
Nicsa’s 2025 Strategic Leadership Forum
Where asset managers, wealth managers, broker dealers, and professional service firms come together to address strategic business planning for 2025 and beyond.
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:
- C-Suite Outlooks & Perspectives
- Next-Gen Product & Distribution Strategies
- Fund Board Priorities
- Retirement
- AI, and other industry disruptors
- Outsourcing
- Corporate Culture
- and more
2025 Highlights
- Exciting networking opportunities, including receptions, philanthropic activities, and our inaugural Pickleball Tournament.
- Over 10 hours of thought leadership from leading Asset Managers, Wealth Managers, and Service Providers.
- Insights from diverse industry perspectives: Product, Distribution, Technology, Operations, Compliance and Human Capital Management.
- The 4th annual Nicsa Gives Back event featuring an afternoon of philanthropy and a community dinner.
- In-person Committee Meetings designed to connect and celebrate our dedicated volunteers.
Thank You To Our Sponsors!

Access Date | Quiz Result | Score | Actions |
---|
Registration
IWI Credits at SLF
Earn up to 8.5 IWI Continuing Education (CE) credits at Nicsa’s Strategic Leadership Forum (SLF) 2025! Attend expert discussions and networking sessions to enhance your professional development. CE credits apply to CIMA®, CPWA®, RMA®, and CIMC® certifications.
Featured Speakers

Tyler Mathisen, CNBC

Daniel Gamba, Northern Trust

Eric Pan, ICI

Morris Morrison, Keynote
FAQs
Have a question?