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Where We'll Be

IAA

Investment Adviser Compliance Conference

 March 14-15, 2019, Washington, D.C.

The IAA’s annual Investment Adviser Compliance Conference is a comprehensive two-day program that provides investment advisers with the most current information available on the changing regulatory landscape. Participants return to their firms with practical insights and knowledge of best practices to help them maintain a successful compliance program. In addition to meeting and interacting with peers, attendees will hear from a distinguished roster of speakers that includes SEC staff, investment adviser industry professionals, and legal experts.

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Fi360

2019 Fi360 Conference

April 3-5, 2019, Nashville, TN

The annual Fi360 Conference, is the premier event for investment fiduciaries and financial services professionals to gain insights from industry experts, earn CE and build a network of like-minded professionals. 

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Morningstar

Morningstar Investment Conference

May 8-10, 2019, Chicago, IL

Morningstar presents the latest developments on financial advice from the industry's top minds. Discover new perspectives on the market and ideas to put into practice. Network with people from more than 100 organizations including asset management firms, fintech companies, and media groups.

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AICPA

AICPA ENGAGE 2019

June 9-13, 2019, Las Vegas, NV

The event for accounting and finance professionals ready for the next step- 350+ learning sessions led by industry experts, presentations from keynote speakers, and networking opportunities.This event brings together 6 prominent AICPA conferences along with the Association of Accounting Marketing Summit and CPAFMA National Practice Management Conference.

 

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