NIRI Annual Conference
Boston, MA
June 1-3
NIRI2025: The Premier Professional Development Event for IR Professionals
The NIRI Annual Conference is the premier professional development and networking event of the year bringing together IR professionals from across the U.S. and around the world. In an industry that is quickly evolving, it is crucial to keep ahead of emerging trends and developments that can impact your organization. NIRI2025 delivers the solutions and connections you need to thrive in an ever-changing and complex landscape.
From incredible keynote presentations and practical IR education, to the IR Showcase with extended hours and bonus educational programming, NIRI2025 has something to offer everyone.
Attending
Snowflake Summit 25
San Francisco, CA
June 2-5
WITNESS THE FUTURE OF DATA, AI AND APPS COME TO LIFE
Join fellow data and AI pioneers at Snowflake Summit 2025 in San Francisco to discover what data, AI and application collaboration can do for your organization. See how gen AI creates tangible business value, discover applications that reinvent this new era of data gravity, and dive into the latest innovations across data architectures, ML, flexible programmability and more.
Attending
Omaha College World Series
Omaha, NE
Tuesday, June 17
The final stage of the NCAA Division I Baseball Championship is here. We'll be cheering on the nations top eight baseball teams as they fight for the championship title.
We will be at the game hosting a tailgate for clients.
Sponsoring and attending.
UCITS & AIFMD Luxembourg
Luxembourg City, Luxembourg
Tuesday, June 17
Navigate the evolving fund distribution landscape in Europe with successful regulatory, distribution and operational strategies.
Join senior leaders from global and boutique asset management firms in Luxembourg tackling evolving CSSF and EU regulatory requirements impacting fund distribution in Europe.
Sponsoring and attending.
2025 FTF News Technology Innovation Awards
New York, NY
Tuesday, June 17
BetaNXT CastX has won the 2025 FTF Awards Best Corporate Actions Service Provider category.
These annual awards celebrate firms and individuals that made significant and noteworthy achievements in post-trade processing operational excellence over the previous year. Read our release here: https://hubs.la/Q03qc4Qx0
The award recognizes our BetaNXT CastX solution, which helps financial advisors quickly make sense of complex shareholder communications for their clients while delivering real-time information. Launched in March 2025, BetaNXT CastX automates the entire corporate actions lifecycle, mitigating manual data entry mistakes, complex communication chains, and delayed notifications. Chris Nobles, Division Executive of Mediant, the investor communications business of BetaNXT, emphasized that CastX enables advisors to offer clients financial peace of mind, enhancing client relationships.
We are honored to be recognized by industry peers for our ongoing efforts to create a frictionless financial services and wealth management experience.
Society for Corporate Governance National Conference
Colorado Springs, CO
July 9-12
At the Society’s National Conference 2025, we are Elevating Governance.
Ensure that you, your board, and your entire organization are up to the challenge of managing today’s risks and seizing tomorrow’s opportunities.
The Society’s National Conference is the premier annual governance event in the U.S., with compelling programming and a unique opportunity to connect with peers, corporate directors, investors and other experts in the governance field.
This year’s program addresses the full range of challenges facing governance leaders, with a combination of panels, keynotes, fireside chats, and interactive roundtable sessions on:
- The Corporate Environment: Ensure your board and management have the right governance in place to address the biggest economic, technological, and political changes affecting US companies.
- Core Governance Practices: Delve into board effectiveness, executive compensation, proxy and sustainability disclosure, insider trading, cybersecurity, AI, and more.
- Key Governance Moments: Learn how to navigate make-or-break moments for companies, such as CEO succession, proxy contests, crisis management, IPOs, and threats to your executives’ safety.
- Regulatory Landscape: Stay ahead of federal, state, and international rulemaking, enforcement trends, and judicial decisions.
- Professional Development: Connect and share insights on strengthening your team, advancing your career, upholding the highest ethical standards, and maintaining your equilibrium in an era of unrelenting change.
Sponsoring, Attending, & Speaking
SSA Annual Conference
Denver, CO
July 20-22
The SSA 2025 Annual Conference will be held from July 20th to July 22nd at the Limelight Hotel in Denver, Colorado. This conference will provide valuable opportunities for learning, networking, and collaboration with industry professionals. Set in downtown Denver, the event will feature a range of sessions and discussions designed to foster insight and innovation. We look forward to welcoming you to Denver for a productive and engaging experience.
Attending
R3M 2025 Ryder Cup
Farmingdale, NY
September 27
The Ryder Cup has become one of the world’s greatest sporting events. Every two years, 24 of the best players from Europe and the United States go head-to-head in match play competition. Drama, tension, incredible golf, camaraderie and sportsmanship are served in equal measure, captivating an audience of millions around the world. It’s an event that transcends sport, yet remains true to the spirit of its founder, Samuel Ryder.
Attending
SIFMA Operations Redgroup
Sarasota, FL
October 8-10
Sponsoring & Attending
SIFMA Global Tax Reporting Symposium
New York, NY
October 9
Sponsoring & Attending
SIFMA Global Corporate Actions Forum
New York, NY
October 16
SIFMA's Global Corporate Actions Forum brings together operations and technology professionals focused on corporate actions and asset servicing.
Industry leaders and experts from broker-dealers, banks, asset managers, service providers and clearing firms will gather in New York City for our 22nd annual event.
Register
Sponsoring & Attending
InvestOps Europe
CNIT Forest, Paris
October 20-22
Buy Side firms are transforming Operating Models to drive efficient and accurate trade processing, support more complex investment instruments and enable AI driven workflows. But how?
At InvestOps Europe, you’ll gain the actionable advice you need from experienced Buy Side Operations leaders on:
- How to navigate Europe’s transition to T+1 settlements
- Which capabilities to implement to build the future state operating model
- Operational set-ups required to service more complex asset classes and fund structures
- How to implement AI solutions to enhance operational workflow speed and accuracy
- Assessing operational teams' structure and scaling new processes to drive efficiency
Sponsoring & Attending
SIFMA Annual Meeting
Washington, DC
October 21
Capital markets drive opportunity, innovation and growth.
Capital markets finance the real economy, allocate risk, and support economic growth and financial stability. As the voice for the nation’s securities industry, which delivers a broad range of financial services to clients including corporations, governments and individuals, SIFMA brings together hundreds of investment banks, wealth managers, broker-dealers and asset managers to advocate for their effectiveness and resiliency capital markets. Together, we are Invested in America.
Mark your calendar! SIFMA's 2025 Annual Meeting will take place on Tuesday, October 21 at the Conrad Washington DC. This event gathers the most influential voices shaping the capital markets from a cross-section of public policy and finance to explore the issues and opportunities that matter most for the markets, the industry, and the economy.
Sponsoring & Attending