Global financial services are on track to reach more than $47 trillion in market value by 2029, up from about $36 trillion in 2025.
Global financial wealth reached about $305 trillion in 2024, and that pool keeps growing.
At the same time, fintech revenue is projected to pass $300 billion by 2026, driven by payments, embedded finance, and digital lending.
So where do finance industry conferences fit into this picture?
Finance conferences and events are where new regulations, technologies, and strategies move from slideware into live debate. They give you a place to compare notes with peers, pressure-test ideas, and see how other teams run risk, treasury, FP&A, and asset management.
You can:
- Hear from bank, fintech, and investment leaders who shape policy and markets
- Join workshops on risk management, corporate finance, and macro economics
- Meet LPs, GPs, and corporate buyers for live meetings
- Explore sponsorship opportunities that raise your brand with the right participants
- Bring back education and insights that help your team ship better work, faster
Here is your guide to finance conferences and events worth watching in 2026.
Introduction to Finance Conferences
Finance conferences cover everything from central bank policy to applied data science in trading desks. They range from closed-door investor meetings to large expos with thousands of participants.
Industry Summits
Industry summits bring together senior leaders across banking, insurance, asset management, and fintech.
You can expect:
- Keynotes on banking, markets, and global economics
- Case studies on AI, risk, and regulatory technology
- Roundtables for CFOs, CIOs, and heads of treasury or capital markets
These conferences are ideal for executives who own strategy, balance sheet health, and long-term value creation.
Investor & M&A Forums
Investor days and capital markets forums focus on equity, credit, and ma activity.
Typical sessions include:
- Outlooks on deal flow, valuations, and sector rotation
- Deep dives on IPO windows, private credit, and secondary markets
- Panels that mix bankers, lawyers, and corporate development leaders
If your team works in corporate finance, private equity, venture capital, or M&A advisory, these conferences support pipeline, valuation work, and relationship building.
Fintech & Technology Conferences
Fintech and financial technology conferences sit at the intersection of software and finance. They cover payments, embedded finance, digital assets, AI, and infrastructure.
You often see:
- Product demos from core banking, risk, and fraud vendors
- API and platform tracks aimed at engineers and data teams
- Sessions on cloud, infrastructure, and real-time data pipelines
These events suit product managers, engineering leaders, and innovation teams who need to understand where finance and technology are heading.
Academic & Policy Conferences
Academic finance conferences invite researchers, academicians, and policy experts to present peer-reviewed work.
They usually feature:
- Research presentations from universities and central banks
- Poster sessions run by PhD students and early-career researchers
- Panels that connect theory with supervision, regulation, and public policy
These conferences support long-term education, deepen your understanding of economics, and help you connect with each person shaping the next decade of financial theory.
Specialized Thematic Conferences
Many 2026 conferences focus on specific themes such as:
- Climate and sustainable finance
- Risk and treasury management
- Wealth and asset management
- Payments, cards, and digital identity
Each specific event draws a tight audience and gives more time for connecting with people who share your focus.
Best Finance Conferences and Industry Events
The financial services market is projected to grow from about $36 trillion in 2025 to more than $47 trillion by 2029.
With this scale, finance conferences can fill your calendar in seconds. A clear filter helps you pick events that match real goals instead of chasing every invitation that lands in your inbox.
When you evaluate finance industry conferences, keep these factors in mind:
- Location
- Will the event be held in a city that your clients or investors already visit?
- Can you combine the trip with client meetings or internal offsites?
- Topic and format
- Do sessions focus on corporate finance, trading, risk, or fintech?
- Are you looking for high-level economics and policy, or practical sessions on day-to-day management and implementation?
- Role and seniority
- Some conferences aim at C-suite leaders and board members.
- Others serve managers, analysts, and product teams who run the work.
- Size and structure
- Large conferences help with brand presence, large booths, and wide sponsorship opportunities.
- Smaller events can support deeper conversations and more targeted meetings.
