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1. How can I cancel my registration?
- Refunds will be given until October 1. To cancel your registration for a refund: 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 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. - On the next page, click modify and select cancel registration.
If you need additional assistance, please contact ICI’s Conference Division.
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2. What is the registration cancellation policy?
Refunds will be given until October 1. Registrants will have full access to the virtual conference platform and most recordings until January 20.
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3. Can I transfer my registration to a colleague?
Yes. To transfer your registration, please follow these six steps:
- 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 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. - On the next page, click Transfer Registration.
- Enter the required fields for the person substituting for you. Click Next.
- A pop-up box will appear. Confirm that the substitute’s information is correct and click Confirm.
- A confirmation email will be sent to the substitute.
If you need additional assistance, please contact ICI’s Conference Division.
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4. Is there a deadline to register?
No. Registrations will be accepted throughout the conference.
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5. How do I determine if I am eligible to register at ICI’s 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.
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6. Is this conference open to the media?
Select sessions will be open to members of the media and noted in the program. Media registration is available here. Please contact media@ici.org with any questions.
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7. 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:
- 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 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. - On the next page, select Print Invoice/Receipt.
If you need additional assistance, please contact ICI’s Conference Division.
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8. How do I complete my payment with a check?
Registration with check payment is available online. For payment, select check as your payment method.
Make checks payable to the Investment Company Institute.
By Mail:
Investment Company Institute
P.O. Box 23543
New York, NY 10087-3543By Overnight Service:
JPMorgan Chase – Lockbox Processing
Attn: Investment Company Institute & 23543
4 Chase Metrotech Center
7th floor East
East Brooklyn, NY 11245Check or money order payments are due five days before the start of the conference. If payment is not received prior to the start of the conference, your registration will be cancelled.
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9. How do I receive updates about this conference?
Please contact ICI’s Conference Division with your name, company name, and email address.
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10. Are CLE and CPE credits available?
Yes, CLE and CPE credits are available for this conference. For more information, please visit our CLE/CPE page. Please note that due to NASBA requirements, credit will only be given for sessions that are viewed live.
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11. Does this conference offer sponsorship opportunities?
Yes, 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.
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12. How can I suggest a speaker?
If you have suggestions for conference speakers, please contact ICI’s Conference Division and include the speaker’s biography with your request.
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13. Where can I access the attendee list?
You may view the conference attendee list before the conference by accessing your registration online.
- 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 Log In. 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, scroll down to the Attendee List.
- You may sort the list alphabetically by last name or by company by clicking the column title.
If you need additional assistance, please contact ICI’s Conference Division.
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14. Where can I access 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 letter, which will be sent ahead of the conference.
If you have any questions, please contact ICI’s Conference Division.
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15. Will the conference sessions be available on demand?
On-demand viewing will be available after the conference 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 the conference, you may register for on-demand viewing for $250 starting November 1. CLE/CPE credit is not available for sessions viewed on demand; and all on-demand registrations are nonrefundable. Select sessions will be available for on-demand viewing beginning November 1.
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16. What should I expect for the virtual conference?
Detailed instructions on how to access the conference platform will be sent by October 7. 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 conference. However, if you have a scheduling conflict, recordings of each session will be available for on-demand viewing after the conference.
- CLE and CPE credits are only available for individuals attending live sessions, not on-demand sessions.
- Join the conversation: Many sessions will have live Q&A and polling, and your participation will improve the conference experience for yourself and your fellow attendees.
- Interact with sponsors: Join an in-person networking event on October 9 or participate in engaging thought leadership sessions throughout the program.
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17. 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.
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18. Can I share my log-in credentials with my colleague?
No, each participant must have their own log-in credentials, which will be provided before the conference.
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19. When will we receive log-in instructions?
Log-in instructions will be sent to you in the welcome letter, no later than October 7.
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20. What time zone are the sessions?
All program times are shown in Eastern Time (ET).