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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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2009: 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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8 - 9 | PLI | Preparation of Annual Disclosure Documents 2009 | San Francisco, CA |
10 | PLI | ABCs of Mutual Funds 2009 | New York, NY |
12 - 13 | IMCA | New York Consutlants Conference | New York, NY |
12 - 13 | PLI | Institute on Securities Regulation in Europe (Eighth Annual): A Contrast in EU & U.S. Provisions | London, UK |
12 - 14 | CFA Instititute | Advanced Valuation | Dhabi, United Arab Emirates |
15 | NICSA | East Coast Regional Meeting | Boston, MA |
19 - 20 | FPA of Central Florida | 19th Annual Symposium | Orlando, FL |
20 | SIFMA | AMF Workshop Custodian Summit | New York, NY |
20 - 22 | NAPFA | NAPFA Investments Conference | St. Petersburg, FL |
21 - 23 | IIR | Private Placements Industry Forum | Boca Raton, FL |
21 - 23 | IMN | Winter Forum on Real Estate Opportunity & Private Fund Investing | Laguna Beach, CA |
22 | FRA | Hedge Funds A-Z | New York, NY |
22 - 23 | FRA | Hedge Fund Incubation and Seeding | New York, NY |
25 - 28 | ABA | Insurance Risk Management Annual Conference | Weston, FL |
26 | FRA | 5th Investors' Summit on the Secondary Life Market | New York, NY |
26 | FRA | Client Servicing for Institutional Asset Management | New York, NY |
26 - 27 | FRA | The Finance 2.0 Summit | New York, NY |
28 - 30 | FSI | OneVoice: FSIs 2009 | San Antonio, TX |
29 - 30 | FRA | Microfinance East: The Investment Opportunity | New York, NY |
29 - 30 | FRA | The Sub-Advised & Multi-Managed Funds Forum 2009 | New York, NY |
29 - 30 | FRA | The 3rd Annual Water Finance And Investment Summit | Atlanta, GA |
30 | FRA | The 2009 Hedge Fund Financial Statement Preparation Seminar | New York, NY |
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2 - 3 | FRA | The 8th Annual Managed Accounts Technology & Operations Summit | Miami, FL |
3 | FRA | Designing and Implementing Next-Generation Value-Based Insurance Plans | Atlanta, GA |
4 | CFA Instititute | Alternative Investments | New York, NY |
4 | SIFMA | European Market Liquidity Conference 2009 | London, UK |
4 - 7 | TD Ameritrade | TD Ameritrade National Conference | Las Vegas, NV |
8 - 11 | SIFMA | ASF 2009 | Las Vegas, NV |
9 - 12 | IIR | 5th Annual Managing Retirement Income | Boston, MA |
11 - 13 | MFDA | Managed Funds Network 2009 | Key Biscayne, FL |
11 - 12 | West Legalworks | 27th Annual Institute on Federal Securities | Miami, FL |
12 - 13 | West Legalworks | 21th Annual ERISA Litigation Conference | Orlando, FL |
15 - 18 | NICSA | NICSA's 26th Anniversary Annual Conference & Expo | Miami, FL |
15 - 18 | ABA | National Conference for Community Bankers | Phoenix, AZ |
17 - 19 | LOMA | LOMA Winter Technology Conferences | San Diego, CA |
22 - 24 | NAVA | 2009 Marketing Conference | New York, NY |
23 | NSCP | West Coast Regional Membership Meeting | Atlanta, GA |
23 - 24 | FRA | Private Equity International Tax & Fund Administration Forum | New York, NY |
23 - 24 | NAAIM | NAAIM Marketing CRAM Session | Dallas, TX |
23 - 25 | IIR | Portfolio Mgmt for New Products and Services | Fort Lauderdale, FL |
24 | FRA | Mastering RFPS & Cconsultant Databased: 2009 Summit | New York, NY |
24 | FRA | Target Date Funds Forum | Boston, MA |
24 - 25 | FRA | Marketing and Client Servicing for Hedge Funds | New York, NY |
25 - 27 | LIMRA | Distribution Conference | Lake Buena Vista, FL |
26 - 03/01 | NTSAA | National Conference | New Orleans, LA |
28 - 3/1 | ABA | Seminar for Presidents | Bonita Springs, FL |
