Events & Education

Policy & Leadership Forum

The Policy & Leadership Forum is a combination of our Adviser Advocacy Day and Leadership Forum, where attendees will meet face-to-face with policymakers, gain critical insights, and share strategies with peers from like-sized firms.

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Compliance Workshops

Compliance Conference

Adviser Advocacy Day

Executive Roundtables

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Upcoming Webinars

How the SPIVA U.S. Scorecard Understates the Performance of Actively Managed Mutual Funds

May 21, 2026 from 3:00 pm to 4:00 pm (ET)

A new academic study argues that the SPIVA U.S. Scorecard “consistently and substantially” understates the performance of actively managed funds due to certain “empirical choices” in its methodology.

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Prediction Markets: What Advisers Need to Know

May 28, 2026 from 2:00 pm to 3:00 pm (ET)

Join us to hear the latest on legal and regulatory issues around prediction markets and event contracts under federal and state law, including an overview of the current landscape and key considerations for investment advisers navigating regulatory expectations and compliance obligations.

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The Investment Adviser Industry: By the Numbers

June 04, 2026 from 2:00 pm to 3:00 pm (ET)

The 2026 Investment Adviser Industry Snapshot again paints a picture of a vibrant and vital industry: the industry continued to grow, and individual investors are increasingly seeing the value of the fiduciary advice offered by investment advisers. Listen to the authors detail what’s changed in this year’s report, what’s stayed the same, and what’s on the horizon.

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Past Webinars

Members have complimentary access to all past webinars.

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Upcoming Committee Meetings

May

Audit & Risk Management Working Group, CCO/Compliance Officer Forum Joint Call

Virtual

May

Legal & Regulatory Committee

Virtual

Jun

AI Working Group

Virtual

Jun

International Committee

Virtual

Upcoming Member Calls

There are currently no upcoming events.

Get Certified

Investment Adviser Certified Compliance Professional

The Investment Adviser Certified Compliance Professional (IACCP®) program is designed to advance investment adviser compliance as a profession.

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Certificate in Blockchain and Digital Assets®

Modules also cover portfolio construction, regulation, compliance and risk, operations, and methods for explaining blockchain and digital assets to new and current clients.

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