Attendee Information


All registrants should receive an email with the log-in link on May 3, from Investment Company Institute <>, with the subject line “Welcome to ICI’s 2021 Virtual General Membership Meeting and Ops and Tech Conference!” Your unique link will give you access to the GMM platform. If you do not receive this email by May 3, please email


To earn CPE credit, NASBA requires active participation, so you are required to interact with the platform when prompted. Follow these steps to ensure you receive credit for the conference:

    • While watching the live session, a pop-up will appear on your page asking if you need CPE credit for the session. Select yes.
    • The box will turn light blue, your response and activity are saved, and the box will go away automatically after 1 minute.  You must answer the poll in each session in order to receive credit.

A video can be found on the CPE tab in the left menu of the conference platform.

The following sessions will not be eligible for credit:

    • All thought leadership sessions
    • All sponsored coffee breaks
    • All interactive discussion sessions

Sessions eligible for credit are tagged on the agenda. CPE credit is not available for on-demand recordings—you must participate during the live conference. Certificates will be emailed after the conference, after your virtual attendance is confirmed. For additional questions on CPE, please contact Judy Lee at


You won’t want to miss our sponsored thought leadership sessions each conference day from noon to 12:50 p.m. (ET), as well as our sponsored coffee breaks throughout the week! Hear from experts on hot topics, including ETFs, cryptocurrency, digital innovation, and more! Check the GMM and Ops and Tech programs for more details on all the sessions.

These sessions will also be available to watch later on-demand in the agenda section. Please note that the thought leadership sessions are not eligible for CPE credit.


The attendee list can be found in the conference platform on the side toolbar under attendees.

    • You may search for other attendees on the home page.
    • Click the magnifying glass icon on the home page.
    • In the search bar, you may search for other attendees by entering the name, company, or title.

You can also download the attendee list through your Cvent registration by following these instructions.


Missed a session? Want to rewatch? The conference platform will be available for on-demand viewing of the conference sessions until June 20, and most sessions will be archived on the ICI website afterward. The discussion sessions will not be recorded. CPE credit is not available for on-demand recordings.

All on-demand recordings will be available 48 hours after the live broadcast.

To access the recordings, follow the same steps as for the live platform. The on-demand recordings are in the agenda section.


Recordings of many of ICI’s recent webinars are included on the platform. These can be found in the ICI tab of the platform.


Share insights from the conference, network with other attendees, and get the latest news from ICI. Follow @ICI on Twitter. Use #ICIgmm to join the conversation.


Follow @ICI on Twitter.
Use #ICIgmm to join the conversation.