MMI Summit 2021

Wednesday, April 21 and Thursday, April 22, 2021
Charged admission | Open to business leaders and senior executives and restricted to MMI members | Press allowed

Co-Chairs:
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group

Accelerating Innovation

Join senior executives from across the advisory industry for the leadership perspective and peer-to-peer discussions that are hallmarks of the MMI Summit.

This year’s two-day event may be online, but expect the same energy, elevated content and speakers, and – most importantly – the “hallway conversations” and candid dialogue with industry peers that you’ve been missing.  

The Summit program will focus squarely on moving forward in an environment of accelerated change. With an exciting mix of keynote presentations, expert panels, and small group discussions, we’ll tackle topics that are top-of-mind with leaders across the industry:

  • fostering an innovative and agile organization capable of disrupting itself,
  • the changed investor landscape, money in motion, and what it all means,
  • rethinking client acquisition in a post-pandemic world,
  • what it will take to transform the wealth management client experience,
  • overcoming the challenges of advisor tech adoption, and more!

Note: The MMI Summit is a leadership conference built for senior-level executives and restricted to MMI member firms. As a rule, attendees should be C-suite level, EVPs, SVPs, Managing Directors, and business unit leaders.

Discounted pricing is available for firms that send five or more attendees. Don’t miss the unique Summit experience!

Questions: Contact MMI at events@mminsgt.org or (646) 868-8500.


Additional Information

Agenda

VIEW AGENDA

VIEW HALLWAY CONVERSATIONS

Please check this page frequently to view agenda updates (and refresh the PDF in your browser).

Partners and Sponsors

2021 MMI Titanium Partner

 

2021 Platinum Partners
 

 

2021 Cobalt Partners

 

Keynote Sponsors

Supporting Sponsor

Sponsorship Opportunities

MMI Summit 2021 represents a unique opportunity to build brand awareness with the advisory solutions industry’s most senior leaders and decision makers, showcase your firm's offerings, and make new connections. A limited number of high-profile Sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President, Chief Programming Officer
jlensing@mminst.org
(646) 868-8518

Featured Speakers

Keynote Speaker
Danny Meyer

Founder & Chief Executive
Officer Union Square Hospitality Group
Sponsored by:
 

Dani Fava
Head of Strategic Development
Envestnet

Steve Gresham
Chief Executive Officer
The Execution Project

CE Credits

The MMI Summit 2021 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 event

Registration Fees

Individual and Enterprise pricing options are available.

For 4 or fewer attendees per firm, Individual Pricing applies.

For 5 or more attendees per firm, save with Enterprise Pricing.

Individual Pricing (for individual registrants)

Registration Date  

Type

Fee

Through March 31

Advance

$995 

Starting April 1

Standard

$1,095 

Enterprise Pricing (for 5 or more registrants from the same firm)

Registration Date  

Individual Registration
(Fee per
registrant)

5-9
Registrants
(Fee per registrant)

10 or More Registrants
(Fee per registrant)

Through March 31

$995

$895 

$795

Starting April 1

$1,095

$995 

$895

VIEW ENTERPRISE REGISTRATION PACKAGES
AND COMMITMENT FORM

Contact MMI for details at events@mminst.org or (646) 868-8500.

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 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.

Questions?

Attendee Registration Contact:
Events@mminst.org or (646) 868-8500

Speaker Registration Contact:
Zelle Richardson
zrichardson@mminst.org or (646) 868-8510

Fees & Billing Contact:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

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