Events and conferences
We believe there is no volume of virtual communication that can replace the value of looking you in the eye and shaking your hand. We are proud to host, sponsor, and attend the following series of event and conferences, and hope to see you there.
Whether you’re new to Potomac or a long-standing partner, there’s a seat for you at the table.
Choose your experience—or better yet, attend both.
Attendance costs are fully covered by Potomac, including a $500 travel stipend to support your flight.
"Potomac University is about building trust through education—where advisors become believers."
POTOMAC UNIVERSITY
Potomac University is a quarterly, high-touch learning experience held at our Bethesda headquarters.
Designed for advisors seeking a deeper understanding of our investment process, it offers direct engagement with our team and practical insights into how Potomac can support your practice. Sessions are intimate and classroom-style, with a focus on due diligence, model and fund exploration, and technology walkthroughs. Ideal for advisors who value clarity, transparency, and depth.
"In 2026, this event will be held adjacent to the most powerful city in the world, Washington, D.C."
REMIX conference
REMIX is Potomac’s high-energy, large-scale event celebrating partnerships and showcasing innovation.
In 2026, it will take place in Washington, D.C., bringing together financial advisors, strategic partners, and industry leaders for a dynamic experience of panels, breakouts, and networking.
Tailored for top-tier partners and long-time collaborators, REMIX focuses on relationship building, product innovation, and leadership visibility.
"We live in the greatest era ever for small business to succeed. If you can’t get excited about the possibilities, you simply don’t deserve to own a business."
Industry Conferences
Proud sponsor and attendee.
Envestnet Elevate 2026
—
Phoenix, AZ
Morningstar Investor Conference
—
Chicago, IL
Future Proof Festival
—
Huntington Beach, CA
Cambridge Ignite
—
Kissimmee, FL