Building on the tremendous success of our 2024 programs, we are energized to carry that momentum into an exciting 2025. We invite you to explore opportunities to participate in and sponsor the 2025 RPA Roundtables & Thinktanks. The 2025 schedule also includes an exciting addition – a new TPA event. To ensure a dynamic and engaging discussion, we are limiting sponsorship opportunities to just 10 slots. Please express your interest or reserve a slot by 11/1/24.
2025 SCHEDULE
TPA Roundtable (NEW!)
March 27-28th, 2025 (Thurs/Fri) Gleacher Center, University of Chicago, 450 Cityfront Plaza Dr, Chicago, IL 60611
Record Keeper Roundtable
June 2-3rd, 2025 (Mon/Tues) Salamander DC, 1330 Maryland Ave SW, Washington, DC 20024 (see recap of previous program) in conjunction with the SPARK/DCIIA Public Policy Forum (separate registration required)
Broker Dealer Roundtable
September 3-4th, 2025 (Wed/Thurs) (see recap of previous program) Broadridge Offices, 605 Third Avenue, NYC right before the September 4th WealthManagement.com's Wealthies Award Dinner (separate registration required)
Aggregator Roundtable
November 17, 2025 (Mon) | 3:00 PM – 5:00 PM CT (followed by dinner)
November 18, 2025 (Tues) | 8:00 AM – 12:00 PM CT
Gleacher Center, University of Chicago, 450 N Cityfront Plaza Dr, Chicago, IL 60611 (see recap of previous program)
(We are taking a break from the Retirement Income Program in 2025 which we hope to schedule in 2026 as adoption grows.)
WHY PARTICIPATE?
These Roundtables are recognized as the most critical and engaging DC industry programs for leaders for several reasons:
- Peer to Peer – Adults learn more from peers than experts especially those with decades of experience.
- Open Agenda – Rather than guessing at what topics are top of mind with prearranged speakers, the open agenda allows attendees to discuss what is most important to them in the moment and learn how their peers are dealing. One broker dealer leader said the recent 2024 Roundtable was the best program they had ever attended because it covered the hottest topics of the day which only happens in an open forum with no product agenda.
- Media Coverage – Along with 401kTV (40,000 plan sponsor and 12,000 advisor subscribers), the Roundtables are covered in WealthManagement.com which has over 600,000 unique visitors (see recaps of Record Keeper, Retirement Income and Broker Dealer Roundtables) as well as LinkedIn. WealthManagement is the only major media site covering the convergence of wealth, retirement and benefits at work because of their unique audience.
WHAT YOU GET AS A SPONSOR
- Two professionals from your organization get to spend six hours + dinner/reception in an intimate setting with decision makers at key partners and prospects many of whom do not attend other industry programs.
- Hear from partners and prospects about their biggest challenges and opportunities as well as which key initiatives so you can best position your products and services as well as develop new ones.
- Extend your brand to a vast advisor audience with thought leadership through media coverage in recaps as well as a 5-7 minute video interview.
2025 SPONSOR PRICING
- $30,000 for one
- $55,000 for two
- $75,000 for three
- $90,000 for all four
