The 2011 fi360 Conference will be held May 4-6 at the JW Marriott San Antonio Hill Country Resort and Spa. Join us for fiduciary experts, opportunities to earn CE for your AIF, AIFA and other professional credentials, networking activities, hands-on workshops and special pre- and post-conference events.

Registration

To register for the 2011 conference and all conference week events, fill out and return a registration form. Groups of three or more save $50 off the cost of each registration. To register a group or a guest, indicate the number of registrations in the appropriate fields and we will contact you for attendee information.

Cancellation and group registration policies can be viewed here.

Pricing

REGISTER HERE

Agenda

We are currently accepting proposals for speakers. If you are interested in speaking at the 2011 fi360 Conference, please fill out and return a conference speaker proposal form form by Monday, October 18, 2010.

Hotel Information

All activities during the conference week will hosted at the JW San Antonio Hill Country Resort and Spa. Just twenty minutes from downtown San Antonio and the airport, the JW Marriott Resort features majesitc surroundings, over 1,000 spacious guestrooms, 85 suites, a 36-hole TPC golf course and a resort spa. Fi360 Conference attendees can receive a discounted rate of $199/night if they register by Tuesday, April 12, 2011. After this date, the room block will be released and 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.

Reservations can be made online or by phone: (866)882-4420. The link will automatically enter the discount code, all you need to do is adjust the reservation dates accordingly.

Other Conference Week Events

• Capstone Accredited Investment Fiduciary® Training and Designation Program
  Date and time: 1:00 p.m. May 3 to 12:00 p.m. May 4
  Cost: $1,560 for members (20% discount), $1,950 for non-members
  Training on the Prudent Practices for Investment Fiduciaries, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. Leads to the AIF® professional designation.
  
  Learn more about AIF Training
  
  
• Accredited Investment Fiduciary Analyst™ Training and Designation Program
  Date and time: 8:00 a.m. May 2 to 5:00 p.m. May 4
  Cost: $1,880 for members (20% discount), $2,350 for non-members
  Advanced training on the Prudent Practices for Investment Fiduciaries and procedures for conducting assessments of conformance to fiduciary standards of care. Leads to the AIFA® professional designation.
  
  Learn more about AIFA Training
  
  
• fi360 Toolkits training
  Date and time: Afternoon on May 5
  Cost: Free, but registration is required and space is limited
  Two sessions, the first for new users learning to most effectively use the tools followed by an update on new features added over the past year.
  
  Learn more about fi360 Toolkits
  
  
• Fiduciaries on the Fairways Golf Outing
  Date and time: 8:00 a.m. Shotgun Start on May 7
  Cost: $200 (Includes Green Fee, Cart, Practice Balls, & Complete Tournament Services and Tax)
  Join us for a special golf event for fi360 conference attendees at the AT&T Oaks Course, home of the PGA Tours's Valero Texas Open. Don't miss an excellent opportunity to play a private members-only TPC golf course, network with peers and fi360 staff and win some great prizes.

Register for all conference week events here.

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 each conference will be posted for registrants 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 Continuing Education Requirements
• AIFA Continuing Education Requirements

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