Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

BNY Mellon Pershing’s INSITE

June 3-5 |

National Harbor, MD |

https://insite.bnymellon.com/home.html

BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.

Price: TBD

Type: In Person

Content Focus: General Planning, Practice Management

Channel: CFPs, Independent BD, RIA, Wirehouse

Organizer: Custodian

Back to All Conferences