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Sep 23rd | 8:00 AM - 2:00 PM | Boston

National Accounts Summit

As the wealth management landscape continues to evolve, National Accounts leaders are navigating growing product complexity, shifting platform priorities, and changing distribution dynamics. The 2026 IMEA National Accounts Summit will bring together senior executives for candid, peer-driven discussions on the challenges and opportunities shaping the future of National Accounts.

Designed as an interactive roundtable, the Summit provides a trusted environment for industry peers to exchange perspectives, share experiences, and discuss practical approaches to today’s most pressing business issues.

What You Can Expect
Through an open discussion format, participants will explore key topics impacting National Accounts organizations, including:

  • Forces Reshaping National Accounts
  • Product Proliferation
  • The Partnership Advantage
  • Designing the Modern National Accounts Organization

This practitioner-led forum is designed to foster meaningful dialogue, shared insights, and valuable peer exchange among industry leaders.

Why Attend
As platform relationships, product offerings, and competitive dynamics continue to evolve, National Accounts leaders must adapt to an increasingly complex environment. This Summit offers an opportunity to:

  • Connect with senior National Accounts peers
  • Exchange perspectives in a confidential setting
  • Explore emerging trends and industry developments
  • Gain practical insights to inform business strategy
  • Learn how leading firms are approaching common challenges

Additional details, including discussion leaders and agenda topics, will be announced soon. We encourage you to register early to secure your spot.

WHO SHOULD ATTEND

Senior leaders across National Accounts, Intermediary Distribution, Platform Strategy, Wealth Management Partnerships, and Distribution Leadership responsible for managing key intermediary relationships and driving business growth.

Event Address: 197 Claredon, Boston, MA 02116
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For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.