Redtail University 2026

Redtail University is a full-day, in-person training built for Redtail users — choose your focus, learn directly from expert trainers, and leave ready to run your CRM with more clarity, consistency, and confidence.

Redtail University

What Is Redtail University?

Redtail University is a full-day, in-person training experience built exclusively for advisors and teams using Redtail CRM. It’s designed to help you get more value from the tools you already have by turning everyday CRM work into a repeatable, team-wide rhythm.

This is hands-on learning that stays grounded in how firms like yours actually operate. Instead of generic demos, you’ll focus on practical use cases and real workflows, as well as the habits that keep your data clean, your follow-ups consistent, and your team aligned.

Whether you’re newer to Redtail or looking to sharpen how your firm uses it, Redtail University helps you move from “we know the basics” to “we use it well — together.”

What to Expect at Redtail University

You’ll work side-by-side with Redtail trainers throughout the day, walking through real-world scenarios and workflows that mirror how firms use Redtail day to day. The goal is simple: help you work faster, stay consistent, and make the CRM easier to rely on.

You will:

strengthen core CRM skills that drive adoption across the office.
build faster, more consistent habits for daily work.
uncover smarter ways to manage client data, workflows, and follow-ups.
leave with practical takeaways you can apply immediately.

Redtail University offers the perfect place to connect with peers from firms across the country, creating space to compare approaches, trade ideas, and learn what’s working for other teams. By the end, you'll have new workflows, new perspective, and a clearer plan for what to reinforce when you’re back at the office.

Why Attend Redtail University?

If you’ve ever found yourself saying “I don’t know what I don’t know” or “I’m only using 10% of the CRM,” then Redtail University is for you.

Chart Your Course with Purpose

If you have ever wondered if you aren't using Redtail to it's full potential, this event will help you find ways to close the gap and improve your overall use of the CRM. You will strengthen your day-to-day workflows and gain clarity on how to use the CRM more strategically.

Interactive Classroom Experience

Each session is led by our Redtail subject matter experts, where you'll see features demonstrated in real time, have opportunities to ask questions, and experience an engaging environment designed for active learning — not just passive listening.

Peer Collaboration

Work alongside other advisors, operations professionals, and practice managers. Compare approaches, share ideas, and see how other firms are using Redtail to support growth.

The Path of Power Users

Move beyond the basics. Learn how experienced users structure their CRM, track client activity, manage pipelines, and use Redtail to support stronger relationships and smoother operations.

Integration Partner Insights

Explore how Redtail connects with other tools to optimize your tech stack and how those integrations can reduce manual work, improve data accuracy, and streamline everyday tasks.

Enjoy the Experience

You'll receive a Redtail University workbook, a 2026 T-shirt, and full-day meals, including breakfast, lunch, snacks, and refreshments.

"[RTU is] an inspiring, high-energy experience

led by experts

who made learning fun and engaging.

We explored how to maximize CRM functionality — contacts, tasks, calendars, pipelines, and workflows — to elevate client service. A must-attend for any Redtail user."

– Kate Guillen, Founder, Head of Strategy, Simplicity Ops

Choose Your Own Agenda

Redtail University is designed for advisors, operations professionals, and practice managers who want to make the most of Redtail CRM, whether you're new to the platform or looking to optimize advanced workflows.

Choose the agenda that aligns with your goals and experience level. We’ve introduced updates and improvements this year that we’re excited to share with you, all designed to elevate your RTU experience.

Choose from one of two agendas:

A practical, step-by-step track focused on core CRM tools and processes. Best for newer users or anyone looking to strengthen confidence in everyday Redtail use.

Foundations Agenda

A strategy-focused track designed for experienced users who want to optimize everyday processes, client management, and CRM-driven practice growth.

Perspectives Agenda

Not sure whether the Foundations or Perspectives track is the best fit? Take this 30-second quiz and we'll help you find the track that aligns best with your role, experience, and goals, so you can get the most value out of your time at RTU.

2026 Dates and Locations

Redtail University Schedule

We are pleased to offer both Redtail University and Align University events in 2026.

Align University expands on the Redtail University experience. This two-day live training event allows attendees to spend their time learning the ins and outs of Redtail, Orion Technology, or a combination of both.

Please note: Registration for Redtail and Align University in-person events across various cities opens approximately 90 days prior to each event.

Atlanta

Georgia

Redtail University
April 28, 2026

Minneapolis

Minnesota

Align University
June 9-10, 2026

Salt Lake City

Utah

Redtail University
September 1, 2026

Pittsburgh

Pennsylvania

Align University
September 22–23, 2026

St. Louis

Missouri

Redtail University
October 20, 2026

Phoenix

Arizona

Align University
November 10–11, 2026

What Attendees Say About Redtail University

We are transitioning to Redtail — this is my first experience with it. I was worried I'd be lost all day, but it was clear, useful info that gave me actionable takeaways.

— Alex Greer, Pathfinder Wealth

I'm a 3-year user. Learned a lot — anxious to go back to the office and begin using new ways to manage my active clients.

— Vince Waln, 21st Century Financial

So fun and entertaining, but also so much great content, and best practices at the same time. Best of both worlds!

— Sarah Nelson, Keystone Financial Services

Additional Learning Opportunities

Redtail University is one stop on a much larger journey. If you want to keep going, explore personalized 1:1 training, virtual sessions, and on-demand resources to continue building your expertise.

Explore More

Frequently Asked Questions

Redtail University is excellent for advisors, operations teams, practice managers, and anyone in your office who uses Redtail and wants to work smarter and more efficiently.

Each event features track-based sessions, hands-on training, and opportunities to connect with other users. Expect practical examples, real-world workflows, and actionable takeaways you can apply right away.

We recommend at least six months of hands-on Redtail use before attending. Ensure your data is imported into the CRM so you’re familiar with the basics and can focus on building better workflows and finding more innovative ways to use the CRM.

Redtail University is an in-person experience. If you’re looking for virtual or on-demand options, check out our other Redtail training resources. Redtail Training

Bring your laptop, your questions, and your curiosity. We’ll provide all training materials, including workbooks and supplies.

Yes — we keep attendees fueled with breakfast, lunch, and snacks throughout the day.

Please reach out to orion@planitincevents.com.

Questions?

Please email orion@planitincevents.com.

For upcoming webinars, check our schedule here. For other recorded webinars, videos, and training sessions, check out our help desk, here.

To ensure you stay up to date, subscribe to our newsletter here.

Looking to get more info on a custom Redtail University? Click here.

This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.