Print this pageFrequently Asked Questions
Conference Schedules and Programs
Registration
Cancellations and Substitutions
Hotel Information
Conference Materials
Exhibiting at ICI Conferences
Contact the ICI Conference Division
Conference Schedules and Programs
Why are complete programs and registration forms not available on the events web page for all of the listed conferences?
The name, date, and location of each ICI conference are placed on the events schedule as far in advance as possible (generally, six to 12 months prior to the conference start date). The actual content for each conference—programs, registration forms, and hotel information—is not finalized until approximately two to three months prior to the conference start date, at which point they are made available on the conferences website.
Can I obtain information about an upcoming conference that is not on the schedule?
No. Conference dates and programs are posted to this website as soon as the information is available.
How can I suggest a speaker for an upcoming conference?
Suggestions for conference speakers (and speaker biographies) can be mailed to the Investment Company Institute or emailed to conferences@ici.org.
Conference Division
Investment Company Institute
1401 H Street, NW
Suite 1200
Washington, DC 20005
Can I be placed on a mailing list to receive conference information?
If you would like to receive regular email updates of conference promotional materials, please request to be added to the ICI conference promotions mailing list. Include your name, company name, mailing address, phone/fax numbers, and email address. The request should be emailed to conferences@ici.org.
Registration
How do I register for an ICI conference?
Once the conference program is available (approximately two to three months prior to the start date), you may register by completing the conference registration form.
- Fill out and electronically submit the online registration form (credit card payments only). Please note that your credit card will be charged immediately.
- Fill out a hard copy of the registration form and mail it along with a check payment to:
Investment Company Institute
Dept. 3077
Washington, DC 20061-3077
ICI does not invoice or bill registration payments. When paying by check, please send the registration form and payment together. Registrations are not processed unless accompanied by payment.
Can I register over the phone?
No. Please use one of the methods listed above.
Can I register online for every conference?
Yes. Every conference is available for online registration.
What is the best way to register for an ICI conference?
It depends on how you plan to pay for the conference. If you are paying by credit card, it is necessary for you to register online. This is the most efficient and accurate method. If you are paying by check, you must mail the registration form with the payment.
What credit cards can I use to pay for registration fees?
American Express, Visa, and MasterCard.
Can I send you my registration form now and pay later?
No. The registration form and payment must be sent to ICI together.
How do I determine if I am eligible for the ICI member registration rate?
ICI member firms consist of mutual fund companies, their investment advisers, and principal underwriters, who purchase and distribute directly or through stockbrokers and security dealers. Unit investment trust sponsors and publicly traded closed-end funds may also be members. Employees of ICI member firms should always choose the member rate.
ICI associate member firms consist of broker-dealers registered with the NASD and SEC-registered investment advisers who do not manage mutual funds (or subadvisers of mutual funds). Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at nonmember rate.
Law firms and accounting firms are not eligible for ICI membership.
To verify your firm’s membership status for conference registration purposes, please call the ICI Conference Division at 202-326-5968. For any other membership-related questions, please call the ICI Membership Division at 202-326-5972.
What happens if I choose the wrong registration fee?
If you paid with a credit card, we will cancel your registration and issue your card a full refund. Then, you must re-register at the correct rate. Once the cancellation has been made, the attendee can be registered again; however, the refund can take up to two weeks. If you paid by check, we will hold the current registration and check until the correct fee has arrived.
How late can I register for a conference?
There is generally no deadline for registering for a conference. Occasionally online registration will be closed a few days before the conference; however, there is the possibility of registering on-site once the conference starts. Generally, if you register at least one to two weeks prior to the conference start date, you will be officially pre-registered and your name will be listed on the attendee list available at the conference.
What does badge name on the registration form mean?
Badge name is the version of your first and last name that will be printed on your conference name badge. You may prefer a less-formal version of your name to be displayed when meeting other conference attendees. (Example: “Joe Smith” instead of “Joseph Smith.”)
How will you confirm my registration? And how soon?
If you complete your registration form online, you will receive a confirmation email within a few minutes of completing your registration. If you send in your registration form via regular mail, please allow 10 days to two weeks for your confirmation email.
Can I get a receipt for my registration payment?
Yes. Your confirmation letter (please refer to the information above) contains the financial record of your conference registration payment. If you need a confirmation with more-detailed information, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.
Once I submit my online registration, am I immediately registered?
Yes. After you have completed and electronically submitted the online registration form, note that your credit card will be charged immediately. ICI reserves the right to cancel registrations of those who have registered incorrectly, but the attendees will be notified of this before the cancellation occurs.
Why does my credit card number not show up on my confirmation letter for my online registration?
