Due to the overwhelming response, registration is closed. 

 As a result of the overwhelming success of the event, we reached capacity and are unable to accept additional registrants.  If you are interested in attending, please contact me at tchereso@ipa.com.  We will make every effort to accommodate your request.

Thanks for your continued support of our industry and the IPA.

– Anthony Chereso, President & CEO
Investment Program Association


Now is the time for action!

Looking to be part of the most comprehensive industry event for our industry?  Want to speak directly with senior leadership at the most influential broker-dealers? Interested in hearing directly from senior regulators and legislators on the impact of the new administration’s agenda? Curious how you can proactively impact policy through active dialog with regulators and legislators?

IPASummit 2017 is the essential event of the year:  a deep dive into regulatory and legislative affairs and an afternoon on Capitol Hill.  Join thought leaders from across the industry as we tackle the challenges and opportunities ahead of us.

IPASummit 2017 | May 2-3, 2017

  • May 2: Opening Evening Reception
  • May 3: General Session, Capitol Hill Meetings and Reception on Capitol Hill

Who Should Attend?

  • Sponsors
  • Associates
  • Investment Bankers
  • Broker-Dealers

Registration Fee:

  • Member: $999
  • Non-Member: $1,500 (Become a member!)
  • Broker-Dealer/RIAs: Complimentary (Please see travel policy. Multiple sponsors have agreed to cover the costs of registration, hotel and flight arrangements as a bona fide due diligence expense.)

The Ritz-Carlton | Washington, DC

1150 22nd Street, NW | Washington, DC 20037  Map & Directions |  Website

NOTICE:  The Ritz-Carlton is now sold out of hotel rooms.


IPASummit 2017 offers ultimate access!

  • Access to senior broker-dealer leadership.
  • Join your peers and industry leaders in discussions about the future of Direct Investments.
  • Explore the IPA’s top advocacy issues: NASAA Concentration Limits, DOL Fiduciary Duty Rule, Preservation of the 1031 Exchange, BDC Modernization Rules, Interest Rate Deductibility, REIT Tax Treatment, Accredited Investor Definition,  Section 12(g), E-Signature Automation and more.
  • Top officials will offer behind-the-scenes insight and discuss growth strategies in a changing landscape.
  • Speak directly with members of Congress on Capitol Hill and senior regulators who have a direct impact on our industry.
  • Exclusive access to legislators and senior regulators at an IPA reception on Capitol Hill.
  • Gain unique insights on the impact of the new administration’s policies as they unfold during the first 100 days.
  • The IPA is the association that brings the most impactful three days of value to you and your clients.

Mark A. Calabria

Chief Economist for Vice President Mike Pence

Trumponomics: We Came to Grow the Economy

Topics Include:

  • Role within the White House
  • Partnership between Pence and Trump administration
  • Creating economic growth
  • Budget priorities
  • Monetary policy

Bradford P. Campbell

Partner, Drinker Biddle

The DOL Fiduciary Standard Rule: What A Long, Strange Trip It’s Been!

Topics Include:

  • Litigation update on DOL Fiduciary
  • Where are we in the rule process?
  • What could a fiduciary standard mean for Broker Dealers?
  • Next steps in the winding road

Tim Pawlenty

President & CEO, Financial Services Roundtable

Governing and Government – How Hard Could It Be?

Topics Include:

  • The view from FSR
  • Differences between Trump and Obama administrations
  • The opportunities for regulatory reform
  • The future of Dodd-Frank
  • Tax reform

Gold Sponsors


Silver Sponsors


2017 Mobile App




Table Top

Ala Carte

Bronze Sponsors


Cancellation Policy: A full refund minus a $100 processing fee will be granted if registration is cancelled by April 17, 2017; Uniform Policy Concerning Outside Events to be held during IPA Events; Non-IPA sponsored events are not allowed during any IPA Conference Sessions or Events unless approved in advance. Non-IPA events can be scheduled after an IPA event or session ends; One of the purposes of our events is to provide opportunities for meaningful networking to occur. By limiting members from monopolizing large groups of attendees at non-IPA sponsored events, we hope to encourage, not limit, the interaction between members; No room drops are allowed at IPA Events; Members not in good standing may not attend the event; Moderator/Panelist Policy: An IPASummit Moderator and/or Panelist must be an IPA Member and in good standing unless otherwise approved by IPA Staff; IPASummit Moderator/Panelist Pricing Policy: A Moderator and/or Panelist that has been approved to participate at an IPA Event will not receive a discount off the attendance price of $999. Broker Dealers are being offered complimentary attendance, hotel rooming and travel (upon approval) for the Due Diligence Symposium and IPASummit 2017.