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2021 Virtual Tax and Accounting Conference FAQs

September 21 // September 28 // October 5

Registration

  • What is the registration cancellation policy?

    Refunds will be given until September 7. Registrants will have full access to the virtual conference platform and most recordings until November 4, and sessions will be archived on the ICI website afterward. Registrations can be transferred to a colleague until September 20. If you need additional assistance, please contact the ICI Conference Division.

  • How can I transfer my registration to a colleague?
    1. Go to the conference website and select already registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
    3. On the next page, select transfer registration.
    4. A pop-up box will appear. Enter the required fields for the person substituting for you. Click submit.
    5. You will be prompted to confirm the transfer. Click transfer registration.
    6. A confirmation email will be sent to the substitute.

    If you need additional assistance, please contact the ICI Conference Division.

  • How can I cancel my registration?
    1. Go to the conference website and select already registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click OK. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
    3. On the next page, click cancel registration.
    4. Complete the required information and click submit.

    If you need additional assistance, please contact the ICI Conference Division.

  • Is there a deadline to register for the conference?

    No. Online registration will remain open through the conference.

  • How do I determine if I am eligible to register at the ICI member registration rate?

    The “registration type” on your attendee registration should reflect your firm’s membership status at the Investment Company Institute.

    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 closed-end funds registered with the SEC 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 FINRA, 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.

    If you are uncertain of your firm’s membership status, please check the membership listing or contact the ICI Conference Division at conferences@ici.org or 202-326-5968. If the registration type selected is incorrect, a payment adjustment may be necessary. ICI will contact you within 30 days after the event to make the adjustment.

  • Is this conference open to the media?

    Registration for this conference is open to members of the media; however, discussion sessions are closed to the media. For more information, please contact Garrett Hawkins at garrett.hawkins@ici.org.

  • Can I get a receipt for my registration payment?

    Yes. Your confirmation email contains the financial record of your conference registration payment. The confirmation email comes from “ICI Conference Division” and the subject line is “Registration Confirmed: 2021 Virtual Tax and Accounting Conference.” If you misplaced your confirmation email or need another copy, please contact the ICI Conference Division.

    1. Go to the conference website and select already registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
    3. On the next page, select print invoice/receipt.
    4. A PDF copy of your invoice/receipt will be downloaded.
  • Can I be placed on a mailing list to receive updates for this conference?

    Yes. Please contact the ICI Conference Division, sending your name, company name, and preferred email address.

  • How do I complete my payment with check?

    Registration with check payment is available online. For payment, select check as your payment method.

    Checks and money orders should be sent to:
    Investment Company Institute
    PO Box 759456
    Baltimore, MD 21275-9456

    If you are mailing by an express carrier, please return to:
    Investment Company Institute
    7175 Columbia Gateway Drive
    Columbia, MD 21046
    Attn: Lockbox 759456

    Check or money order payments are due five days before the start of the conference. If payment is not received before the start of the conference, your registration will be cancelled.

Logistics

  • Are CLE and CPE credits available?

    CLE credit is not available. CPE credits are available. For more information, please visit our CPE page. Please note that due to NASBA requirements, credit will only be given for sessions that are viewed live.

  • Does this conference offer sponsorship opportunities?

    Yes. Registration for sponsorship opportunities opened in July 2021, and opportunities are available, on a first-come, first-served basis. To view a list of current available opportunities, costs, and benefits, visit our sponsorship page.

  • How can I access the attendee list?

    You may view the conference attendee list before the conference by accessing your registration online.

    1. Go to the 2021 Tax and Accounting Conference website and select already registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click OK. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
    3. On the next page, scroll to the bottom of the page.
    4. Select attendee list.
    5. You may sort the list alphabetically by last name or by company by clicking name or company on each column.

    If you need additional assistance, please contact the ICI Conference Division.

  • How can I edit my session selections?
    • Go to the conference website and select already registered.
    • On the next page, enter the email address you used to register and your registration confirmation number, then click OK. If you do not know your confirmation number, click confirmation number and your confirmation number will be immediately emailed to you.
    • On the next page, click modify and select registration. You will be able to unregister from sessions or change your current selections.
  • How can I access the conference materials?

    Conference materials, if available, can be found and downloaded in the platform. More information on how to access them will be provided in the welcome email, which will be sent by September 20. If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

Virtual Conference

  • What should I expect for the virtual conference?

    Detailed instructions on how to access the online conference platform will be sent by September 20. Here are some more tips to get the most out of your virtual conference experience:

    • With plenty of interactive opportunities, attending the conference live is the best way to get the most out of the Tax and Accounting Conference. However, if you have a conflict, recordings of each session will be available the day after each session, and will be available for on-demand viewing after the conference.
    • CPE credits are only available for attending live sessions, not on-demand sessions.
    • Join the conversation: Many sessions will have live Q&A and polling, and your participation will make the conference better for yourself and your fellow attendees. Additionally, each day has an opportunity for breakout discussion groups. These sessions will allow you to hear from your peers and add to the conversation.
    • Interact with sponsors: ICI virtual sponsorships will bring together attendees and industry experts. Attendees can leverage this connection and engagement to generate conversations and learn about current trends in the industry.
  • What are the technical requirements to be able to participate?
    • Laptop or desktop computer or tablet
    • Strong, reliable Wi-Fi connection
    • Google Chrome is recommended to run the virtual conference platform. Safari, Edge, and Firefox are all compatible with the platform.
  • Can I share my log-in credentials with my colleague?

    No, each participant must have their own log-in credentials, which you will receive before the conference.

  • When will we receive log-in instructions?

    Log-in instructions will be sent to you in the welcome letter, no later than September 20, 2021.

  • What time zone are the sessions times?

    All program times are shown in eastern time (ET).

  • If I missed a session or want to watch a session again later, is this possible?

    Yes, conference sessions will be available to watch after the conference. More instructions will be provided closer to the conference date. For registered attendees, the virtual conference platform will be available until November 4, 2021, and most sessions will be archived on the ICI website afterward. CPE credits are only available for live sessions, and are not available for on-demand viewing.