Join the most experienced minds in wealth management this January.
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The AICPA understands how important this event is for the CPAs and personal financial professionals. This year’s summit is virtual-only. Come interact with peers and presenters, experience the interactive exhibit hall and walk away with new ideas and new connections. See how our online conference expertise adds to your experience.
The Summit places a strong focus on the less technical topics like client engagement and communication in a global pandemic, creating a growth culture, along with a focus on firm wellness and self-care – all of which represent key skills and focus needed to drive strategic growth and how to successfully evolve in today’s financial planning climate.
Practice leaders like yourself will join virtually to discuss practice issues, client opportunities and leadership platforms. It’s an influential gathering unlike any other.
Who should attend:
Explore each day’s sessions and activities, plus our lineup of expert speakers.
Looking for group pricing?Contact us
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