Yes! Signing up for sessions in advance is always a good idea to make the most of your onsite experience. And an even better idea? Get to those sessions on time to make sure you breeze through our session scanners and get a seat.

When Schedule Builder launches in October, log in through the IMPACT catalog. From there click the Sign in button to access the IMPACT event hub and start adding sessions to your calendar.

When Schedule Builder launches in October, you’ll be able to sign up for sessions by logging in through the IMPACT catalog or going straight to the IMPACT event hub.

Check back for details on how to sign up for sessions.

Check back occasionally. Attendees update their schedules often, and a spot may open up.

Pro-tip: Schedules can change once the conference is underway, so often there is room for more attendees on the day of the session. Be sure to arrive five to 10 minutes before the start time, as a standby queue will be admitted at the beginning of the session if room is available.

Lots! IMPACT’s goal is to provide the most relevant content during the conference, so our sessions are always numerous and diverse. We’re still adding sessions, so check back often!

We always try to accommodate everyone to the best of our ability, so if room is still available, come on in! If you are late to a popular session, it’s likely that we’ve admitted the standby queue, so your registered spot isn’t guaranteed.

We won’t leave you hanging! Before you get to the conference, be sure to download the IMPACT mobile app so you can pull up your personal schedule with your sessions and their locations. Plus there is plenty of signage and staff onsite to direct you to where you need to go.

We don’t yet know the exact number of sessions that will offer CE credit, but you can earn between seven and 10 hours of CE credit at IMPACT 2024.

IMPACT offers CE credit for the following accreditations:

• Credit for Certified Financial Planner™ (CFP^®)
• Credit for the following Investments & Wealth Institute (IWI) designations:
  • Certified Investment Management Analyst^® (CIMA^®)
  • Certified Private Wealth Advisor^® (CPWA^®)
  • Retirement Management Advisor^® (RMA^®)
• Credit for Continuing Professional Education for CPAs (CPE)

1. Make sure you indicate during registration the type of credit you are seeking.

• CFP and IWI holders must include their board ID numbers. Registrations with incomplete or missing IDs cannot be processed.
• If you do not know your ID, contact the appropriate board:
  • CFP: 800-487-1497
  • IWI: 303-770-3377

2. Attend a session that offers credit. You can easily sort for sessions that offer credit by logging into the IMPACT event hub and searching for sessions using the Credit filter on the left. Be sure to show up on time to ensure that you meet the minimum time requirement.

3. Confirming your session participation is crucial—and easy! First, make sure you are scanned into the session. Second, stay for the duration of the session. Third, complete the survey at the end. You must complete the question attesting that you want credit and have met the minimum requirements to confirm your session participation.

4. What’s next? So long as you have met the three requirements above, you will be emailed a Continuing Education Certificate for each course that offers credit. This certificate will be sent to the email address you provided during registration. Be sure to save those credit emails!

5. How is credit reported? For the CPE designation, you will need to submit the emailed certificate (see step 4 above) to your State Board of Accountancy. For CFP and IWI designations, keep the certificate of attendance for your records. Schwab will submit your attendance to each of these boards on your behalf. Be sure to download the IMPACT mobile app for up-to-date credit information and to note your session attendance for credit requirements.

Please complete steps 2 through 5 above. When you complete these steps, you will be emailed a Continuing Education Certificate for each course that offers credit. You are welcome to self-report to your respective board.

Email us your questions, including those involving administrative policies, complaints, self-reporting, or other designations not listed here.

Yes. You are responsible for covering your costs for transportation to and from the event, as well as for your hotel accommodations.

Schwab has negotiated discounted rates for IMPACT 2024 attendees with a variety of major hotels. All hotels are full service and offer various amenities, such as restaurants, pools, fitness centers, spa facilities, and business services. See the complete list of available hotels, room rates, and locations.

Note: All hotel rates apply to reservations made prior to October 25, 2024, or until the room block sells out, based on availability and excluding applicable taxes. Please do not call a hotel directly to book your reservation. Reserve your room through the IMPACT registration system.

Yes. To access the IMPACT registration portal, you will need the email you used to register for the conference and your confirmation code.

No. To obtain the discounted rate, you must book your room through the IMPACT registration system. As part of the registration process, you will be offered a range of hotel options based on room availability during your stay.

Yes. You will need an American Express, MasterCard, or Visa to confirm your reservation at all IMPACT 2024 hotels.

Hotel options are based on room availability for the entire length of your stay. If you have questions, please call the IMPACT registration team at 866-405-2516 or, internationally, at +1 650-416-8849.

