NETWORKING AND EVENT EXPERIENCES
Red, White & Welcome
Sunday, June 14th
Welcome Reception
Join us for a Flag Day–themed welcome reception overlooking the Potomac River. Stop by the registration desk between 4:00–6:00 PM to pick up your conference badge, enjoy a beverage, and sample a selection of sustainable, patriotic-inspired snacks. This casual drop-in, gathering is the perfect opportunity to connect with fellow attendees, ease into the conference experience, and celebrate the spirit of the day in a relaxed, scenic setting.
Culinary Inspired Networking Breaks
Networking
After lunch each day join us in the Exhibit Hall where we will attempt to curb your sweet tooth at one of our chef-attended dessert stations. Indulge in a treat and look forward to who you will meet!
Opening Reception
Monday, June 15th from 5:30pm-6:30pm
Reception
Be our guest, get to know your exhibitors as you sip and stroll. A showcase of meaningful professional connections, share strategies for your mission as we serve you savory bites and juicy insights from today’s sessions.
Giveback Reception
Tuesday, June 16th from 5:30pm-6:30pm
CSR
Today’s world demands more than just great experiences at conferences; it calls for meaningful impact and corporate social responsibility (CSR). Last year we successfully hosted our first AICPA Not-for-Profit Conference CSR Reception, and together we assembled over 350 World Vision hygiene kits, providing critical support to first responders during disaster relief efforts. This year, we’re elevating both our experience and our reception by hosting it at Lookout 18, the rooftop lounge at the Gaylord National Resort—a premier hub for high‑impact connections. In partnership with Volunteer Alexandria, we’ll host a meaningful community support activity—paired with great views, an open bar, and appetizers.
On-Site Wellness Opportunities
Sunrise Yoga Class
Tuesday, June 16 from 6:30 - 7:30 AM ET in the Potomac Foyer
Wellness
Begin your day with a revitalizing yoga session! Join our Exhibits and Sponsorship Coordinator, Donna Miller, as she leads you through a soothing slow flow that will invigorate your body and mind, setting a positive tone for the day ahead. Donna, a registered yoga teacher, has been sharing her passion for yoga since 2016. This class is suitable for both beginner and advanced yogis!
Virtual Wellness Opportunity
Tuesday, June 16th from 12:35pm-1:05pm
Wellness
Performance Under Pressure: Breathwork Tools to Recover, Reset + Activate
Financial professionals operate in high-pressure environments where sustained focus and composure are essential. This CPE credited class introduces practical, science supported breathwork techniques that help regulate stress responses, sustain concentration, and improve cognitive performance during demanding work cycles. Participants will learn the underlying science and practical tips about how the breath can help with performance at work and will take away three tools for use over the course of a typical work day: start strong, reset quickly, and wind down effectively for better performance.
Strength & Sculpt
Wednesday, June 17 from 6:30 - 7:30 AM ET in the Potomac Foyer
Wellness
A controlled, low-impact, full-body workout focused on building strength through slow, intentional movement. Expect sculpt-style sequencing using bodyweight, resistance bands, and optional light weights to target the arms, core, glutes and legs. It's grounded, effective, and leaves you feeling stable and re-set to finish the conference strong.