December
1 | Members' Luncheon
Investment Adviser Assoc.
San Francisco
(303) 733-3332
www.investmentadviser .org
2 | Compliance Workshop
Investment Adviser Assoc.
San Francisco
(303) 733-3332
www.investmentadviser .org
5-7 | Alternative
Investing Summit
Opal Financial Group
Dana Point, Calif.
(212) 532-9898
www.opalgroup.net
5-8 | Super Bowl of Indexing
Information Management Network
Phoenix
(212) 768-2800
www.imn.org
6-7 | Practice
Management Conference
Investment Management Consultants Conference
Vail, Colo.
(303) 770-3377
www.imca.org
6-7 | Commodities and Commodity Derivatives
CFA Institute
New York City
(800) 247-8132
www.cfainstitute.org
6-7 | Impact of Economic Data on Financial Markets
CFA Institute
New York City
(800) 247-8132
www.cfainstitute.org
6-8 | National Conference on Current SEC and PCAOB Developments
American Institute of CPAs
Washington, D.C.
(888) 777-7077
www.aicpa.org
8 | Integrated
Financial Modeling
New York Society of Security Analysts
New York City
(877) 391-4526
www.nyssa.org
16 | Investment Roundtable for Senior Professionals
Stamford CFA Society
Greenwich, Conn.
(203) 852-1222
www.stamfordcfa.org
January
7 | Life Planning Mastery
Kinder Institute of Life Planning
Boston
(978) 486-8053
www.kinderinstitute.com
13 | Complete Course in
Risk Management
Washington, D.C.
(800) 247-8132
www.cfainstitute.org
20-21 | Energy
Investment Forum
Opal Financial Group
Austin, Texas
(212) 532-9898
www.opalgroup.net
27 | Impact Investing and Responsible Investment Strategies
Financial Research Associates
New York City
(800) 280-8440
www.frallc.com
31 | One Voice 2011: FSI Broker-Dealer ConferenceFinancial Services Institute
Phoenix
(888) 373-1840
www.financialservices.org
February
16-19 | Technology Tools for Today
Virtual Office News
Weston, Fla.
(505) 453-5703
www.virtualofficenews.com
24-25 | AML Conference
Florida International Banker's Association
Miami
(305) 579-0086
www.fiba.net
24-25 | Institutional Investors Congress
Opal Financial Group
Vienna, Austria
(212) 532-9898
www.opalgroup.net
28 | Active/Passive Investor Summit
Information
Management Network
New York City
(212) 768-2800
www.imn.org
28 | Investment
Education Symposium
Opal Financial Group
New Orleans
(212) 532-9898
www.opalgroup.net
Destination
WHAT: AICPA Advanced Personal Financial Planning Conference
WHEN:Jan. 10-12, 2011
WHERE:Bellagio, Las Vegas
HOW: via McCarran International Airport
HOW MUCH:Conference rate: $950-$1,325; hotel: $219 per night
WHY:
To hear from featured speakers:
Meir Statman, professor of finance, Santa Clara University; Mark Tibergien, CEO, Pershing Advisor Solutions; David Kelly, chief market strategist, J.P. Morgan Funds; Joe Navarro, former FBI agent; Robert Keebler, CPA, Baker, Tilly Virchow Krause
To learn from sample sessions:
Town Hall Meeting: Current Issues Exchange; Behavioral Finance; State of the Industry; Non-Verbal Response: The Key to Better Communications
For coverage of hot topics:
Implementing PFP in a Tax Practice; 10 Emerging World Leaders Workshop; Roth IRAs; Issues Every Wealth Manager Needs to Know About Evaluating Manager Performance; Risk Management/Fiduciary Control; Reenergize and Renew Your Relationships
To meet fellow professionals:
At least 500 financial services professionals are expected to attend
EAT:
* Roy's, American, entrées: $30-$80; (702) 691-2053
* Le Cirque, French, Belgian, entrées: $25-$100; (877) 234-6358
* Wynn Buffet, Eclectic, entrées: $25-$100; (888) 320-7110
PLAY:
Bellagio Fountains, Cirque du Soleil at
MGM Grand, High Falls Golf Club, Red Rock Canyon National Conservation Area,
Mary Jane Falls Trail
Contact: (888) 777-7077
www.cpa2biz.com
