Events

Golsan Scruggs has hosted, sponsored, or participated in the following financial services industry events.

2023

51st Annual FPA NorCal Conference
The Palace Hotel, San Francisco, CA – May 30-31, 2023

Insite 23 – BNY Mellon | Pershing
Orlando, FL – June 6-8, 2023

Managing Employment Risk for Registered Investment Advisors
Golsan Scruggs hosted webinar – June 13, 2023
Understanding employment exposures and following simple risk management strategies can significantly reduce both probability and financial severity.  As a leader in helping investment advisors manage their operational risk, Golsan Scruggs hosted this live webcast in partnership with Chubb (the largest publicly traded P&C insurance company) and Jackson Lewis P.C. (a leading employment law firm with over 950 labor law attorneys throughout the U.S.).

FPA National Conference
Phoenix, AZ – September 27-29, 2023

NAPFA National Conference
Louisville, KY – October 18-21, 2023
Brian Francetich guest speaker

Schwab IMPACT 2023 Conference
Philadelphia, PA – October 24-26, 2023

MarketCounsel Summit
December 2023

2022

IAA Compliance Conference 2022
JW Marriott, Washington DC – March 3-4, 2022

50th Annual FPA NorCal Conference
The Palace Hotel, San Francisco, CA – May 31 – June 1, 2022

Insite 22 – BNY Mellon | Pershing
Gaylord Texan Resort & Convention Center, Grapevine, TX – June 15-17, 2022

Schwab Client Appreciation
Portland, OR – June 29, 2022

Schwab IMPACT 2022 Conference
Denver, CO – November 1-3, 2022

MarketCounsel Summit
Las Vegas, NV – December 5-7, 2022

FPA National Conference
Seattle, WA – December 12-14, 2022

2021

Briefing on Schwab Advisor Services’ New Insurance Requirements
Webinar – December 2, 2021

MarketCounsel Summit
Miami Beach, FL – December 6-9, 2021

2020

LINC® 2020 Conference
Orlando, FL – January 29-31, 2020

Schwab: Anticipating the Inevitable
Seattle, WA – February 20, 2020

Pershing Seattle RIA Roundtable
Seattle, WA – February 27, 2020

2019

Schwab IMPACT 2019 Conference
San Diego, CA – November 4-7, 2019

Briefing on Schwab Advisor Services’ New Insurance Requirements
Webinar – December 2, 2021