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Dear friends and members of the T3 community,
Since the unfortunate postponement announcement last week, the T3 Conference management team has been working closely with the Embassy Suites on hotel room reservations. The Embassy Suites has agreed to cancel all current room reservations that were previously made for the T3 Conference. Within the next few days, all reservations will be cancelled out and any credit card holds will be released. There are no additional steps needed. All room reservations will be cancelled on your behalf. Dear friends and members of the T3 community,
Unfortunately, the Delta Variant and continuing concerns about coronavirus transmission have forced us to make a difficult decision. We are currently in the process of pushing the T3 conference from fall 2021 into spring 2022. In the essence of time and respect for the effort and cost associated with planning your participation, we wanted to send this message as soon as a decision to postpone was made. The T3 2021 Agenda is Shaping Up Nicely: Here’s What You Need to Know – By Joel Bruckenstein8/6/2021
Thanks for your patience and flexibility, everyone. We are finally able to bring together the essential logistics and agenda – and things are shaping up nicely. Talk about a moving chess board! Here’s what you need to know. COVID PROTOCOLS The T3 community is thrilled to be gathering in person for the 2021 T3 gatherings in Denton, Texas this fall. We will take every reasonable precaution to ensure a clean, safe, and healthy meeting environment. We are monitoring the recommendations of the Centers for Disease Control (CDC) as well as those from state and local health and government agencies and our event venue.
Now this is exciting! INVENT, a leading cloud technology platform and consulting firm, will be conducting its inaugural workshop for senior developers and architects in wealth management at the T3 Conference, September 27-28, 2021.
The INVENT 2021 WealthTech DevCon will facilitate the development of new innovations and applications on INVENT’s award-winning cloud-native platform. One of our founding principles and ultimate vision for T3 has been to become the venue for where the most important developments in advisor technology take root and grow. This new INVENT WealthTech DevCon workshop is a fantastic example of bringing the industry together to collaborate on ways to drive innovation. T3 is pleased to welcome and recognize the great work done behind the scenes by the many dedicated developers creating solutions in fintech. Come one, come all: The 18th Annual T3 Event is happening in Texas this fall – By Joel Bruckenstein6/9/2021
Have you marked your calendars – or, better yet, already registered for the big week in Texas? We are planning for this to be our biggest and best year yet. It'll be a big week full of interesting announcements, sessions and camaraderie.
Financial services executives who support financial advisors and financial advisors who work directly with clients are invited to join us. T3 conferences cover everything you need to know about technology and how it can be used as a lever for your firm. The advisor community is collectively figuring out when we'll start back attending in-person conferences – and, of course, deciding which conferences to attend. But there really isn't a guide to all the annual events, with ratings from actual attendees – until now.
Hot off the press, the T3/Inside Information Conference Survey:
Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending sessions at the T3 Technology Conference for Enterprises held in Ft. Lauderdale, in October 2019.
An accomplished wealth management executive with over 25 years in financial services, she has with experience in fintech solutions, partner integrations and SaaS. She focuses on identifying technology solutions that drive a better customer and user experience. Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Yeehaw! Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas. The agenda includes one full week of practice management sessions and technology demos for financial advisors and financial services executives. Nice way to double-down, Joel! But wait, wait… there’s more!
The 2020 Technology Tools for Today (T3) Advisor Conference, held in February 2020 in San Diego, California, at the Marriott Marquis San Diego, featured a large gathering of financial advisors and representatives across the fintech industry – over 800 participants in all with 130 exhibitors attending the two-and-a-half-day conference – which showcased this year’s theme of “Acceleration and the Pace of Change.”
Hosted by Joel Bruckenstein and his team, the conference covered everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions, and from the latest in financial planning software innovations, to marketing tools, billing applications, and the importance of a solid cybersecurity plan. Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s in mid-February when T3 comes around that anyone who spends their time watching advisor technology begins to expect some major news.
In this blog post – Johnny Sandquist, CEO of Three Crowns Copywriting & Marketing, a digital marketing consulting firm for fintech companies and financial advisors – shares his favorite memories. |
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