- Attendee and participant profile
- Are you hoping to meet corporates, banks, funds, or regulators?
- Does the attendee list lean toward vendors, or toward buy-side and issuer participants?
Pick conferences where your ideal contacts are likely to attend, and where the format supports real connecting, not only passive listening.
Event Strategy for Finance Conferences
Walking into a finance conference without a plan can lead to shallow conversations and low ROI. A clear event strategy helps your team turn registrations into pipeline, partnerships, and better insight.
1. Define goals for each event
Create specific goals for every conference or summit. For example:
- Book 20 meetings with CFOs in mid-market industrials
- Gather product feedback from 15 heads of risk management or treasury
- Source three potential co-sponsors for a research project or client education series
Tie goals back to revenue, product validation, or brand visibility so the team stays focused.
2. Map the right people
Before you accept an invitation or sign a contract, review the attendee profile. Use the event website, agenda, and sponsor list to learn who usually attends.
Then use event intelligence tools like Vendelux to:
- Upload your ICP and key account lists
- See which accounts and titles are confirmed for each conference
- Prioritize meetings with the right person at the right company
This keeps attention on accounts that match your finance strategy instead of random badge scans.
3. Prepare your elevator pitch
Your team should be able to explain what you do in 30 seconds or less. Focus on:
- Which segment you serve
- What finance problem you solve
- How you improve outcomes for clients or partners
Practice pitches for different audiences such as banks, asset managers, and fintech product leaders. Keep language plain so a non-technical participant understands the value.
4. Plan outreach, meetings, and follow-up
Use email and LinkedIn to contact target attendees before the event.
- Suggest short meetings on site
- Offer a clear reason to talk such as a benchmark, case study, or partnership idea
- Confirm time and location once both sides arrive
After the conference, follow up within a few days with notes, open questions, and next steps. Strong follow-up turns conference meetings into real opportunities.
5. Track the metrics that matter
Beyond lead counts, track:
- Meetings booked with ICP accounts
- Opportunities created and influenced
- Movement on strategic partnerships or co-marketing plans
- Feedback from target customers on your product, pricing, or content
These metrics link conferences to concrete business impact and help you decide which events to renew.
Finance Conference Attendee Data: Event Intelligence
Finance teams rely on accurate data for risk, pricing, and capital allocation. The same logic should apply to events.
Vendelux helps finance teams turn conferences into a data-driven channel by showing who plans to attend and where your ICP overlaps with each event.
With Vendelux you can:
- Filter finance conferences by sector, region, and audience
- Upload CRM data or target lists and see which accounts plan to attend
- Identify decision-makers in asset management, corporate finance, and treasury
- Pre-book meetings so your team arrives with a full calendar
When you later click “View event attendee data” on a specific event, you see the live overlap between your targets and confirmed attendees. That view supports better sponsorship decisions, smarter travel plans, and stronger returns from finance industry conferences.
Finance Conference Planning
A clear planning process keeps sales, marketing, and product aligned around each event.
Use an internal event planner to:
- Build a shared calendar of finance events across the year
- Assign owners for speaking slots, sponsorship management, and client meetings
- Track where you place budget for travel, sponsorship, and booths
Include leaders from sales, customer success, product, and investor relations so planning reflects the full business, not a single team.
For each event:
- Document why you are attending
- List priority accounts and contacts
- Note any education goals such as new regulation, ESG finance, or risk topics
After the event, record outcomes and compare them with expectations. Over time, you will see which conferences deliver the strongest results and where your brand shows up best.
Finance Conferences to Attend in 2026
Finance and economics will stay in the spotlight through 2026. Banks will navigate new regulations, fintech will scale AI and embedded finance, and funds will keep searching for yield in an uneven market.
Finance conferences give you a front-row seat to those shifts. They provide education, connecting opportunities, and structured time with clients, partners, and peers.
We will organize the top finance conferences for 2026 by month so you can line up travel, meetings, sponsorship opportunities, and internal planning.
