Below is our 2012 schedule of events. Click on the plus sign next to the event title to view event details.

Upcoming Events

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REISA Spring Symposium

Date:
March 11-13, 2012
Group:
The REISA Spring Symposium will help you find solutions your looking for with a wide mix of educational sessions on alternative investments.
Location: Orange County, FL
Venue: Hilton Orange County
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East Coast Defined Contribution Conference

Date:
March 11-13, 2012
Group:
Pensions and Investments has gathered experts in the field of investments, plan design, and communications to discuss the changes in the industry and offer you time-tested strategies that will help you make informed decisions for your plan and help you succeed in your efforts to provide an adequate retirement income for your plan's participants.
Location: Miami, FL
Venue: Fairmont Turnberry Isle Resort
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ASPPA 401(k) Summit

Date:
March 18-20, 2012
Group:
The ASPPA 401(k) Summit provides a unique, interactive environment for retirement sales and investment professionals who actively sell, support and service 401(k) plans including Broker Dealer Registered Reps, RIAs, TPAs, and Product & Service Professionals.
Location: New Orleans, LA
Venue: Ernest N Morial Convention Center
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100 Women In Hedge Funds Conference

Date:
March 23, 2012
Group:
The 100WHF Institute is co-hosting the world's first hedge fund conference to donate all net proceeds to philanthropy and to focus on a double bottom line. The day-long seminar will unite leading hedge funds, foundations, and allocators to innovate both absolute and social returns.
Location: Boston, MA
Venue: Boston Harbor Hotel
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NABT Spring Seminar

Date:
March 29-31, 2012
Group:
The National Association for Bankruptcy Trustees offers innovative, hi-tech solutions for bankruptcy case management.
Location: Las Vegas, NV
Venue: The Venetian
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ABI Annual Spring Meeting

Date:
April 19-22, 2012
Group:
The American Bankruptcy Institute Spring Meeting offers four concurrent workshops which cover various tracks, including programs for attorneys in large and small commercial cases, restructuring professionals, and one dealing solely with consumer issues. They also offer more than 16 hours of CLE/CPE and ethics totaling 3 hours.
Location: National Harbor, MD
Venue: Gaylord National Resort & Convention Center
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NIPA Annual Forum & Expo

Date:
April 29 - May 02, 2012
Group:
The National Institute of Pension Administrators Forum is dedicated exclusively to retirement plan professionals. Gain enriching, relevant education to provide enhanced support to your organization, and discover innovative solutions to help strengthen and expand your business.
Location: Las Vegas, NV
Venue: The Cosmopolitan of Las Vegas
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ASPPA Western Benefits

Date:
July 15-18, 2012
Group:
The ASPPA Western Benefits Conference was designed with all retirement, health, welfare and benefits professionals in mind, with particular emphasis on practical issues important to plan sponsors and their advisors.
Location: Seattle, WA
Venue: Washington Convention Center

Previous Events

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Sungard Advanced Pension Conference - Spring

Date:
February 15-17, 2012
Group:
Sungard Spring APC gathers attendees to learn about new fee regulations and other recent changes in regulations.
Location: Orlando, FL
Venue: Royal Pacific Resort at Universal
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Hedgefund Networking Event

Date:
January 18, 2012
Group:
The Hedgefund Networking Event targets professionals affiliated with the hedge fund community and ensures strong attendence of fund managers, operations staff and decision makers of funds from the entire AUM spectrum to give you great networking opportunites.
Location: San Francisco, CA
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Opal Alternative Investing Summit

Date:
December 4-6, 2011
Group:
The Alternative Investing Summit will bring together trustees, representatives of institutions, money managers and consultants to explore the roles of alternative opportunities and strategies.
Location: Dana Point, CA
Venue: Ritz Carlton, Laguna Niguel
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ABI Winter Leadership Conference

Date:
December 1-3, 2011
Group:
Amercian Bankruptcy Institute's 23rd Annual Winter Leadership Conference provides insights from some of the top experts on issues confronting the bankruptcy profession.
Location: LaQuinta, CA
Venue: LaQuinta Resort
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SunGard Benefit Administration Summit

Date:
November 16-18, 2011
Group:
The SunGard Benefit Administration Summit gives pension professionals who use Omni and Relius solutions the opportunity to keep up with the latest retirement plan industry rules and regulations, strategically discuss the latest industry trends, learn new ways to streamline operations and share best practices through professional networking and roundtable discussions.
Location: Amelia Island, FL
Venue: Ritz-Carlton
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IMPACT® 2011

Date:
November 1-4, 2011
Group:
IMPACT 2011, hosted by Charles Schwab, is an invitation-only financial industry conference where registered independent investment advisors come together with influential presenters, exhibitors and subject-matter experts to learn about and collaborate on key issues and best practices.
Location: San Francisco, CA
Venue: The Moscone Center
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West Coast Defined Contributions Conference

Date:
Oct. 30-Nov. 1, 2011
Group:
At the Pensions and Investments 2011 West Coast Defined Contribution conference you will meet and hear from experts on the most pressing investment, legislative, plan design and communication issues.
Location: San Francisco, CA
Venue: The Palace Hotel
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2011 ASPPA Annual Conference

