Premier Financial Industry Event for Success-Minded Advisors
Discover what's trending as INSITE changes with the evolving landscape of the industry. At INSITE, you receive a personalized experience to make the most out of the time spent away from the office.
INSITE gives you access to over 2,000 success-minded advisors and 500 strategic providers in our Exhibit Hall to grow your network.
Hear from over 90 inspiring and thought-provoking speakers to gain new perspectives and tools throughout your three days at INSITE.
Learn the latest industry trends and solutions tailored to you and your business. Fulfill your continuing education requirements for Certified Financial Planner and Investments & Wealth Institute (formerly IMCA). CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Let loose at the INSITE Block Party where you’ll have exclusive access to some of the area’s hottest venues while enjoying the city's outdoor nightlife.
“Mark Tibergien was the star at the center of the Pershing INSITE 2017 galaxy but the whole San Diego conference sparkled with innovation, fresh faces and the promise of a better future.”
“An impressive lineup of leaders and industry experts came together for BNY Mellon’s Pershing's INSITE 2017 conference in San Diego from June 14-16.”
“It isn't easy to reimagine ourselves and how we work, but it is necessary. Award-winning photographer Platon, who spoke at INSITE, reminded the audience of a poster he once saw displayed at Facebook's headquarters, which asked: 'If you had no fear, what would you do?'”
New this year! Pay for one attendee registration fee and bring a colleague from the same firm at no additional expense so you can both experience the power of INSITE together. Contact INSITE@bnymellon.com for further details.
Guests Attendees are welcome to register one adult guest for the conference for an additional $250. Another employee of the same company may not attend as a guest. Guests are invited to meal functions only. Guests are not eligible for the buy one, get one offer. Attendance by minors is discouraged.
Accomodations Hotel accommodations are not included in your registration fee. Reserve your hotel room by Monday, May 14 to take advantage of the $230 discounted rate.
Sponsor Registration Sponsor attendees should register via the Exhibitor Resource Center. Please contact firstname.lastname@example.org for further details.
Cancellation Policy Please submit your cancellation requests to INSITE@bnymellon.com. Cancellations received before 5:00 p.m. (ET) on Friday, May 18, 2018, will receive a full refund. Cancellations received after that date will be non-refundable.