- ECHELON Partners
- Our Events
Our Events
Our Events
ECHELON’s gatherings attract the industry’s leading executives and the service providers that help them achieve their business goals.
ECHELON Partners regularly hosts events, from small dinners with leading companies to multiday conferences, bringing together visionary executives and the industry’s finest professional service providers.
Event Dates | Event Sponsor | Event Title | Session Title | Location |
October – November 2020 | ECHELON Partners | Deals & Dealmakers 2020 Webcast Series | Click here to learn more about the October-November 2020 Deals and Dealmakers Webcat Series | Virtual |
Event Dates | Event Sponsor | Event Title | Session Title | Location |
4/17/2019-4/18/2019 | Institutional Investor | RIA Central Investment Forum | Equity Sharing Solutions & Alternatives | Chicago, IL |
2/5/2019-2/7/2019 | National Association of Personal Financial Advisors | NAPFA Large Firm Forum | The Interplay Between Valuation Drivers and the Health of Your Firm | San Diego, CA |
11/13/2018 | InvestmentNews | Best Practices Workshop | Mergers as a Solution for Succession Planning, Talent, Resources, and Long-Term Growth | Boston, MA |
11/5/2018-11/6/2018 | Pershing | RIA Symposium | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | Atlanta, GA |
10/10/2018-10/11/2018 | Pershing | RIA Symposium | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | San Francisco, CA |
9/24/2018-9/26/2018 | Tiburon Strategic Advisors | Tiburon CEO Summit XXXV | Financial Advisor M&A Panel | San Francisco, CA |
9/24/2018-9/26/2018 | Financial Services Institute | 2018 FSI Forum | Succession Planning Panel | Salt Lake City, UT |
9/20/2018 | Pershing | RIA Symposium | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | Chicago, IL |
9/12/2018-9/13/2018 | ECHELON Partners | The Deals and Dealmakers Summit | Keynote Debate | Newport Beach, CA |
7/17/2018 | Pershing | RIA Symposium | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | New York, NY |
6/7/2018 | Pershing | Pershing Insite 2018 | What Matters Most When Considering a Merger or Acquisition? | Orlando, FL |
4/19/2018 | Pershing | RIA Symposium | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | Dallas, TX |
3/7/2018 | Pershing | Advisor Council | Industry Forces & Hidden Trends: Evaluating Implications for Strategic Options | Dana Point, CA |
2/27/2018 | Investment Planners, Inc. | IPI ADVANCE | How to Maximize the Value of Your Business | Newport Beach, CA |
1/16/2018- 1/17/2018 | Investments & Wealth Institute | Investment Advisor Forum | The Investment Bank’s View on the Wealth Management Industry | New York, NY |
10/17/2017 | InvestmentNews | Best Practices Workshop | Build or Buy – or Both | Boston, MA |
10/11/2017 | Wealth management.com |
2017 Executive Forum and Industry Awards | RIA M&A Deal Report (Winner), RIA Valuations (Nominated) | New York City, NY |
10/5/2017 | Pershing | Practice Management Forum | The Investment Bank’s View on the Wealth Management Industry | Atlanta, GA |
10/4/2017 | Pershing | Regional Symposium | The Investment Bank’s View on the Wealth Management Industry | Seattle, WA |
9/27/2017 | Pershing | Practice Management Forum | The Investment Bank’s View on the Wealth Management Industry | Denver, CO |
9/18/2017-9/19/2017 | ECHELON Partners | The Deals and Dealmakers Summit | The Keynote Debate | Newport Beach, CA |
6/14/2017- 6/16/2017 | Pershing Advisor Solutions | Insite17 | Is M&A a Healthy Choice for Your Advisory Firm? | San Diego, CA |
6/5/2017-6/6/2017 | First Clearing | Business Growth Forum | Growth Through Mergers and Acquisitions | St. Louis, MO |
5/23/2017 | IMCA | Complimentary Webcast for Continuing Education | Building High-Performance Teams and Driving Measurable Results | Webcast |
4/24/2017-4/26/2017 | Pershing Advisor Solutions | Client Advisory Board | Maximizing the Value of Your Business | Del Mar, CA |
3/22/2017-3/24/2017 | Barrons | Top Independent Advisors Summit | The Artful DealMaker, Getting More Value from Mergers and Acquisitions | Orlando, FL |
2/28/2017-3/2/2017 | Pershing Advisor Solutions | Elite Advisor Summit | Opprotunity Knocks: Deal or No Deal? | Turnberry, FL |
