12th Annual Adviser Advocacy Day 2019 | 13 June 2019 | TBA

Congressional focus on issues of import to investment advisers has shifted since the Trump Administration has been in office – witness the major tax overhaul, reforms to the Dodd-Frank Act and initiatives to streamline and modernize regulation. That focus is likely to intensify after a new Congress takes office in January, 2019. To advance their interests and allow their businesses to prosper, it is critical that advisers make their voices heard on Capitol Hill.

In addition to its ongoing advocacy activities, the IAA brings advisory firm executives from around the nation together in Washington, D.C. every June for its Adviser Advocacy Day. The IAA arranges personalized schedules for all participants to meet with members of Congress and their staffs. To prepare participants for those meetings, the IAA’s government relations staff presents a briefing webinar prior to the event and an in-person briefing at a breakfast the morning of the event. The IAA provides all participants with written talking points on the major issues, information sheets on the economic impact of the advisory profession in their individual states and nationally, and background information about the legislators they will be meeting with.

On the evening prior to the Capitol Hill visits, the IAA’s Board of Governors hosts a welcome reception and dinner for Adviser Advocacy Day participants which features remarks by a well-known policy expert. Past speakers include Stan Collender, a leading expert on the federal budget, taxes and spending, and political and economic strategist Greg Valliere, a regular commentator on CNBC, CNN, Bloomberg TV and Fox Business.

Detailed information and online registration for the IAA’s 12th Annual Adviser Advocacy Day in June, 2019 will be available in the spring.