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Summary: Industry Conference Schedule includes Date(s), Group, Event and Location. For more detailed information, click on link to the Sponsoring Organization.
Industry Groups interested in posting conference information, please register here.
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2010: January | February | March | April | May | June |
July | August | September | October | November | December
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Date(s) |
Group |
Event |
Location |
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11-12 | IMCA | New York Consutlants Conference | New York, NY |
12 | ICI | Webinar on Anti—Money Laundering Compliance in a Global Environment | webinar |
13-15 | IMN | Winter Forum on Real Estate Opportunity & Private Fund Investing | Laguna Beach, CA |
14 | NICSA | East Coast Regional Meeting | Boston, MA |
18-20 | IMCA | Personal Financial Planning Conference | Lake Buena Vista, FL |
19-21 | IIR | GAIM USA | Boca Raton, FL |
20-22 | NAPFA | NAPFA Investments Conference | St. Petersburg, FL |
25-27 | FSI | OneVoice 2010 | New Orleans, LA |
25-27 | IIR | Private Placements Industry Forum | Key Biscayne, FL |
27-30 | NTSAA | National Conference | Indian Wells, CA |
29 | PLI | Securities Products of Insurance Companies in the Face of Regulatory Reform 2010 | New York, NY |
31 | MFDA | Managed Funds Network 2010 | Key Biscayne, FL |
31-2/1 | SIFMA | ASF 2010 | Washington, DC |
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2 | FRA | Hedge Fund Regulation and Compliance 2009 | New York, NY |
3-6 | TD Ameritrade | TD Ameritrade National Conference | Orlando, FL |
5-6 | PLI | The SEC Speaks in 2010 | Washington, DC |
7-10 | ABA | Insurance Risk Management Annual Conference | Naples, FL |
8 | PLI | Antitrust & the Deal 2010 | New York, NY |
9 | NAIBD | Regulatory Updates | Webinar |
11-12 | West Legalworks | 28th Annual Institute on Federal Securities | Coral Gables, FL |
11-12 | West Legalworks | 22nd Annual ERISA Litigation Conference | Orlando, FL |
1-2 | FRA | Investment Advisor Compliance | New York, NY |
14-17 | NICSA | 28th Anniversary Annual Conference & Expo | Miami, FL |
17 | PLI | Corporate Governance 2010 - A Master Class | New York, NY |
17-18 | ABA | Community Bank Investor Conference | New York, NY |
18-19 | PLI | Consumer Financial Services Institute | New Brunswick, NJ |
21-23 | IRI | 2010 Marketing Conference | New York, NY |
21-24 | ABA | National Conference for Community Bankers | Hollywood, FL |
22 | IMN | The Active-Passive Investor Summit | New York, NY |
22 | NSCP | Southern Regional Meeting | Atlanta, GA |
22 | NSCP | West Coast Regional Meeting | San Francisco, CA |
22-23 | IMCA | Specialty Conference on Asset Allocation | Scottsdale, AZ |
22-23 | PLI | Nuts & Bolts of Financial Products 2010 | New York, NY |
24-25 | CFA Instititute | 2010 GIPS Standards European Conference | London, UK |
24-26 | LIMRA | Distribution Conference | Las Vegas, NV |
27-3/3 | ABA | Seminar for Presidents | Marco Island, FL |
28-3//1 | IIR | GAIM Ops Cayman | Grand Cayman |
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1 | FRA | Trading Regulation and Compliance Forum 2009 | New York, NY |
1-3 | FPA | FPA Business Solutions | Dallas, TX |
1-3 | IIR | 12th Annual Education Industry Investment | Phoenix, AZ |
1-3 | IMN | 15th Annual Public Funds Summit | Huntington Beach, CA |
3 | SIFMA | Anti-Money Laundering and Financial Crimes Conference | New York, NY |
6-9 | BISA | Annual Convention | Hollywood, FL |
7-12 | SIFMA | Securities Industry Institute | Philadelphia, PA |
7-9 | ABA | Wealth Management and Trust Conference | Phoenix, AZ |
8 | PLI | How to Prepare an Initial Public Offering 2010 | New York, NY |
