What is IMPACT?
IMPACT is the can’t-miss industry event where thousands of RIA experts—from advisors and speakers to Schwab’s leaders and ever-expanding ecosystem—gather every year to share ideas, build knowledge, and find new inspiration for improving the lives and the businesses of our clients.
Do I need to sign up for sessions in advance?
Yes! Signing up for your sessions in advance ensures that you know where to go when you get onsite, helps us with preplanning, and even gives our speakers peace of mind knowing that someone will show up!
When will I be able to sign up for a session?
In early September, Schedule Builder will open in the IMPACT Catalog. Schedule Builder is where you sign up for the sessions that interest you. Look for an email from us, informing you that Schedule Builder is open.
How do I sign up for sessions?
After Schedule Builder opens, you can sign up for sessions by logging in through the IMPACT Catalog.
Once you’re logged in, you’ll see a plus sign (+) next to each session—just click it to sign up for the session, which will then be automatically added to your personal schedule.
What if a session I want to attend is full?
Check back occasionally, as people often update their schedules.
Pro-tip: Schedules can change once the conference is under way, 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.
How many sessions will be offered?
Lots! IMPACT’s goal is to provide the most relevant content during the conference, so our sessions are always numerous and diverse. We will be adding sessions throughout the summer, so check back often!
What if I am running late to a session I signed up for?
We always try to accommodate everyone to the best of our ability, so if there’s still room in the session, 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.
How will I know where my sessions are located?
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.
How many sessions offer continuing education (CE) credit?
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 2022.
What type of CE credit do you offer?
IMPACT offers CE credit for the following accreditations:
- Credit for Certified Financial Planner™ (CFP®)
- Credit for the following Investments & Wealth Institute designations:
- Certified Investment Management Analyst® (CIMA®)
- Certified Private Wealth Advisor® (CPWA®)
- Retirement Management Advisor® (RMA®)
- Continuing Professional Education for CPAs (CPE)
How do I ensure that I receive credit?
Make sure you indicate during registration the type of credit you are seeking.
Attend a session that offers credit. You can easily sort for sessions that offer credit in the IMPACT Catalog by clicking the Credit filter on the left.
During the conference, Schwab will record your session attendance and will submit your credit for CFP and IWI designations after the conference. For the CPE designation, we will provide you with a PDF certificate of attendance that you can then submit to your State Board of Accountancy.
Want to learn more about CE credit?
Will continuing education be offered at the virtual event?
No. CE credit is not offered at the virtual event.
What do I do if I still have questions?
Email email@example.com any questions you may have, including those involving administrative policies, complaints, self-reporting, or other designations not listed here.
Do I need to pay for my own travel and accommodations?
Yes. You are responsible for covering your costs for transportation to and from the event, as well as for your hotel accommodations.
What hotel accommodations are available, and what are the room rates?
Schwab has negotiated discounted rates for IMPACT 2022 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 7, 2022, 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.
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 2022 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, internationally, at +1 650-416-8849.
What are check-in and checkout times at the hotels reserved for IMPACT 2022?
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 will be granted based on room availability.
Do official IMPACT 2022 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 2022 room rates are available only for the nights of November 1, 2, and 3, 2022. 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.
What are the hotel cancellation policies?
IMPACT 2022 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.
When will I get my hotel confirmation?
You will receive a confirmation email from the IMPACT registration system, typically 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.
What is the local time zone in Denver?
The time zone in Denver is Mountain time (UTC-6).
Where can I find information about Denver attractions?
This site will help you plan your visit: https://www.denver.org/about-denver/visitors-guide/.
What are the conference fees?
Early-bird rate: $1,150
Standard rate: $1,275
Onsite rate: $1,375
Virtual rate: Free
Who is eligible for the group rate?
The group discount applies to all paying advisor and retirement plan provider attendees from the same firm who register before September 30 at an early-bird or standard rate.
Do I need to register at the same time as the others in my firm to get the group rate?
No. So long as four or more registrations from the same firm are received by September 30, each registrant will get the $100 discount off the early-bird or standard rate. You do not need to enter a registration code to receive the discount.
When will I receive the refund?
The $100-per-person refund will be processed after the September 30 cancellation deadline and will be refunded to the credit card on file.
What are the available payment methods?
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 2022 Registration” Cost Center C45, GL#6120002
If after registering I am unable to attend, can someone take my place?
Yes. The original registrant must notify our registration team of the substitution via email to firstname.lastname@example.org. 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 and hotel cancellations made on or before September 30. Refund requests must be received prior to the cancellation deadline; cancellations completed after the deadline of September 30 will not receive a refund. All cancellations must be requested via email to email@example.com.
Who can register for IMPACT 2022?
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.
My registration is not yet approved. What does that mean, and when will it be approved?
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.
What are the hours of onsite conference registration?
Tuesday, November 1: 8:00 a.m. to 7:00 p.m.
Wednesday, November 2: 7:00 a.m. to 7:00 p.m.
Thursday, November 3: 7:00 a.m. to 5:30 p.m.
Will meals be provided?
Yes. The registration fee includes all conference events, receptions, breakfasts, lunches, and breaks on main conference days.
Will services be offered for hearing-impaired attendees?
Yes. Please send an email to firstname.lastname@example.org so that arrangements can be made.
I can attend for only one day. Can I switch my badge with a colleague?
No. Conference badges are nontransferable. However, on an approval basis, a day pass may be purchased before the conference for $675 ($775 on the day of the conference) that allows access to general and education sessions, The Exchange, meal functions, and the evening event for that specific day. Please contact your relationship manager for more information.
Can I bring a guest?
Likely, yes. All independent registered investment advisor and independent recordkeeper clients who attend the full conference may bring one guest to the event, free of charge.
What can my guest attend?
Guests may attend the same sessions, meals, and activities as their registered host. If seating is limited for a session, however, priority goes to registered attendees.
Can guests get CE credit for sessions they attend?
No. Only paid in-person attendees can receive continuing education credits.
How do I get registration assistance?
Please send an email to email@example.com or call Monday through Friday, 6:00 a.m. to 6:00 p.m. PT: toll-free 866-405-2516; international +1 650-416-8849.
What can you tell me about Virtual IMPACT?
Virtual IMPACT is a free, 5-hour streaming session that takes place on November 2, 2022 from 8:30 a.m.–1:00 p.m. MT. Registration for Virtual IMPACT will launch in October. Check back often as more details and information will be released throughout the summer.
Can I attend in person and still watch the virtual event?
Yes! Experiencing all types of learning environments at IMPACT is encouraged. To view the virtual event, make sure you register for those sessions when Schedule Builder launches. Instructions on accessing the virtual sessions will be made available in the session details on November 2nd.
When does the virtual event occur?
Virtual IMPACT takes place on November 2, 2022, from 8:30 a.m. to 1:00 p.m. MT.
How do I access the virtual event?
You will receive an email before the virtual event with details about how to log in.