10 Conferences Professional Advisors Should Attend in 2022-2023

10 Conferences Professional Advisors Should Attend in 2022-2023


There are hundreds of conferences geared towards professional advisors in the finance, wealth management, accounting, and legal professions each year. With so many options, how do you select the best conference for your specialty? 

To remove some of the guesswork, we have compiled a list of the top conferences for professional advisors to attend in 2022-2023. 

2022 Fiduciary Attorney Summit – November 8-10, 2022

The 2022 Summit, co-sponsored by Fox Rothschild LLP and The Founders Group, will focus on professional business succession planning.

Attendees will benefit from sessions covering issues affecting engineers and architects, financial practices, fiduciaries, physicians, health care professionals, and lawyers.

Our programming will address how to prepare a company for succession, including due diligence for sellers preparing for sale as well as buyers considering a purchase, understanding the roles of the financier and investment banker, and Employee Stock Ownership Plans, in addition to tax aspects.

The Founders Group principals, including Joe Strazzeri and Shelley Lightfoot, will offer a look into the psychology of an owner transitioning their practice and their experience with clinical psychologists in practice succession.

Learn more about this Summit here

M&A Source 2022 Fall Conference and Deal Market – November 14-15, 2022

M&A Source Fall Conference and Deal Market provides M&A professionals with educational workshops, industry panels, leading speakers, and deal opportunities. Throughout the two-day conference, attendees will learn more about private capital markets, the factors that influence private equity decision-making, strategies to close more deals, and working with family businesses. 

In addition to the two-day conference, M&A Source is offering pre and post-conference advanced courses on November 13 and 16. These courses will provide attendees with advanced tax education, legal implications, and marketing strategies.  

Learn more about this conference here

AICPA Digital CPA Conference – December 4-7, 2022

The Digital CPA Conference takes place in Austin, Texas where attendees will learn the latest strategies, emerging technologies, and data trends impacting the accounting, finance, and advisory roles. 

Attendees will enjoy sessions about the evolving role of CFO advisory, an update on the CPA profession, and inspiring innovation and transformation. 

Learn More about this conference here

AM&AA Winter Conference – February 8-10, 2023

The AM&AA Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. 

The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries from all over the world. Don’t miss the opportunity to network with hundreds of decision-makers with a combined $1 billion in transactional buying power over the next year.

Learn more about this conference here

EOS Conference™ – April 19-21, 2023

The 2023 EOS Conference offers unique opportunities for leadership teams and decision-makers from small to medium-sized entrepreneurial EOS-run companies to further master EOS Tools and the EOS Process®.

Join over 1,300 attendees and more than 50 speakers at this three-day conference in Indianapolis. Featuring keynote sessions from Gino Wickman and other industry leaders and breakouts to build your knowledge on how to run effective businesses.

Learn more about the EOS Conference here

2023 IBBA Annual Conference – May 20-21, 2023

IBBA® Conferences offer business brokers a combination of education, networking, and comradery not found anywhere else. Conference highlights include networking with industry solution providers, workshops with experts, and mastermind peer-share sessions.

Maximize your Conference experience by choosing from an array of optional courses to add to your agenda. The courses include a purposeful mix of sales, marketing, financial, legal, and niche topics, ensuring there is a course for everyone, no matter your place on the experience curve.

Learn more about this conference here

2023 Exit Planning Summit – May 21-23, 2023 

The Exit Planning Summit is headed back to Scottsdale in May 2023. Join EPI May 21-23 at the Phoenician, A Luxury Collection Resort, in Scottsdale, Arizona as we bring together hundreds of Certified Exit Planning Advisors, professional advisors, and business owners for three days of exceptional educational content. 

Summit attendees will hear exit planning lessons and stories from dozens of industry leaders, advance their practice with actionable education, and access an extensive referral network of advisors from across the globe. 

Register for the Summit today!

INVEST – June 12-13, 2023

Featuring engaging demos, interactive panels, and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealth-tech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.

Join the over 500 wealth management leaders from firms across the country for this two-day conference. At INVEST, you’ll learn how to navigate the new wealth management landscape and position your firm and its products at the forefront of the industry. This is where the full spectrum of stakeholders in the digital wealth community connect and collaborate to address the latest innovation.

Learn more about INVEST here

American Accounting Association Annual Meeting – August 4-9, 2023

The Annual Meeting allows you to engage with other scholars and researchers, explore potential collaborations, and make lifelong connections with like-minded professionals. Meet new colleagues from around the world, reconnect with old friends, chat with various exhibitors, and participate in social events. More information about the upcoming 2023 Annual Meeting will be released in the coming months. 

Learn more about the American Accounting Association Annual Meeting here

Investments & Wealth Forum – November 28-30, 2023

Given the level of uncertainty in the marketplace, financial advisors need fresh alternatives and solutions to combat inflation and identify channels that will yield stronger results. With market performance shifts looming, clients will need more guidance from advisors who can speak to these market changes. The Investments & Wealth Forum – New York City will provide a 360-degree approach to portfolio construction using alternative investments and proven behavioral finance techniques. 

Investments & Wealth Institute is the premier association for financial advisors and partners with the top executive education schools in the world to feature Ivy League-quality education with practical application. 

Learn more about the Investments & Wealth Forum here.

What conferences are you looking forward to in 2023? We hope to see you at a few of these events throughout the year! 


Follow our socials for more exit planning content and strategies.