Delivering excellence.

Janet Acheatel

HoyleCohen

Building community.

Justina Lai

Wetherby Asset
Management

Creating connections.

Lorenzo Sanchez

Rowling & Associates

Thinking bigger.

René Nourse

Urban Wealth
Management

Putting clients first.

Yusuf Abugideiri

Yeske Buie

Thank you for helping to make our first virtual IMPACT conference such a success. We look forward to hosting you again next year.

See you at IMPACT 2021

 

Interested in exhibiting at IMPACT?

A prize that keeps on giving.

You’re all IMPACT® Awards winners—and we’re making a $100,000 donation to recognize your great work.

IMPACT Awards

Designed to inform and inspire.

Whether an expert-led session or a side conversation with a fellow advisor or solution provider, the actionable insights were everywhere at IMPACT.

View past sessions

Be an IMPACT sponsor in 2021.

Doing so offers the prime opportunity to connect with your ideal audiences: forward-thinking advisors and industry leaders who want to learn about your products and services.

Interested in participating at IMPACT?

See you at IMPACT 2021.

We’ll be posting details in the coming months about next year’s event, so check back often.

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.

Brokerage Products: Not FDIC-Insured · No Bank Guarantee · May Lose Value

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

©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. PER 0920-0S4U

The future is here.

Schwab is proud to welcome the students and faculty of these colleges and universities to IMPACT 2020.

  • Delaware State University
  • Grand Canyon University
  • Howard University
  • Michigan State University
  • San Diego State University
  • Schwab Advisor Services™ RIA Summer Internship Program: 2020 Participants
  • Suffolk University
  • Temple University
  • Texas Tech University
  • University of Akron
  • University of Arizona
  • University of California, Irvine
  • University of Georgia
  • University of Illinois
  • University of Texas
  • Utah Valley University
  • Virginia Tech
  • William Patterson University
  • Winthrop University

Questions?
We’re eager to help.

Attendees
IMPACTevent@schwab.com
Education credit
credit2@schwab.com
IMPACT Awards
IMPACTawards@schwab.com
Media and press
IMPACTpr@schwab.com
Sponsors and exhibitors
IMPACTexhibitors@schwab.com

IMPACT Awards® FAQ

Frequently asked questions

What are the conference fees?

Early-bird rate: $299

Standard rate: $450

Is there a group discount?

No. A group rate does not apply.

What are the available payment methods?

Payment methods are credit card, check, and wire transfer. Credit cards accepted are American Express, Diners Club, Discover, MasterCard, and Visa. Checks and 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.

Send checks to:
Charles Schwab & Co., Inc.
ATTN: IMPACT 2020 Registration
9800 Schwab Way
MS: DENR1-01-175
Lone Tree, CO 80124
TAX ID# 94-1737782

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  2020 Registration” Cost Center C45, GL#6120002

If I can’t attend, can someone attend in my place?

Yes. The original registrant must notify our 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.

What happens if I must cancel?

A refund will be given for conference cancellations made on or before October 2. Refund requests must be received prior to the cancellation deadline. All cancellations must be requested via email to attendees@schwabimpact.com.

Who can register for IMPACT 2020?

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

My registration is not yet approved. What does that mean, and when will it be approved?

Anyone attempting to register whose email is not recognized will be asked to provide contact information. Your request to register will go through an approval process, and you will be contacted with further information.

Will services be offered for hearing-impaired attendees?

Yes. Closed caption will be made available upon request. If closed captioning is needed, please send a message to our IMPACT inbox at ImpactEvent@schwab.com

I can attend for only one day. Can I share my registration?

No.  Each registration is unique to the original attendee.

How do I get registration assistance?

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

You are now leaving the IMPACT® 2020 website

Return to IMPACT® 2020 website

Selecting this link will launch a new browser window and take you to a third-party website. Third-party websites are owned and operated by independent information providers (“IPPs”). 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. Charles Schwab & Co., Inc. (“Schwab”) and its affiliates have not reviewed the site referenced above and are not responsible for the content of any off-site pages or any other linked sites. No judgment or warranty is made with respect to the accuracy, timeliness, completeness, or suitability of the content of these services or sites to which these screens link, and Schwab takes no responsibility therefore. A link to a service or site outside of Schwab is not an endorsement of the service or site, its content, or its sponsoring organization. Schwab provides links to other Internet sites solely as a convenience to its users. Your linking to these sites is at your own risk. PER 0719-93ST

Sponsorship Benefits Overview

  Elite Premier Schwab Advisor
Center® Integration		 Industry Resource
Sponsorship Benefits $50,000 $35,000 $15,000 $3,500
Livestreamed Education Session
  • 50-minute minimum
  • Made available on demand
 Included      
On-Demand Education Session
  • 50-minute minimum
   Included    
Livestreamed Education Session
  • 30-minute maximum
  • Made available on demand
     Included  
Virtual Exhibit Hall Presence
  • Marketing collateral
  • MP4 files
  • Scheduled meetings
  • Chat feature
 Included Included Included  
Conference Registrations 4 4 2  
Email Campaign Logo      
Website Sponsor Page Logo Logo Logo  
Onetime use Pre-event Mailing List Included Included Included  
Onetime use Pre-event Email List Included Included    
Onetime use Post-event Mailing List Included Included Included  
Onetime use Post-event Email List Included Included    
User Metrics Post-event Report Included Included Included  
Industry Resource Listing
  • Company logo
  • Company URL
  • Company description
  • Marketing collateral
  • Prerecorded video
 Included Included Included Included

Categories and benefits are subject to change, availability, and Schwab approval.

Included Benefit Applies to Category