Here is a list of the best upcoming finance events and conferences for 2026:
- January 2026
- February 2026
- March 2026
- April 2026
- May 2026
- June 2026
- July 2026
- August 2026
- September 2026
- October 2026
- November 2026
- December 2026
January 2026 Finance Events
Equities Leaders Summit USA 2026
January 26, 2026, JW Marriott Marquis | Miami, United States
This summit focuses on equity trading, market structure and execution quality for buy and sell-side leaders. Attendee insights: heads of trading, COOs, CTOs, data and trading technology leaders from leading asset managers and broker-dealers.
View event attendee data
Payments Leaders’ Summit BFSI 2026
January 27, 2026, Hilton Bankside | London, United Kingdom
This summit gathers payment leaders from banks, fintechs and financial services providers to discuss instant payments, cards, cross-border flows and regulation. Attendee insights: payment heads, product owners, innovation leads and technology partners across the BFSI sector.
View event attendee data
The Banking Scene Conference Luxembourg 2026
January 27, 2026, Confiserie Namur | Luxembourg, Luxembourg
The Banking Scene explores the future of banking, including digital models, open finance and sustainable finance policies across Europe. Attendee insights: C-level banking executives, strategy leaders, innovation teams and regulators from the Benelux region and beyond.
View event attendee data
February 2026 Finance Events
Independent Mortgage Bankers Conference 2026
February 2, 2026, The Ritz-Carlton, Amelia Island | Amelia Island, United States
This conference centers on independent mortgage banks, production trends, liquidity, regulation and servicing strategies. Attendee insights: mortgage bank CEOs, CFOs, capital markets heads and warehouse lending partners.
View event attendee data
IPEM Cannes Wealth 2026
February 3, 2026, Palace Of Festivals And Congresses Of Cannes | Cannes, France
IPEM Cannes Wealth convenes private wealth allocators, fund managers and advisers around private markets, real assets and alternative strategies. Attendee insights: wealth managers, private bankers, family offices and private market GPs.
View event attendee data
Private Funds CFO Network New York Forum 2026
February 3, 2026, Convene Brookfield Place | New York, United States
This forum focuses on finance, tax, operations and reporting for private funds across private equity, credit and real assets. Attendee insights: fund CFOs, COOs, controllers and senior finance professionals managing complex fund structures.
View event attendee data
Family Office Forum Dubai 2026
February 3, 2026, The Palace Downtown | Dubai, United Arab Emirates
Family Office Forum Dubai covers global allocation, governance, succession and direct deal opportunities across regions. Attendee insights: single and multi-family office principals, CIOs, investment directors and specialist advisers.
View event attendee data
Pension Funds and Alternative Investments Africa 2026
February 11, 2026, InterContinental Resort Mauritius | Balaclava, Mauritius
This conference brings African pension funds and global managers together to discuss alternatives, infrastructure and long-term allocation trends. Attendee insights: pension CIOs, trustees, regulators and alternative investment managers focused on the continent.
View event attendee data
Conference for Community Bankers 2026
February 15, 2026, JW Marriott Orlando, Grande Lakes | Orlando, United States
Community bankers explore growth, risk, technology adoption and local market competition. Attendee insights: CEOs, CFOs, chief lending officers and board members from community and regional banks.
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WealthBriefing WealthTech Americas Awards 2026
February 19, 2026, Venue TBA | City TBA
This awards program recognizes excellence in wealth technology, platforms and digital client experience across the Americas. Attendee insights: wealthtech founders, product leaders, CIOs and transformation leads from banks and RIAs.
View event attendee data
PEI NEXUS 2026
February 22, 2026, JW Marriott Orlando, Grande Lakes | Orlando, United States
PEI NEXUS connects private equity managers, LPs and advisers for discussions on fundraising, value creation and secondaries. Attendee insights: GPs, LPs, operating partners and service providers involved in private markets.
