Annual Conference

The SPF Annual Conference is a three-day event for all channels and disciplines of people working with bank investment programs: executives, marketers, advisors and assistants. With three focused tracks, attendees have multiple opportunities to learn from experts during highly engaging, actionable and relevant educational workshops as well as to participate in several networking events throughout the conference.

Workshops include presentations from SPF staff, outside consultants and product vendors. Subjects include practice management, product training, marketing, technology tools, regulatory reform, client service, employee management, and many more subjects that will help an investment advisor or investment program gain efficiencies and elevate their success.

The Annual Conference is held in the summer, in San Diego, California.