The 2023 Strategic Leadership Forum

Where asset managers, wealth managers, broker dealers, and professional service firms come together to address strategic business planning for 2023. On-demand content is available to registrants under the "Access Recordings" tab by clicking on the program you would like to watch. Click on "View Session" and then "View Archived Recording" on the Contents tab.

Read the Recap

Please note, on-demand content is available only to those who have registered and you must be logged in to access recordings. Please email for questions and support.

ATTEND Nicsa’s in-person signature event for the industry’s senior leaders, offering broad strategic insights on thematic opportunities and critical trends.

NETWORK with decision makers across product development, distribution platforms, technology onboarding, governance, and client experience roles in informal, open forums.

LEARN from industry thought leaders about: 

·       Boardroom Hot Buttons·       Digital Asset Innovation
·       Distribution Partnerships       ·       Diversity, Equity and Inclusion
·       Financial Inclusion·       Industry Disruptors
·       The Metaverse·       and more

MEET our 2023 Co-Chairs: 

·       Steven Rueschhoff, Principal, Edward Jones
·       Kelli O'Brien, Director, North America Fund Services Product Manager, Citi

2023 SLF

  • A 3-day in-person event with streaming
  • Refreshed format with multiple opportunities to network and connect with peers
  • 10+ hours of educational content
  • The industry's top thought leaders sharing unique perspectives 
  • All facets of the asset management industry covered, from Product & Distribution to Human Capital Management

View Highlights from 2022