In-Person Registration Pass

Individuals can purchase an in-person registration pass to attend the SLF which includes access to all on-site programming and events (except for the Blackwell Charity Golf Tournament) as well as on-demand access to the recordings.

In celebration of our 60th anniversary, we will be offering (1) complimentary registration for every in-person registration. Bring your colleague, client or an emerging leader to experience all that Nicsa SLF has to offer! Nicsa encourages attendees to consider inviting someone from an underrepresented demographic in the spirit of equity & inclusion. When you register, you will be given a one-time discount code for a second registration. Complimentary registrations must be redeemed by February 15th. Please allow 24 hours to receive confirmation emails and/or the discount code.

If you register and are no longer able to attend, we encourage you to transfer your registration to another colleague. If you are unable to transfer your registration, we will honor all refund requests received by February 22. To transfer or cancel your registration, please email us at

Nicsa Members: $1,995

Non-Members: $2,395


Individual Streaming Pass

New for this conference, we will only be offering an individual streaming pass. Individuals may purchase a virtual pass to access all sessions live and on-demand, as well as ask the speakers questions in real time and engage with virtual attendees.

The deadline to purchase and register a streaming pass is February 28.

Nicsa Members: $295

Non-Members: $500


Firms That are Attending

This list will be updated on an ongoing basis.

Abandoned Property Advisors, LLC
Aliter Investment Services, LLC
Allspring Global Investments
American Century Investments
Baillie Gifford Overseas Ltd.
BNP Paribas Securities Services
BNY Mellon
Broadridge Financial Solutions, Inc.
Capital Group | American Funds
Charles Schwab & Co.
Charles Schwab Investment Management
Cohen & Company LLC
Columbia Threadneedle Investments
Computershare Fund Services
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
Dimensional Fund Advisors Inc.
EdgarAgents LLC
Edward Jones
Federated Hermes, Inc.
Fidelity Investments
Franklin Templeton Investments
FS Investments
Harris Associates L.P.
HengTian Services
Hennion & Walsh Inc.

HSBC Global Asset Management
John Hancock Signature Services, Inc.
J.P. Morgan
Mediant Communications
MFS Investment Management
Morgan Stanley Wealth Management
Morrow Sodali Fund Solutions
National Quality Review (NQR)
Neuberger Berman Management LLC
Northern Trust
Oneil Digital Solutions
Primerica Shareholder Services
Putnam Investments
RBC Investor & Treasury Services
SalesPage Technologies, LLC
SS&C Technologies, Inc.
State Street Corporation
Sun Life Financial
T. Rowe Price Associates
Thornburg Investment Management
Thrivent Financial Investor Services, Inc.
Touchstone Funds
Ultimus Fund Solutions, LLC
U.S. Bank Global Fund Services