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Our Innovation Communities are designed to foster deeper engagement, knowledge sharing, and strategic alignment across our client base. 

Since 2018, we’ve hosted Innovation Community events to enable open dialogue and collaborative problem-solving. In 2023, we expanded participation to include TRUST 3000® clients, further strengthening the reach and diversity of our community. Check out some of the unique networking opportunities you can expect at this year's forum.


Arrival happy hour at the Alloy Hotel.

Join us for a welcome happy hour, where business leaders can connect with peers and SEI colleagues in a relaxed, informal setting. This year's happy hour will be held at the Alloy Hotel's Hammer & Fire Grill. Feel free to stop by anytime between 5:00-8:00 p.m. and enjoy some refreshments and a bite to eat.

Evening reception at Terrain Café.

We’ll wrap up the first day of the conference with a relaxed evening at Terrain Gardens in Devon. Expect a warm, rustic-chic setting, seasonal bites, a delicious dinner, and a surprise or two. It’s the perfect way to connect and recharge.

Networking breaks on campus.

The Innovation Community Forum is a unique event where we gather clients to connect, share best practices, and forge the future of wealth together. That's why we've built dedicated networking breaks into our agenda so you have the chance to foster connections with your peers.

For Financial Intermediary use only. Not for public distribution.