Answers to
common questions.

Here’s
Where

Find quick answers to common IMPACT attendee questions here.

Do I need to pay for my own travel and accommodations?

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

What are the travel times and costs involved with getting to and from the airport and McCormick Place West?

Uber, Lyft, and taxi service is available from both airports. Travel time and costs by vehicle vary. Off-peak travel times average 60 minutes from O’Hare and 35 minutes from Midway. Public transit is the most cost-effective and avoids traffic. Some useful websites to figure costs and timing include http://www.transitchicago.com/airports/ and worldtaximeter.com/chicago.

McCormick Place West is located on Indiana Street
2301 S King Drive
Chicago, IL 60616

Map it

What hotel accommodations are available, and what are the room rates?

Schwab has negotiated discounted rates for IMPACT 2017 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 our complete list of available hotels, room rates, and locations.

Note: All hotel rates apply to reservations made prior to October 13, 2017 , or until our room block sells out, based on availability and excluding applicable taxes. Please do not call the hotels directly to book your reservation. Reserve your room through the IMPACT registration system.

Can I book accommodations after I have registered?

If you registered for IMPACT but did not book accommodations, you can complete your hotel registration by visiting the IMPACT registration portal. To access the portal, you will need the username and password you created when you registered for the conference.

Should I contact the hotel directly to book my accommodations?

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.

Do I need to provide a credit card to reserve my hotel room?

Yes. You will need an American Express, MasterCard, or Visa to confirm your reservation at all IMPACT 2017 hotels.

What if I don’t see my preferred hotel when I register?

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 650-416-8849.

What are check-in and checkout times at the hotels reserved for IMPACT 2017?

Check-in time is 11:00 a.m., and checkout is 3:00 p.m. Early check-in and late checkout requests should be submitted to the hotel directly and will be granted based on room availability.

Do official IMPACT 2017 hotels accommodate persons with disabilities?

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

May I extend my hotel stay at the IMPACT discounted rate?

IMPACT 2017 room rates are available only for the evenings of November 14-17, 2017. 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 650-416-8849.

What are the hotels’ cancellation policies?

IMPACT 2017 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 period, your credit card on file will be charged a penalty equivalent to one night’s stay plus tax.

When will I get my hotel confirmation?

You will receive a confirmation email from the IMPACT registration system, typically immediately after you book your reservation. Once you have registered for the conference and booked your hotel, you can also manage your reservation from the IMPACT registration portal. To access the portal, you will need the username and password you created when you registered for the conference.

What is the local time zone in Chicago?

The time zone is Central Time (UTC − 5).

Where can I find information about Chicago attractions?

This site will help you plan your visit: https://www.choosechicago.com/

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The content on the IMPACT® website and in discussions at the IMPACT conference are meant for general informational purposes. The views expressed are not intended to provide specific financial, accounting, compliance, tax, regulatory, or legal advice.

Third-party firms, speakers, panelists, sponsors, and exhibitors are not affiliated with or employed by Schwab. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.

The IMPACT Awards® are not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

Charles Schwab & Co., Inc., receives remuneration from fund companies for recordkeeping, shareholder services, and other administrative services for shares purchased through its Mutual Fund OneSource® service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

Charles Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab.

©2017 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. PER 0817-767U

IMPACT Awards® FAQ

General

What is the purpose of the IMPACT Awards program?

Independent investment advisors have fundamentally changed the financial services landscape by providing client-centric, independent advice to affluent investors. Established in 2006 by Charles Schwab & Co., Inc. (“Schwab”), the IMPACT Awards honor firms that have advanced the industry and have achieved success through exemplary business practices.

As a response to the integration of the independent investment advisor and independent retirement plan provider communities in 2014, an award was added to recognize the unique achievements this group has brought to the retirement plan industry. In addition to the recognition, the awards program provides independent investment advisors and independent retirement plan providers with an opportunity to learn what leading firms are doing by sharing the winners’ best practices and achievements.

What are the IMPACT Awards categories?

Learn more about each IMPACT Award.

How many awards are given?

One winner is selected for each of the four awards.

Do winners receive any prizes?

Winners of each award category are honored at the ceremony, with each firm receiving a trophy and a $15,000 donation to a charitable organization of the winner’s choice. The selection of each winning firm’s charity is subject to Schwab’s approval.

Eligibility

Who is eligible for the IMPACT Awards?

Learn more about the eligibility requirements.

Must my firm have a relationship with Schwab to be eligible for consideration for an IMPACT Award?

Yes. To be considered for an IMPACT Award, firms must use Charles Schwab, Charles Schwab Advisor Services, or Charles Schwab Bank to custody client assets.

Nominations

How do you participate in the IMPACT Awards program?

