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FinTech Forum

The FinTech Forum convenes individuals who are responsible for assessing their firms’ technology needs, evaluating and determining appropriate technology solutions, setting priorities for technology adoption, and overseeing technology implementation and ongoing management. The Forum serves as a venue for its members to discuss industry trends, lessons learned and best practices, implications for human capital, and other technology-related issues. Membership is open to individuals whose purview encompasses all or any of the activities described above.

Meeting Frequency: Quarterly and ad-hoc conference calls

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IAA Staff Liaison

Nancy Hancock
VP, Business Practices

We encourage all members to participate in our Committees, Working Groups, and Forums.

To join the Human Resources Working Group or its online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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