Beacon Strategies, LLC presents
Every major wealth firm is wrestling with artificial intelligence. Some are still debating. Others are already building. This Roundtable is for the builders.
August 18th till the 20th, 2026Hotel Clio, Denver, CO
Seats are limited to 22 wealth firm executives.
The numbers behind why wealth firms are building AI capability now.
63%
More than double the adoption rate from 2023. Adoption has stopped being experimental. It is becoming standard practice across the industry, and firms still on the sidelines are falling behind peers who already moved.
95%
Four times the adoption rate among bank and trust companies. Independent firms are outpacing the largest institutions in the industry. That gap is a real edge for firms willing to act on it now, before it closes.
30% to 100%
Adding an estimated $10 trillion to $35 trillion in AUM capacity industry-wide. This is not a marginal efficiency gain. It is a capacity unlock large enough to change how much a firm can serve without adding headcount.
Fifteen wealth firms are already committed to the room.
Shared meals, real dialogue, and working sessions. Designed so you leave with something useful.
Dinner begins at 5:30. We gather with past attendees and our newest arrivals for a relaxing dinner and rich conversation. Connections form. We even begin the Roundtable.
We balance foundation, current state, and strategy. We give you time to actually build something. Not just talk about it.
Leave when you want to in the morning, or stay as long as you want into the weekend.
A working room built for decision-makers who need to move from curiosity to action on AI.
Our wealth attendees, our partner AI subject matter experts, and the Beacon Team share the room.
Build a better foundation. See how AI is influencing the decisions that you and your firm will make going forward.
Like every Beacon roundtable, this is about education, not product pitches. Our partners are designated AI subject matter experts who lead courses on the topics that affect you and your wealth firm every day.
Each course is taught by a subject matter expert from a partner firm. The curriculum moves from what artificial intelligence actually is, through effective use and governance across the firm, to a firm-wide AI strategy you can bring back to your own leadership team. Each course runs 30 to 35 minutes with 10 to 15 minutes of follow-up discussion.
Demystifying the technology before anything else gets built on it.
Vendor evaluation, build versus buy, and how to tell a real capability from a demo.
Use cases and workflows, from the advisor's desk to the home office.
Compliance anchors and data governance, the ground rules before anything else runs.
Culture, hiring, and training, the people side of adoption.
Internal AI policy frameworks and what examiners now expect in writing.
Model risk and liability exposure, where things go wrong and who is on the hook.
Roadmapping and a board-ready presentation, closing the loop from foundations to a real plan.
Attendance is by invitation only.
A quiet corner of Cherry Creek North, minutes from downtown and the airport.
Seats are limited to 22 wealth firm executives.
Questions? Call or text Chip directly at 720-227-4595.