11/1/2016-11/3/2016 | Pershing Advisor Solutions | Advisor Council | Opportunity Knocks – M&A Workshop | Laguna Beach, CA |
10/18/2016-10/19/2016 | ECHELON Partners | The Deals & Deal Makers Summit | Keynote Debate: The Future of Wealth Management…A Deal Maker’s Perspective | New York City, NY |
10/18/2016 | Investment News | Best Practices Workshop | Valuing your Practice and Understanding Mergers & Acquisition Activity | New York City, NY |
9/23/2016 | PIMCO | PIMCO Wealth Management Forum | Analysis of Industry Trends, Platforms and M&A | Newport Beach, CA |
6/7/2016-6/9/2016 | Pershing Advisor Solutions | INSITE 2016 | The Most Powerful Trends in Wealth Management – Mergers & Acquisitions | Orlando, FL |
5/2/2016-5/3/2016 | Pershing Advisor Solutions | West Regional Symposium | Capitalizing on the Most Powerful Trends in Wealth Management M&A | San Francisco, CA |
4/5/2016-4/6/2016 | Pershing Advisor Solutions | East Regional Symposium | Capitalizing on the Most Powerful Trends in Wealth Management M&A | McLean, VA |
3/9/2016-3/11/2016 | The Ensemble Practice | Annual Client Conference | Internal vs. External Deals | San Diego, CA |
3/2/2016 | Financial Planning Association | Breakfast Meeting | Valuation and Internal Succession | Alamo, CA |
2/17/2016- 2/18/2016 | Pershing Advisor Solutions | Best Ideas Round Table | Advanced Client Acquisition / M&A Strategies | Park City, UT |
11/3/2016- 11/4/2016 | Pershing Advisor Solutions | Midwest Regional Symposium | The Future of Wealth Management | Chicago, IL |
10/22/2015 | Washington Wealth Management | Annual Sales & Strategy Meeting | Capitalizing on the Most Powerful Trends in Wealth Management M&A | Los Angeles, CA |
10/13/2015 | Investment News | Best Practices Workshop | Increasing the Value of Your Practice | New York City, NY |
10/8/2015 – 10/9/2015 | Pershing Advisor Solutions | Northwest Regional Symposium | The Future of Wealth Management | Chicago, IL |
10/7/2015 | CFA Society of Portland | CFA Luncheon | Capitalizing on the Most Powerful Trends in Wealth Management M&A | Portland, OR |
9/16/2015 – 9/17/2015 | ECHELON Partners | The Deals and Deal Makers Summit | The Financial Engineering Behind Deal Making | Newport Beach, CA |
6/3/2015 – 6/5/2015 | Pershing Advisor Solutions | INSITE15 | The Journey of an Inorganic Growth (M&A) Strategy | Orlando, FL |
2/24/2015 – 2/25/2015 | Pershing Advisor Solutions | Northeast Regional Symposium | The Future of Wealth Management | New York City, NY |
1/28/2015-1/30/2015 | TD Ameritrade | National LINC Advisor Conference 2015 | Avoid Spinning Your Wheels and Close More Deals | San Diego, CA |
1/22/2015 | Pacific Southwest Financial | 2015 Kick-Off Meeting | The Future of Wealth Management | Irvine, CA |
12/8/2014-12/11/2014 | MarketCounsel | The MarketCounsel Summit | Chutes and Ladders: Characteristics of Deals That Get Done | Las Vegas, NV |
10/22/2014 | Laserfiche | Driving the Green | Strategies to Maximize the Valuation of Your Firm | San Francisco, CA |
10/22/2014 | Laserfiche | Driving the Green | Strategies to Maximize the Valuation of Your Firm | Dallas, TX |
10/21/2014 | Laserfiche | Driving the Green | Strategies to Maximize the Valuation of Your Firm | Chicago, IL |
10/14/2014 | Investment News | Best Practices Workshop | Lunch Session: Increasing the Valuation of Your Firm | Chicago, IL |
10/9/2014 | Symmetry Partners | Symmetry Summit | Valuation, Succession, and M&A Trends | Charleston, SC |
10/7/2014 | Financial Planning Association Illinois | Conference for Advanced Planning | Valuation and M&A | Lisle, IL |
9/28/2014 | Financial Services Institute | Financial Advisor Summit | Practice Valuation Methods and Options | Washington, D.C. |
9/24/2014 | ECHELON Partners | The Deals and Dealmakers Summit | Negotiating & Structuring Your Deal | Santa Monica, CA |
8/12/2014 | Investment News | Best Practices Workshop | What Is Your Practice Worth? | Webcast |
6/6/2014 | Pershing Advisor Solutions | INSITE 2014 | Is the Grass Greener? Growth by Merging, Acquiring or Transitioning | Hollywood, FL |
5/1/2014 | ECHELON Partners | Deals & Deal Makers Summit | The Future of Wealth Mgmt- A Deal Maker’s Perspective | New York, NY |
