Let’s Connect at IAdCA Annual Conference 

Let’s Connect at SIFMA C&L 

Let’s Connect at MMI Summit

Let’s Connect at Future Proof City Wide

Events

Excited to join our clients at events throughout the year!

March 8-11, 2026
Miami Beach, FL

Red Oak will be attending Future Proof Citywide in Miami Beach, where financial professionals come together to explore how AI and emerging technologies are shaping the future of finance. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Let's Connect

March 18-20. 2026
Washington, D.C.

Red Oak will be exhibiting at the Investment Adviser Compliance Conference, a leading event for regulatory updates and compliance best practices. Catch our Co-Founder, Cathy Vasilev, on the “Building a Culture of Compliance” panel, and connect with our team onsite. If you’d like an invitation to our exclusive post-conference dinner, An Evening at the Table, let’s connect.

March 18-20, 2026
Orlando, FL

Red Oak will be attending the 2026 MMI Summit, an invitation-only leadership forum for senior executives in the investment advisory industry. The Summit brings together top decision-makers to discuss the macro trends shaping the future of advice. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Let's Connect
Money Management Institute

March 22-25, 2026
Orlando, FL

Red Oak will be exhibiting at the SIFMA C&L Annual Seminar, the premier event for compliance and legal professionals in financial services. The conference features in-depth sessions on regulatory developments, industry trends, and emerging challenges. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Let's Connect
SIFMA

April 15-17, 2026
New Orleans, LA

Red Oak will be exhibiting at the IAdCA Annual Conference, a focused event for insurance advertising compliance, legal, and marketing professionals. Catch our Co-Founder, Cathy Vasilev, speaking during the conference. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Let's Connect

April 19-22, 2026
Austin, TX

Accelerate 2026 is Red Oak’s annual gathering, bringing leaders, innovators, and practitioners from across financial services to Austin, Texas. Join us for three days of forward-looking conversations on how AI, compliance, and modern marketing will shape the next decade of the industry. Register now to secure your spot.

May 12-14, 2026
Washington, D.C.

Red Oak will be exhibiting at the FINRA Annual Conference, FINRA’s premier event for member firms to learn from regulators and connect with industry peers through sessions on trending regulatory and compliance topics. If you’d like an invitation to our exclusive post-conference social hour, An Evening To Unwind, let’s connect.

October 7-9, 2026
Boston, MA

Red Oak will be attending the MMI Annual Conference, a premier gathering of investment advisory leaders and decision-makers focused on industry trends, insights, and networking opportunities. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Money Management Institute

October 2026
Orlando, FL

Red Oak will be exhibiting at the NSCP Annual Conference, the premier gathering for compliance professionals featuring educational sessions, regulatory panels, continuing education, and networking opportunities. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

October 27-28, 2026
Chicago, IL

Red Oak will be attending the FINRA Small Firm Conference, an event focused on small firms’ practices and tips for complying with FINRA rules and engaging directly with FINRA senior staff. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

2026


Red Oak will be attending the Global RegTech Summit, a leading event where compliance, risk, and RegTech professionals gather to explore how technology is transforming regulatory and compliance operations through expert insights, innovation showcases, and high-impact networking. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Global RegTech Summit

2026

Red Oak will be attending the FINRA Advertising Regulation Conference, an event for communications compliance and marketing professionals featuring expert discussions on regulatory developments, best practices, and emerging issues in advertising oversight. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

2026

Red Oak will be attending Charles Schwab IMPACT, one of the largest annual gatherings of independent registered investment advisors focused on education, inspiration, and connection across the wealth management community. The event brings together thousands of advisors for insightful sessions, keynote speakers, and networking opportunities. We look forward to connecting—if you’d like an invitation to any events Red Oak is hosting around the conference, let’s connect.

Charles Schwab

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