8-10 | IIR | 12th Annual Money Market Expo | Orlando, FL |
9 | FINRA | Fixed Income Conference | New York, NY |
9 | NAIBD | Industry Leaders Share Compliance Solutions | TBD |
9 | PLI | A Guide to Financial Institutions 2010 | New York, NY |
9-10 | BISA | Large Bank B/D CEO Roundtable | Hollywood, FL |
9-10 | CFA Instititute | Wealth Management 2010 | Phoenix, AZ |
11 | CFA Instititute | GIPS Standards Interactive Workshop | Phoenix, AZ |
11-12 | LIMRA | Asia Compliance Seminar | Hong Kong, Chino |
11-13 | MDRT | The MDRT Experience | Seoul, Korea |
14-17 | ICI | Mutual Funds and Investment Management Conference | Phoenix, AZ |
15-16 | ABA | Mutual Community Bank Conference | Washington, DC |
15-18 | LIMRA | Financial Strategies | Wellesley, MA |
16 | SRI | Real Estate 2010 | Los Angeles, CA |
16-18 | ABA | Government Relations Summit | Washington, DC |
16-18 | CFA Instititute | Alternative Asset Allocation Seminar with EDHEC-Risk Institute | London, UK |
18 | SIFMA | Insurance- & Risk-Linked Securities Conference | New York, NY |
19-21 | ABA | Intermediate Compliance School | San Jose, CA |
21-23 | ABA | National Compliance School | San Jose, CA |
21-23 | SourceMedia | 15th Annual Best Practices in Retail Financial Services Symposium | Oralndo, FL |
22 | NSCP | Midwest Regional Meeting | Chicago, IL |
22-23 | FRA | The 4th HCC Management Summit | San Antonio, TX |
23 | CFA Instititute | Middle East Investment Conference | Manama, Bahrain |
24 |
| The Inaugural World Series of Indexing & ETFs | Boston, MA |
24-25 | BISA | CFO Roundtable | Chicago, IL |
24-25 | FRA | The Due Diligence Master Class | New York, NY |
24-26 | LIMRA | Compliance & Market Conduct Exchange | Orlando, FL |
24-26 | LOMA | Compliance & Market Conduct Exchange | Orlando, FL |
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TBD | NAIBD | Spring Symposium | TBD |
1-2 | NRS | Annual Spring Compliance Conference | Fort Lauderdale, FL |
8-9 | PLI | Investment Institute 2010 | New York, NY |
9 | PLI | Hudge Fund Registration and Compliance 2010 | New York, NY |
11-13 | LOMA | The Retirement Industry Conference | Washington, DC |
12 | PLI | Taxation of Financial Products and Transactions 2010 | New York, NY |
13 | PLI | Pension Plan Investments 2010 | New York, NY |
13-15 | LOMA | The Life Insurance Conference | Washington, DC |
14-16 | TowerGroup | Annual Financial Services Business & Technology Conference and Exhibition | Boston, MA |
15-16 | FRA | Successfully Implementing HITECH Privacy & Security Regulations | Chicago, IL |
15-16 | PLI | Private Placements and Other Financing Alternatives | New York, NY |
18-20 | ABA | Capital Markets Forum for Corporate Trust Professionals | St. Petersburg, FL |
19-22 | CFA Instititute | The Oxford International Investment Programme | Oxford, UK |
21 | PLI | Banking Law Institute 2010 | New York, NY |
21-22 | CFA Instititute | Alternative Investments | London, UK |
22 | PLI | Securities Offerings 2010 | New York, NY |
22-23 | BISA | Sales Management Workshop | Dallas, TX |
22-23 | SIFMA | Private Client Conference | New York, NY |
22-25 | FPA | FPA Retreat | San Antonio, TX |
23-24 | Forrester | Forrester's Marketing Forum 2008 | Orlando, FL |
25-5/1 | CFA Instititute | International Fixed Income and Derivatives (IFID) Certificate | Barcelona, Spain |
27 | NICSA | West Coast Regional Meeting | Los Angeles, CA |
28-30 | ABA | Risk Management Forum | St. Petersburg, FL |
28-30 | IRI | 2010 Govt and Regulatory Affairs | Washington, DC |
28-30 | LOMA | LIC 100th Annual Meeting | Atlanta, FA |
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3 | NSCP | Canadian Membership Meeting | Toronto, Canada |
3-5 | NAAIM | NAAIM Uncommon Knowledge 2010 | Orlando, FL |
3-6 | LIMRA | Marketing Strategies | Wellesley, MA |
