Event Calendar

FEB
25

LIMRA Distribution Conference for Financial Services

Orlando, FL

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. With an impressive speaker list, including Hearsay Social COO and President, Michael Lock, this conference promises to be the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada. Read more >

FEB
26

SIFMA Social Media Seminar

San Francisco, CA

Join us for this full day Seminar that brings together experts from across multiple fields to further explore the important issues facing the financial service industry in light of the rapidly changing and growing tools of social media. This year's program features discussions with the leading names in social media and experts in financial services to examine marketing, business and practitioner experiences as well as ways to address the myriad of legal and compliance issues faced by a heavily regulated industry. Read more >

MAR
09

The Mutual Fund Marketing and Sales Summit

Boston, MA

Sales and marketing teams must innovate and collaborate to get the attention of gatekeepers and investors. The Mutual Fund Marketing and Sales Summit brings together an all-star speaking faculty to discuss how marketing & sales teams can work together to develop a consistent brand message and utilize data to create targeted content marketing and streamlined sales strategies for your retail and institutional offerings. This event provides a rare opportunity to network with peers, glean insights from sales & marketing experts, and come away inspired to rev up your marketing & sales strategies! Read more >

MAR
15

GAMA LAMP Conference

Orlando, FL

GAMA's annual Leadership & Management (LAMP) Conference is the financial services industry's premier annual meeting. More than 2,000 field leaders and industry executives representing more than 50 insurance companies from around the world. Over four days, you will witness an electrifying rollout of professional and practitioner presenters designed to take you from the why to the how of your  business at a breathtaking pace. Hear dynamic speakers. Attend Leading Practices sessions featuring industry peers presenting on topics such as recruiting, marketing, culture and diversity. Salute industry leaders at the Celebration of Excellence recognition banquet. Survey the state-of-the-art in industry resources with vendors and GAMA Resource Partner. Network with peers from around the world at receptions and luncheon. And, reconnect with fellow field leaders at company-sponsored events. Read more >

More events >

Complete List of Events

FEB 25
LIMRA Distribution Conference for Financial Services
Orlando, FL

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. With an impressive speaker list, including Hearsay Social COO and President, Michael Lock, this conference promises to be the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada. Learn more >

FEB 26
SIFMA Social Media Seminar
San Francisco, CA

Join us for this full day Seminar that brings together experts from across multiple fields to further explore the important issues facing the financial service industry in light of the rapidly changing and growing tools of social media. This year's program features discussions with the leading names in social media and experts in financial services to examine marketing, business and practitioner experiences as well as ways to address the myriad of legal and compliance issues faced by a heavily regulated industry. Learn more >

MAR 09
The Mutual Fund Marketing and Sales Summit
Boston, MA

Sales and marketing teams must innovate and collaborate to get the attention of gatekeepers and investors. The Mutual Fund Marketing and Sales Summit brings together an all-star speaking faculty to discuss how marketing & sales teams can work together to develop a consistent brand message and utilize data to create targeted content marketing and streamlined sales strategies for your retail and institutional offerings. This event provides a rare opportunity to network with peers, glean insights from sales & marketing experts, and come away inspired to rev up your marketing & sales strategies! Learn more >

MAR 15
GAMA LAMP Conference
Orlando, FL

GAMA's annual Leadership & Management (LAMP) Conference is the financial services industry's premier annual meeting. More than 2,000 field leaders and industry executives representing more than 50 insurance companies from around the world. Over four days, you will witness an electrifying rollout of professional and practitioner presenters designed to take you from the why to the how of your  business at a breathtaking pace. Hear dynamic speakers. Attend Leading Practices sessions featuring industry peers presenting on topics such as recruiting, marketing, culture and diversity. Salute industry leaders at the Celebration of Excellence recognition banquet. Survey the state-of-the-art in industry resources with vendors and GAMA Resource Partner. Network with peers from around the world at receptions and luncheon. And, reconnect with fellow field leaders at company-sponsored events. Learn more >

MAR 15
SIFMA Compliance and Legal Society Annual Seminar
Phoenix, AZ

The SIFMA C&L Society's 47th Annual Seminar is the premier event for Financial Services compliance and legal professionals, and features over 65 informative panels. Don't miss your opportunity to engage with leading experts and discuss the latest regulatory developments and industry trends.   Learn more >

MAR 18
LIMRA Regulatory Compliance Exchange
Arlington, VA

The Regulatory Compliance Exchange is a unique meeting planned by Compliance professionals for Compliance professionals.  The exchange occurs each year to discuss crucial regulatory issues and learn effective compliance practices from peers and topical experts. A broad range of topics — from strategic issues to effective practices — will be covered in addition to panel discussions by industry regulators.

  Learn more >

APR 07
SIFMA Private Client Conference
Chicago, IL

The SIFMA Private Client Conference is North America's leading event designed specifically for financial professionals who service the individual investor. The conference will allow you to hear from top industry leaders on tactical ways to enhance client service, advice and trust to help investors achieve their financial goals. Join senior delegates from across the wealth management spectrum – including global, regional and small firms – as they discuss innovative approaches to effective strategies, leadership, management and client service. Take away strategic ideas that you can implement today to improve service for today’s clients, from baby boomers to millennials. Gain expert insight into top industry challenges including – succession planning, advisor recruitment, the impact of technology and the diverse and changing needs of clients. And share best practices with colleagues and counterparts from across the industry. Interact with your peers from firms of all sizes, as well as vendor-partners with services that can help you improve service and productivity.   Learn more >

MAY 27
FINRA Annual Conference
Washington, DC

FINRA's Annual Conference provides compliance professionals, securities attorneys and other industry leaders with the opportunity to hear regulatory priorities and share compliance solutions. The conference will provide over 30 panels and more than 100 speakers, and an opportunity to network with industry experts, peers and regulators Learn more >

JUN 08
5th Annual Digital Marketing for Financial Services Summit
Toronto, ON

The 5th Annual Digital Marketing for Financial Services Summit will give you an opportunity to activate your brand, cultivate affinity and strengthen relationships. Don't get left behind by your competition-- establish a digital marketing blueprint for maximum ROI, personalize your customer’s path-to-purchase and Enhance strategic integration. By attending the summit you will realize how to increase revenue, ignite conversations, and deepen relationships via digital while leveraging disruptive technologies and transforming your customer experience. Help your company develop trust, meet compliance, and engage customers on their terms. How will you reinvent your brand in the digital era?
Learn more >

NOV 17
Social Media & Compliance for Financial Services
New York, NY

Join FTF for our annual Social Media and Compliance in the Financial Services conference. From social media strategies to compliance issues, this is the premier event for new ideas, stronger systems, and increased connections for banks, asset managers, and insurance firms.   Learn more >

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