28 - 3/3 | BISA | Annual Convention | Hollywood, FL |
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4 | SIFMA | Anti-Money Laundering and Financial Crimes Conference | New York, NY |
4 - 6 | LOMA | Insurance Immersion Program | Atlanta, GA |
5 | FINRA | Fixed Income Conference | New York, NY |
5 - 6 | CFA Instititute | Asset and Risk Allocation | Philadelphia, PA |
8 - 13 | SIFMA | Securities Industry Institute | Philadelphia, PA |
9 - 10 | FPA | FPA Business Solutions | Chicago, IL |
9 - 10 | IMCA | Specialty Conference—Focus on Retirement | San Antonio, TX |
9 - 11 | IIR | 11th Annual Education Industry Investment | Phoenix, AZ |
10 - 13 | IIR | 11th Annual Money Market Expo | Orlando, FL |
11 - 13 | CFA Instititute | Hedge Funds | London, UK |
11 - 13 | IIR | Alternative Investing Through Insurance & Annuities | Miami, FL |
11 - 13 | LOMA | LOMA Customer Service Conference | San Antonio, TX |
11 - 13 | ABA | Wealth Management and Trust Conference | San Francisco, CA |
15 - 17 | SourceMedia | 14th Annual Best Practices in Retail Financial Services Symposium | Naples, FL |
16 | NSCP | Southern Membership Meeting | Los Angeles, CA |
16 - 18 | IMN | 14th Annual Public Funds Summit | Dana Point, CT |
17 - 18 | NAIBD | Spring Symposium | Santa Monica, CA |
17 - 19 | CFA Instititute | Alternative Asset Allocation Seminar | London, UK |
19 - 20 | FRA | 3rd Defined Contribution Investment-Only Forum | Boston, MA |
22 - 25 | ICI | Mutual Funds and Investment Management Conference | Palm Desert, CA |
23 - 25 | IIR | 4th Annual Conference on Managing Retirement Income | Miami, FL |
24 - 25 | IMN | 8th Annual Euro ETF Forum | Amsterdam, The Netherlands |
25 - 26 | CFA Instititute | Wealth Management 2009 | Chicago, IL |
25 - 27 | FRA | Renewable Energy Finance and Investment Summit | San Diego, CA |
26 | West Legalworks | Investment Adviser Regulation | New York, NY |
27 - 29 | ABA | National Compliance School | San Jose, CA |
29 - 30 | ABA | Mutual Community Bank Conference | Washington, DC |
3 - 4 | LIMRA | Effective Organizational Change | Charlotte, NC |
3 - 5 | TowerGroup | Retail Banking USA 2009 | Orlando, FL |
30 | NSCP | East Coast Regional Membership Meeting | Boston, MA |
30 - 04/01 | LIMRA | The Life Insurance Conference
| Lake Buena Vista, FL |
30 - 04/02 | LIMRA | LIMRA Executive Development Programs | Boston, MA |
30 - 04/1 | LOMA | The Life Insurance Conference | Orlando, FL |
30 - 31 | IMN | 9th Annual U.S. World Series of ETFs - Southeast | Coral Gables, FL |
30 - 4/1 | ABA | Government Relations Summit | Washington, DC |
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1 - 2 | CFA Instititute | Investing in Energy | Calgary, Canada |
1 - 3 | LIMRA | The Retirement Industry Conference | Lake Buena Vista, FL |
TBD | IMN | Insurance Linked Securities Summit US | New York, NY |
3 | FRA | Efficiency Finance Forum | San Francisco, CA |
6 - 8 | LOMA | LOLIC Annual Meeting | Washington, DC |
7 | FINRA | Small Firm Conference Series | New York, NY |
16 - 17 | ICI | Investment Company Directors Workshop | Boston, MA |
20 | NSCP | Midwest Membership Meeting | Chicago, IL |
22 | PLI | Banking Law Institute 2009 | New York, NY |
22 - 23 | FRA | Credit Crisis: Litigation & Regulation in Complex Securities | New York, NY |
22 - 24 | ABA | Risk Management Forum | Savannah, GA |
23 - 24 | Forrester | Forrester's Marketing Forum | Orlando, FL |
26 - 28 | FRA | The Stars & Stripes 2009 and Emerging Manager 2009 | Miami, FL |
26 - 28 | ABA | Capital Markets Forum for Corporate Trust Professionals | Tampa, FL |
26 - 29 | CFA Instititute | CFA Institute Annual Conference | Orlando, FL |
26 - 29 | IIR | GAIM Cayman | Cayman Islands |
