As firms, we’re tasked with keeping up with what’s next to support the evolution of our practices. On March 11, 2026 at 12:00 PM CDT, the FinOps Co-Op® community, in partnership with Redtail, PreciseFP, and GReminders, presents the very first edition of Future of RIA Tech, a webinar experience focused on how technology is shaping advisory firms today, where it’s headed next, and how your firm can not only adapt but thrive.
Each session will dive into real-world workflows and operational decisions, highlighting how advisory firms are using AI, automation, and other modern tools to streamline processes, improve client experiences, and create scalable systems. Rather than theory, you’ll see practical examples of technology in action, learn what’s working today, and leave with ideas you can implement in your own firm.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Charesse Spiller
Founder & Principal Consultant at Level Best | Founder at FinOps Co-Op
Aubrey Jones
Manager, External Training at Redtail
Chris Gonzales
Senior Partner Relationship Manager at GReminders