As a security measure, your credit card number and expiration date are not transmitted to ICI with your online registration form. In the place of this information, it will say “online order.”
What are the general sessions and concurrent sessions listed in some conference programs?
Some (but not all) ICI conferences have concurrent sessions or panels in addition to general sessions.
General sessions are conference sessions where all of the attendees gather as a single audience in the main ballroom. Concurrent sessions are composed of two or more smaller sessions that take place at the same time in separate ballrooms or meeting rooms. Therefore, you can only attend one session per concurrent group. You will be asked to choose a concurrent session on your registration form.
Cancellations and Substitutions
How do I cancel my registration to an ICI conference?
Notice of registration cancellations must be received in writing and should be emailed to conferences@ici.org or faxed to 202-326-403-3580, Attn: ICI Conference Division. Please reference both the attendee’s name and the specific conference. Registration cancellations cannot be made via telephone.
To cancel your hotel reservation, contact the hotel by telephone. To document your reservation cancellation, request a cancellation number and the name of the hotel employee with whom you spoke.
If I cancel my registration, will I receive a refund?
The registration cancellation policy and deadline for each ICI conference can be found on both its registration form and the general information section of its program. In general, an early registration cancellation is refunded the registration fee minus an administrative fee; a late cancellation does not receive a refund. Please refer to each conference’s cancellation policy for specific information and deadlines.
If I have registered for a conference but cannot go, can I send another person in my place?
Yes. You can substitute a coworker from your firm by emailing conferences@ici.org or faxing a notice of substitution to 202-403-3580, Attn: ICI Conference Division. Please reference the name of the conference, the original registrant, and the person substituting.
If I can attend only a portion of a conference, can a colleague attend the remaining sessions in my place?
No. An ICI conference registration cannot be divided or shared.
Hotel
Are the conferences themselves held at the hotel listed in the program and general information?
Yes. Our conferences and workshops are located in the same hotel as the block of sleeping rooms.
Is a hotel room included in the registration fee?
No. To secure a hotel room for an ICI conference, you must contact the hotel directly.
How do I get a hotel room for an ICI Conference?
For many conferences, once you have registered you will be prompted to make a hotel reservation. Then you can go into the hotel website and make a registration at the conference rate.
For the conferences that do not have this function, once the conference information has been posted to this website, phone the hotel directly using the phone number listed in the program’s general information section. When making your room reservation, be sure to mention the Investment Company Institute, ICI, and/or the name of the conference to ensure that you receive the conference rate.
What is the dress code for ICI conferences?
The dress code for ICI conferences varies. You will find the suggested dress code in the general information section of each conference program.
How can I get information (for example, directions or facilities) about a conference hotel?
Please contact the hotel directly using the phone number provided in the general information section of the conference program.
How can I contact a colleague attending an ICI conference?
Please phone the hotel and ask to be connected to the registration desk of the Investment Company Institute conference. (You also may need to reference ICI or the name of the conference.) An ICI staffer will take your message and post the message notification prominently on the conference message board. Please consult the conference program for the registration desk hours.
Conference Materials
Is a list of attendees available prior to a conference?
The attendee list is included in the welcome letter that is emailed prior to the start of the conference. We do not provide printed attendee lists on-site.
Can I buy printed materials or audiotapes from past ICI conferences?
Yes. Printed materials and audiotapes are available from many past ICI conferences. Please contact the ICI Training Department at 202-326-5868 for pricing and availability.
Can I get CPE or CLE credit for attending an ICI conference?
Please refer to the general information section of the each conference program for any CPE or CLE accreditation information.
Exhibiting at ICI Conferences
Do ICI conferences have advertising and sponsorship opportunities?
Yes. Many of our conferences now offer sponsorships. Please reference the sponsorship page on our website to see which conferences are most appropriate for you.
Do ICI conferences have exhibiting opportunities?
Yes. The ICI General Membership Meeting (GMM), held each spring, features a large exhibit hall. A few of the smaller conferences offer tabletop exhibits and/or tote bag inserts.
If you would like to receive information about exhibiting at future ICI conferences, please contact Shani Armon at sarmon@ici.org and request to be on the exhibitor promotions mailing list. Please include your name, company name, mailing address, phone/fax numbers, and email address. Exhibitor information for ICI conferences is available approximately three to four months prior to the conference start date.
What if my question is not answered on this list?
You can learn more about the Investment Company Institute by visiting our website, www.ici.org.
If you have questions about specific conferences, please visit the conferences website, www.ici.org/events
Contact ICI's Conference Division
Investment Company Institute
1401 H Street, NW
Suite 1200
Washington, DC 20005
Phone: 202-326-5968
Fax: 202-326-8307
Email: conferences@ici.org
