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 & Thinktanks. The schedule will include last year's new addition of our TPA Roundtable and the new Convergence Roundtable, rounding out the schedule to five Roundtable events for 2026. 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 12/1/25.
2026 SCHEDULE
TPA Roundtable
March 26-27th, 2026 (Thursday/Friday), Chicago, IL (Address TBD) (see recap of previous program)
RPA Record Keeper Roundtable
1st Week of June 2026 (TBD), Washington, DC @ DCIIA/SPARK Public Policy Forum (Address TBD) (see recap of previous program)
RPA Broker Dealer Roundtable
September 2-3rd, 2026 (Wednesday/Thursday), New York City, NY before the Wealthies (Address TBD) (see recap of previous program)
RPA Aggregator Roundtable
November 12-13th, 2026 (Thursday/Friday), Chicago, IL (Address TBD) (see recap of previous program)
Convergence Roundtable (NEW - ALL ARE INVITED)
December 10-11th, 2026 (Wednesday/Thursday), Chicago, IL (Address TBD)
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 2025 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 TPA, Record Keeper, Broker Dealer and Aggregator 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.
2026 SPONSOR PRICING
- $30,000 for one
- $55,000 for two
- $75,000 for three
- $90,000 for all four
