Frequently Asked Questions

1. What is the registration cancellation policy?

Cancellations received by April 25, 2017, are subject to a $250 administrative fee. Notice of cancellation must be received in writing to the ICI Conference Division. After April 25, we regret that no registration fees can be refunded. If you are unable to attend and would like to send a colleague in your place, substitutions can be made and the administrative fee will not be applied. Please contact the ICI Conference Division as soon as possible.

2. Is there a deadline to register for the conference?

No. Online registration will remain open through the conference and onsite registrations will be accepted.

3. How can I make a hotel reservation?

Hotel rooms are for the exclusive use of registered conference attendees. Reservations must be made online. For more information, please visit the hotel information page.

4. How do I determine if I am eligible to register at the ICI member registration rate?

Your registration type should reflect your firm’s membership status at ICI.

ICI member firms include SEC-registered investment companies, their investment advisers, and principal underwriters. Employees of ICI member firms should always choose the member rate.

ICI associate member firms include SEC-registered investment advisers or FINRA member broker-dealers that are not the primary adviser or underwriter to an SEC-registered investment company. Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at the nonmember rate.

Law firms and accounting firms are not eligible for ICI membership.

If you are uncertain of your firm’s membership status, please contact the ICI Conference Division to avoid any possible invoices or registration cancellations.

5. I am attending the conference and have dietary restrictions or other special needs. How do I let the conference organizer know?

Please provide any dietary restrictions or special needs during your conference registration. If you would like to modify this information, simply click “view event summary” on your registration confirmation email to access and edit your information.

6. Are CLE and CPE credits available?

Each participant who completes one of the programs will be eligible for the following approximate CPE credit:

  • General Membership Meeting, 11.5 hours
  • Fund Directors Workshop, 12.5 hours
  • Mutual Fund Compliance Programs Conference, 11.0 hours
  • Operations and Technology Conference, 11.5 hours

The 2017 Mutual Fund Compliance Programs Conference may be eligible for CLE credit. ICI is an accredited California course sponsor, and will submit application for CLE approval to Illinois and Pennsylvania. Programs are subject to approval, and CLE credit is not guaranteed for all sessions.

For more information, please visit our CLE/CPE page.

Your conference badge will be scanned automatically when you enter and exit conference sessions. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than state-required audits.

CPE certificates will be available at the conference registration desk. CLE certificates will be mailed.

7. Is this conference open to the media?

Members of the media may be present throughout the GMM and the Operations and Technology Conference. The breakfast discussion sessions are closed to the media. The Mutual Fund Compliance Programs Conference and IDC’s Fund Directors Workshop are closed to the media. For more information, visit our media page.

8. Does this conference offer sponsorship opportunities?

Yes. Registration for sponsorship opportunities opened Monday, November 7, 2016, and opportunities are available on a first-come, first-served basis. To view a list of current available opportunities, costs, and benefits, visit our sponsorship page.

9. How can I suggest a speaker for this conference?

If you have suggestions for conference speakers, please contact the ICI Conference Division, including the speaker’s biography with your request.

10. What is the conference dress code?

The conference dress code is business.

11. Is conference Wi-Fi available onsite?

Yes, free Wi-Fi is available to attendees in all ICI meeting spaces. The network name and password will be available onsite. Wi-Fi in the hotel sleeping rooms is subject to hotel pricing and packages, and is the responsibility of each guest.

12. How do I pick up my name badge onsite?

A few days before the conference, an email will be sent out containing a QR code for conference check-in. Please bring a copy of this email containing your QR code (either printed or on your smartphone) to the conference registration desk. You can check in by scanning the QR code at any of the self-service registration counters. If you don’t have a copy of the QR code, you can use your email address to retrieve your registration. You will then receive your name badge from the automated check-in system. 

13. Where is the onsite registration desk located, and what are the registration hours?

The ICI registration desk will be located in the Marriott Foyer (Lobby Level) at the Marriott Wardman Park, and it will be open during the following times:

  • Wednesday, May 3, from 1:00 p.m. until 7:00 p.m.
  • Thursday, May 4, from 7:00 a.m. until 7:00 p.m.
  • Friday, May 5, from 7:00 a.m. until 11:00 a.m.
14. Is there a mobile app for the conference?

Yes. The mobile app will enable you to view a wide variety of information about the conference, including general logistics, speaker information, schedule details, and session presentations. It also will enable you to pose questions electronically directly to session moderators, view and download conference materials, view and download the attendee lists, and take notes during the sessions. More information about how to download and access the mobile app will be available one week before the conference.

15. How can I access the attendee list?

ICI no longer distributes paper copies of conference attendee lists onsite. You may view and download the conference attendee lists (organized by name and by company) beginning one week before the conference. Attendee lists also will be available in the mobile app.

16. How can I access the conference materials?

ICI no longer distributes notebooks of materials onsite. All conference materials will be available in the mobile app. To access them, select the schedule icon, open the session, and click the handouts icon. To export materials, click the export button in the top right corner, select the documents you want, enter your email address, and send.

17. What are the nearby airports to the conference hotel?

For more information on nearby airports, please visit Marriott Wardman Park maps and transportation.

18. Is parking available at the conference hotel?

For more information on hotel parking, please visit Marriott Wardman Park maps and transportation.

19. MAY I get a receipt for my registration payment?

Yes. Your confirmation email contains the financial record of your conference registration payment. If you have misplaced your confirmation email or need another copy, please contact the ICI Conference Division.

20. MAY I be placed on a mailing list to receive updates for this conference?

Yes. Please contact the ICI Conference Division, sending your name, company name, and preferred email address. If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.