cb14 secondary banner

Events from The College

We believe events should connect communities, catalyze change, and accelerate careers through knowledge. Browse our full lineup of upcoming in-person and virtual experiences.

Photo of crowd Horizons conference 2025
cb13 3 column content

Join Us at an Upcoming Event

Sunset view of downtown Philadelphia

Alumni & Volunteer Breakfast

Live Event | November 13, 2026

Join us in Philadelphia, PA for a networking breakfast with fellow alumni, a timely panel discussion on the ethics of AI in financial services, updates from College President and CEO George Nichols III, CAP®, and more!

Series of colored dots

Monetizing Generosity

Virtual Event | November 18, 2026

Join this Knowledge Hub+-exclusive virtual event on November 18, 2026 at 2 p.m. ET for a look at three charitable strategies that grow your practice while improving client outcomes: donor-advised funds, testamentary CRTs, and charitable life insuran...ce.Read more +Read less -

DAF Forum 2027

DAF Forum

Live Event | March 9-10, 2027

Join us in Fort Worth, TX for a premier two-day experience for professionals of all stripes who want to deepen their expertise in donor-advised fund (DAF) and charitable planning.

Horizons 2027 logo

Horizons

Live Event | May 3-5, 2027

Join us in San Antonio, TX for an epic retirement planning experience featuring top thought leaders, unmatched networking opportunities, insightful workshops, and exciting cultural excursions.

cb9 features resources - V1

Read Our Latest Insights