The APIConnect committee works year-round to bring content to our members in the comfort of their own office. Each session is hand-picked and developed by our members. The committee is always looking for participants, as well as additional content ideas. For more information, e-mail info@apicms.org.
Call invites are sent directly to your inbox for inclusion on your firm calendar. Replays with a synopsis and associated attachments are available via the online member portal (here).
Our upcoming and most recent calls:
APIC Office Hours Discussion Groups
12/10/2026
12:00PM
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
Private Market Perspectives: Deal Access, Secondary Liquidity and the EquityZen Story
11/05/2026
2:30PM
Private markets continue to evolve rapidly, creating new opportunities—and new considerations—for financial advisors and their clients. This APIC webcast will explore the changing landscape of private-market investing, with a particular focus on access to private companies, secondary-market liquidity, and the growing role of platforms that connect investors with private-company shareholders seeking liquidity.
Direct Indexing — Balancing Tax Alpha, Customization, & Tracking Error
10/21/2026
This one-hour APIC education session is designed to provide practical, repeatable guidelines for advisor teams using direct indexing managers. The focus is on understanding the impact of implementation choices and minimizing unintended tracking error versus the selected benchmark
Options Strategies for Income, Concentrated Equity & Tax-Aware Portfolio Solutions
10/14/2026
This session is intended to provide a clear, actionable framework for understanding how options strategies can serve as a customizable toolkit — not a one-size-fits-all solution — for clients seeking income, risk management, liquidity planning, or tax-aware implementation.
Your Digital Edge: Growing in an AI-Driven World
09/22/2026
The rise of generative AI and AI-powered search is fundamentally changing how clients find, evaluate, and trust financial advisors. To grow in this automated landscape, advisors must evolve past traditional marketing and build a brand that AI cannot replicate, but loves to recommend.
Business Planning Series (Part 3 of 3)
09/17/2026
Business planning provides advisors with a clear, actionable roadmap to drive sustainable growth, disciplined execution, and stronger client outcomes. When combined with insights from the Team Benchmarking Report, teams can better assess performance against peers and translate those insights into targeted strategies to improve productivity, scale, and practice efficiency.
Business Planning Series (Part 2 of 3)
09/16/2026
Business planning provides advisors with a clear, actionable roadmap to drive sustainable growth, disciplined execution, and stronger client outcomes. When combined with insights from the Team Benchmarking Report, teams can better assess performance against peers and translate those insights into targeted strategies to improve productivity, scale, and practice efficiency.
Business Planning Series
09/15/2026
Business planning provides advisors with a clear, actionable roadmap to drive sustainable growth, disciplined execution, and stronger client outcomes. When combined with insights from the Team Benchmarking Report, teams can better assess performance against peers and translate those insights into targeted strategies to improve productivity, scale, and practice efficiency.
APIC Office Hours Discussion Groups
09/10/2026
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
Prompting for Impact: Practical AI Prompting Techniques
07/30/2026
One four-letter framework for getting AI tools to actually do what you want — straight from Morgan Stanley's own AI team.
The Advisor Advantage: Future-Ready Service Teams
07/22/2026
Support professionals are no longer behind the scenes — they're a driving force in how top teams grow, serve clients, and scale. Join us for this APIConnect call featuring Kerri Reilly alongside Grace Bale, Head of Learning & Development, Communication, Councils and Recognition for Field Service at Morgan Stanley.
Getting the 411 on Your Client's Employer Sponsored Retirement Plans
07/14/2026
Get the 4-1-1 on your client’s retirement plan! Does your client’s company have a 401(k), 403(b), or other retirement plan? Do they have Roth options? What about in-service distributions? Hardship distributions? Loans? What are the investment options? Knowing this information can give you competitive information, and help you guide your client how to best use those plans for their benefit. Getting that is actually quicker and easier than you thought. Tune in to this call and learn how you can secure a documented overview with a simple email.
APIC Office Hours Discussion Groups
07/09/2026
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
2026 CFP & IWI Ethics Course
06/25/2026
Our annual class as presented by Melissa Kemp for your CFP Ethics requirements.
Marketing in the Modern Era: from Reels to Referrals
05/27/2026
Your brand lives online. Discover how to build credulity through LinkedIn, compliant videos, and storytelling that attracts your ideal clients. This session to include specifics on Ingredients, differentiations, what sets you apart, and Using AI.
FLPs and LLCs as Building Blocks to Support Wealth Transfer and Succession Planning
05/21/2026
This educational session is for financial advisors will provide a practical overview of how FLPs and LLCs are commonly used in coordinated estate planning—along with key planning considerations, potential advantages and limitations, and the roles of legal and tax professionals in implementation. Attendees will leave with a clearer framework for identifying appropriate client situations, discussing planning objectives, and partnering effectively with clients’ advisors while staying mindful of suitability, documentation, and risk considerations.
Tax Planning & Management Reporting
05/14/2026
Tax-loss harvesting is a powerful way to add value for clients—but it’s more than “two clicks” on a single report. If you haven’t fully explored each tax-focused reporting tool, you may be missing capabilities that can help you deliver a clearer Tax Management Analysis. In this training, we’ll walk through four key reports and show how to group accounts to better illustrate tax management opportunities.
Employee Health & Wellness Benefits—Tools, Support, and Real Experiences
04/29/2026
APIC invites you to a wellness-focused webcast moderated by APIC Board Member Michael Teague, featuring Randall Cochrell, Executive Director of Human Resources, who will share practical guidance on navigating Morgan Stanley’s employee health and wellness benefits.
What's Happening in the Credit Markets?
04/16/2026
Thinking critically about risks and investment opportunities across credit markets. Which credit markets are crowded or frothy with overly tight spreads. Which markets have embedded risks beginning to materialize? Where do opportunities exist in credit outside of more commonly considered asset classes such as direct lending?
Why Digital Assets Matter, and What’s Next at Morgan Stanley
04/08/2026
Join an upcoming session with the Wealth Management Digital Assets team to build a clear, practical understanding of digital assets—what they are, what’s happening in today’s market, and why it matters for our clients and our firm. We will also cover upcoming initiatives and training and communications available to you.