Check-in time is 4:00 p.m.; checkout is between 11:00 a.m. and 12:00 p.m. Confirm the times for your specific hotel. Early check-in and late checkout requests should be submitted to the hotel directly and are granted based on room availability.

Yes. All conference hotels comply with the Americans with Disabilities Act. Specially equipped rooms are available on request.

IMPACT 2024 room rates are available only for the nights of November 19, 20, and 21, 2024. Rates for additional nights are subject to availability at the time the extension request is received. If you have an extension request, please email us or call 866-405-2516 or, internationally, +1 650-416-8849.

IMPACT 2024 hotels require a cancellation notice of 72 hours prior to your scheduled arrival. Some hotels require a room deposit equal to the first night’s stay, plus tax, prior to arrival. If you do not arrive or do not cancel within the cancellation window, your credit card on file will be charged a penalty equivalent to one night’s stay plus tax.

You will receive a confirmation email from the IMPACT registration system immediately after you book your room. Once you have registered for the conference and booked your hotel, you can manage your reservation via the IMPACT registration portal. To access the portal, you will need the username and password you created when you registered for the conference. Your hotel reservation will be submitted to the hotel on October 29, and you will receive a final email with your hotel-issued confirmation number by November 4.

The time zone in San Francisco is Pacific time (UTC-8).

This site will help you plan your visit: www.sftravel.com.

Standard rate: $1,695
Onsite rate: $2,000

The group discount applies to all paying advisor and retirement plan provider attendees from the same firm who register before October 18.

No. So long as four or more registrations from the same firm are received by October 18, each registrant will get the $100 refund. You do not need to enter a registration code to receive the discount.

The $100-per-person refund will be processed after the October 18 cancellation deadline and will be refunded to the credit card on file.

Payment methods are credit card and wire transfer. Credit cards accepted are American Express, Diners Club, Discover, MasterCard, and Visa. Wire transfers must be received and processed prior to your arrival at the conference. Once payment is received, processing may take up to five business days.

Wire transfer information:
Charles Schwab & Co., Inc. (Broker-Dealer)
Receiving bank: Bank of America
Routing # ACH/EFT: 121000358
Routing # DOM. Wires: 026009593
Beneficiary name: Charles Schwab & Co., Inc.
Beneficiary account: 1233020662
Payment details: Attn: “IMPACT 2024 Registration” Cost Center C45, GL#6120002

Yes. The original registrant must notify the IMPACT registration team of the substitution via email to attendees@schwabimpact.com. Additionally, our registration team must confirm that both individuals are from the same firm; the person replacing you cannot register until the substitution is approved. Substitutions can take five to 10 business days to process.

A refund will be given for conference and hotel cancellations made on or before October 18. Refund requests must be received prior to the cancellation deadline; cancellations completed after the October 18 deadline will not receive a refund. You can cancel by logging back into the IMPACT registration portal and selecting to cancel, or you can send an email to attendees@schwabimpact.com, and we will assist you.

IMPACT is an invitation-only industry conference. Anyone attempting to register whose email address is not recognized as preapproved will be asked to provide contact information. Their request to register will undergo an approval process, and they will be contacted with further information.

If you are attempting to register with an email address that is not recognized, you will be asked to provide contact information. Your request to register will undergo an approval process, and you will be contacted with further information.

Tuesday, November 19: 8:00 a.m.–7:00 p.m.
Wednesday, November 20: 7:00 a.m.–6:30 p.m.
Thursday, November 21: 7:00 a.m.–5:30 p.m.

Yes. The registration fee includes all conference events, receptions, breakfasts, lunches, and breaks on main conference days.

Yes, upon request. Please send an email to attendees@schwabimpact.com so that arrangements can be made.

No. Conference badges are nontransferable.

We’re glad you know someone who’s interested in our event! However, IMPACT is for invited participants only, and we are not able to accommodate guests. We want to be sure our focus remains on leading our industry and empowering advisors to better serve their clients. As IMPACT and its attendance grow, we’re committed to giving advisors the best and most valuable experience possible.

The evening events are for invited participants only, and we are not able to accommodate guests. All evening event participants must be 21 or older.

Please send an email to attendees@schwabimpact.com or call Monday through Friday, 6:00 a.m. to 6:00 p.m. PT: toll-free 866-405-2516 or, internationally, +1 650-416-8849.

No. Virtual IMPACT was discontinued so that we can focus on hosting the most outstanding in-person RIA industry gathering that we can. We hope you’ll join us in San Francisco!