RITA in New Orleans, LA for an informative and educational conference. During this conference, we will discuss the latest legislative and regulatory developments in the self-directed IRA industry and offer prime networking opportunities with peers and influencers.

RITA Conferences are exclusive to RITA Members. Non-members interested in attending the conference must contact RITA’s Member Support & Engagement Specialist Michelle Bennett at mbennett@ritaus.org for conference registration.

The conference will be October 28-29, 2026 with 2 full days of speakers, panels, and roundtable sessions.

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November 4, 2026 - November 7, 2026

Frisco | Texas

SS&C MineralWare will sponsor and exhibit at the 2026 NARO National Convention taking place November 4–7 at the Omni Frisco Hotel at The Star in Frisco, Texas. The annual convention brings together mineral and royalty owners from across the country for education, networking, and insights into the issues impacting mineral and royalty interests. Attendees will have opportunities to strengthen their knowledge of mineral rights, oil and gas leasing, and effective mineral estate management. As an exhibitor, SS&C MineralWare will connect with attendees and showcase solutions designed to help mineral owners and professionals streamline and enhance mineral management.

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