Upcoming Events

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Women Advisor Forums

July 10, 2008  Rubin Museum of Art, New York, NY
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An exclusive gathering for women leaders in the financial advisory industry.

How CPAs Can Make Money in Financial Planning

July 21-22, 2008  The Fairmont Chicago, Chicago, IL

3rd Annual Employee Benefits Adviser Summit

Aug. 4, 2008  The Roosevelt Hotel, NYC, NY
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Created with you in mind from the advice of top producers, the Employee Benefit Adviser Summit, we've designed an intensive one day seminar to provide you with actionable ideas for growing your benefits practice, differentiating your business from your competitors, and selling real value - not products - to your clients.

Employee Benefits Adviser Summit

Aug. 11, 2008  Hilton Chicago, Chicago, IL
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Created with you in mind from the advice of top producers, the Employee Benefit Adviser Summit, we've designed an intensive one day seminar to provide you with actionable ideas for growing your benefits practice, differentiating your business from your competitors, and selling real value - not products - to your clients.

The Bond Buyer's 18th Annual California Public Finance

Sep. 15-17, 2008  Hyatt Regency Embarcadero, San Francisco, CA
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You are invited to attend The Bond Buyer's 18th Annual California Public Finance Conference! Be a part of this dynamic forum as we explore the state's evolving municipal finance landscape. Conference sessions will include:
* Infrastructure Needs
* The California Budget
* Public-Private Partnerships
* The Changing Face of the Municipal Bond Investor
* PLUS Focused Sessions on School Finance, Ratings, Derivatives, and Economic Development

3rd Annual Accountants Technology Conference

Sep. 21-23, 2008  Harrah's Las Vegas, Las Vegas, NV

21st Annual Benefits Forum & Expo

Sep. 21-23, 2008  Gaylord National Resort & Convention Center, National Harbor, MD
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The largest event in the nation solely developed for senior benefits professionals.

Employee Benefits Adviser Summit

Sep. 22, 2008  Gaylord National Resort & Convention Center, Washington, DC (Located in National Harbor, Maryland)
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Created with you in mind from the advice of top producers, the Employee Benefit Adviser Summit, we've designed an intensive one day seminar to provide you with actionable ideas for growing your benefits practice, differentiating your business from your competitors, and selling real value - not products - to your clients.

3rd Annual TradersLIVE Block Trading Conference

Sep. 24, 2008  Baruch College, New York, NY
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Hear expereinced colleagues discuss the current state of Block Trading and how to cope with and take advantage of the marriage of technology and hands on trade execution while remaining nimble to market fragmentation, new opportunities with an eye on the bottom line.

American Banker's BankThink!

Oct. 1, 2008  The Princeton Club of New York, New York NY

The Bond Buyer's 9th Annual Nonprofit Hospital Finance Conference

Oct. 2-3, 2008  Paris Hotel, Las Vegas, NV
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Coming off a year that saw record-high capital spending by not-for-profit hospitals, the industry is likely to continue its spending spree this year even as it grapples with fallout from the bond insurance market. You won't want to miss out on this opportunity to hear hospital finance officers, investors, credit analysts, investment bankers, attorneys and other finance professionals discuss the most pressing issues facing this sector.

Financial Services M&A: A New Era in Investing

Oct. 2, 2008  New York, Parker Meridian Hotel

ATM, Debit & Prepaid Forum

Oct. 5-7, 2008  Sheraton Wild Horse Pass Resort & Spa, Phoenix, AZ
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Now in its 16th year, the event focuses on three distinct market segments - ATM, Debit & Prepaid. With an added track and additional focus on emerging payments, in one comprehensive program, this conference is designed for C-level executives from banks, financial institutions and non-traditional bankcard issuers.

2nd Annual SecuritiesTech 2008 Conference

Oct. 6-7, 2008  Millennium Broadway New York Hotel, NYC
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Securities Industry News brings you its annual look at the most critical technology, regulatory pressures and best initiatives that are vital for senior-level buy-side and sell-side IT executives to reduce costs and build efficiency in order to align their firm for future success. What essential technologies and strategies need to be a true priority in your firm to meet today's unprecedented challenges? Come learn from some of the brightest minds in the industry.

The Bond Buyer's 6th Annual Metro Finance Conference

Oct. 16, 2008  The Princeton Club of NY, New York, NY

6th Annual Financial Services Marketing Symposium

Oct. 19-21, 2008  Disney's Grand Floridian Resort & Spa, Lake Buena Vista, FL

MDM Summit Fall 2008

Oct. 19-21, 2008  New York Hilton New York, NY
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MDM Summit - Fall 2008 is for IT professionals at any level. Newly formatted to better suit your business needs, this event will host both thought-leading speakers and attendees you want to hear from. Learn the best practice evaluation and implementation strategies from early adopters of customer data integration (CDI) and master data management (MDM) solutions. You'll also network with fellow CDI and MDM technologists project leads that will share their success secrets.

