Summary - WealthTech Connect 2027

The first event of its kind focused on bringing together credit unions, community banks, broker-dealers, wealthtech, insurtech, fintech and infrastructure providers from across the country dedicated on advancing wealth management for credit unions and community banks and their members and clients. This conference and community will afford wealth managers, digital and growth leaders to participate and learn from your peers.

We are bringing you the opportunity to participate, network and influence the dynamic transformations shaping the financial services industry to make WealthTech offerings accessible for ALL.

This exclusive event is designed just for YOU!

Arthur Osman has been a leader in the financial advice industry for over 25 years, as a trusted resource supporting the growth and development of wealth management firms. His focus has been on helping executives and organizations in the financial advice community assess their businesses and teams.

Arthur previously held leadership positions at LPL Financial, the industry leading NASDAQ-traded wealth management firm, where he was responsible for strategy development, growth, and retention of a business line that included 800 financial institutions and broker dealers, 5,000 financial advisors, $250 billion in assets and over $700 million in annual revenue.

He has also served in various industry and community organizations, including multiple terms as board of director and executive officer of the Bank Insurance Securities Association (BISA).

Collaboration between Credit Unions, Community Banks, WealthTech, InsurTech, and FinTech organizations is critical in ensuring we are able to provide solutions for the next generation of members who are seeking easy access wealth management and insurance tools.

A select group of 10 will be invited to demonstrate their solutions that address critical credit union WealthTech or InsurTech challenges and opportunities.

Deadline to apply is January 11, 2027

Primary contacts will be notified of the status of their submission via email by February 8, 2027.

Organizations selected will showcase their WealthTech or InsurTech solution at WealthTech Connect.