Nominations for 2017 are now closed. You can sign up to receive email notification when 2018 IMPACT Award nominations are being accepted.

Is there a limit to how many nominations I can make?

You may nominate your firm once in each category for which you qualify.

If I participated in previous years, can I participate again?

Yes. We encourage you to participate every year. Best-in-Business and leadership award winners, however, will not be allowed to participate in any category for five years; previous Pacesetter Award winners may not participate in the Pacesetter IMPACT Award category again and must wait five years to participate in either of the other three award categories. Winners of the Best-in-Retirement Business IMPACT Award must wait five years before they are eligible for another award in any category.

Is there a fee to participate?

There is no fee to participate in the IMPACT Awards program.

Can I nominate my firm in more than one category?

Yes. You can nominate your firm once in each of the categories for which you qualify. However, multiple nominations for the same firm for the Best-in-Business IMPACT Award, Best-in-Retirement Business IMPACT Award, Pacesetter IMPACT Award, and Trailblazer IMPACT Award are not permitted.

Am I able to provide supplemental materials in addition to the nomination form as part of my award nomination?

At the time of nomination, only a completed form is accepted. Later in the process, Schwab may ask for additional information.

What if I do not complete the data requested on the nomination form?

All fields must be completed for a nomination to be accepted.

May I submit my nomination via regular mail?

No. Only nominations received through the nomination form are accepted.

May my firm use a previously published case study to fulfill the essay portion of the Best-in-Business IMPACT Award, Best-in-Retirement Business IMPACT Award, Pacesetter IMPACT Award, or Trailblazer IMPACT Award nomination?

Yes. Nominations may include previously produced content that is owned by the firm; however, information that is copyrighted by another source cannot be used.

Timeline and Notification

What are the program deadlines?

Nominations for 2017 are now closed. You can sign up to receive email notification when 2018 IMPACT Award nominations are being accepted.

When are the winners of the IMPACT Awards announced?

The IMPACT Awards will be presented at IMPACT 2017, a leading industry conference taking place November 14–17 in Chicago, Illinois. Information about the winners will be posted online after they are announced at the conference.

How are winners notified?

Winners will be notified in September via phone. Winners will be announced at the IMPACT Awards ceremony at IMPACT 2017.

Are runners-up chosen?

Only one winner for each category will be announced. No runners-up are selected.

Judging

How are winners selected?

Entries are reviewed to ensure that they meet all eligibility requirements and Schwab criteria. The remaining finalists are then judged by a distinguished panel of leaders from across the business world and financial services industry who understand the challenges and opportunities facing today’s investors and those who serve them. These judges convene to review finalist nominations and select the winners in each category. Final selection is subject to acceptance of the IMPACT Awards terms and conditions and final approval by Schwab. In granting its final approval, Schwab is guided by the criteria for the IMPACT Awards program and also considers which candidates best exemplify the prestige and purpose of the awards and reflect Schwab’s reputation in the marketplace for integrity, service, and value. Schwab has absolute discretion in approving the winners, and Schwab’s decisions in all matters related to the awards and the IMPACT Awards program are final.

What criteria are used to determine the winners?

Nominations for the IMPACT Awards are evaluated based on each firm’s ability to demonstrate success in the following areas.

Best-in-Business IMPACT Award

  • Business planning
  • Technology strategy
  • Practice management and employee development
  • Client loyalty

Best-in-Retirement Business IMPACT Award

  • Business planning in the retirement industry
  • Technology strategy in the retirement industry
  • Practice management and employee development
  • Client loyalty

Pacesetter IMPACT Award
Demonstrated accelerated growth in tandem with the following:

  • Business planning
  • Technology strategy
  • Practice management and employee development
  • Client loyalty

Trailblazer IMPACT Award
Demonstrated change in helping the industry reach new heights, for example:

  • Focused understanding of the unique needs of a specific client segment and a developed, innovative approach to serving them (i.e., a new business model, marketing strategy, or strategic plan)
  • Made a difference in the community through programs to educate new audiences about financial planning
  • Helped shape the industry’s future through advocacy efforts in Washington, D.C., or involvement with industry associations
  • Made strides in attracting and cultivating the RIA industry’s next generation of talent
  • Awards or other distinctions

How does Schwab use the information provided through the nomination form?

Information you provide is used to review and judge your nomination for the IMPACT Awards program. Schwab and the judging panel maintain the confidentiality of your nomination. Schwab does not sell the information collected. See the IMPACT Awards terms and conditions for more information.

How is objectivity maintained in the selection process?

Schwab uses the eligibility criteria to review all nominations received. Once Schwab confirms the finalists, a judging panel of industry experts selects the winners for all four awards. All IMPACT Award winners are subject to Schwab’s final approval.

Questions?
We’re eager to help.

Nomination process

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