26 - 29 | NRS | Annual Spring Compliance Conference | Orlando, FL |
26 - 29 | SIFMA | Insurance- & Risk-Linked Securities Conference | New York, NY |
26 - 29 | SIFMA | Operations Conference & Exhibit | Hollywood, FL |
27 - 29 | FSI | FSI Spring Discussions | Denver, CO |
27 - 30 | FPA | FPA Retreat | Palm Springs, CA |
28 | SIFMA | Clearing and Settlement Conference 2009 | London, UK |
29 | West Legalworks | Hedge Funds: Issues and Opportunities in Today's Capital Markets
| New York, NY |
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3 - 5 | IMCA | Spring Professional Development Conference | San Diego, CA |
3 - 6 | NAAIM | NAAIM Annual Conferece | Denver, CO |
4 - 6 | TowerGroup | Annual Financial Services Business & Technology Conference and Exhibition | Orlando, FL |
6 - 8 | FINRA | Annual Conference | Boston, MA |
6 - 8 | ICI | General Membership Meeting | Washington, DC |
10 - 13 | NICSA | 20th Annual Globalisation of Investment Funds | Southampton, Bermuda |
11 - 15 | CFA Instititute | International Wealth and Tax Planning Seminar | Lucerne, Switzerland |
12 - 13 | LIMRA | Sales Compensation Seminar | Simsbury, CT |
12 - 14 | CFA Instititute | Advances in Asset Allocation | New York, NY |
12 - 19 | ABA | School of Bank Marketing and Management | Dallas, TX |
13 - 15 | TowerGroup | Risk & Security 2009 | Hampshire, UK |
17 - 19 | LOMA | ACORD LOMA Insurance Systems Forum | Orlando, FL |
17 - 20 | LOMA | LOMA Financial Inforum | Scottsdale, AZ |
17 - 29 | Morningstar | Morningstar Investment Conference | Chicago, IL |
18 | NSCP | 2nd East Coast Regional Membership Meeting | New York, NY |
18 - 19 | BISA | Sales Management Workshop | New Orleans |
18 - 21 | LIMRA | Leadership Strategies | Boston, MA |
20 | SIFMA | Market Structure Conference | New York, NY |
26 - 28 | FINRA | Annual Conference | Baltimore, MD |
27 - 28 | NICSA | IFIA/NICSA Annual Global Funds Conference
| Kildare, Ireland |
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TBD | IMN | 13th Annual Plan Sponsor & Consultants Circle | TBD |
TBD | BISA | Legislative, Regulatory & Compliance Symposium | Washington, DC |
2 - 6 | NAPFA | NAPFA National Conference
| National Harbor, MD |
2 - 7/02 | CFA Instititute | Oxford Private Equity | Oxford, UK |
4 - 5 | ICI | Mutual Fund Compliance Programs Conference | Alexandria, VA |
7 - 10 | ABA | Regulatory Compliance Conference | Orlando, FL |
7 - 11 | MDRT | Annual Meeting | Indianapolis, IN |
7 - 9 | LOMA | LOMA The Caribbean Conference | San Juan, PR |
7 - 9 | NAVA | 2009 Compliance and Regulatory Affairs Conference | Washington, DC |
8 | NSCP | Canada Membership Meeting | Toronto, Canada |
8 - 11 | LIMRA | Marketing Strategies | Wellesley, MA |
9 | LOMA | LOMA Canada Annual Meeting | Toronto, Canada |
13 - 14 | PLI | Private Equity Forum, 10th Annual | New York, NY |
13 - 19 | ABA | Stonier National Graduate School of Banking | Philadelphia, PA |
14 - 18 | CFA Instititute | Wealth Management in Practice | Philadelphia, PA |
21 - 23 | LOMA | LOMA Strategic Issues Conference | Kuala Lumpur, Malaysia |
22 | West Legalworks | Investment Adviser Regulation | Boston, MA |
22 - 24 | ABA | CFO Exchange | Denver, CO |
22 - 24 | MFDA | Managed Funds Network 2009 | Chicago, IL |
23 - 25 | SIFMA | Technology Management Conference & Exhibit | New York, NY |
25 - 26 | LIMRA | Compliance & Market Conduct Exchange | Las Vegas, NV |
28 - 07/01 | NAVA | 2009 Operations and Technology Conference | Boston, MA |
29 | PLI | Fundamentals of Broker-Dealer Regulation 2009 | New York, NY |
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6 - 10 | CFA Instititute | Investment Management Workshop | Boston, MA |
