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.
APIC Office Hours Discussion Groups
09/10/2026
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.
PAR Reporting
07/28/2026
2:00PM
Description to follow
Getting the 411 on Your Client's Employer Sponsored Retirement Plans
07/14/2026
2:00PM
description to follow
APIC Office Hours Discussion Groups
07/09/2026
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.
2025 CFP & IWI Ethics Course
06/25/2026
3:30PM EST
Our annual class as presented by Melissa Kemp for your CFP Ethics requirements.
FLPs and LLCs as Building Blocks to Support Wealth Transfer and Succession Planning
05/21/2026
2:00PM
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.
Employee Health & Wellness Benefits—Tools, Support, and Real Experiences
04/29/2026
2:00PM
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.
APIC AI Workshop (2 of 2)
04/01/2026
A hands-on two-part workshop to highlight the current AI resources at the firm and how to use them.
APIC AI Workshop (1 of 2)
03/18/2026
A hands-on two-part workshop to highlight the current AI resources at the firm and how to use them.
APIC Office Hours Discussion Groups
03/10/2026
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.
Introducing The Recently Updated FAA Program
02/24/2026
Moderator Sue Hadden will be joined by Megan Kolh to discuss the FAA program. The Morgan Stanley FAA program prepares participants to become financial advisors through intenstive training. Our extensive currriculum provides state-of-the-art finanical tools, techniques and resources needed to create strategies and build a client base of high-net-worth individuals. When launching a career as a Finacial Advisor, participants are prepared to apply their product knowledge and wealth management talents to deliver clients with indiviualize and comprehensive advice.
Practice Management Revenue - How to Track It, Use It and Stop Leaving It On The Table
02/17/2026
Join Shelia Davis as she hosts this session filled with actionable guidelines from revenue guru Keith Munroe to identifying undiscovered revenue within your practice.
VEA Program Changes & Updates
01/29/2026
We are excited to invite you to an engaging session where we will unveil the latest updates and changes to the Virtual Engagement Advisor (VEA) program. Designed to empower Financial Advisors, the VEA program offers dedicated support to enhance client relationships and drive business growth.
2026 Market Outlook
01/14/2026
Join us for an exclusive call featuring three leading industry experts as they breakdown key forces shaping financial markets in 2026. Our panel will share their latest insight on economic trends, interest rates, equity and fixed income opportunities, and the risks investors should be watching. This is a timely discussion designed to help you position portfolios for the year ahead.
APIC Office Hours Discussion Groups
12/11/2025
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.
The State of Digital Assets and their Portfolio Applications
12/04/2025
Explore our Big Data opportunities to use Aidentified
11/19/2025
Join us to learn more about Aidentified, a powerful prospecting tool recently introduced at Morgan Stanley for advisors and their teams. Aidentified provides an AI-driven platform designed to improve prospecting and relationship intelligence for wealth management. It offers tools for mapping real-world relationships, enriching data, and identifying high-intent prospects.