The Tech Stack Reset: Session 1 - Slim Down Your Tech Stack
Includes a Live Web Event on 11/03/2026 at 12:00 PM (MST)
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Ever wonder why even global tech giants are actively shrinking their tech stacks? It’s not just to save money. It’s to protect their reputation from security breaches, reduce friction and maintenance for their teams, and maintain total control over their own data.
In this session, we will enable you to apply this mindset in your advisory practice. When it comes to technology, less is more. We will equip you with actionable strategies to assess your current tools, and smoothly drop what you don’t need.
When you get back to your desk Monday, you’ll be ready to execute a one-hour action plan to reduce operational friction, close gaps, and address security concerns.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0
● Audit your existing stack: Identify overlapping functionality, gaps, and the business problems you actually need to address.
● Expose hidden risk and waste: Spot conflicting data sources, cyber exposure, and inefficiency.
● Safely trim bloat: Smoothly tighten your tech stack while maintaining SEC/FINRA and retention rules.
Amber Asaro
UX Research Strategist
The Smythe Group
Amber Asaro is a UX Research Strategist at The Smyth Group. She uses research to guide product and technology decisions and reduce risk. Previously, she worked with IBM on tool-stack consolidation and managed operations and tooling for a 145-person team. With experience across UX research, design, and software strategy, she helps organizations make better decisions about what technology to adopt, improve, or eliminate.
Keith Caldwell
Relationship Manager
The Smythe Group
Keith Caldwell is a Relationship Manager at The Smyth Group, where he works with business and technical leaders to understand their goals and connect them with the right expertise. He brings decades of experience helping organizations use technology effectively and make sound decisions about the systems and tools they rely on.
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