Accelerate 2026 Agenda
Sunday, April 19
12:00p – 4:30p
Pre-conference activities (invite only)
2:00p
Registration opens
6:00p – 8:30p
Welcome Reception: Live music & networking
Compliance + Marketing and Sales Leaders + Supervision
Monday, April 20
8:00a – 9:00a
Breakfast
9:00a – 9:30a
Opening remarks
9:30a – 10:30a
Keynote Speaker: Susie Rinehart
Compliance + Marketing and Sales Leaders + Supervision
10:30a – 11:00a
Networking Break
11:00a – 12:00a
Industry Experts Panel: Compliance and Marketing Working together to Drive Compliant AUM Growth
Compliance + Marketing and Sales Leaders + Supervision
12:00p – 1:00p
Lunch
1:00p – 2:00p
Generational Risk: AI, Influence, and the Fight for AUM with Mike Foy, Managing Director and Head of Wealth Intelligence, JD Power
Compliance + Marketing and Sales Leaders + Supervision
2:00p – 3:00p
User training: Integrations & Red Oak connectors
Compliance + Marketing and Sales Leaders + Supervision
User training: Registration Management
Compliance
3:00p – 3:30p
Networking Break
3:30p – 5:00p
Interactive session: Red Oak Roadmap
Compliance + Marketing and Sales Leaders + Supervision
6:00p – 9:00p
Kickoff Party: Blues, Boots, & BBQ at Antone's
Compliance + Marketing and Sales Leaders + Supervision
Tuesday, April 21
8:00a – 9:00a
Breakfast
9:00a – 10:30a
Compliance-Grade AI™ with Derek Stern, AVP and Global Head of Distribution Compliance at John Hancock/Manulife; Rick Grashel, CTO of Red Oak; and one more special guest!
Compliance + Marketing and Sales Leaders + Supervision
10:30a – 11:00a
Break
11:00a – 12:00p
User training: Reporting in Red Oak
Compliance
Closed door Roundtable: Driving Engagement in 4U and Best Practices for Wealth Managers
Marketing + Sales Leaders
User training: AI in Social Media, Email and Business Comms
Supervision
12:00p – 1:00p
Lunch
1:00p – 2:00p
User training: Red Oak Core Features
Compliance
User training: Internet Supervision In Action
Supervision
Closed door Roundtable: Driving Engagement in 4U and Best Practices for Investment Companies
Marketing + Sales Leaders
2:00p – 3:00p
Red Oak Integrations: Compliance + Distribution + Supervision
Compliance + Marketing and Sales Leaders + Supervision
3:00p – 3:30p
Break
3:30p – 5:00p
Sticky Note Feedback Session
All Audiences
6:30p – 9:00p
Dinners & Experiences around Austin
All Audiences — invites coming soon!
Wednesday, April 22
8:00a – 9:00a
Breakfast
9:00a – 9:30a
Client Success Session with Red Oak
All Audiences
9:30a – 10:30a
User training: AI Prompts & Classifications
Compliance
User training: Submitter + Reviewer Experience
Compliance
Product training: CCP in Action: Social Media to Red Oak Integration
Supervision
Product training: 4U Product Overview
Compliance & Supervision
10:30a – 11:00a
Break
11:00a – 12:00p
General Session TBD
User training: Writing Rules – Basic
Compliance
User training: Writing Rules – Advanced
Compliance
Secret Menu: Internet Supervision, Social Media Compliance and WebMo
Supervision
12:00p – 12:30p
Closing Remarks
12:30p – 1:00p
Break with To-Go Snacks
1:00p
Departures