Events
Events

Pershing hosts a full calendar of national, regional, and online events for our customers throughout the year. Our programs vary in size from small interactive webcasts to large-scale conferences, and they address a broad range of market segments and audiences.

For Broker-Dealers

  • Annual Customer Conference highlights current industry trends, new Pershing products and services, and future initiatives
  • Leadership roundtables regularly bring you face-to-face with Pershing executives and leading industry consultants to address issues facing your firm, investment professionals, and investors
  • Business solutions forums discuss timely topics, ranging from quality management to enterprise technology and trading solutions to proactively managing regulatory and compliance issues
  • TalentConnectSM forums provide best practices and industry insights that address every stage of the investment professional's life cycle, from recruiting and onboarding to retention and succession planning
  • Training workshops offer expertise in areas such as technology, policies, and procedures to help boost performance among your operations, compliance, investment professionals, and support staff

For Investment Professionals

  • Annual INSITE™ Conference features industry and world leaders analyzing the trends affecting our industry, new developments in global investing and technology, as well as strategies for differentiation in the marketplace
  • Professional seminars bring together Pershing and industry experts from leading financial organizations to provide business-building ideas through practical, how-to best practices presentations and discussion. Certified Financial Planner™ (CFP™) continuing education (CE) credits may be available.

Pershing sponsors more than 175 industry and customer events
across the globe and throughout the year.

Contact us to learn more about Pershing's upcoming events.

 

Keep Up With Industry Trends

Take a look at Pershing's Event Calendar.