The T3 Conference being held March 13-16, 2023, in Tampa, FL brings together technology vendors, industry leaders, financial advisors and financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks.
Featuring new and upcoming technology solutions, plus current and emerging issues faced by financial services advisors and firms, T3 offers dual track sessions for Advisor and Enterprise attendees, as well as CE credits.
Cybersecurity Expert and FCI CEO Brian Edelman joins esteemed fellow speakers Scott Victoria, COO, TradePMR and John O’Connell, CEO/Founder, The Oasis Group on March 13 to present:
Becoming the Cybersecurity Advocate Your Firm and Clients Need You To Be: Preparing for SEC rule changes. This panel of experts will address RIA firm responsibilities regarding cybersecurity and protecting client information. The group will discuss two proposed rules from the SEC that could go into effect as early as July 2023: Rule 206(4)-9 and 206(4)-11 under the Advisors Act. The panel will also cover the impact these rules could have on RIAs, and how advisors can improve their cybersecurity approach to meet these evolving regulations.
On, March 14, Edelman will engage advisor attendees in his featured presentation: Find Out How You Can Tell If Your Organization Is Secure and Compliant. Organizations that have private data are required to protect information and follow very prescriptive requirements from regulators, authorities, cyber insurers, clients, and institutions. In this session, we will share simple questions that can be asked and answered to uncover deficiencies in your organization’s cyber program. We will also share next-generation cybersecurity controls that significantly reduce cybersecurity risk to you, your organization, and your clients.
The T3 Conference hosts a wealth of distinguished featured speakers offering an array of educational sessions and an exciting exhibit floor! Please visit FCI at exhibit booth 712-714.
About the T3 Conference
The T3 Advisor Conference is a practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives advisors timely information on how to build a more efficient and profitable business. The event is geared toward financial advisors and the financial services executives who support them. The conference typically covers everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions.
The T3 Enterprise Conference is a gathering of financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks. Invitations are extended annually to a who’s who list of CEOs, COOs, CCOs, CMOs and Managing Partners and other executives who are dedicated to bringing the best technology and solutions to their advisors.