Live Event | April 25, 2023

Cerulli Practice Innovation Summit

Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice

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Camden Yards

333 W Camden St | Baltimore, MD 21201

April 25, 2023 | 2:00 PM EDT

Join This Invitation-Only Event

Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at Camden Yards in Baltimore, MD. This invite-only event will focus on the recently launched Practice Innovation Index, which benchmarks the attributes of the industry's most innovative financial advisory practices.

View Full Agenda

This program has been accepted by the CFP Board and I&WI for three hours of continuing education credit.


Special Event

Orioles vs. Red Sox

After the event, join us for the Orioles vs. Red Sox game! Register below and select whether you and/or a guest will attend. Tickets will be handed out after the Summit. We hope you can make it!

Register Now

Submit your information below to secure your spot.

How Does Your Practice Stack Up?

Take an in-depth assessment and receive a comparative report of your practice relative to top performers in the industry. Learn more about the Practice Innovation Index (PII) and start your assessment today!


sponsored by Invesco

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