View event attendee data
Trust Advisors Forum 2026
February 22, 2026, Pinehurst Resort | Pinehurst, United States
This forum focuses on trust administration, estate planning, fiduciary risk and wealth transfer strategies. Attendee insights: trust officers, wealth advisers, estate attorneys and private bankers.
View event attendee data
TradingTech Summit London 2026
February 26, 2026, Hilton Canary Wharf | London, United Kingdom
The summit explores trading technology, data platforms, market access and regulatory change for capital markets firms. Attendee insights: CTOs, heads of trading, architects and vendors focused on front-office technology.
View event attendee data
March 2026 Finance Events
America’s Credit Unions Governmental Affairs Conference 2026
March 1, 2026, Walter E. Washington Convention Center | Washington, United States
This conference gathers credit union leaders to address advocacy, regulatory developments and growth strategies. Attendee insights: CEOs, board members and senior executives from credit unions and system partners.
View event attendee data
Bloomberg Invest Summit 2026
March 3, 2026, Convene Brookfield Place, 225 Liberty | New York, United States
Bloomberg Invest brings global allocators, asset managers and policy experts together around macro risks, markets and portfolio positioning. Attendee insights: CIOs, portfolio managers, strategists and corporate finance leaders.
View event attendee data
GCVA Global Confrence 2026
March 4, 2026, Hilton London Bankside | London, United Kingdom
The GCVA conference focuses on gift cards, prepaid products and payment innovation across retail and finance. Attendee insights: payment networks, issuers, retailers and fintech companies in the stored value space.
View event attendee data
Chicago Booth Private Equity Conference 2026
March 6, 2026, Marriott Magnificent Mile | Chicago, United States
This conference links private equity practitioners with academics and students to discuss deal trends and value creation. Attendee insights: PE partners, investment professionals, bankers, professors and students interested in private markets.
View event attendee data
Women in Banking Conference 2026
March 8, 2026, Hershey Lodge & Convention Center | Hershey, United States
The event supports women leaders in banking through sessions on leadership, regulation and customer strategy. Attendee insights: senior and mid-career women across retail, commercial and community banking.
View event attendee data
Women’s Private Equity Summit 2026
March 8, 2026, Arizona Biltmore, LXR Hotels & Resorts | Phoenix, United States
This summit convenes senior women from private equity, credit and venture capital for networking and deal-focused discussion. Attendee insights: partners, managing directors, LPs and senior deal professionals.
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North American Finance Executive Summit 2026
March 9, 2026, JW Marriott Tampa Water Street | Tampa, United States
The summit centers on finance transformation, analytics, automation and risk for corporate finance leaders. Attendee insights: CFOs, VPs of finance, controllers and FP&A leaders across industries.
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Future of Finance & CFO Exchange 2026
March 9, 2026, Hilton London Syon Park Hotel | Brentford, United Kingdom
This exchange examines the changing role of the CFO, including automation, analytics and business partnering. Attendee insights: CFOs, finance directors, heads of FP&A and transformation leaders.
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InvestOps USA 2026
March 9, 2026, JW Marriott Orlando, Grande Lakes | Orlando, United States
InvestOps covers investment operations, data, outsourcing and technology for asset managers and owners. Attendee insights: COOs, heads of operations, data leaders and vendor partners.
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Global Financial Institutions Conference 2026
March 10, 2026, Venue TBA | New York, United States
This conference gathers global bank and insurance executives to discuss markets, regulation and capital allocation. Attendee insights: C-suite executives, investor relations leaders and institutional investors.
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Festival of Accounting & Bookkeeping 2026
March 11, 2026, National Exhibition Centre | Birmingham, United Kingdom
This festival focuses on practice growth, cloud technology and advisory services for accountants and bookkeepers. Attendee insights: firm owners, partners, software vendors and small business finance leaders.
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NPLA Conference Spring 2026
March 15, 2026, Loews Miami Beach Hotel | Miami Beach, United States
The NPLA conference covers private lending, real estate finance and capital sourcing strategies. Attendee insights: private lenders, brokers, fund managers and service providers in real estate finance.