Date:
October 23-26, 2011
Group:
As an attendee at the ASPPA Annual Conference, you'll have the opportunity to share quality time with experts from every aspect of the retirement plan industry. This is an unparalleled learning opportunity attended by more than 1,600 of your peers and colleagues. You can take advantage of up to 25 hours of continuing professional education and visit with more than 80 vendors in the exhibit hall.
Location: National Harbor, MD
Venue: Gaylord National Resort & Convention Center
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REISA 2011 Annual Conference

Date:
October 16-18, 2011
Group:
The REISA 2011 Annual Conference allows you to network and meet with financial advisers, registered reps, sponsors, and attorneys to learn new practice management strategies, understand current regulatory updates and to gain knowledge on new products emerging in the industry.
Location: Las Vegas, NV
Venue: The Mirage Resort
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NABT Annual Conference

Date:
September 22-25, 2011
Group:
The National Association for Bankruptcy Trustees offer innovative, hi-tech solutions for bankruptcy case management.
Location: Amelia Island, FL
Venue: Ritz-Carlton
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PSCA National Conference

Date:
September 19-22, 2011
Group:
Profit Sharing Council of America's National Conference is the preeminent conference for plan sponsors with employer-sponsored retirement plans. As the longest running National Conference exclusively focused on the retirement industry, PSCA's National Conference is ranked among the best in the defined contribution industry.
Location: Las Vegas, NV
Venue: The Mirage
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Qualified Plans Southeast, Inc

Date:
September 18-21, 2011
Group:
The 2011 QPSE Conference is open to everyone who would like to learn more about qualified retirement plans. Terry Dunne, SVP of Automatic Rollovers at Millennium Trust, will be presenting at the conference.
Location: Durham, NC
Venue: Sheraton Imperial Hotel
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SunGard Advanced Pension Conference - Fall

Date:
September 7-9, 2011
Group:
The SunGard Advanced Pension Conference will discuss changes in fee regulations including service provider fee disclosure regulations, participant fee disclosure regulations, and Schedule C.
Location: Chicago, IL
Venue: Westin Michigan Ave
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Western Benefits Conference

Date:
July 24-27, 2011
Group:
The Western Benefits Conference is a joint event, combining WP&BC’s Annual Meeting and ASPPA’s Summer Conference to provide two great conferences in one! This conference has been designed with all retirement, health, welfare and benefits professionals in mind, with particular emphasis on practical issues important to plan sponsors and their advisors.
Location: Las Vegas, Nevada
Venue: Bellagio Resort & Casino
 
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Opal Family Office & Private Wealth Forum

Date:
July 18-20, 2011
Group:
The Family Office Forum is Opal's premier conference for high net worth individuals and family offices in North America. Private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends.
Location: Newport, RI
Venue: Hyatt Regency Newport
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HSA Manager Overview for Pershing Professionals

Date:
July 12, 2011
Time:
3:30PM ET
Group:
This webinar is designed for Pershing Professionals who want to grow their business by offering HSAs. Click here to register.
Location: Webinar
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Innovative Alternative Strategies Conference

Date:
June 21-22, 2011
Group:
The Innovative Alternative Strategies Conference will look beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors.
Location: Chicago, IL
Venue: Palmer House Hilton
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FPA Miami-Dade Symposium

Date:
June 16, 2011
Group:
The Financial Planning Association of Miami-Dade features a talented lineup of speakers, CE credits, and opportunities to network with industry partners and other financial professionals.
Location: Coral Gables, Florida
Venue: University of Miami Bank United Center
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Pershing INSITE

Date:
June 8-10, 2011
Group:

INSITE™ 2011, Pershing's Financial Solutions Conference, has set the standard as one of the industry’s premier, must-attend events for growth-minded investment professionals and registered investment advisors. Join us for three dynamic days and walk away with specific, actionable ideas on how to grow your business and achieve the next level of success.

Location: Hollywood, FL
Venue: The Westin Diplomat
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US Real Estate Opportunity & Private Fund Investing Forum

Date:
June 1, 2011
Group:
Information Management Network is dedicated to providing an unparalleled educational and networking vehicle for the Fund, Developer and LP communities.
Location: New York, NY
Venue: Sheraton New York Hotel & Towers
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LSA Annual Conference

Date:
May 4, 2011
Group:
Location: Milwaukee, WI
Venue: Hyatt Regency Milwaukee
333 W. Kilbourn Ave
Milwaukee, WI 53203
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REISA Hill Day & Investment Forum

Date:
May 3, 2011
Group:
Real Estate Investment Securities Association members visit DC once every year for a day of sessions with key regulators to discuss the hot industry topics.
Location: Washington, DC
Venue: Hyatt Regency Washington on Capital Hill
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NAAIM Uncommon Knowledge Conference

Date:
May 2, 2011
Group:
The National Association of Active Investment Managers Uncommon Knowledge conference is an uncommon exchange of new ideas among a very innovative group of investment advisors.
Location: San Diego, CA
Venue: Hyatt Regency Mission Bay Spa & Marina