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Upcoming Events
Meet the ISS MI team! Join us and connect with our experts at these upcoming industry events and webinars.
Upcoming Events
 The premier conference for retirement plan advisors across the nation. It’s the only industry event tailored specifically for advisors, offering actionable, unbiased insights that truly resonate. From cutting-edge updates on Capitol Hill to practical strategies that can help you manage and expand your business, the 401(k) Summit delivers a wealth of knowledge that you won’t want to miss!
OSC Dialogue 2026 will explore how Canada’s capital markets can remain resilient, competitive, and adaptive. This year’s theme, Competitive edge, reflects the Ontario Securities Commission’s commitment to shaping the future of regulation and building our markets to have a competitive advantage in a rapidly shifting global landscape.
Presented by:
Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
It is our mission to help by providing the education and information needed to keep up to date on the latest trends and developments, regulatory and legislative updates, and optimal administration and investment practices.
Presented by:
Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem.
Get ready for IMPACT 2026! IMPACT is the premier event for RIAs and independent recordkeepers who work with Schwab, with exceptional content, memorable experiences, and the latest from across the industry.
Past Events
Moderator:
Amy Resnick, Executive Editor, Chief Investment Officer
Moderator:
Amy Resnick, Executive Editor, Chief Investment Officer
Speakers:
Kevin Spraggs, Head of U.S. Research Development, ISS Market Intelligence
Christopher Davis, Head of U.S. Investment Fund Research, ISS Market Intelligence
Speakers:
R. Bradford Huss, Director, Trucker Huss
Leah Sylvester, Executive Partner, President of Retirement Plans, Shepherd Financial
Speakers:
Heather Bader, Partner, Faegre Drinker Biddle & Reath LLP
Kim Cochrane, Director, Client Services, HUB International MidAtlantic
Speakers:
Benjamin Reed Hurwitz, Associate Director, Research, ISS Market Intelligence
Speakers:
Summer Conley, Partner, Faegre Drinker Biddle & Reath LLP
Michael Kozemchak, Managing Director, Institutional Investment Consulting
We’re thrilled to invite you to the CSF 2026 Annual Conference to celebrate this milestone. Join us for an inspiring gathering filled with educational sessions and dynamic networking opportunities. Â
We’re looking forward to connecting with attendees to share how our MarketPro product suite is helping power the next wave of growth in wealth and investment management.
Host:
Carl Robinson, Associate Director, ISS Market Intelligence
The renowned financial industry event will return to the Virgin Hotel in Las Vegas for four days of networking and premier content, bringing together financial advisors, issuers, and financial services professionals.
The premier event for senior leaders across the investment advisory industry. New this year, it is by invitation only, bringing together a select group of leaders for elevated dialogue on the macro trends shaping the future of investment advice and solutions. ISS MI’s Ben Doob will be in attendence.
Sessions on disruptive trends that will shape the retirement and investment industries in the future. The Forum begins the morning of March 26th in Newport Beach, followed by the daylong Forum sessions and a closing reception.