MMI Summit 2020

A Virtual Experience

Eric Koestner,
Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors

Money Management Institute is committed to deliver insightful and actionable content and help members stay connected as we navigate these unprecedented times. Understandably, we had to cancel the MMI Summit 2020 in-person conference in Orlando.  

About the Virtual Experience
MMI is excited to announce MMI Summit 2020: A Virtual Experience! Starting in April and lasting through May, we’ll be delivering to you all the great sessions and speakers that we had lined up for Summit 2020 in a series of short virtual events.

We will still have an outstanding speaker lineup focusing on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results, but now through a completely virtual experience.

The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. Firm budgets will be challenged. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?

MMI’s virtual sessions will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.

For more information on MMI Summit 2020, contact us at (646) 868-8500 or

Additional Information



Featured Speakers

Gretchen O'Hara
Vice President 

Joe Duran
United Capital
A Goldman Sachs Company
Cheryl Nash
Cheryl Nash

Partners & Sponsors








Charles River



Microsoft Logo





Discovery Data

CE Credit

The Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the Summit.

Registration Fees

Registration Fee: $1,295

Note: If you previously registered for the MMI Summit in Orlando, you have been automatically registered for the Virtual Experience and we will be issuing you a $500 credit toward your previously paid Summit registration.

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

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: or (646) 868-8500

Speaker Registration:
Zelle Richardson or (646) 868-8510

Fees & Billing:
Samantha Lustig or (646) 868-8516