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

National Accounts Summit

The 2026 IMEA National Accounts Summit brought together senior National Accounts leaders for candid, peer-driven discussions on the evolving forces shaping the wealth management landscape.

Hosted by Manulife John Hancock Investments, the Summit provided a collaborative forum for industry peers to exchange perspectives, share experiences, and explore practical approaches to the challenges and opportunities impacting National Accounts organizations today.

Key Discussion Topics
Throughout the Summit, attendees explored several priorities shaping the future of National Accounts, including:

  • Forces Reshaping National Accounts – Examining the trends and market dynamics influencing the evolving National Accounts landscape.
  • Product Proliferation – Exploring how firms are navigating increasing product complexity and expanding investment offerings.
  • The Partnership Advantage – Discussing the evolving relationships between asset managers, platforms, and distribution partners.
  • Client Perspective – Hearing firsthand perspectives on changing needs, expectations, and opportunities across the wealth management ecosystem.
  • Designing the Modern National Accounts Organization – Sharing approaches to team structure, capabilities, and strategies for an increasingly complex distribution environment.

Thank you to Manulife John Hancock Investments for hosting the 2026 IMEA National Accounts Summit and providing a space for meaningful industry dialogue and peer exchange.

PRESENTERS

Stacy Bernstein

Head of Financial Intermediaries

American Century Investments

Tim Kresl

Managing Principal, Head of US Client Success

Broadridge

Diane Marzula

Senior Vice President, Head of Global Accounts

Federated Hermes

Zach Flechtner

Head of National Accounts

John Hancock Investment Management

Alicia Boylan

CIMA | Vice President, Strategic Partners

LPL Financial

Sean Mackley

Head of Wealth Strategic Accounts

T. Rowe Price

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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.