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
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.
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.
APIC Office Hours Discussion Groups
03/10/2026
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.
Introducing The Recently Updated FAA Program
02/25/2026
2:00PM
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
2:00PM
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.
Start with Why – Why Reinsurance? Why Auto Dealerships?
11/12/2025
Every great business starts with why. Join us to learn how a Morgan Stanley team tuned a niche market into a high-performance wealth management engine. In this session, you will see how understanding the reinsurance model for auto dealerships can help accelerate client acquisition, turbocharge asset growth, and build a business designed for longevity and generational impact.
Legacy Trusts
11/04/2025
Join us to explore how Legacy Income Trusts (LITs)—a form of Charitable Pooled Income Trust—can unlock new opportunities for clients seeking both tax efficiency and philanthropic impact. This session will provide practical insights into how advisors can use these trusts to meet multiple planning objectives, including Lifetime income, Strategic philanthropy, Tax-smart applications and Flexible planning opportunities.
All about DAFs
10/22/2025
Donor Advised Funds (DAFs) are one of the most powerful tools available to help clients meet their philanthropic goals while also creating meaningful tax advantages. In this APIConnect session, we’ll break down how DAFs work, the benefits they provide for donors, and why they’ve become an increasingly popular choice for charitable giving. From simplifying the giving process to maximizing tax efficiency, DAFs offer a flexible and impactful way for clients to align their values with their financial strategy. Join us to learn how to position DAFs as an essential part of a well-rounded wealth and charitable planning conversation.
Active ETFs - Key Product, Purpose, & People Insights
10/15/2025
Join Keith Munroe as he hosts asset managers from Blackrock, Janus Henderson, and Eaton Vance as they discuss active ETF strategies. The call will include key product, purpose, & people insights. The discussion will focus on active ETF strategies from each manager, why Active ETFs should be a focus for your practice, and why their specific suite of products is worthy of your attention.
The Elite Edge: Attracting, Engaging & Retaining Ultra High Net Worth Clients
09/30/2025
Financial professionals today are facing greater pressure to deliver a high caliber, differentiated client experience. Given the increase in competition, you are continuously tasked with showcasing the value of your services and keeping clients and prospects engaged. This program’s goal is to help financial professionals expand their business by creating an elevated experience for current clients as well as prospective clients.
The Who, What, Where, How, Why of Tax Management
09/24/2025
Do you understand UMA tax loss harvesting parameters; both systematic and opportunistic? During April’s market downturn, many advisors realized they were not clear on what triggers tax-loss harvesting in UMA accounts.
APIC Exclusive CPWA Cohort
09/18/2025
What if one credential could set you apart as the go-to advisor for high-net-worth and ultra-high-net-worth clients—while boosting your income and assets under management? That’s exactly what the Certified Private Wealth Advisor® (CPWA®) designation delivers.
APIC Office Hours Discussion Groups (Special AI Session!)
09/11/2025
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.
Decade of Generational Wealth Module 3
09/03/2025
In the current decade, the generational transitions facing baby boomers and their families offer advisors a unique business opportunity. Through the Decade of Generational Wealth, advisors can develop new capabilities for stepping into the emotional, relational, and generational wealth conversation. By learning how to connect with spouses, partners, and next gen family members of current baby boomer clients, advisors can become a generational resource for the entire family.
Decade of Generational Wealth Module 2
08/20/2025
In the current decade, the generational transitions facing baby boomers and their families offer advisors a unique business opportunity. Through the Decade of Generational Wealth, advisors can develop new capabilities for stepping into the emotional, relational, and generational wealth conversation. By learning how to connect with spouses, partners, and next gen family members of current baby boomer clients, advisors can become a generational resource for the entire family.