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2024 APIC Annual Conference
June 3–5, 2024
Salt Lake City, UT

Made Possible With The Generous Support Of

PLATINUM SPONSORS

Aristotle

Columbia Threadneedle Investments 

T. Rowe Price

GOLD SPONSORS

BCG Pension Risk Consultants I BCG Penbridge

BlackRock

Eaton Vance

Franklin Templeton

FS Investments

Goldentree Asset Management

GQG Partners

Great Lakes Advisors

Invesco

Lazard

Millennium

PIMCO

Touchstone Funds

VanEck

Vanguard

SILVER SPONSORS

Allspring Global Investments • Artisan Partners • GCM Grosvenor • Hartford/Schroders • Lyrical Asset Management • Mondrian Investment Partners

2024 SCHEDULE OF EVENTS

SUBJECT TO CHANGE (Last Updated 3/3/23)

MONDAY, JUNE 3

10:00AM – NOON
Pickleball Clinic & Tournament (optional, add'l charge)
9:00AM – 1:00PM
Family Teams Workshop - Succession Planning
(optional, no charge) Session Description Available Below
Dr. Tim Ursiny, Zach Ursiny

Sponsored by Columbia Threadneedle Investments
10:00AM – 2:00PM
Firm Technology Precon (optional, no charge)
2:00PM – 6:00PM
Content Sessions
6:00PM – 7:00PM
Cocktail Reception with Asset Managers
8:00PM – 10:00PM
Barron's Networking & Dessert Party

TUESDAY, JUNE 4

6:45AM – 7:15AM
Bootcamp Sweat Fest
8:00AM – 9:00AM
Breakfast & Optional Content
9:00AM – 12:PM
Content Sessions
12:00PM – 1:50PM
Lunch & General Sessions
2:00PM – 5:05PM
Content Sessions
5:05PM – 6:30PM
Cocktail Reception with Asset Managers
6:30PM
Sponsor Dinners, or Dinner On Your Own

WEDNESDAY, JUNE 5

6:45AM – 7:15AM
Sunrise Yoga
8:00AM – 9:00AM
Breakfast & Optional Content
9:00AM – 11:45AM
Content Sessions
11:45AM
Conference Concludes. Boxed Lunches provided
12:00PM – 1:30PM
Optional Post Conference Meeting (no charge)
12:00PM – 12:30PM
Bus Departures for Airport, complimentary
Optional Pre-conference Sessions – No Additional Charge
MONDAY – 9AM-1PM
Family Teams - Succession Planning

Dr. Tim Ursiny, Zach Ursiny

Hosted by Marybeth Emson

Family Teams present unique joys, opportunities and challenges in an advisory business but UNTIL NOW coaching and support did not recognize their unique dynamics.

APIC is on the cutting edge of helping to develop specialized resources. Come join us for this highly interactive program that will allow existing family teams (as well as teams considering adding family members) the opportunity to engage in exercises that:

 

  • Helps them to identify the different psychological stages individuals go through during the succession process and learn how to navigate them successfully (both retiring advisor and the successor)

  • Examines how to leverage the unique benefits of transitioning a practice to a family member

  • Helps them to identify the actions that successor leaders can take to assume leadership in the eyes of the team and the clients

  • Allows existing leaders to examine the process of exiting the team and how that changes the focus of their daily lives

  • Examines the roles of trust, communication and accountability in the transition process

  • Allows team members to practice the best methods for communicating each stage of transition to clients

MADE POSSIBLE WITH
THE GENEROUS SUPPORT OF

CTI_Seth.png
MONDAY – 10AM-2PM
Firm Technology Sessions

Back by popular demand. APIC is proud to offer five in-depth sessions on how to leverage firm technology to increase efficiency and produce results. Each session is independent - so feel free to attend just those you are interested in.

  • Become a Champion of Efficiency - Create a repeatable and scalable investment process in Select UMA (UMAX) and PM (LYDIA)

  • Uncover Business Opportunities through the Portfolio Risk Platform and WealthDesk (plus a sneak peek to PRP 2.0!)

  • Ways to Build a Pipeline - Incorporating Morgan Stanley Online with Total Wealth View with New and Existing Clients

  • Unlock the potential of Salesforce CRM to help drive efficiency and NAA. Learn how to find opportunities and create campaigns to drive results

  • Strategic Client Reporting and Digital Stapler best practices for customized client packages and efficient client reviews

2024 REGISTRATION FEES – REGISTRATION OPENS MARCH 18

UNSUBSIDIZED ATTENDANCE

Attendance at the APIC conference is subsidized by the support of our Asset Management Partners and sponsors. If you may not receive such support, you may elect to attend as an unsubsidized attendee.

