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Event Logistics

 

Register Now!

The 2022 APIC Annual Conference is scheduled to be held on June 13-15, 2022 in Scottsdale, AZ.

 

Registration is open now!

Click Here to Register

COVID-19

Last Updated March 16, 2022

APIC takes your health and safety seriously. Attendees will be required to agree to follow a code of conduct and obey safety protocols during the event registration process. 

 

APIC will follow all Local/State/National directives, CDC guidelines, and Firm policies and practices for attendees at the time of the event

 

APIC maintains a generous cancellation policy for any members that are unable to attend at the last minute for health-related reasons.

 

IMPORTANT:  The current cancellation policy for attendees of the APIC Conference allows you to cancel without penalty through June 6, 2022. While APIC cannot cover airline cancellation fees, many airlines are now offering flexible rescheduling policies. 

Conference Hotel

The Fairmont Scottsdale Princess
757 East Princess Drive
Scottsdale, AZ 85255
Phone: (480) 585-4848

https://www.scottsdaleprincess.com/

 

Group Rate (paid by attendee): $229.00 per night, plus tax, if booked by May 20, 2022. We cannot guarantee this rate after this date.

 

How to Book: 

APIC is holding a block of rooms for the Conference. Instructions for booking your room in the APIC block will be provided during Registration.

 

Check-In: 4:00 PM

Check-Out: 11:00 AM

All guest rooms at the Fairmont Scottsdale Pricess are non-smoking.

Travel

Arrival Time - We suggest arriving on a flight that lands no later than 12:00PM on Monday, June 13th.

 

Airport - The Phoenix Sky Harbor International Airport (PHX) is 23 miles and about a 25-minute drive to the Fairmont Scottsdale Princess.

 

Taxis - Taxis are available at the airport. The first mile is $5. Each additional mile is $2.30. The estimated cost for a one-way airport transfer to the hoel is $60. Taxi terminal access is as follows:

  • Terminal 3: North curb, outside door # 7
  • Terminal 4: Level 1, North curb, outside door # 7 and South curb, outside door #6

 

Rideshare Services - Ride share services are available 24 hours a day, seven days a week. 

Terminal pick-up locations for ride share service providers are as follows:

  • Terminal 3: South outer curb, west end between doors #2 and #4
  • Terminal 4: Level 1, North outer curb, far west end outside door #1
  • Terminal 4: Level 1, South outer curb east end outside door #6
  • Terminal 4: Level 1, South outer curb, far east end, outside door #8
  •  

TranStyle Transportation Service - The Fairmont Scottsdale's preferred vendor for taxi / car service.

Each of the airport terminals at Phoenix Sky Harbor International Airport is equipped with transportation boards in the baggage claim area. Fairmont Scottsdale Princess’s photo is featured on the board with a direct telephone line to a dedicated Transtyle operator. Upon request, the operator will dispatch a vehicle for pick-up. For advance reservations and meet- and-greet services, please call 800-410-5479. Estimated price for one-way airport transfer is $65–$85 per sedan, including gratuity. Limousines and SUVs are also available upon request.

 

Parking - The Fairmont offers both self and valet parking. Current rates are:

  • Valet parking: From $24 USD for overnight, including in-and-out privileges
  • Self-parking: $15 USD per night
  • Visitor parking: $12 USD for valet temporary parking and $8 USD for temporary self-parking.
Golf

NOTE - as of 4/18/2022, Golf is fully booked. If you would like to be added to the waitlist, please email liz@apicms.org.

 

We have reserved a limited number of early morning tee times on Monday, June 13th. Join your colleagues on the famous TPC Scottsdale "Stadium" course, which is the home of the PGA Waste Management Phoenix Open. 

 

The rate for APIC Members is $175 - you will need to select Golf during the registration process and you will be charged at that time. Availability is limited and will be bookable on a first come - first served basis. 

 

Rental clubs will be available to rent on site at the Clubhouse for $100 (includes 2 sleeves of balls). 

Attire

Business Casual attire is appropriate for the majority of the APIC Conference. The only exception is Monday evening, when we encourage casual, western-style attire for all attendees.

