AICPA Personal Financial Planning Symposium
Organized by American Institute of Certified Public Accountants (AICPA)
The 2027 PFP Symposium is where top CPA financial planners and other professional financial professionals gather to take their expertise to the next level.
- Dates
- Jan 25-27, 2027
- Location
- Nashville, TN
- Deadline
- Dec 11, 2026
- Attendees
- 500
- Vendors
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About this conference
The 2027 PFP Symposium is where top CPA financial planners and other professional financial professionals gather to take their expertise to the next level. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics. Explore the latest strategies to solve your client's challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance. Engage in interactive sessions, gain insights from experts, and connect with peers who are shaping the future of financial planning. Whether you're looking to refine your practice, expand your network, or explore emerging trends, this event delivers the tools and inspiration you need. From dynamic discussions to networking over meals and receptions, the PFP Symposium is more than a conference—it's an immersive experience designed to help you thrive in today's evolving financial landscape.
Sponsorship options
The conference offers various exhibit and sponsorship opportunities to connect with financial planning leaders. These typically include material sponsorships (e.g., lanyards, welcome gifts, notebooks), technology sponsorships (e.g., Wi-Fi, mobile app), networking sponsorships (e.g., activity sponsor, reception, lunch, breakfast, coffee breaks), and dedicated tabletop exhibit spaces.
Attendee roles and functions
Roles and teams represented at AICPA Personal Financial Planning Symposium
Conference verticals
Public-sector and commercial markets covered by this event
Vendors at this conference
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See sponsors, exhibitors, and vendors attending this conference.