Join us June 8-10 as we empower success. Together.

INSITE is all virtual this year, bringing you both live main stage presentations and on-demand breakout sessions from luminaries and industry experts. It’s INSITE—but on the go!

Main Stage Moments: 11am-Noon ET Daily

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TUESDAY, JUNE 8

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

WEDNESDAY, JUNE 9

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

THURSDAY, JUNE 10

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.

Markets

data

Some Like it Hot: Taking the Temperature of the 2021 Markets

 
Explore the market implications of massive liquidity and fiscal injections. 

Investing

data

The Trends and Truths Behind the SPAC Surge

 
What do you need to know before factoring SPACs into your portfolio?

Growth

data

Advisory Firm of 2030

 
Discover the drivers to help become the wealth management firm of the future. 

People

data

Calling All Leaders: Building The Workforce of the Future

 
Hear insights to help inspire a new way to think about human capital.

Technology

data

Navigating the Wealth Tech Journey

 
How firms are leveraging integrated technology solutions to drive easier, faster experiences.

Diversity & Inclusion

data

Beyond the Data: Focusing on Diversity, Equity & Inclusion To Drive Success

 
Learn what intentional actions your firm can take.

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

Speakers

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.

See all speakers

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

Our Sponsors and Strategic Partners

3 days of must-see live sessions leaving you ready to lead and think differently