We look forward to bringing together the Archway Platform community to meet members of the Archway team, network with your peers, and participate in a half day of training and discussion. This will be followed by a networking reception where you can continue to connect with other family office professionals.
Agenda:- 11:30 AM | Check-In and Welcome
12:00 PM | Executive Leadership Overview
12:30 PM | Networking Lunch
01:30 PM | New Release Updates
02:30 PM | Strategic Roadmap
03:15 PM | Break
03:30 PM | Fireside Chat between Catherine Fankhauser, Practice Leader Family
Office Services, EY and Anthony Abenante, CEO Archway
04:00 PM | Cocktail Reception until 5:30 PM
Immersion Lite events are offered at no cost to our clients and include up to four (4) hours of CPE credits.Space is limited, so be sure to register by November 28th.
Please contact your Relationship Manager with any questions.