Align University Pittsburgh – Sections Template

Plan Ahead

Event Details

Dates: September 22–23, 2026

Location: Pittsburgh Airport Marriott

Hotel: Reserve Your Room

Price: 1-Day: $599 per person | 2-Day: $899 per person

About Align University

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.

Questions? Please email events@orion.com.

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: For users who want to build confidence in core Redtail skills and establish more consistent everyday processes. Ideal if you're newer to Redtail or looking to reinforce the fundamentals your whole team works from.
Perspectives Track: For experienced Redtail users who are ready to go further. This track focuses on refining workflows, using data more intentionally, and getting more strategic value out of the tools you already know.

Day Two

All Redtail attendees come together for focused topic sessions, hands-on workshops, and one-on-one consultations with Redtail trainers. This is where ideas turn into action.

Redtail Agenda →

Orion Track

Day One

Get grounded in the tools and features you use most. Day One focuses on building confidence in Orion's core capabilities — from navigating the platform more efficiently to gaining clearer visibility into your data and client information. Sessions are paced to build on each other, so you leave Day One with a stronger foundation and a sharper sense of where to go deeper.

Day Two

Day Two shifts to focused, topic-driven workshops led by Orion trainers who specialize in the areas you want to go deeper on. This is where you move from understanding the platform to using it more strategically — applying what you learned on Day One to more complex reporting, workflows, and use cases specific to your firm.

Orion Agenda →

Best of Both Track

If your firm runs on both Redtail and Orion, this path was built for you. Best of Both lets you spend meaningful time on each platform — not a surface-level overview of both, but a full day dedicated to each. You'll leave with a clearer understanding of how your tools connect and where there's room to tighten the handoffs between them.

Day One

Choose either Redtail or Orion based on what you want to focus on first.

Day Two

Switch platforms to round out your experience and strengthen your understanding of how Redtail and Orion work together.

This gives you dedicated time on each platform, so you leave with both depth in one area and a stronger overall grasp of how your full technology stack works together.

Best of Both: Redtail + Orion agenda → Best of Both: Orion + Redtail agenda →

Not sure which path to choose?

Click here to take a quick 2-minute quiz and get a personalized recommendation.

Built for You

Who Should Attend?

Align University is designed for the full spectrum of advisors and teams — whether you're building foundational skills or pushing into advanced territory.

Redtail Users

Sharpen core skills and tackle advanced use cases with expert-led Redtail sessions and 1:1 trainer consultations across two days.

Orion Users

Learn Orion's essential tools and shortcuts, then go deeper with targeted workshops on Day Two led by expert trainers.

Teams Using Both

Build a two-day experience across both platforms and leave with a clearer picture of how your full technology stack can work together.