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