Financial Advisors Day



US SIF’s FORUM 2024 Welcomes Financial Advisors & Introduces FA Day on June 25th

The US Sustainable Investment Forum will host FORUM 2024, June 24th – 26th, at the Swissotel in downtown Chicago. We are excited to present our 11th conference showcasing innovative financial solutions, practice management insights for advisors, and networking opportunities with 400+ professionals from across the financial landscape.

Advisors have always been a significant force at our conferences; so, this year we are proud to announce our first-ever Financial Advisor Day on June 25th (Day 2 of the conference). Here are a few things included:

  • A Financial Advisory track that will include panels, sessions, and speakers tailored to the growing number of advisors seeking to learn and share best practices in client communications, working with partners across investment and technology solutions, impact reporting, portfolio evaluation, and to stay on top of industry trends and regulatory items.
  • Dedicated hospitality space, exclusively for advisors, throughout the conference.
  • Financial Advisor Day rate (for Chicago metro area advisors) who wish to only attend on June 25th. The early bird rate is only $450 and includes:
    • Upwards of 6 CE Credits for various industry designations (including CFP and CIMA)
    • Fundamentals of Sustainable Investment live training course (valued at $250)
    • Conference welcome lunch
    • All June 25th plenaries, sessions, and expo (but no conference reception)

*Non-regional & regional advisors can opt to attend the full conference at the conference rate.

For further details, sponsorship opportunities or questions, contact Tracy Press at tpress@ussif.org

 
Thank you to our 2024 Sponsors!