Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017

Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for enterprises. This annual gathering is specifically designed for heads of large RIAs, and executives from IBDs, banks, credit unions, insurance agencies and other financial services firms who are interested in learning about the latest and greatest technology-related solutions for their firms and any advisors they correspondingly serve. The event will take place October 30 – November 1, 2017 at the Cosmopolitan of Las Vegas hotel and resort.


The setting for the T3 technology event is 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. A special room block has been reserved for T3 delegates.


T3’s opening night reception and pre-conference events take place October 30, 2017. The full conference agenda, which runs through November 1st mid-day is available at


CTOs and other heads of technology from financial services firms such as broker/dealers, Super OSJs, custodians, banks, credit unions, insurance companies, large RIAs and advisor networks are encouraged to skim the agenda and make plans to attend now.  Qualified executives will be guests of T3 – there is no cost to attend (guests simply cover their own travel expenses and accommodations). Meals and entertainment will be provided once onsite.  Here is a good summary of Reasons to Attend the 2017 T3 Technology Conference – Enterprise Edition.


Two special executive roundtable discussions will be held from noon – 2:00 pm, local time. These invitation-only roundtables will spark conversation and debate within a small group of industry peers. Media personalities will be moderating and/or covering the roundtable conversations. Enterprise executives interested in participating may write to, for details. There is no cost to participate once a seat has been extended.


Monday – October 30th

11:30 am – 1:30 pm   T3 Tech Lab Experience

12:00 pm – 2:00 pm   Executive Roundtable (by invitation only)

2:00 pm   – 5:00 pm   Conference Welcome and Keynotes

5:30 pm   – 7:30 pm   Opening Night Reception and Cocktail Party

Tuesday – October 31st

7:00 am                      Continental Breakfast in Exhibit Hall

7:50 am                      Opening Remarks – Joel Bruckenstein

8:00 am – 6:00 pm     Full Day of Educational Sessions and Exhibit Hall Learning

6:00 pm – 9:00 pm     Hosted Food and Beverages in CliQue Lounge

Wednesday – November 1st

7:00 am                       Continental Breakfast in Exhibit Hall

8:00 am  – 11:30 am   Fireside Chat with Ron Carson / Joel Bruckenstein + Educational Sessions

11:45 am – 12:45 pm  Brunch before heading for airport or enjoying the city


Professor Isaac Ben-Israel, one of Israel’s top experts on Space, Cyber and technological related security will be a keynote speaker on October 31, 2017. He holds a PhD in Philosophy and a BSc in Physics and Mathematics from Tel Aviv University. He currently serves as the chairman of the Israeli Space Agency and the National Council for Research and Development, under the auspices of the Ministry of Science, Technology and Space of Israel. Ben-Israel is now head of the Security Studies program in Tel Aviv University, where he also heads the annual international Cyber Security conference.

Ron Carson, one of the most celebrated and respected financial advisors in the industry will take the Main Stage on November 1, 2017. A sought after speaker, thinker and investment strategist, Ron is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame. Ron was named to Forbes list of America’s top wealth advisors, coming in at number 13 out of thousands of advisors. He is also recognized by FinancialTimes and as one of the top RIA’s in the country.  As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides a frontline perspective to the CNBC digital news team. In 2014, Ron joined The American College of Financial Services board of trustees.

Industry experts Bob Curtis and Ed O’Brien will in a main stage panel presentation discuss the future of the financial planning profession. Ed is the CEO of eMoney and has spent his 30-year career focused on the development of technology platforms that enable business growth for financial professionals. Prior to joining eMoney, Ed most recently served as Senior Vice President and Head of Platform Technology for Fidelity Institutional, where he and his team were granted two patents for the innovative technology design used to launch WealthCentral, Fidelity’s platform technology to support RIAs and family offices. The founder and CEO of PIEtech, Inc., Bob has over 30 years’ experience as an innovator in the software industry.  Bob was recognized by Financial Planning magazine for his contributions to the industry as one of six industry “Movers and Shakers” in 2009. In 2012, he received the Tech Innovator award.

Brian Hamburger, a business, legal and regulatory compliance consultant to some of the country’s preeminent entrepreneurial investment advisers, broker/dealers, hedge fund managers, family offices, and registered securities personnel, will on October 30, 2017, discuss what’s trending in regulatory compliance and risk mitigation. He received his Juris Doctor from the University of Miami School of Law and was among the first to earn the designation of Certified Regulatory and Compliance Professional (CRCP) after completing his residency at the Wharton School of the University of Pennsylvania.

Matt Lynch, one of the financial services industry’s top strategy consultants (along with select other special guest experts), will on October 30, 2017, discuss trends in the financial services industry and how the right technology can help firms remain relevant by meeting changing advisor and consumer expectations. Matt is a frequent contributor to Investment Advisor magazine and is quoted in numerous financial trade publications.

Numerous breakout sessions and flash sessions round out the educational experience for conference delegates who are constantly looking for the best fintech solutions for their firms. View additional information on the 2017 T3 Enterprise Conference Speaker Highlights page.


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. Click here to see who else is already signed up to attend.


Some of the industry’s most innovative financial technology companies will be sending their product development teams and executives to the T3 Enterprise Conference, where they will speak or participate on panels, showcase their latest solutions in the exhibit hall, and be available for 1:1 conversations.

The T3 Tech Labs on October 30, 2017 will provide an “Apple Genius Bar” type of experience for those arriving earlier on Day One.

Top-tier companies include: Advicent, Advizr, Apex Clearing, eMoney Advisor, PIEtech, RetireUpPro, Laserfiche, RBC Correspondent Services, Riskalyze, Seismic and Sincere & Co.

Other sponsoring companies include: Arcons, Broadridge Financial Services, Chetu, Envestnet, E-Valuator, Evizone, Fidelity Clearing and Custody Services, FinMason, Fiserv, Junxure, Laser App, Mobile Assistant, Ndex Systems, Oranj, Orchestrate, Orion Advisor Services, Pershing, Redtail Technology, Right Capital, SaleMove, TradePMR and Trutelic.

Click to view the evolving list of 2017 T3 Enterprise sponsors.

“When it comes to seeing what is coming out of the US in the area of automated financial services, one conference is a must: Technology Tools for Today, also known as T3. Across two events – a general adviser show each February and its Enterprise event for large firms in November – it brings together the country’s key players,” says Ian McKenna, a frequent contributor to Money Marketing magazine.

“T3 conferences are the financial service world’s equivalent of the Consumer Electronics Show,” says Bob Veres, editor / publisher of Inside Information. “Pretty much everybody who connects in some way to an advisor’s computer has a booth, so it’s a great place to identify, in one place, the trends in advisor technology.”


Please note that the exhibit hall may 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 2018. The T3 Advisor conference, which will be held in February 2018 in Ft. Lauderdale, Florida, 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, Super OSJs, banks, credit unions, insurance companies, large RIAs and advisor networks 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 2017 T3 Enterprise registration page.

AssetTV is the exclusive video partner for the T3 Enterprise Conference. The Financial Planning Association (FPA) is also lending its support.

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 #T32017. 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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