Frequently Asked Questions

ACE Academy 2021:

Livestream + On-Demand 

April 26-27, 2021

 

Is the Annual Conference Experience (ACE) cancelled?

No, the Annual Conference Experience (ACE) has not been cancelled, it is moving to an 100% online format and will include both livestreamed and on-demand sessions, called ACE Academy. 

While there will be no in-person component in Seattle, WA, ACE Academy remains the premier conference for advisors in the investment and wealth management industry. The conference gathers the right mix of up-to-date academic, industry expertise and the best practitioners in the field, covering the latest in the issues facing your clients. Elite professors from Yale, Wharton, University of Chicago-Booth, MIT, and Berkeley will share their vision for the investment landscape in the face of disruption. In addition to our great speaker lineup, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, and virtual polling.

Why is the ACE Academy going 100% online?

The Investments & Wealth Institute has decided in the best interest of the health and safety of our attendees, to move our 2021 ACE Academy to a livestream + on-demand format occurring April 26-27, 2021. This decision was made from deep concern for the health and well-being of our registrants, staff, vendors, and the Seattle community.

Moving to an online format will enable us to provide the premier, Ivy League-quality experience that our attendees and partners expect. In addition to the best practitioners and wealth management academics in the world, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, and virtual polling.

I am registered for ACE 2021, what happens now?

You do no need to take any action, you have been seamlessly transferred.

As a registrant, you will be provided with custom login credentials and instructions by the Institute five (5) business days prior to the event. You will use your credentials to login to ACE Academy, April 26-27, 2021. 

 

What is the cancellation policy for ACE Academy: Livestream + On-Demand?

Cancellation/Transfer Policy—Cancellations for conference registration must be received in writing. Please send cancellation requests to conference@i-w.org. The registration fee, less a $50 cancellation/transfer fee, will be refunded for requests received by April 16, 2021. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after April 16, 2021. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.

When will I have access to ACE Academy: Livestream + On-Demand event platform?

All registrants will be provided with custom login credentials and instructions by the Institute five business days prior to the event.

 

How long do I have access to the conference platform and conference sessions?

Access to view sessions for CE Credit is as follows:
Livestream: sessions will be recorded and uploaded to the conference platform within 48 hours of conference through May 10, 2021; also available on your dashboard May 10  – October 15, 2021.

 

 On-Demand Sessions: available on the conference platform April 19 - May 10, 2021; also available in your online learning center on the Institute website May 10 – October 15, 2021.

 

EdTalks: available on the conference platform April 19 - May 10, 2021.

 

How do I log in to the ACE Academy: Livestream + On-Demand event platform?

As a registrant, you will be provided with custom login credentials and instructions by the Institute five business days prior to the event. You will use your credentials to log into the ACE Academy platform for the entire conference, April 26-27, 2021. 

 

Attendees may earn up to 32.5 premier, audit-proof continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. 

What is ACE Academy: Livestream + On-Demand?

ACE Academy 2021 will be a fully online experience occurring on April 26-27, 2021, with both livestream and on-demand components. Join hundreds of investment advisors, wealth advisors, financial planners, institutions, academics and more online for the world’s  premier conference for advisors in the investment and wealth management industry.

 

The conference gathers the right mix of up-to-date academic, industry expertise and the best practitioners in the field, covering the latest in the issues facing your clients. Elite professors from Yale, Wharton, University of Chicago-Booth, MIT, and Berkeley will share their vision for the investment landscape in the face of disruption. In addition to our great speaker lineup, attendees will have access to designated networking opportunities, a virtual exhibit hall, live Q&A with speakers, and virtual polling.

 

Attendees may earn up to 32.5 premier, audit-proof continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. 

How many continuing education (CE) credits could I earn by attending ACE Academy: Livestream + On-Demand?

Attendees may earn up to 32.5 premier, audit-proof continuing education credits (CE) for CIMA®, CPWA®, and RMA® certifications. 

 

A benefit to attending the Institute’s premiere events is that CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event.

 

To earn your CE, log in and watch the livestream + on-demand sessions. You will be required to complete the speaker evaluations for each session you watch to receive CE credit.  Evaluations are located on the platform; simply click the (CE) Continuing Ed button.

I am a Sponsor/Partner/Exhibitor, how do I register?

Sponsor, partner, and exhibitor representatives will register with I&WI staff. Please reach out to your Institute representative for more information.

 

Are there any engagement and exhibit opportunities for Sponsors and Partners?

Yes, there are exhibitor opportunities and engagement opportunities with attendees.

 

What are the system requirements for ACE Academy: Livestream + On-Demand?

You will only need an internet connection to join with your login credentials. The recommended browsers are Firefox, Chrome or Safari. You can use a desktop, laptop, tablet or smartphone with internet access to view the conference.

 

The Institute will provide detailed login instructions five business days prior to the event.

 

Back to ACE Academy 2021

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