Sorrento Pacific Financial Events

One of the benefits of working with
Sorrento Pacific Financial as your broker dealer is having the opportunity to learn from and share best practices with non-competing investment advisors and programs. To this end, SPF hosts three major events a year for its clients, including bank investment programs and independent advisors. In addition, educational compliance and training updates and conference calls occur throughout the year.

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... More

CEO & Executive Forum

The SPF CEO & Executive Forum is a three-day event for CEOs and senior executives... More

Program Managers Forum

The SPF Program Managers Forum is a two-day event for regional and local managers... More

Educational Events

In addition to its three major annual conferences, SPF also regularly presents educational calls, workshops and other training events throughout the year for its clients. Contact us for the latest schedule.