Financial Planning INVEST

Financial_Planning_INVEST
Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.

Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr


OTHER PAST CONFERENCES

Open Source in Finance Forum 2023

November 1, 2023 | USA

Open Source in Finance Forum is the only conference dedicated to driving collaboration and innovation in financial services through open source software and standards. We bring together experts across financial services, technology, and open source to engage our community in stimulating and thought-provoking conversations about how to best (and safely) leverage open source software to solve industry challenges.

Banking CEE EXPO

November 2-3, 2023 | Romania

The annual EXPO brings all our communities together and create the largest banking gathering in the CEE region, with over 500 bankers, regulators, and other market players for a personalized itinerary of one-to-one meetings, networking, interactive discussions, seminars, award ceremony, and gala-dinner.

2024 Finance Leaders' Conference

February 29-March 1, 2024 | USA

The Finance Leaders' Conference is the only international conference for undergraduate and MBA students to address their needs and concerns about finance careers. Learn about financial career paths and what it takes to succeed. Sharpen team, leadership, and communication skills. Expand professional contacts and friends. Learn from industry experts on how to achieve their career goals. Participate in an Investment Analysis Competition. Receive a complimentary professional headshot. Include their resume in the digital resume book given to select employers and panelists.

Transform Payments Europe 2023

November 28, 2023 | UK

Europe's payment industry is at a pivotal moment. A reshaping of the landscape that has created new opportunities for incumbents and disruptors to win customers, develop new solutions, and claim market share of a global payments system that is set to reach $3 trillion by 2026 (McKinsey). Yet if leaders don't get ahead of major regulatory and infrastructure upheaval, we won't fully unlock the worldwide market potential for frictionless payments. These challenges set the stage for incredible product innovation, as leaders respond to the 2023 Financial Services and Markets Bill, New Payments Architecture, UK CHAPS migration to ISO 20022, and PSD2/3 initiatives. In this context, achieving widespread Open Banking adoption, seamless Instant Payments integration, Digital ID implementation, and effective fraud reduction presents a formidable challenge for payments leaders.  That's why, at Transform Payments Europe 2023, our impact agenda will delve deeper than ever before into the critical issues keeping payments leaders awake at night. This approach means going beyond the superficial discussions typically held at conferences to unlock the all-new insights, tools, tactics and connections you really need for success.  Join us to explore the profound implications of impending regulations, facilitate instant and cross-border payments, adapt infrastructure for future needs, seamlessly migrate legacy tech-stacks, drive product innovation, and fortify fraud prevention measures.

Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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