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2022 Tax and Accounting Conference

FAQs

September 18–21 • Aurora, CO


Registration

  • 1. What is the registration cancellation policy?

    Cancellations received by September 12 are subject to a $250 administrative fee. After September 12, we regret that no registration fees can be refunded. If you are unable to attend, a colleague can attend in your place, and the administrative fee will not be applied. Cancellations and substitutions can be made online through your registration confirmation (see FAQs 2 and 3 below for more information). For cancellations due to health-related concerns, please contact us at conferences@ici.org.

    On-demand registration is nonrefundable.

  • 2. Is there a deadline to register for the conference?

    No. Online registration will remain open through the conference and onsite registrations will be accepted.

  • 3. How do I cancel my registration?

    To cancel your registration for a refund (minus a $250 administration fee):

    1. Go to the 2022 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, click modify and select cancel registration. If you have any guests, please note that this will cancel their registrations as well.

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

  • 4. I am unable to attend and would like to send a colleague in my place. How can I transfer my registration to a colleague?
    1. Go to the 2022 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 log in.
      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 transfer registration.
    4. Enter the required fields for the person substituting for you. Click next.
    5. A pop-up box will appear. Confirm that the substitute’s information is correct, and click confirm.
    6. Click modify registration to update the personal information such as title, company, sponsorship email opt-in, etc.
    7. A confirmation email will be sent to the substitute.

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

  • 5. 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 SEC-registered fund companies, their investment advisers, and principal underwriters, who purchase and distribute fund shares directly or through financial intermediaries. Employees of ICI member firms should always choose the member 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 to avoid any possible invoices and registration cancellations. If you select an incorrect registration type, a payment adjustment may be necessary. ICI will contact you within 30 days after the event to make the adjustment.

  • 6. Is this conference open to the media?

    Registration for this conference is open to members of the media. For any questions, please contact Stephen Bradford at stephen.bradford@ici.org.

  • 7. How do I pick up my name badge onsite?

    Name badges can be picked up at the registration desk, located in Colorado Ballroom Foyer on the third level. To print your badge, you will need to enter either your name or email that you used to register.

  • 8. Where is the onsite registration desk located, and what are the registration hours?

    Registration is located in the Colorado Ballroom Foyer.
    Sunday, September 18 | 4:00–7:00 p.m.
    Monday, September 19 | 7:00 a.m.–2:15 p.m.
    Tuesday, September 20 | 7:00 a.m.–11:40 a.m.
    Wednesday, September 21 | 7:00 a.m.–11:15 a.m.

  • 9. Can I bring a guest to the conference?

    During registration, each attendee may add one guest. The standard guest registration fee is $350. Guests may attend receptions, as noted in registration. Guest registration is designed for the spouse, partner, or family members of the registrant. Colleagues and fund industry professionals should register for the conference under the appropriate registrant type. Guest badges will not include the guest’s institutional affiliation and “Guest” will be clearly noted on the badge.

  • 10. Can I get a receipt for my registration payment?

    Yes. Your confirmation email contains the financial record of your conference registration payment. If you misplaced your confirmation email or need another copy, please follow these steps:

    1. Go to the 2022 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 log in.
      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.

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

  • 11. 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.

  • 12. 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 719456
    Philadelphia, PA 19171-9456

    If you are mailing by an express carrier, please return to:
    Lockbox Services # 759456 
    Investment Company Institute
    MAC Y1372-045 
    401 Market Street 
    Philadelphia, PA 19106

    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.

 


Hotel

 


Logistics

  • 17. How can I edit my session selections?
    1. Go to the 2022 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 log in.
      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 modify registration. You will be able to unregister from sessions or change your current selections.
  • 18. I am attending the conference and have dietary restrictions or other special needs. How do I let the conference organizer know?

    Please provide any dietary restrictions or special needs during your conference registration. If you would like to modify this information, simply click modify registration on your registration confirmation email to access and edit your information. Please note that dietary requests need to be made at least 10 days prior to your arrival.

  • 19. Are CLE and CPE credits available?