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SuperReturn North America 2026
March 16, 2026, InterContinental Miami, an IHG Hotel | Miami, United States
SuperReturn North America focuses on private equity and private credit, including fundraising, deal flow and portfolio management. Attendee insights: GPs, LPs, placement agents and advisers active in North American markets.
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OBL Women in Banking Conference 2026
March 19, 2026, Hilton Columbus at Easton | Columbus, United States
This conference advances leadership for women in banking through sessions on innovation, culture and compliance. Attendee insights: women leaders from community, regional and national banks.
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ICI Investment Management Conference 2026
March 22, 2026, Venue TBA | Palm Desert
The ICI conference addresses regulation, distribution, operations and product development for investment managers. Attendee insights: legal, compliance, product and distribution leaders from asset managers and fund complexes.
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Jefferies Pan-European Mid-Cap Conference 2026
March 24, 2026, Venue TBA | London, United Kingdom
This conference connects European mid-cap companies with institutional investors through meetings and presentations. Attendee insights: CFOs, investor relations teams and equity analysts focused on European mid-caps.
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Barron’s Advisor Independent Summit 2026
March 24, 2026, Fairmont Scottsdale Princess | Scottsdale, United States
The summit brings independent advisers together to share practice management, portfolio and client experience ideas. Attendee insights: RIA founders, principals, lead advisers and platform providers.
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World Finance Forum London Spring 2026
March 26, 2026, Venue TBA | London, United Kingdom
World Finance Forum focuses on corporate finance, FP&A, digital transformation and leadership. Attendee insights: CFOs, finance directors and senior finance managers from mid-market and enterprise companies.
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UNC Alternative Investments Conference 2026
March 26, 2026, Venue TBA | Chapel Hill
This conference connects students, academics and practitioners around private equity, hedge funds and real assets. Attendee insights: PE and hedge fund professionals, LPs, professors and MBA students.
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Private Wealth Southeast Forum 2026
March 26, 2026, The St. Regis | Atlanta, United States
The forum covers portfolio construction, tax, estate planning and client experience for private wealth professionals. Attendee insights: private bankers, RIAs, MFOs and service providers in the Southeast.
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CBA LIVE 2026
March 30, 2026, Hilton San Diego Bayfront | San Diego, United States
CBA LIVE is a major conference for retail banking and consumer finance, covering product, risk and compliance. Attendee insights: retail product heads, risk managers, compliance leaders and technology partners.
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April 2026 Finance Events
Florida Tax Institute 2026
April 8, 2026, Ritz-Carlton | Orlando, United States
The institute highlights federal tax, estate planning and corporate transaction issues. Attendee insights: tax attorneys, CPAs, wealth advisers and corporate tax leaders.
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Ben Graham Centre’s Value Investing Conference 2026
April 14, 2026, Ritz Carlton | Toronto, Canada
This conference focuses on value investing frameworks, case studies and fundamental research. Attendee insights: portfolio managers, analysts, students and academics interested in value investing.
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TIA Capital Ideas Conference 2026
April 15, 2026, JW Marriott Phoenix Desert Ridge Resort & Spa | Phoenix, United States
The conference serves equity analysts, portfolio managers and corporate leaders focused on transportation and industrials. Attendee insights: public company executives, institutional investors and sector analysts.
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SIFMA Insurance-Linked Securities Conference 2026
April 15, 2026, The Ritz-Carlton | Miami Beach, United States
This event covers catastrophe bonds, insurance-linked securities and risk transfer innovations. Attendee insights: ILS managers, reinsurers, institutional investors and brokers.
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Wealth Management Summit Asia 2026
April 15, 2026, Venue TBA | Singapore
This summit brings together Asian wealth managers, private banks and platforms to discuss regional growth. Attendee insights: market heads, product leaders and advisers serving high net worth clients across Asia.
