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ANNUAL CONFERENCE

Thanks to all the speakers and attendees who helped make the 2009 fi360 Conference in Scottsdale, AZ such a wonderful success. For more information, make sure you check out the Conference Portal, containing agenda details, speaker bios, information about Scottsdale and the Westin Kierland, logistics about the conference, registration information and more.

Stay tuned as we expect to announce soon the location of our 2010 conference and our return to the east coast.

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 have questions about the upcoming or previous fi360 National Conferences, please contact us at conference@fi360.com.

Pre-Conference fi360 Toolkit Workshop

Begins: May 6th at 1:00 p.m. | Ends: May 6th at 5:00 p.m.

Interact with the fi360 Tools team to learn ways to successfully employ the Proposal Generator, Watch List Management tools and techniques, advanced searching methods using the Investment Analyzer, and more. A laptop computer is required to attend the workshop and participate in the exercises. Internet access will be provided.
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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

Continuing Education

Attending the fi360 Conference fulfills your AIF or AIFA designation CE requirements for the year. If you cannot attend the conference, or for more details about CE requirements, please click the appropriate link below:

Conference Recordings

If you are already a designee and are interested in recordings from previous conferences, please log in to the designee portal and click on the Online CE tab.

Visit the 2009 Conference Portal for a detailed agenda, speaker bios, sesssion handout downloads, logistics and more from this year's event in Scottsdale, AZ.

Submit a topic suggestion or questions about the conference to conference@fi360.com

Quotes from attendees of previous fi360 Conferences:

"Coming to conferences like this, learning from and networking with other fellow professionals keeps me on my game and really helps set me apart from my 'competition'."
– Francis Gillis, AIF

"What I like most about the fi360 Conference is the feeling that I am at a Mount Everest experience for fiduciary standards."
– J. David Strother, AIFA

"Excellent event: a must attend if you serve plan fiduciaries or if, as an investment advisor, you serve as a plan fiduciary."

"I am considering making a career change that will allow me to better implement my passion for fiduciary education. This conference was very motivating. Thank you for an outstanding program!"

"What I like most about the fi360 conference is that it is independent, objective and unbiased."

"I really appreciate and value the fact that this is a working conference where we as professionals can explore issues with experts and peers to identify and rectify our weaknesses; not a sales pitch or self-congratulatory conference."

"As the leader of a community bank trust department, I benefited greatly from the ideas and expertise expressed at each session. Our department will quickly adopt and adapt many of the best practices and fiduciary processes introduced at this conference. We will focus on what is important to our clients and their stakeholders."

"Excellent presenters with rich content of relevant and practical knowledge and information."

"My first conference: excellent topics and speakers. I will attend more."
-Peter Recchin