Registration

  • 1. How can I cancel my registration?

    To cancel your registration for a refund (minus a $250 administration fee) on or before January 26, 2024: 

    1. Go to the conference website and select Already Registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click Log In.
      If you do not know your confirmation number, click Forgot Your Confirmation Number? and your confirmation number will be immediately emailed to you. 
    3. On the next page, click Modify and select Cancel Registration. 
       

    We regret that registrations canceled after January 26, 2024 cannot be refunded. Refer to the registration cancellation policy (FAQ 2) for more details.

    If you need additional assistance, please contact ICI’s Conference Division.

  • 2. What is the registration cancellation policy?

    Cancellations received by January 26 are refundable but are subject to a $250 administrative fee. After January 26, no registration fees can be refunded. 

    If you are unable to attend, a colleague can attend in your place and the administrative fee will not be applied. 

    Cancellations and substitutions can be made online through your registration confirmation (see FAQs 1 and 3 for more information). For cancellations due to health-related concerns, please contact us at conferences@ici.org.

    On-demand registration is nonrefundable.

  • 3. Can I transfer my registration to a colleague?

    Yes. To transfer your registration, please follow these six steps: 

    1. Go to the conference website and select Already Registered
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click Log In.  
      If you do not know your confirmation number, click Forgot Your Confirmation Number? and your confirmation number will be immediately emailed to you. 
    3. On the next page, click Transfer Registration.
    4. Enter the required fields for the person substituting for you. Click Next.
    5. A pop-up box will appear. Confirm that the substitute’s information is correct and click Confirm.
    6. A confirmation email will be sent to the substitute. 

    If you need additional assistance, please contact ICI’s Conference Division.

  • 4. Is there a deadline to register?

    Registrations for in-person attendance will be accepted until February 8, 2024, including on site.

  • 5. How do I determine if I am eligible to register at ICI’s 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 SEC-registered fund companies, their investment advisers, and principal underwriters, who purchase and distribute fund shares directly or through financial intermediaries. Employees of ICI member firms should always choose the member 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 to avoid any possible invoices and registration cancellations.

  • 6. Is this conference open to the media?

    Select sessions will be open to members of the media and noted in the program. Media registration is available here. Please contact ICI’s media team (media@ici.org) with any questions.

  • 7. How do I pick up my name badge onsite?

    Badges can be picked up at the conference help desk located in the ballroom foyer. 

  • 8. Where is the on-site registration desk located, and what are the registration hours?

    ICI’s registration/help desk will be located in the Sapphire Ballroom foyer. Registration will open February 6 at 2:30 pm. It will remain open during all conference hours

  • 9. Can I get a receipt for my registration payment?

    Yes. Your confirmation email contains the financial record of your conference registration payment. If you misplaced your confirmation email or need another copy, please follow these steps: 

    1. Go to the conference website and select Already Registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click Log In.
      If you do not know your confirmation number, click Forgot Your Confirmation Number? and your confirmation number will be immediately emailed to you. 
    3. On the next page, select Print Invoice/Receipt.

    If you need additional assistance, please contact ICI’s Conference Division.

  • 10. How do I complete my payment by check?

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

    Make checks payable to the Investment Company Institute.

    By Mail:
    Investment Company Institute
    P.O. Box 23543
    New York, NY 10087-3543

    By Overnight Service:
    JPMorgan Chase – Lockbox Processing
    Attn: Investment Company Institute & 23543
    4 Chase Metrotech Center
    7th floor
    East Brooklyn, NY 11245

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

  • 11. How do I receive updates about this conference?

    Please contact ICI’s Conference Division with your name, company name, and email address.

  • 12. Can I bring a guest?

    There is not a guest registration option. 


Hotel


Logistics

  • 17. How can I edit my session selections?
    1. Go to the 2024 ICI Innovate page and select Already Registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click Log In.

    If you do not know your confirmation number, click Forgot Your Confirmation Number? and your confirmation number will be immediately emailed to you.

    1. On the next page, click Modify Registration. You will be able to unregister from sessions or change your current selections.
  • 18. 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 modify registration on your registration confirmation email to access and edit your information. Please note that dietary requests need to be made at least 10 days prior to your arrival.

  • 19. Are CLE and CPE credits available?

    CPE credit is available for in-person participation only. It is not available for sessions viewed on-demand. 

    Your conference badge will be scanned automatically when you enter and exit conference sessions. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than state-required audits. CPE certificates will be emailed to you four to six weeks after the conference. For more information, please visit our CPE page.

    CLE credit is NOT available for the ICI Innovate conference.

  • 20. Does this conference offer sponsorship opportunities?

    Yes. Registration for sponsorship opportunities is now open, 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.

  • 21. How can I suggest a speaker for this conference?

    If you have suggestions for conference speakers, please contact the ICI Conference Division and include the speaker’s biography with your request.

  • 22. What is the conference dress code?

    The conference dress code is business casual.

  • 23. Is conference Wi-Fi available onsite?

    Yes, free 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 packages and is the responsibility of each guest.

  • 24. 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, and take notes during the sessions. More information about how to download and access the mobile app will be available approximately one week before the conference.

  • 25. How can I access the attendee list?

    You may view the conference attendee list before the conference by accessing your registration online.

    1. Go to the 2024 ICI Innovate page and select Already Registered.
    2. On the next page, enter the email address you used to register and your registration confirmation number, then click Log In.

    If you do not know your confirmation number, click Forgot Your Confirmation Number? and your confirmation number will be immediately emailed to you.

    1. On the next page, scroll down to the Attendee List.
    2. You may sort the list alphabetically by last name or by company by clicking the column title.

    If you need additional assistance, please contact the ICI Conference Division.

  • 26. How can I access the conference materials?

    All materials are available for you to review and, if you choose, download approximately one week before the conference on the mobile app.

    If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

  • 27. Will the conference be available on demand?

    On-demand viewing will be available after the conference for those unable to attend in person or for those who want to review any of the sessions. On-demand viewing will be free to registered conference attendees. If you were not able to attend in person, you may register for on-demand viewing for $195. CPE credit is not available for sessions viewed on demand, and all on-demand registrations are nonrefundable. Only select sessions will be available for on-demand viewing beginning February 19 until May 3.

  • 28. I received a text message regarding the event. Is this a legitimate communication?

    ICI will use a third-party partner, 42Chat, to send event communications via text message using the mobile number 877-221-0465. If the text is from 42Chat and this number, then yes. Click here for 42chat’s privacy policy. 

    If you no longer wish to receive notifications, you may reply stop or opt-out via text message or sending an email stating your request to conferences@ici.org.