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An abundance
of value.

100 hours of content.

86 breakout sessions.

9 platform showcase stations.

2 impactful keynote presentations.

And 4 mic drop announcements.

Everything you’ll see is designed to position you and your financial institution colleagues with greater success than with any other partner in the industry.

You missed

And we missed you!

We’ve compiled some of the best highlights showcasing the value of this event and all we do to help you grow your wealth management program.

Conference Kickoff

Kevin Mummau and Brian Bichler, Co-Heads of the Financial Institution Channel, kickoff ENGAGE2023, highlighting the remarkable growth of our Financial Institution clients and celebrating the successful programs in the room.

Fireside Chat with Atria’s Founding Partners

Tami Cain, CFS/SPF Head of Business Development, sits down for a no-holds-barred conversation with Atria’s CEO Doug Ketterer and COO Eugene Elias, Jr.

An Intentional Design

Atria’s COO and Founding Partner Eugene Elias, Jr. unveils four new seamlessly integrated upgrades that reflect the radical differentiation of value credit unions and banks gain from us.

Adoption & Engagement

Chief Marketing Officer Bob Holcomb and Head of Advisory Services Sean Meighan shift the discussion from the vision behind our value proposition to how four of your financial institution peers apply that vision for real success.

Breakouts & Insights

With over 86 unique sessions, our lineup of tactical breakouts boosted collaboration like never before. Contact your program manager to access the breakout summaries that can best help you grow.

Financial Professional Panel

This panel of four financial professionals talks with John Konikowski, CFS/SPF Regional Manager, Eastern Division, about the strategies that have driven the success of their programs.

Practice Management Panel

CFS/SPF Program Development Manager Paul Haines leads a panel discussion with four practice management experts about practical, proven methods for optimizing your wealth management program.

In Their Own Words

There’s a reason ENGAGE2023 was the highest-rated conference in CFS/SPF history — because we designed each moment with you in mind.

But don’t take our word for it. Watch what your colleagues had to say.

Beyond the Mainstage:
A Photographic Recap of

Every handshake, every breakout session, every enlightening peer panel — we captured it all. From the bustling exhibit hall to the private Animal Encounter at the San Diego Zoo, the Partner Connect, the Platform Showcase and all the camaraderie in between, this photo gallery is a testament to the value that went far beyond the awesome content we delivered from the mainstage. Relive the moments that defined ENGAGE2023 and see for yourself the full spectrum of inspiration, connection and innovation that unfolded.

That’s a wrap — but don’t miss out next year!

Save the date | ENGAGE2024
August 4-7, 2024
Marriott Marquis
San Diego

ENGAGE2023 may be over, but you can be sure to join us next time!  

Of course, you don’t have to wait for an event to get support, partnership and resources from CFS/SPF.

Every day, we’re here to design and deliver the value and world-class solutions that help evolve your wealth management program and serve your clients.