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.
Pershing INSITE Conference 2018
INSITE is a premier industry event for success-minded advisors interested in enhancing client relationships and growing their business. INSITE features an impressive lineup of world leaders and industry experts, showcases our latest offerings, provides access to an exhibit hall featuring strategic providers and helps advisors grow their business, increase efficiency and differentiate themselves in today’s marketplace.
NAPFA Spring Conference – West 2018
Envestnet Advisor Summit 2018
The Envestnet Advisor Summit has become a “must attend” event within the wealth management industry with over 2,000 investment professionals from around the country expected to participate.
This event will host RIAs, independent broker-dealer firms, and Bank and Trust Companies for a three-day meeting that will feature key industry leaders speaking about today’s investment climate as well as strategies to help advisors grow their businesses.
Discover the concepts that are becoming a reality in reshaping the financial services industry. Hear from thought leaders on how strategy and innovation can help move you to that next level. And, learn how to adapt and leverage the tools that can elevate your value and success as your business grows and evolves. This three-day event will not only help you keep pace with a changing world, but also help you show leadership to your clients.
Advisors are given the opportunity to hear from several members of Envestnet’s management team, gain insight on our latest developments in the Envestnet Pavilion and engage with sponsors in the exhibit hall. Take advantage of the opportunity to network with colleagues, other investment professionals, and Envestnet representatives.
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.
JV Events Group Liquid Alternative Strategies Summit 2018
New investment regime: rapidly changing markets and the role of liquid alternative strategies.
A new President, policies in transition, rising rates and unexpected changes to the world economic order – how do investors position their portfolios? What new investment opportunities may arise and what can be done to mitigate ever-changing risks? With equities fully valued and recent draw-downs in conventional bonds, traditional investments may be facing growing pressures. Investment professionals will need to move beyond simplistic solutions in portfolio construction.
In the new investment regime, Liquid Alternatives may offer potential tools for risk management, additional sources of return and diversification. Our conference provided an in-depth review of the broad spectrum of Liquid Alternative strategies and their potential role in an evolving investment environment.
Our program centered around two key tasks for allocators using or considering Liquid Alternatives:
- Picking the right strategies
- Picking the right managers
Investment professionals were part of a highly engaging and substantive day of research and due diligence. The program provided a unique opportunity to hear from a broad range of leading Liquid Alts portfolio managers regarding:
- How their strategies work
- Risk/reward characteristics
- Cost-effectiveness
- Tax efficiency
- How their funds best fit into a broader portfolio
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!
Schwab INVESTMENT OUTLOOK Symposiums Series 2018
VENUE TBD
INVESTMENT OUTLOOK is the regional forum where industry leaders present keen insights and informed perspectives on today’s economic, political, and investment climate. This day long event will help set successful strategies for the 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.