T3 Enterprise – November 2nd

Join Matt’s Technology & Strategy workshop at T3 Enterprise on November 2nd.  Learn More.


T3 Technology Conference Nov 2-4

Upcoming Travel

Matt Lynch and/or members of his consulting team will be present at the following conferences. Please reach out if you would like to meet in person and discuss your company’s potential interest in working with Strategy and Resources, LLC.

  • Pershing Insite Conference, Orlando – June 7 – 9
  • Morningstar Investing Conference, Chicago – June 13 – 15
  • In|Vest Conference, New York City – June 16 – 17
  • Wealth Management Awards, New York City – September 29
  • T3 Enterprise Conference, Las Vegas – November 2 – 4

Please check back periodically for other dates and cities.

Contact us (via our web form).


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2015 Wealth Management Industry Awards

At its inaugural event, hosted more than 350 members of the financial services’ industry’s elite on Sept. 24 at the Mandarin Oriental Hotel in New York City. The black tie gala included the presentation of awards to 35 companies for their outstanding achievements in areas such as practice management, technology and innovative new product offerings.

From:, Oct 2, 2015
Photos by: Jered Haag, Sean Barrow and Kathy McGilvery


 (Left to right) Marie Swift, Dr. Oonagh McDonald and Matt Lynch. 

 (Left to right) Marie Swift, Dr. Oonagh McDonald and Matt Lynch.


Joe Balfatto (left) and Matt Lynch (right).

Joe Balfatto (left) and Matt Lynch (right).



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FPA BE, Boston MA, Sept. 25-28

Strategy & Resources Managing Partner Matt Lynch, accompanied by his resource partners, will present “Trends That Matter” at the Major Firms Symposium on September 25. Come to Booth 320 to learn more about Strategy & Resources–various partners will be there throughout the conference.


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Morningstar Investor Conference in Chicago – June 2015

At the Morningstar Investor Conference in June, Matt Lynch sat down to talk with Jamie Green, editorial director of, Investment Advisor and other titles for ALM Media, and got together with financial-services technology expert Joel Bruckenstein, founder of the Technology Tools for Today (T3) conferences.

Joel Bruckenstein and Matt Lynch

Joel Bruckenstein, tech guru, and Matt Lynch, strategy thought leader, catch up while attending the Morningstar Investment Conference in Chicago, June 24-26, 2015.

Matt Lynch and Jamie Green

Matt Lynch, CEO of Strategy and Resources, LLC, talks innovation with Think Advisor editorial director Jamie Green at the Morningstar Investment Conference in Chicago, June 24-26, 2015.