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In a year of public disruption and financial crisis, the need for thoughtful, actionable advice and confidence is greater than ever.

ACE Unplugged, coming May 2020, brings together the most anticipated speakers from ACE 2020 Boston: The Exceptional Advisor Conference. We are bringing you the “unplugged”  version, away from the lights and sounds of the ACE main stage.

You’ll receive wisdom from leading academics, practitioners, and industry experts, as we collectively face the challenges that lie ahead for you and your clients.

The package includes recorded sessions that have been approved for premier Institute and CFP certification CE credit.

The All Access Pass includes:

  • Approximately 20 CE hours
  • 1 Institute Tax/Regulations CE hour
  • 1 Institute Ethics CE hour



This event is bundled into three parts: the Opening Act, the Main Stage, and the After Party.

Opening Act:

Accredited investors, not just qualified purchasers, can now access institutional caliber private markets portfolios. The Opening Act explains everything you need to know about the asset classes and products, and what they can do for your clients and your practice.

Sponsored by:

Opening Act Presenting Sponsor:

Delaware Funds® by Macquarie

Opening Act Supporting Sponsor:


The Main Stage:

The most anticipated speakers of ACE 2020 Boston are featured in this 10-hour bundle, including leading academics, practitioners, and industry experts.

The Main Stage includes approximately 10 hours of bundled, conference sessions that have been approved for premier Institute and CFP certification CE credit. 

  • 10 speakers
  • 10 CE hours, including
    • 1 Institute Tax/Regulations CE hour
    • 1 Institute Ethics CE hour

Sponsored by:

TD Ameritrade Institutional and Neuberger Berman 

The After Party:

Keep the party going with first-class educational sessions from our Investments & Wealth Institute’s valued partners. Gain technical insight and skills aligned with the CIMA®, CPWA®, and RMA® bodies of knowledge, including business strategies to enhance your advisory practice. No fluff or sales pitches here, just exclusive access to additional education and insights.

Sponsored by:

American Century Investments

Captital Group American Funds

Eaton Vance Investment Managers

Halo Investing

Raymond James

Voya Investment Management


Previously Registered for ACE Boston and Want to See All Transfer Options? Click here!

Opening Act

$195 (member)

$395 (join & learn)

  • 3 CE Hours
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Main Stage

$595 (member)

$795 (join & learn)

  • 10 Sessions
  • 10 CE Hours, including
    • 1 Institute Ethics CE Hour
    • 1 Institute Tax/Regulations CE Hour

After Party

$395 (member)

$595 (join & learn)


  • 7 CE Hours

Opening Act + Main Stage

$645 (Member)

$845 (join & learn)

  • 13 CE Hours

Main Stage + After Party 

$795 (member)

$995 (join & learn)

  • 17 CE Hours

All Access Pass

$745 (member)

$945 (join & learn)

  • 20 CE Hours
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Featured Speakers

Click on a speaker below to see their full bio and session description

Note: Speakers are subject to change.



  • Opening Act

    3 CE hours

  • Main Stage

    10 Sessions
    10 CE hours

  • After Party

    7 CE hours

Thank you to our Sponsors and Partners:


Opening Act Presenting Sponsor:

deleware funds-black-centered

Opening Act Supporting Sponsor:




Main Stage Sponsor:






After Party Sponsors:

American Century Logo 08122015

Cap Group_AF logo


eatonvance 4C 10.20


Halo-Logo (002)






Voya IM Stacked_CMYK-01

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