Wealth Management & Retirement Planning Forum

Oct. 19-21, 2008  The Hilton, Chicago, IL
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Learn from top bank executives, program managers, and advisors on getting your bank's wealth management business retirement-ready.
This forum delivers vital market analysis and insights on:
  • Retirement income generation
  • Wealth planning
  • Client service excellence
  • Business development
  • Retirement products
  • Sales and marketing best practices

Financial Services Collections Conference

Oct. 22-24, 2008  Bellagio Hotel & Casino, Las Vegas, NV
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This year has been one filled with uncertainty about the economy, inflation, the future direction of interest rates and what that all will mean for people's abilities to continue paying their credit card bills on time.

Our Financial Services Collections Conference is the ideal place to network with industry professionals as well as key business contacts that can help you run your operations more efficiently, effectively and more profitably.

13th Annual Small Business Banking Conference

Oct. 26-28, 2008  Loews Coronado Bay Resort , San Diego, CA
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The 13th Annual American Banker/RMA Small Business Banking Conference will bring together the leaders in small business banking. Make sure not to miss the 2008 event, in San Diego, CA, which will cover issues in the following areas:
  • Products and centers of expertise
  • Channels
  • Sales, On-Boarding, and Service
  • Regulatory Compliance
  • Operations and technology
Last year's event was stellar and our 2008 program promises to be as leading, innovative and educational. We hope to see you in San Diego in October.

7th Annual BITS Financial Services Outsourcing Conference

Oct. 27-28, 2008  Westin Alexandria, Alexandria, VA

The Bond Buyer's 14th Annual Midwest Public Finance Conference

Nov. 10-11, 2008  Chicago Marriott Downtown, Chicago, IL
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At a time when states, local governments, and other public agencies face infrastructure needs that far outstrip available resources, The Bond Buyer's 14th Midwest Public Finance Conference will focus on how strategies for identifying the projects that represent the best use of public dollars, as well as financing tools to stretch each dollar as far as it can go.

Targeting the Region's Central Concerns: * Who is promoting future economic growth? * What can governments do to encourage manufacturing? * Where will cities and states find the money for OPEBs? * When will the privatization wave peak? * How did the summer's market upheaval change the landscape for Munis?

The 14th Annual Midwest Public Finance Conference provides the only forum for all participants in the region's municipal bond markets to come together to discuss the shared fiscal challenges facing the public sector and how innovative solutions from the debt markets can help meet them.

Middle Market Commercial Banking Symposium

Nov. 10, 2008  Marriott Downtown Chicago, Chicago, IL
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Together with a roster of outstanding speakers, we'll explore leading practices that will not only strengthen middle market commercial banking in the current environment, but also set the stage for top-tier performance throughout the business cycle.

INN Women in Insurance Leadership Forum

Nov. 11-12, 2008  The Rio Suite Hotel and Casino, Las Vegas, NV

3rd Annual Health Savings Accounts Symposium

Nov. 12-13, 2008  Doral Golf Resort & Spa, Miami, FL

3rd Annual Mortgage Fraud Conference

Nov. 13-14, 2008  The Rio Suite Hotel and Casino, Las Vegas, NV
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This industry-leading National Mortgage News event will provide you with the techniques and strategies to emerge from this mortgage shakeout stronger and better prepared to manage the changing dynamics of this industry. You will learn how to detect, prevent and manage mortgage fraud; monitor your portfolio and identify potential loss exposure as early as possible; avoid increased costs and enhance efficiency; and become more competitive and MORE PROFITABLE!

The Bond Buyer's 9th Annual Transportation Finance / P3 Conference

Nov. 17-18, 2008  Omni Interlocken Resort, Denver, CO

Financial Services Going Green

Nov. 17, 2008  Hilton San Francisco, CA

Tax & Technology Update 2008

Dec. 3-5, 2008  Bally's, Las Vegas, NV

Banker of the Year Awards

Dec. 4, 2008  The Plaza, New York, NY

2nd Annual Customer Engagement Symposium

Dec. 10-12, 2008  Ritz Carlton South Beach

Hedge Fund Investor Summit: Identifying the Next Generation of Alpha

Dec. 10, 2008  Yale Club, New York City, NY

13th Annual National Collections & Credit Risk Conference

March 11-13, 2009  Hyatt Regency Grand Cypress, Orlando, FL
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The Annual National Collections & Credit Risk Conference is designed to address important industry questions and give a voice to all the major stakeholders in the credit risk and collections industry. This conference will provide guidance on how to deal with the challenges and how to turn them into opportunities.

14th Annual Best Practices in Retail Financial Services Symposium

March 15-17, 2009  Marco Island Marriott Beach Resort, Marco Island, FL
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The Best Practices in Retail Financial Services Symposium is the industry's defining event. This forum is critical at the senior level to continually raise the bar for the industry and facilitate informed discussion among those leading it. CEOs from major financial institutions will kick off all three days of THE leading banking conference. Mark your calendar and make sure not to miss Retail '09!

The Canadian Benefits Summit

April 5-7, 2009  Hilton Toronto, Toronto, Ontario

21st Annual Card Forum & Expo

April 19-21, 2009  Marco Island Marriott Beach Resort, Marco Island, FL

CTST 2009: The Americas

May 4-9, 2009  Ernest N. Morial Convention Center, New Orleans, LA