ACE Academy 2023

The Exceptional Advisor



ACE Academy is the Investments & Wealth Institute's flagship annual conference and the largest association-based event in the industry. 


HubSpot Video

ACE Academy is the gathering place for the world's top advisors. Now available On-Demand, earn up to 21 premier CE hours.

ACE Academy is the educational epicenter of new ideas and disruption. Where we assemble the brightest, most successful and insightful industry thought-leaders.


Conference Agenda

Attendees will have access to the most relevant knowledge, insights and tools required to best serve their clients and distinguish their expertise in a global, and highly competitive marketplace.


Can the Economy -- and the Markets -- Survive the Fed's Mistakes? - Jeremy Siegel, PhD, Professor of Finance, Wharton School of the University of Pennsylvania

How to be Limitless in Your Leading and Learning - Jo Boaler, PhD, Nomellini & Olivier Professor in the Graduate School of Education, Stanford University

Scaling Advice: From Financial Advisor to Financial Advicer - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author

Investing Beyond the Cycle: A Guide to the Markets - David Kelly, CFA®, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management

Helping Business to Navigate a Complex World - Fireside Chat with Anja Manuel, Executive Director, Aspen Security Forum, Co-Founder, Rice, Hadley, Gates, & Manuel LLC; Moderated by Sean R. Walters, CAE®, Chief Executive Officer, Investments & Wealth Institute


Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning 

Moderator: Sterling Shea, Head of Practice Strategy, Morgan Stanley

Panelists: Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Brian Ullsperger, CIMA®, Managing Director, Andersen

Advising the ESG Investor: A Non-Political, Outcomes-Based Approach - Stephen M. Horan, PhD, CFA®, CIPM, CAIA, Executive Director, Financial Planning Review; Director, Master of Science in Finance and Investment Management, University of North Carolina Wilmington

Advanced Estate Planning for Multi-Generational Clients - Lisa Featherngill, Senior Vice President and National Director, Comerica Wealth Management

Winning the Wealth Management Game: Five Strategies for Staying Ahead of the Competition - John J Bowen, Founder and Chief Executive Officer, CEG Worldwide

Unlocking Value in Your Client Relationships: How Tools Powered by Behavioral Finance Can Help - Michael Liersch, Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company

What's Next for Crypto? The Professional Investor's Guide to a Complex and Evolving Asset -Matt Hougan, Chief Investment Officer, Bitwise Asset Management


Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group

Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It - Kristy L. Archuleta, PhD, LMFT, CFT-I, Financial Therapy Trailblazer, Financial Behavior Keynote Group

Philanthropy as a Catalyst for Client Engagement and Business Growth - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Josh Stamer, Chief Strategy Officer, Anonymous Philanthropy LLC, Erika Williams, Vice President, Client Development, RSF Social Finance

Redefining the Optimal Retirement Income Strategy - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions

Advice Engagement - The Future of Financial PlanningRoss Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute, Philipp Hecker, Co-Founder and CEO, Bento Engine, Mike Hemmert, Chief Sales Officer, Asset-Map, Julie Littlechild, Founder and CEO, Absolute Engagement

Serving the C-Suite: Managing Concentrated Stock Positions - John Nersesian, CIMA®, CPWA®, CFP®,  CIS, CPWA Faculty Member

Applying a Structured Approach to Assessing Retirement Income Preferences - Wade Pfau, PhD, CFA®, RICP, Professor of Retirement Income, The American College of Financial Services


Inspire Integrity & Be a Leader You Would Follow - Corey Ciocchetti, JD, Associate Professor of Business Ethics and Legal Studies, Daniels College of Business, University of Denver


Attendees have access to premier, quality education with real-world solutions for practitioners.

Conference Tracks

Investment Management

Wealth management professionals must integrate a complex body of investment knowledge, ethically contributing to holistic, prudent investment decisions by providing objective advice and guidance to individual and institutional investors. Powered by the CIMA® certification, which is the leading credential for investment consulting & portfolio construction.

Private Wealth

Wealth management professionals must apply financial planning foundational competencies within a technical, multi-disciplinary process that helps mass-affluent, high net worth clients. Powered by the CPWA® certification, the premier designation for serving the sophisticated financial planning needs of HNW clients.

Retirement Management

Wealth management professionals must build custom retirement plans to mitigate clients' risks and to master the retirement planning advisory process. Powered by the RMA® certification, the industry’s only process-based, holistic approach to help clients plan for retirement & the process of decumulation.

Behavioral Science

Client psychology, family dynamics, and other behavioral aspects related to the effective delivery of financial advice to end clients.

Independent Practice

Running an exceptional independent practice and serving your clients requires a wide array of knowledge and skills including client retention, service and business models, client communications and engagement, technology and HR issues.

Featured Speakers


Conference Testimonials

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
Elite Member
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
CPWA Member
"Nice balance between things to think about for your clients and things to think about for yourself!"
Elite Member
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement."
RMA Member

E-mail address

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors