What to Expect at the 2026 Large Firm Forum

The Large Firm Forum is all about networking, learning, and sharing with other Fee-Only professionals who face the same challenges and opportunities in growing and leading large firms. Attendees leave with actionable strategies, fresh ideas, and new perspectives they can take back to their teams.

Designed for Firm Leaders and Next-Generation Leaders

The Forum is tailored to two key audiences:

Firm Leaders

• Executives and business leaders of firms with twenty or more employees
• Professionals actively developing next-generation talent and succession planning strategies
• Leaders navigating growth, including organic and inorganic expansion

Next-Generation Leaders

• Emerging leaders taking on expanded responsibilities beyond traditional advisor roles
• Individuals participating in strategic business conversations and transformational initiatives
• Professionals preparing to step into leadership roles within large, growing firms

Interactive Learning and Strategic Topics

At the 2026 Large Firm Forum, attendees will explore critical topics essential to running and growing large firms through dynamic sessions and collaborative roundtable discussions.

Topics include:

• Organic Growth Strategies
• Talent management and career pathing
• Succession Planning
• Mergers & Acquisitions
• Emerging technologies like AI

Roundtables and panel discussions provide unique opportunities to engage directly with peers, share experiences, and collaborate on real-world solutions. Facilitators and industry experts guide discussions that foster practical takeaways, ensuring participants leave with actionable strategies to strengthen their firms and develop their leadership teams. Many of these learning experiences are enhanced by peer interaction, giving attendees the chance to gain insights directly from leaders facing similar challenges.

Fresh Perspectives and Thought Leadership

The 2026 Large Firm Forum brings together forward-thinking leaders who are striving to advance the fee-only model and shape the future of the RIA industry. Speakers will foster critical thinking, collaboration, and creative approaches to navigating the evolving financial landscape.

Attendees will gain exposure to innovative ideas, emerging trends, and proven strategies from peers who are navigating the same complexities of scale and growth.

This is where thought leadership meets practical application; challenging conventional wisdom while providing actionable insights that drive meaningful change.

Peer-to-Peer Networking

Beyond structured sessions, the Forum provides dedicated opportunities for networking and relationship-building. Breaks, breakfasts, and evening receptions allow attendees to connect with other leaders, share insights, and build lasting professional relationships. Conversations extend beyond individual roles, offering value that impacts entire firms and encourages collaboration long after the event ends.

Learning, Reflection, and Connection

In addition to structured sessions, the Forum provides time for relationship-building and reflection. Networking breakfasts, evening receptions, and informal gatherings allow attendees to connect, share experiences, and cultivate professional relationships that extend beyond the event.

While the full session schedule is still being finalized, the 2026 Large Firm Forum promises a holistic, practical, and engaging experience that supports both professional growth and firm success.