Who should attend?
Advisory firm leaders looking to discuss approaches to mergers, acquisitions, and ownership transitions with like-minded peers.
Topics
The presentations for this conference change on an annual basis. They are centered on what advisors are seeing in the M&A space and how firms are currently orchestrating their succession plans. While the topics change year over year, the opportunity to network and hear from industry experts and peers remains constant.
FAQs
Do I have to travel?
No. While we highly recommend the in-person experience, there is also a virtual offering for US attendees.
What expenses are paid by Dimensional?
Dimensional covers the cost of food and beverages at the conference, which averages $200 per person, per day.
Will you be offering continuing education credit at the event?
No, this event is not eligible for CE credits. If you are interested in CE credit, view our CE Credits On Demand offerings.
How long is this event?
We offer this event in a one-and-a-half day format.
Have a question about Dimensional Events?
Send our client support team a message or give us a call at (512) 306-4308 (financial advisors) or (512) 306-4411 (institutional investors) for more information.