Below is our 2013 schedule of events. Click on the plus sign next to the event title to view event details.

Upcoming Events

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HoyleCohen - Shift Your Thinking Symposium

Date:
May 30, 2013
Group:
As the premier wealth advisory firm serving San Diego County, HoyleCohen delivers unconventional wisdom around wealth and develops solutions that allow investors to restore control to their financial lives and realize their life goals.
Location: La Jolla, CA
Venue: Hilton La Jolla Torrey Pines
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ERPA Conference

Date:
May 30-31, 2013
Group:
The ERPA Conference was developed based on topic suggestions from current and potential ERPAs with the goal of providing practical solutions to the issues they are currently facing.
Location: Denver, CO
Venue: Grand Hyatt Denver
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SunGard Relius Summit

Date:
June 2-5, 2013
Group:
The SunGard's Relius Summit gives retirement service professionals the opportunity to keep up with the latest regulatory issues, 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: Omni Amelia Island Plantation
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ASPPA Great Lakes Regional

Date:
June 13-14, 2013
Group:
The Great Lakes Benefits Conference provides an opportunity to discuss employee benefit issues with regional representatives from the Internal Revenue Service and the Department of Labor. The program focuses on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics.
Location: Chicago, IL
Venue: Sofitel Chicago Water Tower
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LendIt - The Inaugural Online Lending Conference

Date:
June 20, 2013
Group:
The Inaugural LendIt Conference is the must-attend event for anyone looking to learn how Peer-to-Peer and online lending are revolutionizing the credit markets and transforming the global banking industry.
Location: New York, NY
Venue: Convene Innovation Center
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ASPPA Northern Benefits Regional

Date:
July 8, 2013
Group:
The Northern Benefits Conference provides an opportunity to discuss employee benefit issues with regional representatives from the Internal Revenue Service and the Department of Labor. The program focuses on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics.
Location: Boston, MA
Venue: Taj Boston
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ASPPA Western Benefits

Date:
July 21-24, 2013
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: San Diego, CA
Venue: Hilton San Diego Bayfront
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Innovative Alternative Strategies Conference

Date:
July 22-23, 2013
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: Denver, CO
Venue: Colorado Convention Center
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Retirement & Benefits Compliance Customer Conference

Date:
August 4-6, 2013
Group:
The Retirement & Benefit Customer Conference will empower users through learning and sharing experiences with industry experts and peers.
Location: Naperville, IL
Venue: Northern Illinois University Conference Center
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NABT Annual Conference

Date:
August 8-11, 2013
Group:
The National Association for Bankruptcy Trustees offers innovative, hi-tech solutions for bankruptcy case management.
Location: White Sulphur Springs, WV
Venue: The Greenbrier

Previous Events

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California Bankruptcy Forum

Date:
May 17-19, 2013
Group:
The California Bankruptcy Forum's Insolvency Conference will explore tactics and best practices in applying the use of financial experts and financial reporting, effective case management and advocacy, the impact of various proceedings on assets and the interplay between receiverships and bankruptcy.
Location: San Diego, CA
Venue: Paradise Point Resort & Spa
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Hedgefund Networking Event

Date:
May 16, 2013
Group:
The Hedgefund Networking Event targets professionals affiliated with the hedge fund community and ensures strong attendance of fund managers, operations staff and decision makers of funds from the entire AUM spectrum to give you great networking opportunites.
Location: Chicago, IL
Venue: Fulton's on the River
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ASPPA Mid-Atlantic Benefits Conference

Date:
May 16-17, 2013
Group:
The Mid-Atlantic Benefits Conference provides an opportunity to discuss employee benefit issues with representatives from the Internal Revenue Service and the Department of Labor. The program focuses on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics.
Location: Philadelphia, PA
Venue: Double Tree Center City
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InvestmentNews Retirement Income Summit

Date:
May 13-14, 2013
Group:
Developed by the editors of InvestmentNews, the 2013 Retirement Income Summit seeks to provide solutions to help advisers navigate today's market challenges. Get the strategies and insights you need to help you position your clients for long-term success.
Location: Chicago, IL
Venue: Westin Chicago River North
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IAA Annual Conference

Date:
May 1-3, 2013
Group:
The IAA Annual Conference is a unique event that brings together executives and professionals from a broad spectrum of investment advisory firms, providing an opportunity to exchange ideas and develop valuable relationships.
Location: New Orleans, LA
Venue: The Roosevelt Hotel
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NIPA Annual Forum & Expo

Date:
April 28 - May 1, 2013
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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FSX Connect For Success Conference

Date:
April 25-27, 2013
Group:
The FSX Connect for Success Conference gives you the opportunity to network, both one-on-one and in group settings with key decision makers as well as FINRA broker/dealers/principals and companies seeking exposure or funding. This conference gets global exposure through FSXInterlinked TV.
Location: San Francisco, CA
Venue: Ritz Carlton
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Power of 3 Workshop

Date:
April 22-24, 2013
Group:
The Power of 3 Workshop brings you a uniquely interactive workshop, focused on innovative ways to succeed in today's rapidly changing retirement services workplace.
Location: Savannah, GA
Venue: ANDAZ Savannah
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PSCA Western Regional Conference

Date:
April 3, 2013
Group:
PSCA's Western Regional Conference will have industry recognized experts speaking on a variety of topics including plan administration and design, compliance, investment strategies, and participant communications.
Location: Dallas, TX
Venue: Westin Dallas Fort Worth Airport Hotel
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East Coast Defined Contribution Conference

Date:
March 10-12, 2013
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: InterContinental Hotel
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IAA Investment Adviser Compliance Conference

