Scottsdale, AZ

Over two days, you'll engage in close collaboration with top thought leaders and fellow wealth management professionals—sharing strategies, solving challenges, and gaining fresh perspectives to fuel your growth. Experience a new opportunity to build meaningful connections and elevate your practice alongside the best in the business.

Every session is designed exclusively for CIMA®, CPWA®, and RMA® professionals — covering strategic portfolio construction, HNW/UHNW wealth optimization, and the evolving landscape of retirement planning. With 30+ sessions across three certification tracks, you'll find focused content that applies directly to the clients you serve and the work you do every day. 

Emily Chang, bestselling author and tech industry journalist, and Carl Richards, creator of The Sketch Guy, are among the confirmed speakers for November. Expect a mix of outside voices and deep subject-matter experts — the kind of lineup that gives you something to think about long after you've left Scottsdale. Check out who's been announced so far in our speaker lineup. 

Framed by the stunning desert beauty of Scottsdale, Experience combines refined luxury with a spirit of innovation—delivering more than knowledge, but a memorable escape. Soak in elegant receptions and carefully curated gatherings, every moment is crafted to inspire, indulge, and connect you with a community of driven, like-minded professionals.