Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2016

Financial industry leader Joel Bruckenstein and his event planning teams are in the final stages of preparing for the fourth annual T3 Technology Conference for enterprises. This annual gathering is specifically designed for heads of large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place November 2-4, 2016 at the Cosmopolitan of Las Vegas hotel and resort.


The setting for the T3 technology event promises to be sophisticated, upscale and elegant. Elevating the state of Las Vegas entertainment, The Cosmopolitan of Las Vegas showcases both artists at the forefront of the touring world and emerging artists that will inspire the next musical movements, all presented in spectacularly designed, technology-driven venues. The Cosmopolitan also boasts a modern supper club serving reinvented American classics alongside live music and entertaining performances.


T3’s opening night reception and pre-conference events take place November 2, 2016. The full conference agenda, which runs November 3rd and 4th, is available at

High-level overview

Wednesday – November 2nd

1:00 pm – 3:00 pm      Executive Roundtable (by invitation only)
1:00 am – 5:00 pm      T3 Tech Lab Experience
4:00 pm – 6:00 pm     Special Workshop with Matt Lynch
6:00 pm – 8:00 pm     Opening Night Reception and Cocktail Party

Thursday – November 3rd

7: 00 am                         Continental Breakfast in Exhibit Hall
7:45 am                          Opening Remarks – Joel Bruckenstein
8:00 am – 6:00 pm     Full Day of Educational Sessions and Exhibit Hall Learning
6:00 pm – 10:00 pm   Reception and Entertainment

Friday – November 4th

7:00 am                          Continental Breakfast in Exhibit Hall
8:00 am – 3:20 pm     Educational Sessions and Exhibit Hall Learning
3:30 pm                          Leave for airport or stay to enjoy Las Vegas over the weekend


Wednesday pre-con workshop – Five Trends Changing Financial Services  

Matt Lynch Strategy and Resources, LLC

Matt Lynch, one of the financial services industry’s top strategy consultants (along with select other special guest experts), will lead a discussion on how the right technology tools can help firms remain relevant by meeting changing advisor and consumer expectations. This special pre-conference workshop will focus on technology and industry trends.

Open to all registrants but please RSVP to Joy Trudics: to ensure proper seating.

Thursday keynotes:

  • Improving the Client Experience – Joel Bruckenstein and a panel of experts
  • What is your software selection process?– Ryan Neal, Technology Reporter for Wealth Management magazine, and a panel of experts
  • The Client Journey: A Home Office Perspective – Phil Cunningham, CEO Advicent Solutions
  • Eliminating IT Bloat: Revolutionizing the New Account Opening Process– expert being provided by Laserfiche
  • Financial Planning Insights – Bob Curtis and Kevin Knull, MoneyGuidePro (PIEtech, Inc.)
  • The Gen III Robo – Reconciling the Interests of Clients, Regulators and Financial Services Firms – Shawn Brayman, President and CEO, PlanPlus, Inc.

Friday keynotes:

  • Cybersecurity – Michael St. Vincent, CISO, and Philip Irby, SVP of IT, The Cosmopolitan of Las Vegas
  • Software Selection Process – Ryan Neal, Technology Reporter for Wealth Management magazine, and a panel of experts
  • The Impact of the DOL Rule – Denise Valentine, Senior Analyst, Aite Group

Numerous breakout sessions and flash sessions round out the educational experience for IBD and RIA attendees who are constantly looking for the best fintech solutions for their firms. In addition, Bruckenstein will be announcing two-three MORE exciting sessions and big name speakers within the next two weeks. Watch for another news release and follow social media (see below) for breaking announcements.


Designed to bring together financial services firm decision-makers and the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.


Please note that the exhibit hall is about to sell out; would-be sponsors who commit too late will be put on a waiting list and/or encouraged to sign up now for next year’s T3 Enterprise conference, which will be held in November 2017. The T3 Advisor conference, which will be held in February 2017 in Orange County, California, is also an option. Information is available on the T3 website,


Journalists may contact Teresa Law at 800-974-7753 or to request a press pass.

Heads of IBDs and large RIAs are invited to attend as T3 guests, without charge. Interested others may qualify for a conference pass, at a reasonable cost. To view the full agenda and register for the event visit the T3 Enterprise Conference page.

Wealth Management magazine is the exclusive media partner for the T3 Enterprise Conference. Asset TV is the exclusive video partner. Contact Impact Communications to discuss participation in the Executive Roundtable, possible panel participation and other sponsored media activities.


For breaking news, track / use the official Twitter hashtag #T32016. Join the @T3TechHub Community on Twitter or “like” the T3 Facebook page for other updates. Subscribe for free to the new T3 Newsletter at

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