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2023 Leadership Summit

FAQs

May 23–25 • JW Marriott • Washington, DC


Registration

  • 1. How can I cancel my registration?

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

    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 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 and select cancel registration. 

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

  • 2. What is the registration cancellation policy?

    Cancellations received by May 16 are refundable, but are subject to a $250 administrative fee. After May 16, 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 1 and 3 for more information). For cancellations due to health-related concerns, please contact us at conferences@ici.org.

    On-demand registration is nonrefundable.

  • 3. Can I transfer my registration to a colleague?

    Yes. To transfer your registration, please follow these six steps:

    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 clicklog 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. A confirmation email will be sent to the substitute. 

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

  • 4. Is there a deadline to register?

    Registrations will be accepted throughout the registration period including onsite registrations.

  • 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.

  • 6. Is this conference open to the media?

    Select sessions will be open to members of the media and noted in the program. All Leadership Summit discussion sessions and IDC sessions will be closed to members of the media. Media registration is available here. Please contact media@ici.org with any questions.

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

    Badges can be picked up at the conference help desk located in the ballroom foyer.

  • 8. Where is the on-site registration desk located, and what are the registration hours?

    ICI’s help desk will be located in the ballroom foyer. It will remain open during all conference hours.

  • 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 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 ICI's Conference Division.

  • 10. How do I complete my payment with 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 10087-3543

    By Overnight Service:

    JPMorgan Chase – Lockbox Processing
    Attn: Investment Company Institute & 23543
    4 Chase Metrotech Center 7th floor East Brooklyn, NY 11245

    Check 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.

  • 11. How do I receive updates about this conference?

    Please contact ICI's Conference Division with your name, company name, and email address.

  • 12. Can I bring a guest?

    No, there is not a guest registration option.


Hotel


Logistics

  • 16. How can I edit my session selections?
    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 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.
  • 17. I 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.

  • 18. How do I receive information about sponsor and affiliate events?

    Please opt in to share your email address to sponsors and affiliate groups during your conference registration. If you would like to modify this information, you will need to update your information online.

    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 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 update your preference under email address opt in.
  • 19. Are CLE and CPE credits available?

    CPE credits are available for this conference. 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. To be eligible for CPE credit, you must attend the conference in person.

    CPE certificates will be emailed to you within four to six weeks. For more information, please visit our CPE page.

    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 June 1.

    This conference is not eligible for CLE credit.

  • 20. 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

  • 21. How can I suggest a speaker?

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

  • 22. Is there a dress code?

    Yes. The dress code is business casual.

  • 23. 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 guest 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, 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.

  • 25. Where 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 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 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 ICI's Conference Division.

  • 26. Where can I access conference materials?

    Materials will be available for you to review and download approximately one week before the conference on the conference website. Materials also are available through the mobile app. ICI no longer distributes notebooks of materials onsite.

    If you have any questions, please contact ICI's Conference Division.

  • 27. Will the conference sessions 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. 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 June 1.

  • 28. I received a text message regarding the 2023 Leadership Summit. Is this a legitimate communication?

    Yes, ICI will use a third-party partner, 42Chat, to send event communications via text message using the mobile number provided during registration. 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