Events

Event Description Join Sapling Financial at GTAA/GTAFN’s M&A and Financing Course: The Basics & Critical Need to Know Issues. This course, which is jam-packed with information and excellent speakers, is a two-part course running from December 7, 2021 at 10:00 a.m. to 4:30 p.m. and...

Event Description Join Sapling Financial at the 2021 Prestel & Partner Family Office Forum in New York. Sapling is looking forward to sponsoring and attending this year’s conference, taking place November 30-December 1. This event will host families, wealth owners, family offices, and select...

Event Description The FEI Conference on June 13, 2023, served as a platform for key financial industry figures to share their knowledge and insights. Our Consultant, Riya Tanna, participated as a speaker in the session titled “Unlocking Power of Financial Planning and Analysis” Riya’s speech...

Event Description: Modern BI visualization tools such as Power BI are highly effective in turning large complex data from diverse sources into analytical and presentable insights using visual charts and dashboards. Join Sapling in this FEI Canada workshop in discussing the best practices in KPI...

Event Description Join Sapling Financial at the 2021 TMA Annual Conference in Nashville. Sapling is looking forward to sponsoring and attending this year’s conference, taking place October 26-29. Looking forward to meeting everyone and hearing the panelist’s insights. MORE INFO ...

Event Description Join Sapling Financial for the ACG Virginia Capital Conference 2021. This year’s conference will be held October 6-7 and will be in person! We are excited to sponsor and attend this year’s conference, which provides the opportunity to foster existing relationships, develop...

Event description Sapling is proud to partner with ACG Toronto to present the third webinar in our Value Creation Series “Value Creation in Business Services” taking place Wednesday, September 29th at 8:30am. Business services is a wide-spanning industry that ranges from Professional Services (accounting,...