View event attendee data
The U.S. Private Credit Industry Conference on Direct Lending 2026
April 16, 2026, Grand Hyatt Nashville | Nashville, United States
The conference looks at direct lending trends, structures and risk management for private credit funds. Attendee insights: private credit managers, LPs, lawyers and service providers.
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Forbes SHOOK On-the-Road Boston 2026
April 16, 2026, Hyatt Regency Boston | Boston, United States
This event showcases adviser best practices, client service strategies and growth tactics. Attendee insights: top advisers recognized by Forbes SHOOK and their partners.
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Family Office & High Net Worth Conference Austin 2026
April 16, 2026, Hotel Ella | Austin, United States
The conference explores direct deals, tax, estate planning and multi-asset allocation for UHNW clients. Attendee insights: family offices, wealth managers, tax advisers and service providers.
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Canadian Alternative Investment Forum 2026
April 16, 2026, Venue TBA | Toronto, Canada
This forum highlights hedge funds, private credit and other alternatives for Canadian allocators. Attendee insights: institutional investors, family offices, fund managers and consultants.
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NAPA 401(k) Summit 2026
April 19, 2026, Venue TBA | Tampa, United States
The summit focuses on retirement plan design, fiduciary risk and participant engagement. Attendee insights: retirement plan advisers, recordkeepers, asset managers and employers.
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CardCon 2026
April 21, 2026, Venue TBA | Phoenix, United States
CardCon brings together credit card industry professionals, publishers and influencers. Attendee insights: issuers, affiliate partners, content creators and comparison site operators.
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Private Credit Connect London 2026
April 22, 2026, Hilton London Bankside | London, United Kingdom
This event focuses on private credit markets, fund structures and deal sourcing in Europe. Attendee insights: private credit managers, institutional investors and advisers.
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Dallas Family Office & High Net Worth Conference 2026
April 23, 2026, George W. Bush Presidential Center | Dallas, United States
The conference discusses direct investing, co-investments and governance issues for wealthy families. Attendee insights: family offices, RIAs, tax and estate planning professionals.
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Convergence 2026
April 24, 2026, Sheraton Dallas Hotel | Dallas, United States
Convergence covers tax, audit, advisory and practice management topics. Attendee insights: CPAs, firm leaders, consultants and technology partners.
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CLO Industry Conference 2026
April 27, 2026, Marriott Marquis | New York, United States
The conference addresses CLO issuance, risk retention, regulation and secondary markets. Attendee insights: CLO managers, arrangers, investors and lawyers.
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DealMAX 2026
April 27, 2026, Aria Resort & Casino | Las Vegas, United States
DealMAX focuses on M&A, capital raising and private equity deal flow. Attendee insights: investment bankers, PE professionals, corporate development heads and lenders.
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Financial Restructuring MENA Conference 2026
April 29, 2026, Venue TBA | Abu Dhabi
This conference highlights restructuring, distressed debt and turnaround issues in the MENA region. Attendee insights: restructuring advisers, lenders, legal experts and investors.
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May 2026 Finance Events
IOFM Spring Conference & Expo 2026
May 11, 2026, Loews Sapphire Falls Resort at Universal Orlando | Orlando, United States
The conference focuses on AP, AR, order-to-cash and procure-to-pay efficiency. Attendee insights: shared services leaders, controllers, AP/AR managers and automation vendors.
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Nigeria Banking Outlook 2026
May 12, 2026, Venue TBA | Lagos
This event covers banking reform, digital channels and growth opportunities in Nigeria. Attendee insights: bank executives, regulators, fintech founders and investors.
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Private Equity Forum New York 2026
May 12, 2026, Convene Brookfield Place | New York, United States
The forum connects private equity GPs, LPs and advisers around deals, fundraising and exits. Attendee insights: PE partners, institutional investors, intermediaries and service providers.
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Pacific Rim Tax Conference 2026
May 14, 2026, Hyatt Regency San Francisco | San Francisco, United States
This conference addresses cross-border tax issues across Pacific Rim countries. Attendee insights: corporate tax leaders, advisors, lawyers and policy experts.