    Your conference badge will be scanned automatically when you enter and exit conference sessions. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than state-required audits. CPE certificates will be emailed to you four to six weeks after the conference. For more information, please visit our CPE page.

    CPE credit is not available for sessions viewed on-demand.

    CLE credit is NOT available for the Tax and Accounting Conference.

  • 20. Does this conference offer sponsorship opportunities?

    Yes. Registration for sponsorship opportunities opened in June 2022, 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.

  • 21. How can I suggest a speaker for this conference?

    If you have suggestions for conference speakers, please contact the ICI Conference Division, including the speaker’s biography with your request.

  • 22. What is the conference dress code?

    The conference dress code is business casual.

  • 23. Is conference Wi-Fi available onsite?

    Yes, free Wi-Fi is available to attendees in all ICI meeting spaces. The network name and password will be available onsite. Wi-Fi in the hotel sleeping rooms is subject to hotel pricing and packages, and is the responsibility of each guest.

  • 24. Is there a mobile app for the conference?

    Yes. The mobile app will enable you to view a wide variety of information about the conference, including general logistics, speaker information, schedule details, and session presentations. It also will enable you to pose questions electronically directly to session moderators, view and download conference materials, and take notes during the sessions. More information about how to download and access the mobile app will be available approximately one week before the conference.

  • 25. 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 2022 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 log in. 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 down to the attendee list.
    4. You may sort the list alphabetically by last name or by company by clicking the column title.

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

  • 26. How can I access the conference materials?

    All materials are available for you to review and, if you choose, download approximately one week before the conference on the mobile app.

    If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

  • 27. Will the conference be available on demand?

    On-demand viewing will be available after the conference for those unable to attend in person or for those who want to review any of the sessions. On-demand viewing will be free to registered conference attendees. If you were not able to attend in person, you may register for on-demand viewing for $195. CLE/CPE credit is not available for sessions viewed on demand; and all on-demand registrations are nonrefundable. Only select sessions will be available for on-demand viewing beginning September 28.

 


Golf Tournament

 


Health and Safety

  • 31. What are some of the safety measures in place for attending the conference in person?
    • Attendees and guests must agree to the following:
      • Be fully vaccinated: This is subject to reasonable accommodations as required by law for medical conditions and sincerely held religious beliefs; requests for accommodation will be considered on an individual basis. Fully vaccinated is defined as 14 days after the second dose of a two-dose vaccine series, or 14 days after a single-dose vaccine.
      • If you have tested positive for COVID-19 within 5 days prior to the start of the conference, agree to follow CDC guidelines and not attend the conference. 
      • If you have been in close contact with someone with COVID-19 within 5 days prior to the start of the conference, agree to test for COVID-19 prior to arrival to the conference. If negative, agree to wear a mask and complete a self-administered COVID-19 test each morning of the conference. ICI will have free test kits available.
      • If symptoms develop and you feel ill or test positive onsite, agree to follow CDC guidelines and not continue to attend the conference
      • If you tested positive for COVID-19 within 10 days of the start of the conference, agree to contact ICI atconferences@ici.org.
      • Because of the unpredictable and fast-changing nature of the pandemic, ICI reserves the right to make changes to this policy in its sole discretion. 
    • Masking is recommended (we will follow federal, state, and local guidelines for current masking mandates).
    • Hand sanitizing stations will be available throughout the venue and meeting space.
  • 32. What safety measures will the hotel have in place during my stay?
  • 33. I received a text message regarding the 2022 Tax and Accounting Conference. Is this a legitimate communication?

    You will receive a text message 5 days out from the conference and every day during the conference reminding you of the ICI safety measure and asking you to adhere to the policy. You will not need to respond to this text. If you have a health question or want to notify us or exposure or a positive test, please contact us at conferences@ici.org.

    ICI will use a third-party partner, 42Chat, to send event communications via text message using the mobile number provided during registration. The data will be stored in 42chat’s system (secure and encrypted AWS) and will be deleted in its entirety on or about October 10, 2022. Click here for 42chat’s privacy policy. 

    If you no longer wish to receive notifications, you may reply stop or opt-out via text message or sending an email stating your request to conferences@ici.org.