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IAA’s 2023 Midwest Leadership Forum

The IAA’s annual leadership conference is an opportunity for senior executives from investment advisory firms to meet for a high-value program featuring a range of thought leaders discussing important industry topics and trends.

This year, we are taking a regional approach with a half-day agenda on September 27 in Chicago. The IAA Midwest Leadership Forum will cover topics from artificial intelligence to succession and is a can’t miss event for those in the region to learn, share best practices, and forge crucial connections.

Event highlights include:

  • A luncheon with featured speaker Jonathan Feldman, a people and organization expert at Boston Consulting Group
  • Attendee-favorite peer breakouts: Roundtable sessions of members from like-sized firms discussing their key priorities, challenges, and initiatives
  • A firm leadership panel sharing perspectives on the changing advisory landscape and associated opportunities
  • Positioning for the future: Strategies for managing across an increasingly diverse multi-generational workforce

Thank You to Our Strategic Partners

Interested in sponsoring this event? Contact IAA Marketing & Partnerships Manager Alex Ioannidis at [email protected] for more information.

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