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Secondary & Capital Markets Conference 2026
May 17, 2026, Marriott Marquis New York | New York, United States
The event highlights mortgage secondary markets, capital markets policy and liquidity. Attendee insights: secondary marketing executives, traders, capital markets heads and investors.
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FPA NorCal Conference 2026
May 26, 2026, Venue TBA | San Francisco, United States
FPA NorCal is a long-running conference for financial planners, covering practice management and technical topics. Attendee insights: CFPs, RIAs, broker-dealer advisers and allied professionals.
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Gartner Finance Symposium/Xpo US 2026
May 27, 2026, Gaylord National Resort & Convention Center | National Harbor, United States
This symposium covers digital finance, analytics, planning and leadership. Attendee insights: CFOs, finance leaders, FP&A heads and technology partners.
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June 2026 Finance Events
SuperReturn International 2026
June 8, 2026, InterContinental Hotel | Berlin, Germany
SuperReturn International is a flagship global private equity and private credit conference. Attendee insights: global GPs, LPs, placement agents and advisers across private markets.
View event attendee data
German Private Equity Summit 2026
June 9, 2026, InterContinental Hotel | Berlin, Germany
This summit focuses on the German-speaking private equity ecosystem and mid-market deals. Attendee insights: regional PE managers, LPs, advisers and corporate leaders.
View event attendee data
Global ABS 2026
June 9, 2026, International Barcelona Convention Center | Barcelona, Spain
Global ABS covers securitization, structured products and funding markets across Europe and beyond. Attendee insights: issuers, investors, arrangers, lawyers and rating agencies.
View event attendee data
Wealth Management Edge 2026
June 9, 2026, The Boca Raton Resort | Boca Raton, United States
The event combines portfolio, practice and fintech sessions for the wealth management industry. Attendee insights: advisers, wealthtech providers, asset managers and platforms.
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ACG DealFest Northeast 2026
June 15, 2026, Boston Convention and Exhibition Center | Boston, United States
DealFest is a networking-heavy event focused on middle-market deals in the Northeast. Attendee insights: PE firms, investment banks, lenders and corporate executives.
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Fixed Income Leaders Summit USA 2026
June 15, 2026, The Westin Copley Place | Boston, United States
This summit covers fixed income trading, liquidity, data and technology. Attendee insights: heads of fixed income trading, portfolio managers, vendors and platforms.
View event attendee data
Morningstar Investment Conference USA 2026
June 17, 2026, Venue TBA | City TBA
The Morningstar conference explores portfolio construction, research and investor behavior. Attendee insights: advisers, asset managers, researchers and fintech providers.
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Fund Forum Monaco 2026
June 22, 2026, Grimaldi Forum | Monte Carlo, Monaco
Fund Forum brings together fund distributors, wealth managers and asset managers. Attendee insights: global distribution heads, product leaders and wealth channel executives.
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Operating Partners Forum Napa 2026
June 23, 2026, Silverado Resort | Napa, United States
This forum focuses on value creation, portfolio operations and operating partner best practices. Attendee insights: operating partners, portfolio executives and consultants.
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July 2026 Finance Events
Private Equity Chicago Forum 2026
July 15, 2026, University Club of Chicago | Chicago, United States
The forum covers private equity strategies, fundraising and deal activity in North America. Attendee insights: PE GPs, LPs, intermediaries and advisers.
View event attendee data
Private Wealth Australia Forum 2026
July 28, 2026, Sofitel Sydney Wentworth | Sydney, Australia
This forum gathers Australian wealth managers, family offices and advisers. Attendee insights: CIOs, portfolio managers, private bankers and product specialists.
View event attendee data
CalCPA Members Club Summit 2026
July 29, 2026, Loews Coronado Bay Resort | San Diego, United States
The summit focuses on practice growth, technical updates and networking for CalCPA members. Attendee insights: CPAs in public practice, industry and government, plus solution providers.
