Frequently Asked Questions


1. When will registration open?

Registration for the conference and hotel will open in early 2020.

2. What is the registration cancellation policy?

Cancellations received by April 29 are subject to a $300 administrative fee. After April 29, 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 online and the administrative fee will not be applied. Cancellations and substitutions can be made online through your registration confirmation.

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

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

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

The “registration type” on your attendee registration should reflect your firm’s membership status at the Investment Company Institute.

ICI member firms consist of mutual fund companies, their investment advisers, and principal underwriters, who purchase and distribute directly or through stockbrokers and security dealers. Unit investment trust sponsors and closed-end funds registered with the SEC may also be members. Employees of ICI member firms should always choose the member rate.

ICI associate member firms consist of broker-dealers registered with FINRA, and SEC-registered investment advisers who do not manage mutual funds (or subadvisers of mutual funds). Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at nonmember rate.

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

If you are uncertain of your firm’s membership status, please check the membership listing or contact the ICI Conference Division at or 202-326-5968. If you select an incorrect registration type, a payment adjustment may be necessary. ICI will contact you within 30 days after the event to make the adjustment.

5. Is this conference open to the media?

The General Membership Meeting and Operations and Technology Conference are open to members of the media (with the exception of the discussion sessions). The Mutual Fund Compliance Programs Conference and the Fund Directors Workshop are not open to the media. For more information, visit our media page.

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

To print your badge, you will need to enter either your first name, last name, or the email you used to register.

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

Please check back for more information closer to the event.

8. Can 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.

9. How do I complete my payment with check?

Registration with check payment is available online. For payment, select check as your payment method.

Checks and money orders should be sent to:
Investment Company Institute
PO Box 759456
Baltimore, MD 21275-9456

If you are mailing by an express carrier, please return to:
Investment Company Institute
7175 Columbia Gateway Drive
Columbia, MD 21046
Attn: Lockbox 759456

Check or money order payments are due five days before the start of the conference. If payment is not received before the start of the conference, your registration will be cancelled.


10. How do I make a hotel reservation?

Hotel reservations at the conference rate at the Marriott Wardman Park will open with conference registration in early 2020. For more information, please see the hotel information page.

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

The closest major airports are Ronald Reagan Washington National Airport, Dulles International Airport, and Baltimore/Washington International Thurgood Marshall Airport.

12. Is parking available at the conference hotel?

Yes. For more information on hotel parking, please visit the Marriott Wardman Park website.


13. 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.

14. Are CLE and CPE credits available?

This program may be eligible for Continuing Legal Education (CLE) credit, depending on individual state requirements. In addition, upon completion of this program, each participant will be eligible for approximately 10.5 to 12.0 hours of Continuing Professional Education (CPE) credit, depending on the sessions attended. 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 only by ICI and will not be shared with any other organization for any purpose other than state-required audits.

CPE certificates for each conference and the workshop will be available at the conference registration desk.

15. Does this conference offer sponsorship opportunities?

Yes. Sponsorship opportunities open on September 11, 2019, 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.

16. 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.

17. What is the conference dress code?

The conference dress code is business attire.

18. Is conference Wi-Fi available onsite?

Yes, free conference 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 is the responsibility of each guest.

19. 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 attendee lists, and take notes during the sessions. More information about how to download and access the mobile app will be made available to attendees shortly before the conference.

20. 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) shortly before the conference. Attendee lists will be available in the mobile app.

21. How can I access the conference materials?

ICI no longer distributes notebooks of materials onsite. All materials are available for you to review and, if you’d like, download shortly before the conference. Conference materials will be available in the mobile app.

If you have any other questions, please contact the ICI Conference Division at 202-326-5968 or


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