Accelerate 2026: Connecting the Dots

The Future of Financial Compliance, Marketing & AI

Join leaders, innovators, and practitioners from across financial services for three days in Austin to explore how AI, compliance, and modern marketing will shape the next decade.

April 19–22, 2026 | Hotel ZaZa, Austin TX

Register Now Get Agenda Updates

    • What is Accelerate 2026?

    Accelerate 2026, presented by Red Oak, is an annual industry conference bringing together the people who live at the intersection of financial compliance, supervision, marketing, operations, and technology.

    Over three days in Austin, you’ll:

    • Learn how AI and automation are changing the way financial firms manage risk, review content, and go to market.
    • Hear from industry leaders and practitioners who are already building the next generation of compliant, scalable growth.
    • Connect with peers from leading wealth management, asset management, banking, and insurance firms.

    This isn’t a generic conference or a crowded expo floor. It’s a focused, high-value event designed for real conversations, practical learning, and actionable ideas you can take back to your firm.

    Who Attends Accelerate?

    Accelerate is built for teams across financial services who care about doing things the right way—and faster:

    Compliance & Supervision Leaders

    Heads of supervision, CCOs, compliance managers, and reviewers who need to stay ahead of regulatory expectations and emerging technologies.

    Marketing & Communications Teams

    Marketing, content, and digital teams working to create compelling campaigns that pass review without slowing the business down.

    Operations & Technology Leaders

    Operations, risk, and technology professionals focused on workflow efficiency, data, and integration across complex organizations.

    Day-to-Day Platform Users

    Hands-on users of compliance and ad review technology who want tips, tricks, and best practices to work smarter.

    Why Accelerate Belongs on Your 2026 Calendar

    Answers for today. A roadmap for the next 10 years.

    AI, Automation & What’s Next

    1. How AI is already transforming content supervision, compliance workflows, and risk oversight—and what’s coming next.
    2. Practical examples from firms that are implementing these tools today.

    Real-World Compliance & Marketing Strategies

    1. Case studies on reducing review bottlenecks, improving time-to-market, and maintaining a strong control environment.
    2. Sessions for both leaders and hands-on users so everyone leaves with something they can apply.

    Peer Insight You Can’t Get from a Webinar

    1. Conversations with peers facing the same regulatory pressures, technology decisions, and organizational realities you are.
    2. Time built in for networking, not just back-to-back sessions.

    Product Expertise & Hands-On Learning

    1. “101” and “201” tracks for users at different levels.
    2. Live product walkthroughs, best practices, and opportunities to meet directly with product and client success teams.

    What You’ll Experience

    We’re finalizing the full agenda, but here’s a look at the themes and sessions you can expect at Accelerate 2026:

    Strategic & Industry Sessions:

    • The AI Roadmap for Financial Compliance
    • Rethinking Advisor Oversight in a Digital-First World
    • Operational Trust: Balancing Speed, Scale, and Control
    • The Future of Marketing in Highly Regulated Environment

    Hands-On & Product Sessions:

    • Platform 101: Getting the Basics Right
    • Advanced Workflows: Supervision Suite 201
    • Content Distribution & Multi-Channel Review Best Practices
    • “Ask the Experts” Clinics with Red Oak Product & Client Success

    More Than Sessions:
    The Austin Experience

    Accelerate 2026 is designed to be as much about connection as it is about content.

    Across three days, you’ll have opportunities to:

    • Meet peers from firms across the country in informal networking sessions and hosted meals.
    • Join evening events that showcase Austin’s live music, food, and culture.
    • Have real conversations with other attendees, product experts, and partners in a relaxed environment.

    Capacity is intentionally limited to preserve the quality of discussion and connection. Early registration is strongly encouraged.

    Where You’ll Be

    Hotel ZaZa, Austin

    Located in the heart of downtown Austin, Hotel ZaZa combines boutique style with modern amenities—perfect for a focused, high-energy industry gathering.

    • Easy access from Austin-Bergstrom International Airport
    • Walkable to restaurants, nightlife, and local attractions
    • Dedicated conference spaces, breakout rooms, and social areas

    We’ve secured a discounted room block for attendees; details will be provided upon registration.

    Reserve Your Spot at Accelerate 2026

    Seats are limited to keep the experience focused and high-value for all attendees.

    If you want to stay ahead of where financial compliance, supervision, and marketing are headed—especially in an AI-driven world—Accelerate 2026 is the place to be.

    April 19–22, 2026 | Hotel ZaZa, Austin TX
    Register Now Get Agenda Updates

    Frequently Asked Questions

    Who is Accelerate 2026 for?

    Accelerate 2026 is for financial compliance and marketing business leaders—and Red Oak, 4U and MirrorWeb users. Attendees will hear industry insights, network with peers, and participate in hands-on sessions to optimize the Red Oak platform for their firm. While our conference has historically been focused on user sessions, the 2026 conference will feature more industry insights and sessions geared toward business leaders.

    Do I need to be a current Red Oak client to attend?

    You do not have to be a Red Oak, MirrorWeb or 4U client to attend. If you are not a client and would like to attend, or are unsure, please reach out to TK EMAIL.

    Will there be content for both leaders and hands-on users?

    Yes, Accelerate 2026 will have keynotes, panels and sessions geared toward business leaders as well as specific sessions covering compliance, distribution and supervision. The full agenda will be shared soon.

    How much is registration, and what’s included?

    There's no registration fee required to attend Accelerate 2026. No cost. No catch. Just come and connect.

    Are sessions recorded or available on demand afterward?

    No, the sessions will not be available virtually or on demand after the conference. We hold webinars and publish content throughout the year, and you can sign up for our email list here.

    Accelerate 2026: Reserve Your Spot

    April 19–22, 2026 | Hotel ZaZa, Austin TX

    Fill out the form below to reserve your spot and get agenda updates!