 

Temperatures in Scottsdale in the evening are warm, so please plan accordingly.

Expenses

All travel expenses related to the APIC Conference (hotel, taxi, parking, etc.) are the responsibility of the individual attendee.

 

If you wish to receive reimbursement for your hotel costs, you may need to submit an eReq in advance. This applies even though you are not booking the hotel through the MS travel agency. Details on how to receive a reimbursement may be found here. You will need to log into the website in order to access the page.

Schedule Of Events

This schedule is for general planning purposes only.

 

The current draft agenda may be found here.

 

Please note the schedule is subject to change without notice.

Monday

June 13

6:30A - 7:30A Golf (Optional) (individual tee times between 6:30 AM - 7:30 AM)
11:00A Registration Desk Opens
Afternoon Technology Sessions (Optional)
4:00P – 6:00P The Social Network (topical discussions)
6:00P – 9:00P APIC Group Event & Dinner (on-site, casual dress)*

Tuesday

June 14

7:00A – 8:00A Breakfast
8:00A – 5:30P Educational Sessions
5:30P – 630P Cocktail Reception*
6:30P – 7:00P Free Time
7:00P Sponsored Dinners

Wednesday

June 15

6:30A – 7:300A

Breakfast

7:30A – 11:45A Educational Sessions
11:45A Conference Concludes & Boxed Lunch

12:30P - 5:00P

con't Thurs

OPTIONAL Post-Conference Session - Family Team Coaching Dynamics and Communication. This session is the first of a five-part program, and is designed to be attended by the family members of the team. Click here for details. Please note that this session ends Thursday at 11:30AM

 

* Open to registered Social Guests

Fees

The registration fees for 2022 are as follows:

Financial Advisor Members AND Team Memberships
FAs who are members or teams with a Team Membership, per attendee
$695
Firm Management Members $995
Team Members & Support Staff
Individuals who are part of a current APIC member's team, but do not have a Team Membership
$895
Social Function Guests
Non Morgan Stanley employees who wish to attend select functions. See information below.
$350

The fee includes the following:

  • Attendance at all APIC educational sessions

    Attendance at all APIC meal functions as listed in the agenda

The fee does NOT include:

  • Hotel room costs
  • Travel Costs, airfare, parking, transfers, etc.

Payment – You will need to provide a credit card on the secure Conference Registration website. In addition, all attendees will be required to present a credit card upon check at the hotel for payment of the room and any incidentals.

Guests & Spouses (Social Guests)

APIC will allow guests and spouses to attend select evening events during the conference for an additional fee. Please note:

  • Due to compliance reasons, guests may not attend any content sessions - this includes all breakouts and general sessions, except where noted on the conference agenda.
  • Guests will be permitted on a first-come, first-served basis. All guests are subject to approval by APIC before attendance is granted. APIC does not guarantee guest space is available if not registered in advance of the event, before the registration cut-off date.
  • Guests may not be employed by an asset management firm or service provider. Additionally, guests may not be employed by other financial institutions other than Morgan Stanley.
  • Guests must be over the age of 21.
  • APIC extends a discount to members who attend the annual conference below the actual cost of food & services provided. Guests who attend events are expected to pay for the actual costs associated with their attendance. The cost for guests in 2022 is $350.
  • You will be given the option to register a guest during the Conference Registration process. If you would like to register a guest after your Registration is complete, please e-mail info@apicms.org
Attendee Cancellation Policy

The deadline for attendees to cancel without penalty is 11:59 PM EDT on Monday, June 6th. After this date, the following penalties will apply:

  • REGISTRATION FEE: 100%
  • GUEST ROOM AT FAIRMONT: One night room & tax charges. APIC will be held financially responsible for your guest room, and therefore, must pass the cancellation charges on to you
Questions / Contact

Email liz@apicms.org if you have questions about the following:

  • Hotel reservations
  • Other logistical information pertaining to the Conference

Email seth@apicms.org if you have questions about the following:

  • Membership questions
  • Dues payment

Email julie@apicms.org if you have questions about the following:

  • Sponsorship opportunities
  • Partnerships