Stay ahead of industry trends and make valuable connections with your peers at one of our many live or virtual events. Regardless of your niche or business interest, you will find we offer tailor-made, top-tier content.
National Event – Ignite
Live Event
Ignite, is more than an event, it is an experience. Financial advisors and their staff are invited to connect with Cambridge leaders, sponsors, and their peers to network and learn from one another in an exciting atmosphere. The event is packed with both fun and educational experiences, small group sessions, motivational speakers, and more.
Community and Niche Events
Enjoy more than a dozen events nationwide while connecting face-to-face and virtually throughout the year including, Cambridge Community of Women Forum, Retirement Plan Summit, Connect, and much more.
Accelerate
This exclusive event celebrates the critical role support staff play in your business. Accelerate equips attendees with the knowledge and tools to drive even greater success while making deep connections with their peers.
Cambridge Community of Women Forum
At our annual forum, the community comes together for educational sessions and intimate networking opportunities with President and CEO Amy Webber, their peers, and many Cambridge leaders with a focus on driving greater gender diversity within the advice industry. The community continues this important conversation through a monthly webinar series.
Retirement Plan Summit
A premier educational event for financial advisors interested in expanding a retirement plan practice. Engage with ERISA attorneys and other industry experts, share growth strategies, address plan sponsor risk mitigation, and reveal strategies to meet participant’s ultimate retirement readiness goal.
Connect
Let us help you turn the trend into opportunity. We’re well into a decade filled with both innovation and disruption that is sure to transform the industry. Connect is a regional event that prepares financial advisors for the future by engaging in conversation about digital transformation, cyber threat protection, client effects of the political and economic landscape.
Social and Sustainable Investing Forum
During the forum, attendees have the choice to follow a break-out track tailored to Environmental/Social/Governance (ESG) or faith-based investing strategies. During each track enjoy collaborating with peers to gain implementable strategies to better serve your clients.
Future of Asset Management
This event is ideal for financial advisors currently or interested in using asset management strategies. During the event, hear how using these platforms makes it easy to take your business to the next level and what future enhancements you can expert.
Your Digital Evolution
During this event, attendees will learn how to use the newest features of Cambridge’s digital offerings to promote business growth and increase technology adoption.
Cambridge offers several invitation-only recognition events each year, including:
Circle of Excellence
Premier Club
Signature Club
Leaders Club
Featured
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating 40 Years Together – Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.