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August 2026 Finance Events
India Wealth Management Forum 2026
August 12, 2026, Venue TBA | Mumbai, India
The forum explores wealth management growth, regulation and technology adoption across India. Attendee insights: wealth managers, private bankers, CIOs and product heads.
View event attendee data
September 2026 Finance Events
European Fixed Income Trading Summit 2026
September 8, 2026, InterContinental Athenaeum Athens by IHG | Athina, Greece
This summit focuses on European fixed income trading, liquidity and new execution models. Attendee insights: heads of fixed income trading, buy-side and sell-side execution leaders and vendors.
View event attendee data
IPEM Paris 2026
September 8, 2026, Palais des congrès de Paris | Paris, France
IPEM Paris is a major private markets marketplace connecting GPs, LPs and advisers. Attendee insights: private equity, private credit and infrastructure managers, plus institutional allocators.
View event attendee data
Wespay Payments Symposium 2026
September 10, 2026, Palms Casino Resort | Las Vegas, United States
The symposium explores payments modernization, ACH, wires and real-time payments. Attendee insights: operations leaders, payment product heads and technology providers.
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AICPA & CIMA Conference on Banks & Savings Institutions 2026
September 14, 2026, Venue TBA | City TBA
This conference covers accounting, auditing and regulatory topics for banks and savings institutions. Attendee insights: auditors, controllers, CFOs and regulators.
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West Coast Family Office Wealth Conference 2026
September 14, 2026, Montage Laguna Beach | Laguna Beach, United States
The conference focuses on direct investing, succession, philanthropy and governance for West Coast families. Attendee insights: family offices, RIAs, tax advisors and legal counsel.
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CPB Canada Ignite 2026
September 22, 2026, Venue TBA | Montreal, Canada
Ignite centers on bookkeeping, accounting technology and practice growth in Canada. Attendee insights: professional bookkeepers, accountants and software vendors.
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DFMC 2026
September 27, 2026, Omni Louisville Hotel | Louisville, United States
DFMC focuses on financial management and stewardship topics for its member community. Attendee insights: finance leaders, board members and advisers from mission-driven organizations.
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SuperReturn Asia 2026
September 29, 2026, Sands Expo & Convention Centre | Singapore, Singapore
SuperReturn Asia focuses on private equity and private credit opportunities across Asia-Pacific. Attendee insights: regional and global GPs, LPs, placement agents and advisers.
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LP/GP Relations & Fundraising Summit 2026
September 29, 2026, Sands Expo & Convention Centre | Singapore, Singapore
This summit examines investor relations, fundraising, co-investments and communication practices. Attendee insights: IR heads, fundraising teams, LPs and service providers.
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October 2026 Finance Events
IIF Annual Membership Meeting 2026
October 14, 2026, Venue TBA | Bangkok, Thailand
The IIF meeting gathers global financial institution CEOs and senior policymakers. Attendee insights: bank and insurer CEOs, regulators, multilateral institutions and senior economists.
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TEI Annual Conference 2026
October 18, 2026, Grand Hyatt Nashville | Nashville, United States
TEI’s conference covers corporate tax topics, policy updates and practical implementation guidance. Attendee insights: in-house tax professionals, advisors and policy specialists.
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AACFB Commercial Financing Expo 2026
October 21, 2026, Irvine Marriott | Irvine, United States
This expo focuses on commercial finance, equipment leasing and small business lending. Attendee insights: brokers, lenders, lessors and service providers.
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November 2026 Finance Events
Private Equity San Francisco Forum 2026
November 16, 2026, The Julia Morgan Ballroom | San Francisco, United States
This forum highlights West Coast private equity trends, deal sourcing and portfolio strategy. Attendee insights: PE firms, LPs, investment bankers and advisers active in technology and growth sectors.
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December 2026 Finance Events
Check back soon for more events.
Here’s our guide on the Best Fintech Conferences to attend in 2026
