Redtail University 2025
At Redtail University, you and our expert trainers work hand-in-hand to understand the ins and outs of your Redtail tech so that you can transform it into the ultimate storytelling tool for your office.
What is Redtail University?
Redtail University is your opportunity to learn the ins and outs of your CRM, transforming it from a tool into a storytelling engine for your office.
Through case studies, real-world applications, engaging activities, and face-to-face time with Redtail trainers and staff, you’ll learn how to use Redtail CRM to weave together client stories that stand out.
At Redtail University, we provide a fun, energetic learning environment well-versed in the diverse needs and goals of a financial practice, so that each one of our users can master the best technology and strategies in the industry so they can help every client reach their “happily ever after.”
What’s your story?
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.
Face-to-Face Training
Don’t just get educated — get entertained and motivated! Our trainers will make you think, make you laugh, and make sure that you journey home with a smile on your face and with no questions unanswered.
The Path of Power Users
Engaging, entertaining presentations and discussions will fill you with knowledge about the ins and outs of your Redtail CRM to become the hero your office and your clients need.
Connect with Integration Partners
Get a focused, high-level understanding of pain points in your day-to-day, then see the tools and technology that not only integrate directly with your CRM but can massage those pain points away.
Collaborate with Peers
Get out and surround yourself with colleagues in your industry from practices around the country to share ideas, talk strategies, and learn from those around you.
Enjoy the Experience
You’ll take home a Redtail University workbook, a 2025 T-shirt, and a chance to win some Redtail swag. We’ll also keep you energized with breakfast, lunch, snacks, and, of course, a much-needed cup of joe to keep the ideas flowing.
Choose Your Own Agenda
Redtail University delivers in-depth CRM training and understanding that offices crave. From learning how to master Workflows to running specific reports to help with client communication to discussing the best ways to celebrate client loyalty, Redtail isn’t just about learning ... it’s about having a great time doing it, too.
At Redtail University, you can choose from two educational tracks:
Redtail University Schedule
View our full schedule of Redtail (and Align) University events for 2025, below.
Want more of RTU and our Orion technology-focused Align University? Click here to learn more.
Please note: Registration for Redtail and Align University in-person events across various cities opens approximately 90 days prior to each event.
This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.