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Learning takes center stage.

Each year, IMPACT centers on education. The sessions and presentations are designed to encourage lively discussion of the subjects that are most essential to continued RIA firm success.

A unique, complete approach.

Learn the latest ways to maintain peak firm performance.

For any firm to be successful, the day-to-day operations—cybersecurity, technology, team engagement, and regulatory compliance—must first be optimized.

Adopt the latest strategies for delighting clients.

At the end of the day, the investor is everything. It pays to ensure that every client feels comfortable, confident, and personally and expertly served at all times, from every touchpoint.

Know how every industry shift impacts you.

Next-gen investors, new technology advances, and other complex and constant changes have an impact on how every RIA firm should operate. What remains constant is your need to differentiate.

Firm operations

From sales, marketing, cybersecurity, and technology to regulatory compliance and succession planning, hear expert instruction on ways to optimize the day-to-day details.

Employee experience

Learn valuable best practices for attracting, engaging, and retaining the top talent available by treating your team like your premier clients.

Wealth management

Gain practical tools for continuing to grow and thrive through the headwinds of global market forces, geopolitical events, a trend toward passive investing, and more.

Client experience

Stay ahead of client needs and expectations. Learn cutting-edge approaches to effectively serving investors as they transition from millennials and young married couples through parenthood and retirement.

Industry

Hear how to differentiate your business and maintain positive momentum. Gain practical insights for keeping pace with ever-changing regulations, technology, social and demographic change, client service advances, and more.

Something for every learning style.

Keynote/general sessions

These popular sessions feature internationally renowned speakers delivering keynotes sure to inspire, challenge, and possibly even change your point of view.

Education sessions

Education sessions will equip you with new insights on specific topics that you can implement right away.

Showcase sessions

Our showcase sessions offer a brief overview of an idea or innovation from a leading technology or investment provider.

Knowledge you can apply.

Dig into topics that matter. Our expert-led education sessions will have you asking all the right questions.

Many sessions qualify for continuing education (CE) credits:

Credit for Certified Financial Planners (CFPs)

Credit for Certified Investment Management Analysts (CIMAs)

Continuing Professional Education for CPA's (CPE)