Conference Overview

The Essential Event for the Financial Advice Community

The Essential Conference for the Financial Advice Community

For over 20 years, INSITE has brought together the community of financial advice. We’ve curated an agenda that can be customized for every role at every level of experience and expertise.

Your experience at INSITE includes:

  • Main stage inspiration, where world leaders and forward-looking thinkers share moments that can only be experienced at INSITE.
  • An Exhibit Hall that brings together the industry’s product and technology leaders as well as the Pershing Pavilion where you will see the latest tools and resources through direct interaction with Pershing’s product managers who develop and deliver solutions that meet your needs.
  • A full menu of breakout sessions, from moderated panels to showcase stages with Ted-style talks to hands-on workshops where you can earn continuing education credits.
  • Networking opportunities, from topic-specific events for like-minded groups to an all-conference closing party to the meals and breaks throughout the conference. There are abundant opportunities to reconnect with your peers and meet new contacts. Our conference mobile app provides you with your custom agenda and includes a feature that facilitates networking.

It's all at INSITE 2020.