Fall SME Forum

The SaaSpocalypse
comes to Short Hills.

Bluprintx is speaking at the 2026 Fall SME Forum at the Hilton Short Hills, two days of peer-led sessions for the sales, marketing and client servicing leaders shaping asset management.

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Oct 19 – 21

sessions Tue & Wed

Tue, 11:45 AM

the Bluprintx session

Hilton Short Hills

41 JFK Parkway, Short Hills, NJ

Wyatt Bales, Head of Solutions, North America, walks through real roadmap examples: where firms are investing in headless CRM, which supporting sales and marketing SaaS tools they are not renewing, and the pricing pressures driving those calls.

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Wyatt Bales, Head of Solutions, North America, Bluprintx
The Speaker

Wyatt Bales

Head of Solutions, North America, Bluprintx
Tue, Oct 20 · 11:45 AM – 12:30 PM

SaaSpocalypse: which technologies firms are not renewing and why

Firms are investing in headless CRM and retiring a number of supporting marketing and sales SaaS applications. Wyatt walks through real roadmap examples of where firms are investing and where they are not, and the reasons behind it, including vendors pushing consolidation onto tools with ingestion-based pricing.

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The Program

Two days of peer-led sessions on data, AI and distribution.

Arrivals and a welcome reception Monday, October 19. Full program Tuesday and Wednesday, with breakouts chosen when you register.

Monday, October 19

All day

Arrivals & check in

5:00 PM

Welcome reception

Tuesday, October 20

8:00 AM

Networking breakfast

8:30 – 9:00 AM

Welcome, registration & opening remarks


Forum overview, goals and themes.
9:00 – 9:45 AM

Opening keynote: From Challenges to Solutions in Asset Management


Davis Walmsley, Head of US Distribution Solutions, Broadridge.
10:00 – 11:30 AM

Breakout sessions


Data Integration vs. AI • Driving Workflow through Automation • Meeting Prep, from Concept to Field Adoption • Data Governance Strategies
11:45 AM – 12:30 PM

SaaSpocalypse: which technologies firms are not renewing and why


Wyatt Bales, Head of Solutions, North America, Bluprintx. Real roadmap examples of where firms are investing in headless CRM, and where they are not.
12:30 – 2:00 PM

Networking lunch

2:00 – 2:45 PM

Panel: AI Adoption, Lessons from the Front Lines


Moderated by Marc Barrachin, Global Head of Products, IIS Market Intelligence.
3:00 – 4:30 PM

Breakout sessions


The Evolving Role of Data in Distribution • AI for Data & Analytics • Modern Marketing Enablement & Email Outreach • Building a Data Strategy That Gets Funded
4:45 – 5:30 PM

Fireside chat with John Carroll


Leadership insights on today's industry challenges.
5:30 PM

Evening reception & dinner


Hilton Short Hills.

Wednesday, October 21

7:30 AM

Networking breakfast

8:30 – 9:15 AM

Panel: What Sales Teams Actually Want from Data & Technology


Moderated by Lee Kowarski, Head of Product, SS&C, with wholesalers from KKR, Franklin Templeton and Thornburg.
9:30 – 11:00 AM

Breakout sessions


Structuring Data for AI Success • AI Across the Client Management Lifecycle • Client Onboarding in Institutional Workflows • CRM Best Practices
11:15 AM – 12:00 PM

Your Distinct Distribution Advantage: Where Strategy, Data and AI Come Together


Rubesh Jacobs, Jacobs & Co., and Aric Faber, Synfinii.
12:00 – 1:00 PM

Networking lunch

1:00 – 1:45 PM

Autonomous CRM Messaging: From Marketing Signal to Client Conversation


J.T. Tripple & Mike Hammonds, HSO, with Amanda Vasquez, GW&K Investments.
2:00 – 3:30 PM

Breakout sessions


Measuring Sales Success • Transforming Customer & Lead Journeys • Aligning Sales & Marketing • Improving Campaign Measurement
3:30 PM

Closing session: From Ideas to Action


One initiative, experiment or mindset shift to take back.
4:00 – 5:00 PM

Closing reception & conference close

The Venue

Hilton Short Hills

Across from The Mall at Short Hills, minutes from Route 24 and I-78, and about 20 minutes from Newark Liberty International Airport. The SME Forum hotel rate is available until September 15, 2026.

41 John F. Kennedy Parkway, Short Hills, NJ 07078

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Be in the room.

Two days · 16 breakouts · Short Hills, NJ

Register for the Forum