Strategy Forum 2025

Over two dynamic days, Strategy Forum brings together fellow members and advanced practitioners dedicated to serving high-net-worth (HNW) clients at the highest level. Centered on Building Resilient Portfolios During Volatile Times, this event offers a unique opportunity to collaborate with some of the industry's most successful, insightful, and engaging thought leaders, experts, and elite advisors.

Immerse yourself in expert-led sessions tailored to the evolving needs of today’s advanced practitioners. With content thoughtfully aligned to the CIMA^® certification body of knowledge, our agenda is specifically designed for CIMA professionals while also delivering valuable insights for those holding the CPWA^® and RMA^® designations.

Learn from renowned faculty at some of the world’s top business schools—including Yale School of Management, Duke University's Fuqua School of Business, and the Wharton School of the University of Pennsylvania, to name a few—as they come together to deepen your knowledge and sharpen your edge so you can lead your clients with confidence into the future.

New to Strategy Forum this year – we are proud to introduce three workshops that will feature, institutional consulting, charitable giving and family wealth planning. These interactive workshops will allow you to network and engage with peers to learn from others and present your areas that you would like to learn more about for your personal experience.

Strategy Forum combines world-class education with the vibrant energy of Times Square. Enjoy an immersive experience just steps from Broadway, iconic landmarks, and NYC’s renowned dining scene—all from the centrally located New York Marriott Marquis. Discounted room rates available for a limited time!