MMI Summit 2021

On-Demand Sessions
Open to business leaders and senior executives and restricted to MMI members | Press allowed

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

Accelerating Innovation

The Summit program focuses squarely on moving forward in an environment of accelerated change. With an exciting mix of keynote presentations, expert panels, and small group discussions, we tackled 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.

Questions: Contact MMI at or (646) 868-8500.

Additional Information




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
(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

Steve Gresham
Chief Executive Officer
The Execution Project

CE Credits

Investments & Wealth Institute® has accepted the 2021 MMI Summit for 6.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 

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  



Through March 31



Starting April 1



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

Registration Date  

Individual Registration
(Fee per

(Fee per registrant)

10 or More Registrants
(Fee per registrant)

Through March 31




Starting April 1





Contact MMI for details at 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.


Attendee Registration Contact: or (646) 868-8500

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

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

Sponsor Opportunities Contact:
Joan Lensing or (646) 868-8518