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Rating:Week In Preview, September 2 - September 7 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 2, 2025

Week In Preview, September 2 - September 7

Reported by Selma Khenissi, Reporter

Happy Calendar Adjustment Day!

Today at 9am eastern, the Women in ETFs (WE) South team is hosting an executive breakfast entitled "Agentic AI for Financial Services," to be held at JP Morgan in Miami.

Tomorrow (September 3) at 3pm eastern, the Independent Directors Council (IDC) team will host a webinar entitled "A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology."

Also tomorrow, at 2pm eastern, the MFDF team will host a webinar entitled "The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues."

On Thursday (September 4), the WE U.S. team will host a Women in Finance Brunch event at the Dallas Securities Traders Association Conference, at the Ritz-Carlton, Las Colinas in Irving, Texas.

On Sunday (September 7), the FutureProof team will kick off their 2025 FutureProof Festival. The four-day conference will be held on the boardwalk in Huntington Beach, California.

Also this week, on the defined contribution side of the industry, the teams at Waivz, Spark, WEB, WIPN, Broadridge, ERIC, ASPPA, BPAS, and That401kSite will host events. Our sister publication 401kWire has more details

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  1. WE South - Agentic AI for Financial Services: executive breakfast, workshop & roundtable, September 2
  2. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  3. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  4. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  5. FutureProof Festival, Sep 7-10
  6. WE SoCal - Welcome Mixer at FutureProof, September 8
  7. WE US - ICI conference luncheon, September 8
  8. ICI ETF Conference, Sep 8-10
  9. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  10. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  11. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  12. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  13. WE San Francisco - Annual Networking Event, September 11
  14. 2025 MMI Institutional Forum, September 11
  15. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  16. IMEA Content Management Roundtable, September 16
  17. IMEA 2025 Star Awards Celebration, September 16
  18. IMEA Marketing Summit, Sep 16-17
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  22. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  23. IMEA Portfolio Construction Roundtable, September 24
  24. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  25. IMEA Models Roundtable, September 25
  26. Expect Miracles Atlantic Coast Classic 2025, September 29




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