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.


Bob Veres’ Insider’s Forum 2017

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information (www.bobveres.com), a master study group, provider of newsletters and articles as well as a general "curator" of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.

The conference programs consistently feature the highest caliber of established thought leaders in the profession, and we introduce trailblazing newcomers to conference attendees. Each year we offer three conference tracks that focus on the needs of the different functional areas of your organization: strategy leadership (CEOs, Presidents and firm owners), operations (COOs and other operations professionals), technical leadership (Chief Investment Officer and technical knowledge experts), as well as a track that will change each year to address the most current issues and themes that advisors are facing.

Our exhibit hall is by-invitation-only to help ensure that the fiduciary culture of our event is carried on throughout the entire conference venue.


Morningstar ETF Conference 2017

VENUE TBD

As the exchange-traded fund industry's rapid growth continues, more and more investors are looking for ways to incorporate ETFs in their portfolios. With this demand comes questions: What are the best strategies for creating an ETF portfolio? Are there opportunities to maximize returns? Experts from across of the ETF industry will help provide some answers and discuss tactics, strategies, and portfolio management in an effort to help attendees achieve greater investing success.

One of the ETF Industry's Most Comprehensive Events
The conference is designed for all financial professionals interested in using ETFs as part of their investment strategies. Whether you are an independent planner looking for insights to implement yourself or a more hands-off advisor searching for portfolio managers, the Morningstar ETF Conference will provide knowledge and perspectives that can help you make informed investing decisions.

Thought Leadership From ETF Industry Leaders
Some of the ETF landscape's sharpest minds will be on hand to help sort out the complexities, theories, and opportunities surrounding ETFs. Keynote presentations, general sessions, and breakout sessions will focus on three key areas; strategy, tactics, and managed-portfolio solutions. The conference will also give attendees the opportunity to meet with advisors, fund managers, analysts, providers, and other financial-industry experts.


Pershing INSITE Conference 2017

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.


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.


TD Ameritrade Elite Advisor Summit – Elite LINC 2017

TD Ameritrade's Elite Advisor Summit.  Formal invitation required.

Open to a select group of advisors who are best-in-class, gathering with peers to learn, inspire, network and collaborate.

Where will you be when the sun sets on the 6th of June?

In a fluid and changing time, what remains constant is our desire to be in the company of people who challenge and inspire. This spring, why not plan to do it in a place as unique as you are? For three days in June, Elite LINC 2017 will unite some of our industry’s most important players under spectacular desert skies. We think you should be there.

The informational sessions, keynote speakers and opportunities to exchange ideas at TD Ameritrade’s Elite LINC conference are expertly crafted with professionals like you in mind. But the agenda is just a roadmap. It’s the synergy of minds, experience and imaginations that makes this conference different. It surprises us every time. We hope to see you there.


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!


CFA Institute Annual Conference 2017

For 70 years, CFA Institute has brought you the latest thinking, expert opinions, thought leadership, and unrivaled networking opportunities through our Annual Conference. It is the investment industry’s largest and longest-running educational gathering of investment professionals, attracting as many as 2,000 delegates from 70 countries and territories in recent years. Don’t miss out on this unparalleled opportunity to:

  • Learn from noted economists, best-selling authors, leading researchers, and successful practitioners;
  • Refresh and hone your skills with new ideas and research on a full range of investment topics;
  • Meet and network with investment peers from around the world;
  • Explore global and regional financial trends; and
  • Examine new investment opportunities and risks.

NAPFA Spring Conference – West 2017

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.