POWER USER FORUM

Chicago | June 11, 2026 | In-person

Join fellow Practifi users and product experts to explore how leading firms are simplifying workflows, improving adoption, and getting more value from the platform they use every day.

Where Insight Meets Execution

The inaugural Practifi Power User Forum is a gathering of Practifi power users and product experts designed for firms that want to get more value from their CRM and stay ahead of the technological evolution reshaping the advisory industry.

Through candid peer discussions, live demonstrations, and practical workshops, attendees will learn how leading firms are using Practifi not just as a system of record, but as a system of action to drive stronger advisor adoption, simplify everyday workflows, and reduce the operational friction that slows teams down.

In attending, you’ll head home with practical ideas, configuration strategies, and tips you can apply immediately, helping your team spend less time navigating systems and more time focused on what matters most: your clients.

If your goal is to move from simply using Practifi to fully optimizing it across your firm, the inaugural Power User Forum is where that process begins.

Key Details

When: June 11, 2026
Where: The Hyatt Regency Chicago, 151 East Wacker Drive
Who: Everyday users of Practifi responsible for driving operational excellence at their firm.
Cost: Complimentary for Practifi users

What You'll Get

Access to Practifi Experts

Our Technical Consultants, Learning team, and product specialists will be available throughout the event.

Proven Tactics to Drive Adoption

Learn practical ways to make Practifi easier to use every day, improving engagement, data quality, and overall value.

Unique Growth Strategies

See how leading firms harness Practifi to turn client and prospect data into repeatable growth.

Candid Peer Conversations

Share what’s working, compare approaches, and gain practical ideas from fellow Practifi users.

Time Saving Automation Strategies

Discover how to eliminate repetitive administrative work so advisors can focus more on client relationships.

Insights from CRM Leaders

Hear forward-looking perspectives on where CRM and AI are headed, and what that means for advisory firms.

Who Should Attend

We created this forum for the practitioners responsible for making the CRM work inside their firms. The people who configure, optimize, and turn the tool into real operational value every day, including:

System Administrators
Power Users
CRM Owners
Operations leaders
Workflow architects

What the Day Looks Like

Arrival, Breakfast, & Optimization Desk Opens

Connect with peers and bring your toughest workflow, reporting, or automation questions to our Optimization Desk where members of our Learning, Support, and Technical Consulting teams will be available throughout the day for hands-on guidance.

Morning Sessions & Deep Dive Breakouts

Kick off with practical sessions on how leading firms are getting more value from their CRM. Then go deeper with breakout workshops where you’ll take away real tactics for workflow design, automation, and system optimization that drive adoption and simplify everyday use.

Lunch & Networking

Grab a bite and network or visit our Optimization Desk.

Industry Insights & Partner Perspectives

In the afternoon, hear broader perspectives on the future of CRM and AI in advisory firms, and learn how leading technologies integrate with Practifi to support more efficient and connected operations.

Closing with a Look Forward

The day concludes with discussions on how operational discipline, strong data practices, and CRM infrastructure are becoming key drivers of client experience, firm growth, and long-term enterprise value.

Dinner and Drinks

No event is complete without an evening at one of our favorite dinner and drinks spots in Chicago.