ADISA Annual Conference and Trade Show 2018

Where Business Deals Are Made.

Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments.

Several educational sessions will be available, many of which qualify for Continuing Education credit.

Attendees will also have the opportunity to meet face-to-face with nearly 1,000 leading industry professionals and visit with nearly 80 event exhibitors.


AICPA ENGAGE Conference 2018

There’s no time for the ordinary. What you will find at AICPA ENGAGE: four days of thought-provoking questions, candid insights, deep technical dives and even some radical ideas. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.

What is AICPA ENGAGE 2018?

7 Conferences. 250+ Sessions. Up to 35 CPE.

This June over 4,000 people will come together at the nation’s premier conference for accountants and financial planning professionals. Continuing our legacy of top marks in leading content, a committee of thought leaders from the profession plan a robust agenda set to engage your technical knowledge, enhance business strategies, and bring the greatest value to your clients.

Your community.

Even with a robust agenda, your niche community of peers will be within easy reach. The 2018 conference agenda is refined to allow more access between your educational sessions for chance encounters with like-minded peers, color coded topic areas during receptions, and grouped vendors in the exhibit hall.

Your content.

Every member of your firm will be inspired with knowledge they can implement immediately. Curate your personal track by attending any session at ENGAGE during the dates of your registration pass. Workshops are an additional fee, however are included for All Access pass holders. Additionally, explore the exhibit hall of 150+ exhibitors serving the latest technology platforms for the profession.

Attend the conference at MGM Grand Las Vegas or attend online.


RIA East Investment Forum 2018

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest-growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

This membership’s primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.


NAPFA Spring Conference – West 2018

NAPFA conferences are high-intensity events packed with educational events, keynote speakers who lead the industry, and opportunities to learn and share with your peers.
Our fee-only focused events vary from our largest National Conference to offering more intimate opportunities to refine your craft.  Whether you want to take some core courses, learn more about communications, key into the best practices for your business, or simply learn more about becoming a NAPFA firm, we have the know-how and an event to suit you.

IMCA Annual Conference Experience 2018

Learn the latest at this must-attend event for investment and wealth professionals. Discover new insights from some the world's foremost thought leaders at IMCA's 2018 Annual Conference Experience—ACE Nashville.


Fi360 Conference 2018

Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary-based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique, educational sessions taught by some of the most sought-after industry leaders. As a result, financial service professionals from all over the world asked to participate in the event.

Today, the Fi360 Conference hosts over 750 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.

The conference is a great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF, AIFA, PPC, CFP, CIMA, CFA and more. Attendees will be able to complete their yearly CE requirements for their Fi360 designations and earn over 10 hours of CE for other industry credentials at this one event!

With such a robust agenda and diverse set of attendees coming together in America's Finest City, this is an event you won't want to miss!


NAAIM Uncommon Knowledge National Conference 2018

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.


RIA Central Investment Forum 2018

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest‐growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

This new membership's primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.


ADISA Spring Conference 2018

Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments, ADISA's Spring Conference will feature key industry experts, educational panels and topical presentation.

  • Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
  • Continuing Education Credits will be available
  • Conference attendance is balanced, representing all sponsors, service providers and funding sources
  • Ample time for networking will be available

ICI Mutual Funds and Investment Management Conference 2018

VENUE TBD

The Mutual Funds and Investment Management Conference, sponsored by ICI and the Federal Bar Association, is the fund industry’s premier legal conference. Spanning four days, the conference offers panel discussions and keynote speakers addressing a wide range of regulatory and legislative issues affecting the fund industry. The conference also is designed to offer numerous opportunities for networking, through conference receptions and affiliate events sponsored by firms.

Save the date! Registration will open in January.