16 | FINRA | Small Firm Conference Series | Chicago, IL |
19 - 24 | CFA Instititute | Financial Analysts Seminar | Chicago, IL |
20 - 21 | IMCA | Advanced CIMA® Workshop: The Best of Wharton | Philadelphia, PA |
30 - 31 | CFA Instititute | Private Wealth Management | Singapore |
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12 - 14 | LIMRA | Advanced Sales Forum | St Petersburg, FL |
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TBD | IMN | 3rd Annual Hedge Fund Activism and Shareholder Value Summit | Phoenix, AZ |
TBD | IMN | 7th Annual Alternative Investments Summit | Phoenix, AZ |
1 | IIR | 15th Annual Money Fund Forum | New York, NU |
10 - 11 | Forrester | Forrester's Security Forum 2009 | San Diego, CA |
10 - 11 | PLI | Understanding the Securities Laws 2009 | New York, NY |
12 - 15 | BISA | Community & Regional Banking Forum | Grapevine, TX |
13 - 15 | LOMA | LOMA Annual Conference & Conferment | San Diego, CA |
13 - 15 | ABA | Marketing Conference | San Antonio, TX |
13 - 16 | ICI | Tax & Accounting Conference | Lake Buena Vista, FL |
14 - 15 | PLI | Estate Planning Institute 2009 (40th Annual) | New York, NY |
14 - 16 | LIMRA | Group Benefits Leadership | Boston, MA |
16 - 17 | LOMA | LOMA Contact Center Workshop | Orlando, FL |
20 - 22 | NAVA | 2009 Annual Meeting | Boston, MA |
20 - 22 | LIMRA | European Annual Meeting | Barcelona, Spain |
21 - 23 | LOMA | LIC Marketing Conference | St Louis, MO |
22 - 23 | NICSA | 17th ALFI/NICSA Annual Global Funds Conference | Luxembourg, Germany |
23 - 26 | Schwab | Schwab Conference | San Diego, CA |
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1 | NICSA | East Coast Regional Meeting | Boston, MA |
1 | FINRA | Small Firm Conference Series | San Francisco, CA |
1 - 3 | IMCA | Fall Professional Development Conference | Atlanta, GA |
4 - 6 | ABA | ABIA Annual Conference | Washington, DC |
7 | PLI | Hedge Funds 2009 | New York, NY |
10 - 13 | FPA | FPA Annual Convention | Anaheim, CA |
11 - 13 | ICI | Operations and Technology Conference and Service Provider Exhibition | Orlando, FL |
14 | West Legalworks | Investment Adviser Regulation | New York, NY |
15 - 16 | PLI | Securities Filings 2009 | New York, NY |
20 - 22 | NSCP | NSCP National Meeting | Philadelphia, PA |
21 - 22 | FINRA | Annual Conference | Washington, D.C |
25 - 27 | LIMRA | LIMRA Annual Meeting | New York, NY |
25 - 28 | ABA | Annual Convention, Market Expo & Directors' Forum | Chicago, IL |
26 - 27 | PLI | Understanding the Securities Laws 2009 | San Francisco, CA |
26 - 28 | Society of FSP | FSP Forum | Phoenix, AZ |
28 | PLI | Coping with Broker/Dealer Regulation and Enforcement 2009 | New York, NY |
28 - 31 | NRS | Annual Fall Compliance Conference | Scottsdale, FL |
29 - 30 | PLI | Securities Filings 2009 | Chicago, IL |
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4 - 6 | PLI | Securities Regulation Institute 2009 (41st Annual) | New York, NY |
9 - 10 | IMCA | Advanced Wealth Management Conference | Chicago, IL |
11 - 13 | ICI | Investment Company Directors Conference | Amelia Island, FL |
12 - 13 | PLI | Securities Filings 2009 | San Francisco, CA |
16 - 17 | PLI | Understanding the Securities Laws 2009 | Chicago, IL |
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6 - 8 | IMCA | Practice Management Conference | Park City, UT |
6 - 9 | IMN | 14th Annual Super Bowl of Indexing Conference | Phoenix, AZ |
7 - 8 | BISA | Sales Management Workshop | So. California |
7 - 8 | PLI | Understanding the Securities Laws 2009 | New York, NY |
9 | PLI | A Guide to Banking and Financial Services Law and Regulation 2009 | Pittsburgh, PA |
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