Date:
March 7-8, 2013
Group:
The Investment Adviser Compliance Conference will provide the most current information available on the changing regulatory landscape and assist you in gaining a clear understanding of what is necessary to maintain a successful compliance program.
Location: Arlington, VA
Venue: Crystal Gateway Marriott
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PSCA Midwest Regional Conference

Date:
March 6, 2013
Group:
PSCA's Midwest Regional Conference will have industry recognized experts speaking on a variety of topics including plan administration and design, compliance, investment strategies, and participant communications.
Location: Chicago, IL
Venue: Palmer House Hilton
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NAPA/ASPPA 401(k) Summit

Date:
March 3-5, 2013
Group:
The NAPA/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: Las Vegas, NV
Venue: Caesar's Palace
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NABT Spring Seminar

Date:
February 22-23, 2013
Group:
The National Association for Bankruptcy Trustees offers innovative, hi-tech solutions for bankruptcy case management.
Location: Scottsdale, AZ
Venue: Fairmont Scottsdale Princess
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Sungard Advanced Pension Conference - Spring

Date:
February 6-8, 2013
Group:
Sungard Advanced Pension Conference provides attendees with important updates on current legislative action and developments from the IRS, the DOL, and Capitol Hill.
Location: Orlando, FL
Venue: Royal Pacific Resort at Universal
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TD Ameritrade Institutional National Conference

Date:
January 30-February 01, 2013
Group:
The TD Ameritrade Institutional National Conference allows you to network with thousands of advisors. It is a great opportunity to connect with the industry and uncover best-practices to help you business thrive.
Location: San Diego, CA
Venue: Manchester Grand Hyatt
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ASPPA Los Angeles Benefits Conference

Date:
January 30-February 01, 2013
Group:
The Los Angeles Benefits Conference focuses on exchanging information and educating attendees about regulatory, legislative, administrative, and actuarial topics. It is an opportunity to discuss issues with government representatives from  the IRS and the DOL.
Location: Los Angeles, CA
Venue: Sheraton Los Angeles Downtown Hotel
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Wealth Investment Exchange

Date:
January 13-16, 2013
Group:
The Wealth Investment Exchange is a private event management company bringing financial products suppliers and qualified RIAs together to conduct investment research and selection meetings.
Location: Palm Beach, FL
Venue: The Ritz Carlton
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Opal Alternative Investing Summit

Date:
December 4-6, 2012
Group:
The Opal Alternative Investing Summit brought together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies.
Location: Dana Point, CA
Venue: the Ritz Carlton, Laguna Niguel
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West Coast Defined Contributions Conference

Date:
November 4-6, 2012
Group:
At the Pensions and Investments 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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ASPPA Annual Conference

Date:
October 28-31, 2012
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. They've created an exciting program that will help you prepare for 2013 and beyond— from expert level educational sessions to general sessions that will expand your awareness and encourage your involvement.
Location: National Harbor, MD
Venue: Gaylord National Resort & Convention Center
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TD Ameritrade Fall Regional

Date:
October 23, 2012
Group:
The TD Ameritrade Fall Regional offers collaboration, expertise, and powerful resources to help you take your business to the next level.
Location: Dana Point, CA
Venue: St. Regis Monarch Beach Resort
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InvestmentNews Alternative Investment Conference

Date:
October 22-23, 2012
Group:
Join the InvestmentNews Alternative Investment Conference to learn how to turn alternative investment products and strategies into solutions for those investors eager to explore new approaches in today's uncertain and volatile market environment.
Location: Chicago, IL
Venue: Fairmont Chicago Millennium Park
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ASBO International Annual Meeting & Expo

Date:
October 13-14, 2012
Group:

ASBO International's Annual Meeting & Expo brings together more than 1200 school business administrators who are seeking opportunities to exchange ideas, build relationships, strengthen their skills and advance their careers. 

Location: Phoenix, AZ
Venue: Phoenix Convention Center
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Qualified Plans Southeast, Inc

Date:
September 16-19, 2012
Group:
The 2012 QPSE Conference is open to everyone who would like to learn more about qualified retirement plans. John Brooks, Relationship Manager of Automatic Rollover Sales at Millennium Trust, will be presenting at the conference.
Location: Durham, NC
Venue: Sheraton Imperial Hotel
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Spotlight on Plan Administration Seminar

Date:
September 13, 2012
Time:
10:30AM ET
Group:
Millennium Trust will host a complimentary professional development program for TPAs and managing plan administrators.  Integrated Retirement will deliver a presentation that focuses on key plan administration management issues with attention to regulatory and fee disclosure updates. Please click here for additional event information.
Location: Baltimore, MD
Venue: Camden Yards
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MarketCounsel Member Summit

Date:
September 12-14, 2012
Group:
The MarketCounsel Member Summit is an invitation only event designed to help the top entrepreneurial investment advisers gain understanding of some of the most significant business challenges facing the industry.
Location: Las Vegas, NV
Venue: M Resort Spa Casino
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PSCA National Conference

Date:
September 11-14, 2012
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: New Orleans, LA
Venue: The Roosevelt Hotel
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SunGard Advanced Pension Conference - Fall

Date:
September 5-7, 2012
Group:
The SunGard Advanced Pension Conference will provide important updates on current legislative action and developments from the IRS, the DOL, and Capitol Hill. Offering a combination of concurrent sessions and ample time to address a variety of subjects.
Location: Chicago, IL
Venue: Westin Michigan Ave
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Opal Family Office & Private Wealth Management Forum

Date:
July 23-25, 2012
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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Berthel Fisher & Company

Date:
July 18-20, 2012
Group:
The Berthel Fisher Annual Convention provides you with the opportunity to network with other Berthel Fisher Representatives, sales assistants, educational product partners and home office staff.
Location: Coralville, IA
Venue: Coralville Marriott & Conference Center