8 Events A Financial Services Keynote Speaker Should Attend

by Jayden Collins | Mar 3, 2025 | Motivational Speaker

Archives

A financial speaker plays a crucial role in sharing insights, driving motivation, and addressing the challenges faced by professionals in the finance industry. To effectively engage with audiences and stay relevant, attending key events within the financial services sector is essential. These events offer opportunities for networking, staying updated on industry trends, and gaining inspiration for impactful presentations. Below are key events that a financial services keynote speaker should consider attending to elevate their career and stay ahead in the field.

The CFA Institute Annual Conference: This is one of the largest gatherings of finance professionals globally. A keynote speaker can engage with thought leaders and discuss the future of investment management, ethical considerations, and financial strategies.
Money20/20: A major event for those in the financial services and fintech sectors, Money20/20 brings together innovators and experts. Speakers can learn about digital payments, banking transformations, and trends reshaping the financial landscape.
Global Wealth Management Conference: This event gathers wealth management professionals to discuss strategies for managing high-net-worth individuals. A keynote speaker can gain insights into estate planning, investment strategies, and the changing landscape of wealth management.
FinCon Expo: Focused on personal finance and financial media, FinCon provides a great opportunity for speakers to connect with financial influencers and creators. It’s the ideal space for discussing content creation, social media’s role in finance, and consumer financial education.
Financial Planning Association (FPA) Annual Conference: The FPA conference is one of the leading events for financial planners. A keynote speaker can gain insights into trends in financial planning, retirement strategies, and client relationship management.
The Economist’s Finance and Economics Summit: This event brings together some of the world’s brightest minds in economics and finance. A keynote speaker can dive deep into global financial trends, policy impacts, and innovations shaping the industry.
National Association of Personal Financial Advisors (NAPFA) Conference: This event caters to fee-only financial advisors and emphasizes the importance of fiduciary duty. A keynote speaker can discuss ethical investment practices, client trust, and how to enhance advisory services.
Private Equity International (PEI) Conferences: The PEI conferences are great for keynote speakers interested in private equity and alternative investments. They can address the latest trends in mergers, acquisitions, venture capital, and how to adapt strategies for financial success in these fields.