Our agenda.

Join us for a welcome happy hour, where business leaders can connect with peers and SEI colleagues in a relaxed, informal setting. 

Start the day off with Sanjay Sharma (EVP, CEO of SEI International, and Global Head of SEI’s Private Banking business), Allie Carey (Global Head of Strategy for SEI Private Banking & Wealth Management), and Zach Womack (Chief Technology Officer, SEI) as they give an overview of our strategy for SEI and our platforms.

Digital Workflows*

Set to launch in Q4 2025, our digital workflows service transforms traditionally complex and time-consuming processes. Join our subject matter expert John Petrei (Information Delivery Director, SEI) to learn about this new service and SEI’s longer term vision. 

Alternative Asset Strategy

Learn about SEI’s alternative investment ecosystem and how we are enabling alternatives access through the SEI Wealth Platform^SM from Brandon Bates (Solutions Director, SEI), Kevin Crowe (SVP and Head of SEI Access™ Platform), Chintan Kothari (Product Solutions Manager, SEI), and Alan Benson (Custody & Integration Services Director, SEI).

Tax Management Strategy

Join Arthur Worthington (Senior Director Business Development & Integration, SEI LifeYield) to learn about SEI LifeYield and our approach to a unified managed household approach to tax management and optimization. 

*The service offering described herein is currently under development and not commercially available. Any timelines, release dates, features, or specifications mentioned are preliminary, subject to change without notice, and provided solely as estimates

AI Strategy Update

Delve into SEI's AI strategy across the enterprise, highlighting updates for 2025, the applications currently in use and those being explored for the future.

Innovation and Ventures Strategy

Innovation is most effective when it is a shared experience. In this session, you'll hear from Alex Cochand (SEI Next) about our key areas of focus and our ventures strategy moving forward.

Hear from our keynote speaker, Juan Bendana, on building unwavering confidence to show up as your best both personally and professionally.

SEI Data Cloud

Explore real client success stories that demonstrate the powerful impact of the SEI Data Cloud with our subject matter experts. Learn how this solution is enabling firms to harness and integrate data from various sources to unlock new insights and opportunities.

TIFIN (TIFIN AG / TIFIN Give)

Hear from Todd Cooper (Chief Revenue Officer, TIFIN AG) about supervised AI and machine learning in the wealth management space and how their AI-driven solutions can enable organic growth for wealth management firms.  Hear from Greg Murray (Chief Revenue Officer, TIFIN Give) on how they leverage data-driven insights into their cutting-edge philanthropic platform that reimagines charitable giving by integrating it into wealth management.

In 2024, SEI made a strategic investment in TIFIN.

Strength Finders

Join SEI’s experts for an exclusive, limited-registration event where they will review and share insights into your unique strengths using the Gallup® CliftonStrengths® StrengthsFinder program. Gain valuable perspectives to enhance your personal and professional growth. 

SWP PSI 49 Overview

Get an inside look at the key features in the upcoming SWP PSI 49 release. Discover what's new and how these enhancements can benefit your firm.

Trust 3000 Roadmap

Explore the TRUST 3000 roadmap and its major updates. Learn about the upcoming advancements and how they can enhance your firm’s capabilities.

Professional Services 

We'll explore SEI's Professional Services program, highlighting how our tailored solutions and expertise support Private Banking and Wealth Management clients. Through real-world use cases, you'll see how services like system integration, application development, and organizational change management drive client success and growth.

We'll wrap up the day with some concluding remarks.

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.

Join us for an engaging session where our CEO, Ryan Hicke, will answer your pressing questions. 

Digital Workflows*

Set to launch in Q4 2025, our digital workflows service transforms traditionally complex and time-consuming processes. Join our subject matter expert John Petrei (Information Delivery Director, SEI) to learn about this new service and SEI’s longer term vision. 

Alternative Asset Strategy

Learn about SEI’s alternative investment ecosystem and how we are enabling alternatives access through the SEI Wealth Platform^SM from Brandon Bates (Solutions Director, SEI), Kevin Crowe (SVP and Head of SEI Access™ Platform), Chintan Kothari (Product Solutions Manager, SEI), and Alan Benson (Custody & Integration Services Director, SEI).

Tax Management Strategy

Join Arthur Worthington (Senior Director Business Development & Integration, SEI LifeYield) to learn about SEI LifeYield and our approach to a unified managed household approach to tax management and optimization. 

*The service offering described herein is currently under development and not commercially available. Any timelines, release dates, features, or specifications mentioned are preliminary, subject to change without notice, and provided solely as estimates

Professional Services - Interest Gathering Session

Join Deen Bandhu (Head of SEI Professional Services and Data Cloud) for an interactive session to learn more about new Professional Services solutions we’re exploring such as Business Process Outsourcing and Trust Administration as a Service. This session gives you the opportunity to provide feedback in real-time.

SEI Private Trust Company Update

Hear from SPTC’s President, Linda Scavone as she dives into the goals and future strategy shaping our operational direction. This session will provide valuable insight into the vision guiding SPTC forward.

Wellness in the Workplace

Wellness is an enterprise-wide strategic initiative to empower SEI’s global workforce by creating an environment that supports their physical, mental, and emotional well-being. Learn more from experts on our Wellness team in this engaging session and how you may be able to leverage learnings within your own organization.

Open Networking

Use this time to network with other clients you’ve gotten to know during your time at the Innovation Community Forum.

Product & Solution Showcase

Explore a variety of SEI products and solutions in this showcase session, designed to give clients an opportunity for deeper, more personalized discussions. Whether you have follow-up questions or want to learn about something you missed earlier in the week, this is your chance to engage directly with our experts.

Meet and Greet Service Teams

Spend some time with your Operations, Support and/or Service Teams, including Client Service, SPTC, and Support Partners.

Data Center Tour

Join us for a comprehensive data center tour designed specifically for clients who need to fulfill regulatory requirements. This tour will provide an in-depth look at our facilities and security measures, ensuring compliance and transparency.