3-7 | CFA Instititute | International Wealth and Tax Planning Seminar | Lucerne, Switzerland |
4-7 | SIFMA | Operations Conference & Exhibit | Desert Springs, CA |
5 | SIFMA | Compliance & Legal | National Harbor, MD |
5-6 | BISA | Advisor Workshop | New York area |
5-7 | ICI | General Membership Meeting | Washington, DC |
5-7 | ICI | Mutual Fund Compliance Programs Conference | Washington, DC |
5-7 | ICI | Operations and Technology Conference and Service Provider Exhibition | Washington, DC |
10-12 | LIMRA | Life Insurance Accounting | Toronto, Canada |
11-14 | CFA Instititute | titative Equity Portfolio Management International Program | Milan, Italy |
12-13 | FSI | Regional Roundtable | Duluth, GA |
16-19 | CFA Instititute | 2010 CFA Institute Annual Conference | Boston, MA |
16-19 | LOMA | LOMA Financial Inforum | Bonita Springs, FL |
17-19 | IMCA | Annual Conference | Orlando, FL |
18-20 | CFA Instititute | Advances in Asset Allocation Seminar | Singapore |
18-24 | ABA | School of Bank Marketing and Management | Dallas, TX |
19-21 | NAPFA | NAPFA National Conference
| Chicago, IL |
22-26 | LOMA | ACORD LOMA Insurance Systems Forum | Las Vegas, NV |
26-27 | BISA | Advisor Workshop | Chicago area |
26-28 | FINRA | Annual Conference | Baltimore, MD |
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2-4 | ICBI | Super Return US | Boston, MA |
2-4 | LIMRA | Marketing & Research Conference | Orlando, FL |
2-4 | LOMA | LOMA Customer Service Conference | Orlando, FL |
7 | NSCP | East Coast Regional Meeting | New York, NY |
7-10 | LIMRA | Leadership Strategies | Wellesley, MA |
7-11 | CFA Instititute | Global Investors Workshop | Fontainebleau, France |
7-9 | ABA | CFO Exchange | St. Louis, MO |
8-9 | BISA | Regional Bank B/D CEO Roundtable | Chicago, IL |
8-9 | CFA Instititute | Asset Allocation for Private Clients | Bellevue, WA |
9 | PLI | Fundamentals of Mutual Funds 2010 | New York, NY |
9-11 | FSI | INSITE™2010, Pershing's Financial Solutions Conference | Hollywood, FL |
10 | IMN | European Summit on Corporate Governance and Responsible Investment | Stockholm, Sweden |
10 | LOMA | LOMA Canada Annual Meeting | Toronto, Canada |
12-17 | MDRT | Annual Meeting | Vancouver, British Columbia |
12-18 | ABA | Stonier National Graduate School of Banking | Philadelphia, PA |
13-16 | ABA | Regulatory Compliance Conference | San Diego, CA |
13-16 | LOMA | LOMA The Caribbean Conference | Montego Bay, Jamaica |
14-15 | PLI | ERISA 2010: Nuts and Bolts of Employee Benefit Plans | New York, NY |
17-18 | IMN | 9th Annual Canada Cup of Investment Management | Toronto, Canada |
22-24 | SIFMA | Financial Services Technology Expo | New York, NY |
23-24 | BISA | Advisor Workshop | Washington, DC area |
23-25 | Morningstar | 2010 Morningstar Investment Conference | Chicago, IL |
23 | Morningstar | 2010 Morningstar Advisor User Forum | Chicago, IL |
28 | PLI | Fundamentals of Broker-Dealer Regulation 2010 | New York, NY |
28-7/1 | CFA Instititute | The Oxford Private Equity Program | Oxford, UK |
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2-3 | NAPFA | NAPFA Core Competency | Atlanta, GA |
11-15 | CFA Instititute | Investment Management Workshop | Boston, MA |
12-13 | PLI | Private Equity Forum | New York, NY |
13 | PLI | Ethics in Banking and Financial Services 2010 | New York, NY |
13-15 | CFA Instititute | Advances in Asset Allocation Seminar | New York, NY |
13-16 | IRI | 2010 Operations and Technology | Boston, MA |
14-15 | BISA | Advisor Workshop | West Coast |
16 | PLI | Fundamentals of Investment Adviser Regulation 2010 | New York, NY |
16 | FINRA | Annual Conference | Wahington, DC |
19-20 | IMCA | Advanced CIMA® Workshop: The Best of Wharton | Philadelphia, PA |
