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Sponsor Link for National Member Meeting 2018

Registration Now Open!

When: April 23, 2018
Where: Loews Portofino
Orlando, Florida  32819
United States
Contact: Jennifer Litchfield

Online registration is closed.
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April 23, 2018 / Loews Portofino/ Orlando, FL


The Exchange invites you to attend our 4th annual National Members Meeting, April 23, in Orlando Florida!  Join us and take advantage of the opportunity to network and collaborate with your peers on best practices and topics most relevant to your firm.


Schedule of Events

April 22  7:00 PM - 9:00 PM  Welcome Reception and Registration
April 23 7:30 AM - 5:00 PM Registration and All Day Event
April 23 7:00 PM - 10:00 PM Client Appreciation Reception




You simply cannot afford to miss the best networking and best practices event of the year.  We will have special presentations from guest speakers, general information sessions, as well as our breakout sessions that will cover the industry topics most relevant to YOU!  This event will also offer the chance to demo and discuss solutions with some of the top vendors and solution experts of our industry in THE EXCHANGE. 


General Topics will include:





Best Practices



Thought Leadership

Firm Management


The best networking opportunity of the year with:


Chief Compliance Officers

Compliance Professionals

Operations Managers

Operations Staff

Financial Officers

Firm Principals

Chief Operating Officers


Performance Analysts


              And More!!




To make hotel reservations:

Shamise Smith

Group Reservations Coordinator

Call 407-503-9253 or email arrival and departure dates to

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