2026 RPA Roundtables & Think Tanks

Peer-driven dialogue. Open agenda. Actionable insights.
Help shape the future of DC plan advisory, investments, and innovation.

2026 RPA Roundtables & Think Tanks at a Glance

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TPA Roundtable

April 9-10

University of Chicago Gleacher Center,
Chicago, IL

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RPA Record Keeper Roundtable

June 4-5, 2026

Salamander Hotel
Washington, DC

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RPA Broker Dealer Roundtable

September 9-10, 2026

Goldman Sachs Headquarters
New York, NY

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RPA Aggregator Roundtable

November 12-13, 2026

University of Chicago Gleacher Center
Chicago, IL

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Convergence Roundtable (NEW)

December 10-11, 2026

Morningstar
Chicago, IL

Building the Future of
the DC Industry–Together

Building on the tremendous success of our 2025 programs, we are energized to carry that momentum into an exciting 2026.

We invite you to explore opportunities to participate in and sponsor the 2026 RPA Roundtables & Think Tanks. The schedule includes next year's new addition of our Convergence Roundtable, rounding out the schedule to five Roundtable events for 2026.

Sponsorships are limited to just 10 slots. Please express your interest or reserve a slot by 12/1/2S.

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WHY PARTICIPATE?

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Peer-to-Peer Dialogue

Learn from experts and peer with decades of experience across the retirement industry ecosystem.

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Open Agenda Format

Help set the agenda and guide discusscions on the topics that matter most to your business and clients.

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Media Coverage

Sessions are covered in WhealthManagement.com and 401KTV, extending your voice and insights to a vast industry audience.

2026 Schedule

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TPA Roundtable

April 9-10, 2026 (Thu/Fri)

University of Chicago Gleacher Center, Chicago, IL

Clipboard In Blue Circle Icon

RPA Record Keeper Roundtable

June 4-5, 2026 (Thu/Fri)

Salamander Hotel
Washington, DC

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RPA Broker Dealer Roundtable

September 9-10, 2026 (Wed/Thu)

Goldman Sacha Headquarters
200 West St. New York, NY 10282

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RPA Aggregator Roundtable

November 12-13, 2026 (Thu/Fri)

University of Chicago Gleacher Center, Chicago, IL

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Convergence Roundtable (NEW)

December 10-11, 2026 (Thu/Fri)

Morningstar
22 W Washington St #7, Chicago, IL

What You Get As A Sponsor

Two professionals from your organization get six hours plus dinner in intimate setting with decision makers.

Hear from partners and prospects about their biggest challenges and opportunities.

Extend your brand to a vast advisor audience with thought leadership through media coverage and a 5-7 minute video interview.

Position your products and services in front of the right people.

Build stronger relationships and generate new opportunities.

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2026 Sponsor Pricing

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$30,000
FOR ONE

2 People Icon Blue

$55,000
FOR TWO

BEST VALUE

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$75,000
FOR THREE

4 People Icon Blue

$90,000
FOR FOUR

5 People Icon Blue

$100,000
FOR ALL FIVE

All sponsorships include company logo recognition across pre-event, on-site, and post-event materials, media coverage, and attendee list (opt-in).

Sample Agenda

Day 1
3:30pm - 4:00pm Intro, Welcome & Networking
4:00pm - 4:20pm Research Results with RPA Registrants by Warton Center in Collaboration with DCUA's RRC
4:20pm - 6:00pm Roundtable Discussion: Biggest Opportunities and Challenges - Top Line
6:00 - 8:30 pm Refreshments & Off-site Dinner
Day 2
8:00am - 9:00am Networking Breakfast
9:00am - 9:15 am Review of Day 1 Opportunities and Agendas for Day 2
9:15am - 10:30 am Deeper Dive Into Gaps & Challenges
10:30am - 11:00am Networking Break
11:00am - 11:45am Discussion: Given opportunities and challenges how to solve / collaboration / needs / requirements / help
11:45am - 12:00pm Wrap Up Discussion: Goals
12:00pm Review results - did this event meet your goals? How do we improve for next year? How can we help you? Other needs
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Sponsorships are limited to just 10 slots.

Reserve yours by December 1, 2025.

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