26-30 | CFA Instititute | Financial Analysts Seminar | Chicago, IL |
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4 | PLI | Global Financial Issues 2010: Preparing for the | New York, NY |
4-6 | LIMRA | Advanced Sales Forum | Chicago, IL |
11 | PLI | Securities Arbitration 2010 | New York, NY |
11-13 | NAPFA | NAPFA Larger Firm Exchange | Newport, RI |
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TBD | LOMA | LIC Marketing Conference | Charleston, SC |
9-10 | IMN | African Cup of Investment Managemetn | Cape Town, South Africa |
10-11 | Forrester | Forrester's Security Forum 2009 | San Diego, CA |
12-14 | ABA | Marketing Conference | Minneapolis, MN |
13-14 | PLI | Estate Planning Institute | New York, NY |
13-15 | LIMRA | Group Benefits Leadership Conference | Baltimore, MD |
15 | PLI | ERISA Litigation 2010 | New York, NY |
16 | BISA | CFO Roundtable | Washington, DC |
20-22 | FSI | FSI Fall Discussions | Chicago, IL |
21 | PLI | Securities Litigation & Enforcement Institute 2010 | New York, NY |
22-24 | ABA | ABIA Annual Conference | Phoenix, AZ |
22-24 | CFA Instititute | Hedge Funds | London, UK |
22-24 | LOMA | DI & LRC Insurers' Forum | Orlando, FL |
22-24 | NAPFA | NAPFA Practice Management and Investments | San Diego, CA |
23- | IIR | 21st Annual Intl Turst & Tax Planning Summit | Miami, FL |
26-28 | LOMA | Strategic Issues Conference | Bali, Indonesia |
28-29 | NICSA | 19th Annual Global Investment Funds Forum | Luxembourg, Germany |
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3-4 | BISA | Risk Management Conference | Washington, DC |
4-5 | BISA | Large Bank B/D CEO Roundtable | Washington, DC |
4-5 | PLI | Understanding the Securities Laws 2010 | San Francisco, CA |
4-7 | NRS | Annual Fall Compliance Conference | Scottsdale, FL |
5 | BISA | Community Bank Roundtable | Washington, DC |
6-9 | MDRT | 2010 Top of the Table Annual Meeting | Naples, FL |
8 | PLI | Advanced Securities Law Workshop 2010 | New York, NY |
8-10 | Society of FSP | FSP Forum | Orlando, FL |
9-12 | FPA | FPA Annual Convention | Denver, CO |
11-13 | CFA Instititute | New Frontiers in Portfolio Management | Riyadh, Saudi Arabia |
12 | PLI | Drafting Securities Filings 2010 | New York, NY |
13-14 | BISA | Advisor Workshop | Southeast |
13-15 | FSI | Pershing's Customer Conference 2010 | National Harbor, MD |
14 | PLI | Securities Litigation & Enforcement Institute 2010 | San Francisco, CA |
17-20 | ABA | Annual Convention, Business Expo & Directors' Forum | Boston, MA |
18-20 | PLI | Fundamentals of Swaps & Other Derivatives/Advanced Swaps & Other Derivatives 2010 | New York, NY |
20-21 | IIR | Private Equity Ops | New York, NY |
21-22 | LOMA | The Latin American Conference | Washington, DC |
24-26 | IRI | 2010 Annual Meeting | Chicago, IL |
26-29 | Schwab | Schwab Conference | Boston, MA |
27-28 | BISA | Advisor Workshop | Columbus, OH |
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1-3 | NSCP | NSCP National Meeting | Baltimore, MD |
2-3 | NAAIM | Reinventing the Trade | Chicago, IL |
3-5 | PLI | Securities Regulation Institute (42nd Annual) | New York, NY |
3-5 | NAPFA | NAPFA Connections | Boston, MA |
8-9 | IMCA | Advanced Wealth Management Conference | San Francisco, CA |
10 | PLI | Financial Services Industry Regulatory Compliance & Ethics Forum 2010 | New York, NY |
15-16 | PLI | Understanding the Securities Laws 2010 | Chicago, IL |
22 | PLI | Hedge Fund Enforcement & Regulatory Developments 2010 | New York, NY |
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5-7 | IMCA | Practice Management Conference | Vail, CO |
5-8 | IMN | 15th Annual Super Bowl of Indexing Conference | Phoenix, AZ |
8 | BISA | Regional Bank B/D CEO Roundtable | Chicago, IL |
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