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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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July 15, 2026

Barton Creek Resort | Austin, Texas

SS&C MineralWare is proud to sponsor the 2026 NARO Texas Convention – Foundations of Mineral Ownership, taking place on July 15, 2026, at Barton Creek Resort in Austin, Texas. This educational program provides mineral owners with foundational knowledge of mineral management, including leasing, drilling, revenue distribution, ownership types, and oil and gas operations, while offering valuable opportunities to learn from industry experts and connect with fellow mineral owners.

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July 21, 2026 - July 22, 2026

Boston, MA

Further Together is a cross-generational conversation between current executives and emerging leaders on how to design, sustain, and evolve high-performing family office teams.

In the face of the most complex labor landscape in history (with five different generations trying to navigate shifting work environments, resolve conflicting expectations, and adjust to new ways of connecting and staying engaged) we owe it to our teams and clients to co-create a sustainable, generation-spanning vision for the family office of the future.

This highly interactive program will explore family office career paths, cross-generational perspectives on leadership, training and mentoring, team structures and client team dynamics, and the cultural practices that build belonging and ownership.

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August 9, 2026 - August 12, 2026

San Diego Convention Center | San Diego, CA

SS&C Black Diamond Wealth Solutions is proud to participate in Focus 2026 as a Tech Kiosk Partner, taking place August 9–12, 2026, at the San Diego Convention Center in San Diego, California. Hosted by LPL Financial, this premier industry conference brings together financial professionals for four days of education, innovation, and networking, featuring expert-led sessions, keynote presentations, technology demonstrations, and opportunities to explore solutions that help advisors grow and scale their businesses.

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September 9, 2026 - September 11, 2026

Eden Roc | Miami Beach, FL

Event dedicated to connecting advisory practice field professionals with thought leadership on operations, business development, technology, finance and human resources.

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September 14, 2026 - September 17, 2026

Huntington Beach, CA

SS&C Black Diamond Wealth Solutions is proud to sponsor and exhibit at Future Proof Festival 2026, taking place September 14–17, 2026, in Huntington Beach, California. Bringing together thousands of financial advisors, wealth management executives, asset managers, fintech innovators, emerging startups, and industry leaders, Future Proof Festival is dedicated to building the modern wealth management industry through education, networking, and collaboration. Attendees will gain valuable insights into emerging trends and technologies while connecting with peers and thought leaders from across the financial services ecosystem.

Be sure to visit the SS&C Black Diamond Wealth Solutions booth to meet our team, explore our latest wealth management technology solutions, and learn how we help firms streamline operations, enhance client experiences, and drive growth.

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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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October 14, 2026 - October 16, 2026

Chicago, IL

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October 19, 2026 - October 20, 2026

Nashville, TN

The Trust and Wealth Management Conference is the annual meeting for Tennessee Bankers Association members working in the trust area. The conference provides information on a variety of topical trust issues.

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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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