5/1/2014 | Laserfiche | Driving the Green | Strategies to Maximize the Valuation of Your Firm | New York, NY |
4/29/2014 | Laserfiche | Driving the Green | Strategies to Maximize the Valuation of Your Firm | Minneapolis, MN |
9/26/2013 | ECHELON Partners | Deals & Dealmakers Summit | The Future of Wealth Mgmt- A Deal Maker’s Perspective | Santa Monica, CA |
9/18/2013 | Financial Planning Association | Mastering Mergers | Prep. Phase and Execution Phase | Irvine, CA |
7/16/2013 | LPL Financial | Boosting Your Bottom Line | Balancing Fees and Commissions for Optimal Revenue Generation | Webcast |
5/28/2013 | FPA Norcal | FPA Norcal Annual Conference | Your Liquidity Event: A Blueprint to Optimize Valuation and Succession | San Francisco, CA |
5/02/2013 | Cal CPA | Annual Meeting for the Committee on Personal Financial Planning | A Blueprint to Optimize Valuation and Succession | Paso Robles, CA |
3/26/2013 | Fidelity | Options for Independence Roundtable Lunch | Comparing Rollups and TAMPs | Century City, CA |
3/12/2013 | Pershing Advisor Solutions | National Sales Team Meeting | Overview of Valuation Services | Webcast |
11/01/2012 | Pershing Advisor Solutions | Focus on Management and Leadership | Business Brilliant | Beverly Hills, CA |
10/19/2012 | Investment News | Planning for Your Firm’s Succession | Insights on Valuation and Succession Transactions | Chicago, IL |
7/17/2012 – 7/18/2012 | Dimensional Fund Advisors | Succession Planning Conference | Designing a Blueprint for Succession | Santa Monica, CA |
6/13/2012 | Schwab | Realizing the Full Value of Your Practice | Realizing the Full Value of Your Practice | Webcast |
5/22/2012 | Investment News | What’s Your Succession Plan? | What’s Your Succession Plan? | Webcast |
4/26/2012 | London Life | Right Programs, Right People | Positioning yourself for buying or selling a business | Ottawa, ON |
4/24/2012 | Great West Life | Advanced Practices, Advanced Programs | Positioning yourself for buying or selling a business | Ottawa, ON |
4/19/2012 | London Life | Right Programs, Right People | Positioning yourself for buying or selling a business | Calgary, AB |
4/16/2012 | Great West Life | Advanced Practices, Advanced Programs | Positioning yourself for buying or selling a business | Calgary, AB |
9/16/2011 | Financial Planning Association | FPA Experience 2011 | A Golden Opportunity: Becoming the Ultimate Successor for Transitioning Advisors | San Diego, CA |
9/14/2011 | Financial Planning Association | FPA Experience 2011 | If Not You, Who? The Importance of Succession Planning for All Advisors. | San Diego, CA |
1/21/2011 | Fidelity Institutional Wealth Services | National Sales and RM Meeting | M&A Panel | Boston, MA |
11/18/2010 | TD Ameritrade Institutional | Valuation Workshop | Creating, Calculating, and Capitalizing on Your Firm’s Value | Beverly Hills, CA |
10/7/2010 | Dimensional Fund Advisors | Succession Planning Conference | Designing a Blueprint for Succession | Santa Monica, CA |
7/27/2010 | Dimensional Fund Advisors | Succession Planning Conference | Designing a Blueprint for Succession | Santa Monica, CA |
6/8/2010 | TD Ameritrade Institutional | Elite Advisor Summit | Insights on Valuation and Acquisition Strategies | Laguna Beach, CA |
6/2/2010 | Financial Planning Association | NorCal Conference | Continuity Planning and Succession Planning | San Francisco, CA |
3/8/2010 | American Bankers Association | ABA Wealth Management Summit | M&A Opportunities in Today’s Environment | Phoenix, AZ |
2/3/2010 | National Independent Financial Advisor’s Panel | Semi-Annual Meeting | Valuation and Succession Planning | Orlando, FL |
11/5/2009 | Loring Ward | Elite Advisor Conference | Mastering Continuity Planning and Succession Planning | Austin, TX |
10/29/2009 | Dimensional Fund Advisors | DFA Meeting | M&A Opportunities, Equity Sharing, and Continuity Planning | New York City, NY |
10/28/2009 | Dimensional Fund Advisors | DFA Study Group | M&A Opportunities, Equity Sharing, and Continuity Planning | Boston, MA |
10/21/2009 | MarketCounsel | 2009 Member Summit Conference | M&A Opportunities in Today’s Market | Princeton, NJ |
