IAA’s 2023 Midwest Leadership Forum

The IAA’s annual leadership conference is an opportunity for senior executives from investment advisory firms to meet for a high-value program featuring a range of thought leaders discussing important industry topics and trends.

This year, we are taking a regional approach with a half-day agenda on September 27 in Chicago. The IAA Midwest Leadership Forum will cover topics from artificial intelligence to succession and is a can’t miss event for those in the region to learn, share best practices, and forge crucial connections.

Event highlights include:

• A luncheon with featured speaker Jonathan Feldman, a people and organization expert at Boston Consulting Group
• Attendee-favorite peer breakouts: Roundtable sessions of members from like-sized firms discussing their key priorities, challenges, and initiatives
• A firm leadership panel sharing perspectives on the changing advisory landscape and associated opportunities
• Positioning for the future: Strategies for managing across an increasingly diverse multi-generational workforce