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ON LOCATION
Nov 19, 2024 | Schwab Impact E4 | Guest: Tanya Tygesen, Co-Head & Sr. Director, CRM Solutions - SS&C Salentica
What’s top of mind for CRM users? INTEGRATION!
Mar 25, 2025
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Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
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Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
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Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
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