10/19/2009 | TD Ameritrade Insitutional | 2009 Fall Regional Conference | Mastering Continuity and Succession Planning | New York City, NY |
10/15/2009 | TD Ameritrade Institutional / Financial Planning | Making Independence Happen | Joining an Established RIA Firm | Webcast |
10/1/2009 | MFWire/FUSE Research | Thought Leadership Series: Influencers’ Summit 2009 – Redefining Distribution | Exploiting Today’s Market | Boston, MA |
9/9/2009 | Fortigent | Maximizing the Value of Your Firm and How Fortigent Can Help | Maximizing the Value of Your Firm | Webcast |
8/12/2009 | Financial Services Institute | Financial Advisor Practice Management Web Conference | Building Value and Preparing Your Firm for the Future | Webcast |
5/20/2009 | TD Ameritrade | Elite Advisor Summit | Merger & Acquisition Opportunities in Today’s Market | Reynolds Plantation, GA |
5/14/2009 | CEG Worldwide | Maximizing Equity Roundtable | Managing and Optimizing Practice Valuations | San Francisco, CA |
3/24/2009 | Investment News / Pershing Advisor Solutions | Succession Planning Webcast | Successful Strategies for Buying and Selling Your Practice | Webcast |
3/12/2009 | CEG Worldwide / DFA | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
2/5/2009 | TD Ameritrade | Partnership 2009 National Conference | Advanced Firm Development: M&A, Valuation, Human Capital, and Planning | Las Vegas, NV |
10/24/2008 | Securities America | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Omaha, NE |
9/24/2008 | Financial Research Associates | Managed Accounts and UMA Summit | Getting to the Bottom of this Industry’s Most Debated Topics | Las Vegas, NV |
8/8/2008 | CEG Worldwide / DFA | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
2/25/2008 | Financial Research Associates | The Financial Services Mergers and Acquisitions Deals Fourm | Closing the Deal: An Overview of the Industry’s Deals and Deal Makers | New York, NY |
2/22/2008 | CEG Worldwide | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
2/15/2008 | CEG Worldwide / DFA | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
11/15/2007 | Financial Research Associates | The Wealth Mgmt. Technology and Operations Summit | The Most Powerful Trends in Wealth Management | Las Vegas, NV |
11/13/2007 | Investment Adviser Association | The Economics of Investment Management | Frameworks for Financial Excellence | Santa Monica, CA |
11/5/2007 | CheckFree | Client Exchange | The Economics of Sponsor Platforms | Hollywood, CA |
10/26/2007 | CEG Worldwide / Securities America | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Atlanta, GA |
9/10/2007 | Financial Research Associates | Managed Accounts Summit 6 | Deals and Dealmakers: An Investment Banker’s View of the Managed Account Industry | Phoenix, AZ |
6/28/2007 | Fortigent | Executive Forum | The Future of Wealth Management | Laguna Niguel, CA |
6/12/2007 | Prudential | Wealth Management Leaders’ Forum | All The Right Moves- An Executive’s Guide to Implementing Open Architecture | Lansdowne, VA |
5/2/2007 | Money Management Institute | Annual Convention | Outsourcing: Learning from Recent Implementations | Washington, D.C. |
4/22/2007 | Financial Research Associates | The Family Office Symposium | M&A and Capital Raising in the Wealth Mgmt. Industry | Aventura, FL |
3/30/2007 | ABA | Wealth Management & Trust Conference | AllThe Right Moves- An Executive’s Guide to Implementing Open Architecture | Orlando, FL |
2/9/2007 | CEG Worldwide | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
1/16/2007 | CEG Worldwide / Buckingham Asset Mgmt. | Cultivating the Affluent: An Exclusive Coaching Program for Top Financial Advisors | Growth via Acquisition, Succession Planning, and Maximizing Equity Value | Santa Monica, CA |
Testimonials
"I wanted to write a note thanking ECHELON Partners for its invaluable service to us over the past several months. One of my initial goals prior to pursuing my deal opportunity was to work with the best consultants and advisors in the wealth management industry so that the very best effort would be made toward a successful deal conclusion. By working with ECHELON Partners I was able to accomplish that goal."John Charles Kernodle President and Founder - Strathmore Capital Advisors, Inc.