Big ideas don’t need big rooms.
Request an invite or sign up to get updates when new forums are announced.
New Orleans
Q4 BD Exec Forum
October 22-24, 2025
The annual forum for broker/dealer executives, ops & compliance leaders
New Orleans
Q4 Bank & Trust Forum
Q1' 2026
The annual forum for bank executives, trust officers, and wealth managers
Dallas
Q4 Top RIA Forum
May 21-23, 2026
The annual forum for RIAs, family offices, and asset managers.
Frequently Requested
FinServ Experts
Our diverse community of industry experts share real world experiences, insights, and best practices, fostering growth and collaboration for Finlocity members.
Lori Van Dusen, CIMA®
Author, Founder & Chief Executive Officer, LVW Advisors
Vib Arya
Partner & Chief Wealth Officer, Transcend Capital Advisors
Daren Pippio, PhD
Senior Vice President, Advisory Strategy and Development, Raymond James
Nick Graham
CTO, Cambridge Investment Research
Dr. Harry Mamaysky
Saumen Chattopadhyay, CFA®, CPA, FCA
Harris Nydick, CFP®, AIFA®
Klint Kendrick,PhD, SPHR
William Davis
Amy Flourry
Mark Yusko
Morgan Creek Capital Management
RECENTLY COMPLETED
4th Annual - New Orleans
May 21-23, 2024
