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2018 Tax and Accounting Conference
September 30–October 3
San Diego, CA

Frequently Asked Questions

REGISTRATION

The following FAQs applied to the Tax and Accounting Conference.

1. What is the registration cancellation policy?

Cancellations received by September 25 are subject to a $250 administrative fee. After September 25, we regret that no registration fees can be refunded. If you are unable to attend and would like to send a colleague in your place, substitutions can be made online by modifying your registration, and the administrative fee will not be applied.

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

Your registration type should reflect your firm’s membership status at ICI.

ICI member firms include SEC-registered investment companies, their investment advisers, and principal underwriters. Employees of ICI member firms should always choose the member rate.

ICI associate member firms include SEC-registered investment advisers or FINRA member broker-dealers that are not the primary adviser or underwriter to an SEC-registered investment company. Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at the nonmember rate.

Law firms and accounting firms are not eligible for ICI membership.

If you are uncertain of your firm’s membership status, please contact the ICI Conference Division to avoid any possible invoices or registration cancellations.

4. Is this conference open to the media?

Registration for this conference is open to members of the media.

For more information, please visit the media page.

5. How do I pick up my name badge onsite?

To print your badge, you will need to enter your first name, last name, or the email you used to register.

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

Registration is located in the Palm Foyer on the second level, Seaport Tower.

  • Sunday, September 30 | 4:00–7:00 p.m.
  • Monday, October 1 | 7:00 a.m.–3:30 p.m.
  • Tuesday, October 2 | 7:00 a.m.–1:00 p.m.
7. How can I cancel my registration?

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

  1. Go to the 2018 Tax and Accounting registration 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 confirmation number and your confirmation number will be immediately emailed to you.

  1. On the next page, click modify and select unregister. 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.

8. How can I transfer my registration to a colleague?
  1. Go to the 2018 Tax and Accounting registration 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 confirmation number and your confirmation number will be immediately emailed to you.

  1. On the next page, hover over more options and select substitute registration.
  2. Enter the required fields for the person substituting for you. Click next.
  3. A pop-up box will appear. Confirm that the substitute’s information is correct, and click confirm.
  4. A confirmation email will be sent to the substitute.

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

9. 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 Tax and Accounting website registration 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 the confirmation number link and your confirmation number will be immediately emailed to you.

  1. On the next page, click modify and select email this page, then enter your email and click send,

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

10. 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.

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


HOTEL

11. How can I make a hotel reservation?

Hotel rooms are for the exclusive use of registered conference attendees. For more information, please visit the hotel information page.

12. What are the nearby airports to the conference hotel?

For more information on nearby airports, please visit the Manchester Grand Hyatt website

13. Is parking available at the conference hotel?

For more information on hotel parking, please visit the Manchester Grand Hyatt website.


LOGISTICS

14. 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 “View Event Summary” on your registration confirmation email to access and edit your information.

15. 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 available at the conference registration desk on the final day of the conference.

For more information, please visit the CPE credit page.

16. Does this conference offer sponsorship opportunities?

Yes. Registration for sponsorship opportunities opened June 19, 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.

17. 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.

18. What is the conference dress code?

The conference dress code is business casual.

19. Is 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.

20. 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, view and download attendee lists, and take notes during the sessions. More information about how to download and access the mobile app will be available one week before the conference.

21. How can I access the attendee list?

ICI no longer distributes paper copies of conference attendee lists onsite. You may view and download the conference attendee lists (organized by name and by company) beginning approximately one week before the conference. Attendee lists also will be available in the mobile app.

22. How can I access the conference materials?

ICI no longer distributes notebooks of materials onsite. All materials are available for you to review and, if you choose, download approximately one week before the conference. You may download materials by individual session or as a single eBook version that is viewable on your smartphone or tablet. Conference materials also are available in the mobile app.

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