The kind of learning that can transform a business.

Content is available only through June 30. Don’t miss it.

Main Stage Moments: 11am-Noon ET Daily


Focus on Leadership: Hear about Pershing’s latest strategy; financial literacy and organizational psychology 


Focus on Innovation: The latest industry and technology trends in the financial advice community, plus advancements in building intellectual prowess


Focus on Inspiration and Motivation: Diversity and Inclusion, inspiring organizations, and personal ambition and rising to fame

Agenda Highlights

Experience on-demand content at your own pace on pertinent topics developed to help you transform your business.

Key Facts About the Conference

  • INSITE At a Glance
  • 3
    days of must-see live sessions leaving you ready to lead and think differently
  • 20
    on-demand sessions to check out at your convenience
  • 23
    days to take it all in—sessions are only available until June 30


Meet the Speakers

We’re keeping your busy schedule in mind! Join us for just one hour each day for three, 20-minute, fast-paced sessions and hear about the hottest issues from thought leaders in their field. The speaker line-up will continue to build–watch for updates.

Dr. Sanjay Gupta

Keep your brain young, healthy, and sharp with this science-driven guide to protecting your mind from decline by neurosurgeon and CNN chief medical correspondent Dr. Sanjay Gupta

Leslie Odom Jr.

Personal thoughts (and performance) from this Tony and Grammy award winner and Hamilton star

 “Thank you! Well worth the time away from practice. This is a great meeting with so much attention to detail to make it happen.”

– Past INSITE Attendee

Solutions for a Changing World

Discover how we can help enhance your business with our flexible solutions and innovative technology. Browse the pavilion and learn ways to improve your profitability and increase efficiency.

Our Sponsors and Strategic Partners

Ready to talk about what's next?