2022 MMI Distribution Leadership Forum

November 9-10, 2022 | Charlotte, NC | Dimensional Fund Advisors
Charged admission | Open to members and non-members | Press prohibited

Amanda Harwood, Head, Practice Management, BMO Private Wealth
Melissa Roe, Senior Vice President, Division Manager, Capital Group

The past two-and-a-half years have forced firms to rip up their traditional distribution playbooks and completely reinvent how they engage with advisors and investors. Are you and your team prepared for what’s next?

There is so much to discuss and dissect that MMI has combined the Women in Distribution Symposium and the Distribution Leadership Forum into one blockbuster event.

Join us in-person in Charlotte on November 9-10 as we bring together a who’s-who of advisory industry distribution leaders – heads of distribution, national sales managers, key accounts and marketing professionals, home-office specialists, and top wholesalers – for two days packed with information, frank conversations, and actionable takeaways.

Don’t miss this unique opportunity to gain fresh perspective and ideas to elevate your practice heading into year-end and the start of 2023. And spread the word to distribution colleagues within your own firm and around the industry.

To register for this event, please contact MMI at events@mminst.org or (646) 868-8500.

For additional information and questions on this event, please contact Arlen Oransky at aoransky@mminst.org or (646) 868-8505.

Additional Information


Featured Speakers

Jeff Lietz
Principal Partner
Sales Engine

Terri Fiedler
Corebridge Financial Distributors

Paula Nelson
Managing Director, Head of Growth Strategy
Global Atlantic Financial Group

Partners & Sponsors

2022 Platinum Partner


2022 Cobalt Partner


Forum Host


MMI Diversity & Inclusion Pioneer Sponsor

Sponsorship Opportunities

The 2022 Distribution Leadership Forum represents a unique opportunity to build relationships with senior distribution leaders and sales professionals from leading asset management firms. A limited number of high-profile sponsorship packages are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer

CE Credits

The Investments & Wealth Institute® has accepted the MMI Distribution Leadership Forum program for 8.00 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Hotel Information

Below is a list of recommended hotels close to the Forum venue:

Kimpton Tryon Park Hotel
303 S. Church Street
Charlotte, NC 28202
Reservations: 888-516-1612 | Hotel: 704-445-2626 

JW Marriott Charlotte
600 South College Street
Charlotte, NC 28202
Reservations: 704-333-1101

Holiday Inn Express & Suites Charlotte - South End
1617 South Tryon Street 
Charlotte, NC 28203
Reservations: 800-465-4329 | Hotel: 704-496-9050

Registration Fees

Registration Date Registration Type Registration Fee
Launch date –
October 14
Early Registration $1,075
October 15  –
November 8
Standard Registration $1,175
Launch Date –
October 14

Leadership Pathway &
Executive IQ Participants1

Volume Discounts2 Attendees 3 and up $975

1 - Members of the 2019-2022 Leadership Pathway classes and Executive IQ participants are eligible for a 20% discount off the Standard registration fee. Email events@mminst.org for the appropriate discount code before registering.

2 - A Volume Discount of $200 off the Standard registration fee is available once 2 registrants from the same firm register for the Distribution Leadership Forum at the prevailing full price. The Volume Discount is not retroactive to previously registered attendees. Only full price, Leadership Pathway, and Executive IQ participants are considered in determining eligibility for Volume Discounts. Email events@mminst.org to check eligibility and/or for the relevant Volume Discount code before registering.

Health and Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The health and safety of all Distribution Leadership Forum participants is our top priority. Consistent with the CDC's guidance to prevent the spread of COVID-19, MMI strongly encourages all Distribution Leadership Forum attendees to be fully vaccinated and boosted. To ensure a safe and healthy experience for all attendees, MMI will be following the guidelines of local authorities and our host venue. 

If the situation warrants, MMI may implement appropriate attendee requirements and protocols and will share updated information on this page.

Please check this page regularly for updates.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, October 28, 2022. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at (646) 868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration:
events@mminst.org or 646-868-8500

Speaker Registration:
Robin Hannam
rhannam@mminst.org or 646-868-8509

Fees & Billing:
events@mminst.org or 646-868-8500

Sponsor Opportunities:
Joan Lensing 
jlensing@mminst.org or 646-868-8518