Smartleaf
& SAM

September 21-23 | Boston, MA
Discover. Connect. Learn.
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This year's summit brings together the firms and people who have chosen a different way of running a wealth management practice. Over the course of the event, we'll dive deep into the platform, best practices, and the ideas and decisions that separate firms that scale. You'll hear what's coming on the product roadmap, learn from the firms pushing Smartleaf furthest, and have an unfiltered conversation about what's working and what isn't. This is not a sales event. It is a working session for firms who want to get the most out of Smartleaf and SAM, and learn from fellow clients.
Meet Our Speakers
Bob Leaper
Bob Leaper is a highly accomplished and sought-after speaker, renowned for their expertise and captivating stage presence. With a diverse background in [relevant field or industry], they bring a wealth of knowledge and experience to every speaking engagement. Their dynamic and engaging style seamlessly combines powerful storytelling with actionable insights, leaving audiences inspired and equipped with practical strategies for success. Alvin has delivered impactful keynote addresses at prestigious conferences and corporate events worldwide, consistently receiving rave reviews for their ability to connect with and energize audiences. Whether addressing topics such as [specific areas of expertise], leadership, or innovation, Alvin is dedicated to empowering individuals and organizations to reach their full potential.
Gerard Michael
Gerard Michael is a highly accomplished and sought-after speaker, renowned for their expertise and captivating stage presence. With a diverse background in [relevant field or industry], they bring a wealth of knowledge and experience to every speaking engagement. Their dynamic and engaging style seamlessly combines powerful storytelling with actionable insights, leaving audiences inspired and equipped with practical strategies for success. Lisa has delivered impactful keynote addresses at prestigious conferences and corporate events worldwide, consistently receiving rave reviews for their ability to connect with and energize audiences. Whether addressing topics such as [specific areas of expertise], leadership, or innovation, Lisa is dedicated to empowering individuals and organizations to reach their full potential.
James McGiven
James McGiven is a highly accomplished and sought-after speaker, renowned for their expertise and captivating stage presence. With a diverse background in [relevant field or industry], they bring a wealth of knowledge and experience to every speaking engagement. Their dynamic and engaging style seamlessly combines powerful storytelling with actionable insights, leaving audiences inspired and equipped with practical strategies for success. James has delivered impactful keynote addresses at prestigious conferences and corporate events worldwide, consistently receiving rave reviews for their ability to connect with and energize audiences. Whether addressing topics such as [specific areas of expertise], leadership, or innovation, James is dedicated to empowering individuals and organizations to reach their full potential.
Summit Schedule
Full schedule to be announced soon!
6:00 PM
Join us the evening before the Summit to meet and connect with fellow attendees. Drinks and hors d'oeuvres will be served.
Boston Harbor Hotel
7:00 AM - 9:00 AM
Continental Breakfast will be open until 9 AM
5:00 PM
6:00 - 9:00 PM
New England Aquarium
7:00 - 9:00 AM
Boston Harbor Hotel
12:00 PM
Venue & Accomodations
Boston Harbor Hotel at Rowes Wharf
The Smartleaf and SAM Summit 2026 will be held at the Boston Harbor Hotel at Rowes Wharf — Boston's only Forbes Five-Star and AAA Five Diamond waterfront hotel. Located at the edge of Boston Harbor and steps from the Financial District, this landmark property combines classic New England elegance with world-class hospitality, exceptional dining, and stunning harbor views. It's the perfect setting for meaningful conversations and connections.
70 Rowes Wharf, Boston, MA 02110
We have a room block for the event. Book using the button below.


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