$3000

SOCIAL GUESTS

Friends/Family of attendees who do not work for a competing firm. These attendees may only attend cocktail receptions and the Tuesday Night social event

$350

MEMBERS

If you are a sole-advisor and member of APIC, or if your team has a Team Membership

$695

ANALYSTS

Analysts with the titles specified below are encouraged to attend Analyst University at a reduced rate.

$395

FIRM MANAGEMENT

Home Office or Field members of management who are non-producing.

$1195

PLEASE READ DETAILS BELOW REGARDING ADDITIONAL COSTS & REQUIREMENTS
As a member-supported organization, speakers are asked to pay their respective registration fee regardless of registrant type.

Fees

FEES

Analysts eligible for the discounted rate must have one of the following job titles:
•    Business Development Associate
•    Institutional Consulting Associate
•    Institutional Consulting Analyst
•    PM Associate
•    Consulting Group Analyst
•    Financial Planning Analyst
•    Wealth Management Associate
•    Wealth Management Analyst

 

Attendees receive:
•    Attendance at all APIC educational sessions
•    Attendance at all APIC meal functions as listed in the agenda

 

The fees listed above do not include:
•    Hotel room costs (see HOTEL on this page)
•    Travel costs, airfare, parking, transfers, etc.

HOTEL

The Grand America Hotel

555 Main Street, Salt Lake City, UT 84111
Phone: (801) 258-6000

https://www.grandamerica.com/

Group Rate (paid by attendee):

$279.00 per night, plus tax (currently 12.92%) if booked by Friday, May 17, 2024. APIC cannot guarantee the rate after this date.
 

HOW TO BOOK:
APIC is holding a block of rooms for the Conference. Instructions for booking your room in the APIC block will be provided during Registration.
Check-In: 3:00 PM
Check-Out: 11:00 AM
Early check-in requests are not guaranteed and are based on availability the day or arrival. Late check-out requests are handled similarly.


All guest rooms are non-smoking.
 

EXPENSE REIMBURSEMENT AFG/BDA

All travel expenses related to the APIC Conference (hotel, taxi, parking, etc.) are the responsibility of the individual attendee.

If you wish to receive reimbursement for your hotel costs, you may need to submit an eReq in advance. This applies even though you are not booking the hotel through the MS travel agency. For more information, type ENC into your firm browser.

CANCELLATION POLICY

Payment – You will need to provide a credit card on the secure Conference Registration website. In addition, all attendees will be required to present a credit card upon check-in at the hotel for payment of the room and any incidentals.


The deadline for attendees to cancel from the conference without penalty is 2:00 PM EDT on Friday, May 31st. After this date, the following penalties will apply:
•    CONFERENCE REGISTRATION FEE: 100%

•    GUEST ROOM CHARGES

APIC Reserves the right to deduct late cancellation charges from registration fees before any refund is made.

TRAVEL

Suggested arrival time is a flight that lands no later than 12:30PM on Monday, June 3.
 

AIRPORT:

The Salt Lake City International Airport (SLC)

is 8 miles and about a 15-minute drive to The Grand America Hotel.

The Grand America Hotel DOES NOT have an airport shuttle, so please review the following transportation options:
 

RIDESHARE:

Lyft and Uber are available in Salt Lake City and services are available 24 hours a day, seven days a week. 

 

CAR SERVICE:

As preferred partners to The Grand America Hotel, Driver Provider can provide transportation for all size parties. Please call the concierge at The Grand America for advance reservations and Meet & Greet services; 801-258-6703. Charges for transportation can be placed directly onto your hotel bill.

PARKING:

The Grand America Hotel provides valet and self-park parking options. Current valet parking rate: $34 + tax USD and current self-parking rate: $24 + tax USD for overnight, including in-and-out privileges.

TUITION REIMBURSEMENT

Some members may be eligible for tuition reimbursement. Management pre-approval is required.

GUESTS & SPOUSES

•    Due to compliance reasons, guests may not attend any content sessions - this includes all breakouts and general sessions.
•    Guests will be permitted on a first-come, first-serve basis. All guests are subject to approval by APIC before attendance is granted. APIC does not guarantee guest space is available if not registered in advance of the event, before the registration cut-off date.
•    Guests may not be employed by an asset management firm or service provider. Additionally, guests may not be employed by other financial institutions other than Morgan Stanley.
•    Guests must be over the age of 21.
•    APIC extends a discount to members who attend the annual conference below the actual cost of food & services provided. Guests who attend events are expected to pay for the actual costs associated with their attendance. The cost for guests in 2024 is $350.
•    You will be given the option to register a guest during the Conference Registration process. If you would like to register a guest after your Registration is complete, please e-mail info@apicms.org

ATTIRE

Business Casual attire (no tie required!) will be appropriate during the evening festivities on Monday night and Conference on Monday, Tuesday and Wednesday.


Temperatures in Salt Lake City are warm and dry; indoor meeting rooms can be quite chilly with air conditioning, so please plan accordingly.

Questions?

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