ABA Wealth Management and Trust Conference 2018
Connect & Thrive
Come see, hear, and interact with the industry’s brightest professionals who lead the charge to remain relevant, as well as create new pathways to succeed. Learn how to build relationships, make full use of the latest technologies, and become a forward-focused advisor for your clients. The ABA Wealth Management and Trust Conference will show you how to create those connections, and take them into the future.
IMCA Investment Advisor Forum 2018
The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at IMCA's 2018 Investment Advisor Forum.
ADISA Annual Conference and Trade Show 2017
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.
NAPFA Fall National Conference – East 2017
IAA Leadership Conference 2017
The IAA’s Leadership Conference brings together executives from a variety of investment advisory firms and provides a special occasion to understand industry trends, exchange ideas, and develop valued relationships with IAA members and other SEC-registered investment advisers. Conference topics include economics, politics, and business strategy. Facilitated breakout sessions enable participants to discuss the challenges and opportunities they have in common with other advisers.
FPA Annual Conference BE 2017
The FPA Annual Conference is the largest gathering of CFP® professionals and thought leaders financial planning. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share ideas. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practice for immediate implementation.
FSI Forum 2017
Open to all FSI members and select sponsors. **This event is exclusively for FSI members and is closed to the media.
The FSI Forum has been canceled due to Hurricane Irma.
Our Board of Directors and staff have been closely monitoring the troubling developments of Hurricane Irma all week. Now that the track of the hurricane is starting to harden, we believe we have no choice but to cancel FSI Forum, putting the safety of our members and sponsors first. We will be issuing refunds of the event registration fee, and they will be processed by the middle of next week.
Our conference Task Force and staff have worked very hard throughout the year to make this event a great one. We do not take this action lightly and we’ve never proactively canceled an event before. However, we will not knowingly put our members and sponsors in harm’s way, or potentially leave them without a way to get home once the conference ends.
Two Action Items:
1. The hotel has canceled all reservations in our room block. If you were still planning on coming to Atlanta for personal or other professional reasons, you will have to contact the hotel directly to rebook your room.
2. YOU must handle your flight reservations. Before you cancel your flight, please check with your airline and understand its cancellation policy. You may not be refunded for the ticket unless the flight is canceled – meaning your best option may be to wait until the airline cancels your flight.
Thank you for your understanding and continued support. And, for those of you in the potential path of this storm, please take all precautions you can to keep yourself and your loved ones safe.
If you have any questions, please email us at [email protected] or call us at 888-373-1840.
AICPA ENGAGE Conference 2017
AICPA ENGAGE presents thought leaders, technical specialists, entrepreneurs, innovators and influencers for FOUR DAYS of fresh ideas, breakthrough presentations and workshops to open the doors of possibility for you and your firm.
No matter your area of specialization — accounting, auditing, financial planning, law, marketing, practice management, tax or technology — you’ll rub shoulders with the best minds in the profession and leave confident, prepared and motivated to drive growth, enhance client service and make new connections across an amazing range of accounting and financial specialties.
If you’re a sole practitioner, manager, partner, financial planner or tax attorney, AICPA ENGAGE is the event of the year you simply don’t want to miss.
The RIA East Investment Forum 2017
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.
Fi360 Conference 2017
The Fi360 Conference is the industry’s premier professional development conference. 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 600 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops, and thought-provoking discussions. In 2017, the conference will provide industry professionals a platform where they can learn about the practical implications of the DOL’s 2016 Fiduciary Rule and what they need to know in order to prepare for the January 1, 2018 BICE compliance deadline.
With such a robust agenda and diverse set of attendees coming together in Music City, this is an event you won’t want to miss!