Based on where you’re employed, click on either the "Advisory Firm Attendee Registration" or the “Consultant/Non-Advisory Firm Registration” button to process your conference registration payment and reserve your space at the 2023 Insider's Forum, which will be held at the Hyatt Regency Hill Country Resort & Spa in San Antonio, Texas.
We’re also offering the “Magnificent Mile,” a three hour pre-conference workshop on Tuesday, October 3rd from 2-5PM led by Herbers & Company partners Angie Herbers, Jarrod Upton and Brandon Moss. Over the course of the past decade the consulting company has worked with innumerable midsize firms (defined as $1 to $10 million in revenue) and they believe midsize firms have the greatest opportunity for growth in the current marketplace. During this workshop, the Herbers & Company team will walk participants through how to navigate people, process, and brand solutions to expand organic growth, profits, and valuation to move from a midsize firm to an elite firm.
And we’re hosting the HIFON meeting and workshops on Wednesday, October 4th from 8:30-11:30 AM, followed by roundtables over lunch, and then CFP CEU and practice management sessions from 12:30-3:30 PM. We will kick-off the keynote at 4 PM. The conference will end before noon on Friday, October 6th which should allow you to be home that evening (unless you choose to spend the weekend in San Antonio or visiting the surrounding hill country).
ADVISORY FIRM ATTENDEE REGISTRATION
Before the prices go up at end of day on May 5th, for attendees who work at an advisory firm, the early bird registration fee is $975 (before any Inside Information, HIFON or Kitces discounts).
And for additional registrants from the same firm, you can sign up additional members of your advisory firm at the already discounted rate of only $825.
CONSULTANTS/NON-ADVISORY FIRM REGISTRATION
Similarly, for attendees who work as consultants or with a non-advisory firm, the current registration fee is $1700.
Inside Information subscribers who work at advisory firms receive a $125 discount (for the first registrant from the firm only; subsequent registrations are already discounted) when they register using the code that Bob provides to his Inside Information subscribers. If you're a subscriber and don't remember the code, please e-mail Bob at email@example.com. If you wish to subscribe to Inside Information and receive the $125 discount on the Insider's Forum conference registration, there is a link to subscribe on the home page of the conference website. Subscribing before registering for our conference will effectively save you 36% of the $349 annual subscription fee.
HIFON members are eligible for a $100 discount; please contact Shaun Kapusinski for your code. Michael Kitces’ readers can receive a $75 discount off their standard registration fee. Please contact Michael for your discount code. Please note that discounts are not stackable - only one discount per registrant - and they only apply to the first registration from a firm.
If you have any registration issues, please e-mail our conference manager Lori Bennett at firstname.lastname@example.org and she will help you.
Written requests for refunds received or processed through our registration system by August 23, 2023 (prior to 12:01AM CT) will be refunded in full less a $100 administrative fee. Cancellations after that time will not be refunded; however, substitute registrations are welcome. Please contact Lori Bennett at email@example.com if you wish to register someone else in your place.
For more information regarding refund, complaint and/or program cancellation policies, please contact Lori Bennett at firstname.lastname@example.org.
TERMS & CONDITIONS
Insider’s Forum, LLC is committed to providing a safe, productive, and welcoming environment to all participants, including attendees, sponsoring firm representatives, staff, and vendors, at the Insider’s Forum conference, virtual events and any other Insider’s Forum related events. We have no tolerance for discrimination, harassment, or bullying in any form at Insider’s Forum related events. Participants are expected to adhere to these principles and respect the rights of others.
The views expressed by any event attendee, speaker, exhibitor, or sponsor are not necessarily those of the Insider’s Forum, LLC. All attendees, speakers, exhibitors, and sponsors are solely responsible for the content of all individual or corporation presentations, marketing collateral, and/or advertising.
In consideration of being allowed to register for, and participate in the event, I hereby warrant and represent that I am age 18 or above and freely waive, release from liability, assume all risks, and covenant not to sue Insider’s Forum, LLC or its Managing Members, employees, independent contractors, venue, agents, other attendees or volunteers for any expense, loss, damage, personal injury, sickness with COVID-19, or any other illness, including loss of life, disability, property damage, or property theft or actions of any kind that I may hereafter suffer or sustain before, during, or after the event, unless said expense, loss, damage, personal injury, including loss of life, disability, property damage or property theft or actions of any kind is caused by the sole, gross negligence of Insider’s Forum, LLC. This Liability Waiver and Release is specifically binding upon my heirs and assigns and is knowingly given.
By attending the event, you acknowledge and agree as follows: (a) Insider’s Forum, LLC may edit and use footage it captures at the event for marketing and promotional activities and for any other lawful purpose in the ordinary course of its business; and (b) due to the prevalence of mobile recording devices in today’s world, Insider’s Forum, LLC disclaims all liability for the capture of your image in any multimedia format by other attendees at the event.
Insider’s Forum, LLC reserves the right to change, amend, add or remove any of the above Terms & Conditions in its sole discretion and without prior notice. If one or more of the conditions outlined in these Terms & Conditions should become invalid, the remaining conditions will continue to be valid and apply. These Terms & Conditions apply to all event participants (attendees, speakers, sponsors, vendors).
Prior to your registration, you must acknowledge and accept the Terms & Conditions contained herein. Should you not wish to accept the Terms & Conditions you should not register. Submission of a registration is regarded as affirmation of your acceptance of all Terms & Conditions.