Frequently Asked Questions

Q: Will I earn continuing education credit (CE) for attending INSITE 2017?
A: Yes. Pershing has applied for Certified Financial Planner Board of Standards (CFP Board), Investment Management Consultants Association (IMCA®) and Cannon Financial's Certified Wealth Strategist® (CWS) CE credit, as well as CFA Institute CE credit.

Q: Is my guest permitted to attend the general sessions or any breakout sessions noted on the agenda?
A: No. Adult guests are invited to meal functions only.

Q: Can I register a colleague from my firm as a guest?
A: No. Another employee of the same company may not attend as a guest.

Q: Will my parking be validated?
A: No. All attendees are responsible for their own parking fees.

Q: What is the attire for the conference?
A: Business casual is appropriate for all conference functions.

Q: Should I bring photo identification to the conference?
A: Yes. Photo identification is required at registration.

Q: Are there plans for INSITE 2018?
A: Yes. INSITE 2018 will be held June 6-8, 2018, at the Hyatt Regency Orlando.