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.
POTOMAC UNIVERSITY
Potomac University is a 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.
2026
December Potomac University
—
Bethesda, MD
At capacity
2027
Chief Executive Officer
REMIX conference
REMIX is Potomac’s high-energy, large-scale event celebrating partnerships and showcasing innovation.
In 2027, 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.
Remix
—
Washington, DC
jolt REMIX conference
Jolt Remix is Snappy Kraken’s flagship growth conference, reimagined in partnership with Potomac and named for our REMIX event.
Taking place in Phoenix, it brings together financial services growth and marketing leaders for sessions on AI and digital growth, brand and trust, marketing leadership, and PR and media.
Built for firm founders, marketing and growth leaders, and client experience teams, it’s all about practical ideas you can put to work.
JOLT REMIX
—
Phoenix, AZ
Chief Executive Officer
Industry Conferences
In‑person connections add unique value—spontaneous discussions, personal rapport, and shared experiences often lead to stronger partnerships and more durable long‑term relationships. For this reason, Potomac is proud to sponsor and attend the following events. Hope to see you there!
Orion Ascent
—
Orlando, FL
