IMPACT is an invitation-only event. Registration is subject to approval.
What are the conference fees?
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 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 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 9. 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 on 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.
What are the system requirements to view the virtual event?
Operating System/ Browser Combinations
Display Size: Optimal for 1024 x 768 screen resolution
Bandwidth: 500 Kbps
Is there virtual event support?
Yes.
Technical support is available October 27–28 from 3:00 a.m. to 12:00 p.m. Pacific Time.
Please include detailed information regarding your issue, including a screenshot if possible.
Conference support is available October 27–28 from 3:00 a.m. to 6:00 p.m. Pacific Time and October 29–November 20 from 6:00 a.m. to 6:00 p.m. Pacific Time.
What type of credit do you offer?
At IMPACT we offer credit for three types of accreditations:
How do I get started?
When you register, be sure to indicate the type of credit you’re seeking. You can easily sort for credit sessions by designation in the IMPACT Catalog and the virtual event platform.
What do I have to do to earn credit for a session?
Three things. First, attend the entire session. The system automatically tracks attendance, and you will qualify for credit only if you stay from beginning to end.
Second, take the quick quiz to confirm that you comprehended the session’s key points. You can take the quiz as many times as needed to get a passing score of at least 70% correct.
Third, participation matters! Be sure to respond to polls and questions during live sessions. You are required to participate in five engagement elements (polls and/or questions) for a 75-minute session and three engagement elements for a 50-minute session. The system automatically tracks participation.
How much credit can I earn at IMPACT?
CE and CIMA holders can earn more credit than if we were together in person this year! In fact, you may be able to obtain more credit than you need for the year. You would have had a total of eight credit opportunities in Boston. Virtually, we anticipate that 35 to 40 sessions will qualify for CE and CIMA credit.
CPE holders will have the opportunity to attend 10 to 12 sessions. Please pay special attention to the four live days of IMPACT on October 27–28, November 4, and November 9. None of this year’s on-demand sessions qualify for CPE credit.
When will I receive my credit?
For CFP designations, Schwab will submit credit on behalf of advisors within 30 days after the event ends on November 13.
For CIMA and CPE designations, Schwab will send a credit certificate to the email address you used to register within 30 days after the event ends on November 13, at which time you can self-report to your appropriate board.
Still have questions?
Contact usSchwab is proud to welcome the students and faculty of these colleges and universities to IMPACT 2020.
Early-bird rate: $299
Standard rate: $450
No. A group rate does not apply.
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
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.
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.
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.
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.
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
No. Each registration is unique to the original attendee.
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.
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| Elite | Premier | Schwab Advisor Center® Integration |
Industry Resource | |
| Sponsorship Benefits | $50,000 | $35,000 | $15,000 | $3,500 |
Livestreamed Education Session
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Included | |||
On-Demand Education Session
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Included | |||
Livestreamed Education Session
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Included | |||
Virtual Exhibit Hall Presence
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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
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Included | Included | Included | Included |
