February 19-21, 2024

Enjoy an exclusive opportunity to connect with like-minded leaders at the 2024 NAPFA Large Firm Forum!

Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.

Additional Fees

  • $125 Guest Companion – Tuesday Evening Reception & Dinner
  • $125 Guest Companion – Wednesday Reception & Dinner

Why Attend?

  • Enjoy team building opportunities
  • Discover holistic agenda topics
  • Hear from speakers with fresh perspectives
  • Experience diverse conversation topics
  • Connect with like-minded leaders

Bring Your Next Gen Leaders

This is the ideal event for next generation leaders to attend with their large firm principal or shareholder. As a team, you will have the opportunity to inspire, develop, and take back innovative ideas for firm growth.

Preparing your next gen talent for leadership and ownership roles is critical to the success and longevity of your firm. Next gen attendees will have an opportunity to attend sessions with their team as well as individually.

Large Firm Forum Takeaways

  • Hear from industry experts on topics including AI, cybersecurity, and more
  • Share collective knowledge and discover take away solutions in roundtable and Q&A sessions
  • Participate in panel discussions with industry thought leaders from Charles Schwab, Fidelity, Pershing, Altruist, and Goldman Sachs sharing diverse perspectives
  • Re-connect with colleagues in the beautiful destination of Scottsdale, AZ, and more

Cancellation Policy

Cancellation and refund requests must be made in writing by January 17, 2024. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after January 17, 2024. Submit all requests to the NAPFA Education Team. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.

Thank you for attending!

Highlights from the 2023 Large Firm Forum