YOUR GUIDE TO GLOBAL FIDUCIARY INSIGHTS


login

HOME > RESOURCES > ANNUAL CONFERENCE

ANNUAL CONFERENCE

    What attendees of our previous conferences are saying:

    "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

    To submit a topic suggestion for a future conference, please download and submit a conference speaker proposal form.

    If you have any questions about the conference, email us at conference@fi360.com

2012 fi360 Conference
The 2012 fi360 Conference is coming to Chicago, April 25-27.

Visit our 2012 fi360 Conference page for more information, including agenda information, and to register.

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 fulfills the entirety of AIF/AIFA designation CE requirements for the year. In addition, sessions are also submitted for CE credit for other industry credentials, such as the CFP®, CPA and CIMA designations. Specific CE details for each conference will be posted for registrants when available.

AIF® and AIFA® Designees: For more information on your CE requirements or 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