Align University is a two-day, in-person training experience for advisors and teams using Redtail, Orion, or both.
Every firm is moving somewhere. New clients, tighter processes, better reporting, more confident conversations. Align University is designed to help you choose your route and move forward with purpose.
You decide the direction. We help map the path.
Whether you’re focused on one platform or navigating how everything works together, you’ll leave with a clearer sense of where your technology can take you and how to get there with fewer detours.
Choose Your Path
Build an agenda that fits your goals. Attend Redtail sessions, Orion sessions, or a mix of both. At Align University, you choose the route based on where you are today and where you want to go next.
Redtail Track
- Day One: Foundations Track (core skills and everyday workflows) or Perspectives Track (advanced use cases and best practices)
- Day Two: All Redtail attendees come together for focused topic sessions, hands-on workshops, and one-on-one consultations with Redtail trainers
Orion Track
- Day One: Learn Orion’s essential tools, shortcuts, and features designed to help you move faster and gain clearer insight into your data
- Day Two: Targeted workshops and hands-on sessions focused on specific Orion topics, led by expert trainers
Best of Both: Redtail and Orion
- For teams using both platforms, build a two-day experience across Redtail and Orion.
Not sure which path to choose? Click here to take our quick questionnaire for a personalized recommendation.
Event Details
📅 Date/Time
June 9 - 10, 2026
📍Location
Hilton Minneapolis/Bloomington*
💲Cost
1-Day: $599 per person
2-Day: $899 per person
*Click here to book your stay at the Hilton.
Please note: The negotiated hotel rate is $179.00++ per night and is not prepaid. A valid credit card is required at check-in to cover your stay and any incidental charges.
New This Year!
🎁 Bonus: Exclusive Post-Event Webinars
Register for Align University Minneapolis and you'll receive something no one else gets — an exclusive invitation to follow-up training webinars after the event. These aren't generic replays — the outlines are built directly from attendee feedback. It's the Align U experience, extended.
Available exclusively to Align U 2026 attendees.
