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HOME > ANNUAL CONFERENCE
ANNUAL CONFERENCE
2010 fi360 Conference
Registration for the 2010 fi360 Conference, May 5-7, 2010 in Orlando is now open. Join us at the only event in the financial industry focused exclusively on fiduciary responsibility.
To register, click the link below that applies to you:
fi360 AIF/AIFA Designees
fi360 Toolkit Subscribers
Non-fi360 Members
For group registration or to register by paper, download the PDF registration form.
Pricing
Date |
Member Price |
Non-Member Price |
October 19, 2009-November 30, 2009 |
$750 |
$950 |
December 1, 2009-February 28, 2010 |
$850 |
$1,050 |
March 1, 2010-May 5, 2010 |
$950 |
$1,150 |
Hotel Information
The 2010 conference will be held at the JW Marriott Orlando Grande Lakes. Fi360 Conference attendees can receive a discounted rate of $149/night over the main conference dates, as well as the three days before and three days after (based on availability). In-room internet access also is discounted for fi360 Conference attendees from $15 to $8.
Reservations can be made online. The link will automatically enter the discount code, all you need to do is adjust the reservation dates accordingly. Those choosing to extend their stay beyond the main conference dates need to make reservations by phone: (800) 576-5750.
Reservations must be made no later than Tuesday, April 13, 2010. After this date, rooms may only be available at higher rates. Reservations are on a first-come, first-served basis and there is always the possibility of a sell-out. Make your reservations as soon as possible.
Event Schedule
Tuesday, May 4-Wednesday, May 5--Pre-conference AIF® Capstone training program
Wednesday, May 5--Toolkit training session and registration in the afternoon, followed by evening cocktail reception
Thursday, May 6--Full day of conference sessions from 8 a.m. to 5 p.m., followed by evening cocktail reception
Friday, May 7--Full day of conference sessions from 8 a.m. to 4 p.m.
Agenda Information
The following list contains those speakers confirmed for the fi360 Conference and their tentative topics. Check back for updates as we confirm more speakers and have more specific information become available:
| General Sessions |
| Paul O'Neill |
Government spending and individual accountability |
| Mercer Bullard |
Legislative and regulatory trends |
Blaine Aikin
Rich Lynch
The fi360 Team |
Welcome and update on the fiduciary landscape |
| Breakout Sessions |
| Fred Reish |
Fees and expenses-Revenue sharing litigation, 408(b)(2) |
| Fred Reish |
Legal updates |
Ron Surz
Fred Reish |
Best practices in target date fund investing |
| Bob Veres |
The next agenda in financial planning |
| Brian Graff |
An insider's perspective on D.C.'s potential dramatic impact on the advisor community |
| Geoff Davey |
What you don't know about risk tolerance |
Scott Simon
Gary Allen
Jeff Coontz |
How to take advantage of the coming golden age for independent investment advisors in the retirement plan marketplace |
| Greg Kasten |
Participant Level Fiduciary Best Practices & Their Impact On Benefit Adequacy
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| Bob Smith |
Mission driven investing--Pricing the mission and developing a framework for success |
| Brian Hamburger |
Regulatory compliance/liabilty for IA--The effect of new and proposed regulations on investment advisors |
| Josh Itzoe |
Pre-allocated portfolios as the next-generation customized level of portfolio management |
| David Wade |
Uncovering hidden GAC fees in insurance company 401(k) plans |
Kevin Mahoney
Ward Mayer |
Acting as an advisor in the broker world |
Eric Paley
Christian Hancey |
What plan sponsors really want: A behind-the-scenes look at the RFP selection process |
| Thomas Higgins |
US Economic Outlook |
Chip Hunt
Tom Bowler |
Asset Allocation for Pension Plans - Managing ALM and LDI in a new pension world |
| Scott Reed |
Every investment committee needs a fiduciary assessment. Will you make it happen or have it happen to you? |
| David Witz |
What makes you a qualified advisor? |
| Johann Klaasen |
Modern portfolio critiques |
Chad Griffeth
Mike DiCenso
Jason Roberts
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401(k) participant advice: What you need to do to protect your plan sponsors and yourself |
If you are interested in presenting at a future fi360 Conference, please download and submit the speaker proposal form.
Pre-conference Events
In conjunction with the upcoming conference, fi360 will be hosting the special pre-conference events:
- AIF Capstone training program--May 4-5. Come and be trained on the theory and application of the Prudent Practices for Investment Fiduciaries, earn the AIF professional designation and stay for the premiere event focused exclusively on fiduciary standards of care. To learn more and to register, view the event page for this unique training opportunity.
- fi360 Toolkits training--May 5. Details coming soon.
About the conference
Each year the fi360 Conference features industry experts, hands-on workshops, opportunities for professional CE, and networking at social events.
Our audience typically includes a broad mix of industry professionals, including advisors, broker-dealers, managers, accountants, TPAs, financial planners, wholesalers, pension specialists, record-keepers, etc. Many attendees also carry other industry-leading credentials, such as the CPA, CLU, ChFC, IMCA, CFA, MBA, and JD. Almost half count themselves as CFP certificants. This is the event for professionals leading the way into a new fiduciary environment.
If you are interested in presenting at an fi360 Conference, please download and submit the speaker proposal form
If you have questions about the upcoming or previous fi360 National Conferences, please contact us at conference@fi360.com.
Continuing Education
Attending the fi360 Conference not only fulfills the entirety of AIF/AIFA designation CE requirements for the year, it also counts towards outside credentials, such as the CFP®, CPA and CIMA designations. Specific CE details for the 2010 Conference will be posted when available
If you are an AIF or AIFA designee who cannot attend the conference, or for more details about CE requirements, please click the appropriate link below:
AIF® and AIFA® Designees: To access session recordings from previous conferences, login to the Designee Portal.
Feedback from previous conferences
End-of-conference surveys from previous conferences have yielded the following results:
- 99% said the agenda presented them with relevant and interesting topics to choose from
- 98% were satisfied with their overall conference experience
- 98% said they would recommend this conference to others
- 91% ranked the quality of topics and speakers above average
- The following attributes were the most frequently cited as contributing to their positive experience:
- Variety and quality of topics, speakers and attendees
- Networking opportunities with attendees, speakers and fi360 staff
- Fi360 Tools sessions
- CE opportunities
- Overall organization of the event
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