Learn from the experts.

At its core, IMPACT is all about advancing the RIA industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the community. Every session and presentation is geared toward continued firm success.

A unique, complete approach.

Learn the latest ways to maintain peak firm performance.

IMPACT sessions cover subjects vital to ensuring that your firm performs to its potential. Things like staying on top of the latest marketing and investment trends. Maintaining strategic growth momentum. Attracting and retaining the industry’s top talent. And more.

Adopt the latest strategies for delighting clients.

The needs of your clients have changed. Which means we must adapt to meet them where they are. And change is hard—but knowledge is power. The more you know, the better you’ll become at helping your clients comfortably navigate the new investment landscape.

Know how every shift affects you.

We are at a pivotal point. An intersection of business, technology, and society—a reality that brings both challenge and opportunity. Our speakers cover the latest strategies for capitalizing on possibilities to come.

Keynote sessions.

These large-format sessions feature internationally renowned presenters who inspire, challenge, and sometimes even change points of view.

Education sessions.

Our many education sessions run concurrently during IMPACT. Each equips you with new insights on specific topics that you can implement right away.

We’re already looking for the next lineup of experts to expand our collective knowledge at IMPACT 2023. Interested in speaking?

Indicate your interest

Get credit for learning.

At IMPACT we offer continuing education credit for the following accreditations:

Credit for Certified Financial Planner™ (CFP^®)

Credit for Investments & Wealth Institute (IWI)

Continuing Professional Education for CPAs (CPE)

Email us questions you may have, including those involving administrative policies, complaints, self-reporting, or other designations not listed on this page.