TD Ameritrade Elite Advisor Summit – Elite LINC 2018


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.

IAA Leadership Conference 2018


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.

Schwab IMPACT Conference 2018


IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at the forefront of the industry.

Bob Veres’ Insider’s Forum 2018

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information (, 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.

FSI Forum 2018

Open to all FSI members and select sponsors. **This event is exclusively for FSI members and is closed to the media.

Schwab EXPLORE Conference 2018


EXPLORE is an exclusive, high-profile forum for a select group of Schwab Advisor Services’ most valued clients.

Approximately 150 advisors are expected to attend. The small size of the forum creates an environment for attendees to think strategically and share best practices with like-minded colleagues, hear from high caliber speakers and network with Schwab senior management and peers, both socially and in a business sense.

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.

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.

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!