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date

November 6-8, 2024

location

Nashville, TN

Agenda

Registration for SEI's 2024 Immersion User Conference is now closed.

Experience a dynamic, invitation-only event built exclusively for family offices.

Our in-depth product trainings, roundtable discussions, interactive demos, tutorials, and expertly crafted tips and tricks come together to deliver actionable takeaways that help you do more in the Archway Platform. 

Immersion is SEI’s signature family office event, where you'll discover how to operate more efficiently, connect to the power of SEI’s family office community, and deliver better financial insights.

Why attend Immersion 2024?

  • Educational content. Immersion features a three-way concurrent agenda offering a wide array of topics and delivery formats that appeal to both family office executives and system users alike.
  • Hands-on platform training. SEI’s team of experts lead a variety of CPE-accredited sessions that range in subject matter and complexity, so you can choose a personalized training program that best suits your role.
  • Curated roundtable discussions. Whether our community members are enjoying a casual meal or participating in small group dialogues during our educational sessions, we facilitate intentional conversations that connect and inspire our community.
  • Networking opportunities. Connection is at the heart of everything we do, which is why Immersion features breakfast roundtables, extended coffee breaks, and evening receptions that enable attendees to build meaningful relationships with their peers.

What's on the agenda? 

Whether you’ve recently joined the SEI community or have known us for years, Immersion sessions are designed to arm you with new knowledge, stronger skills, and wider networks.

Our dynamic agenda features sessions focused on gaining expertise in traditional areas, like how to leverage reporting, handle accounts payable, analyze investment performance, and track alternative investments. We’re also bringing you new specialized content, such as managing your central office, transferring ownership interests, and administering complex partnership constructs. 

Plus, if you’re interested in getting up to speed or refreshing your Archway Platform basics before you head to Nashville, join us the week prior to Immersion for our virtual New User Workshop on Tuesday, October 29.

Check out the agenda.

Where is it being held? 

This event will be held at the Omni Nashville, in the heart of Nashville’s world-renowned country music scene.

Important: Hotel reservations will be booked through SEI’s discounted room block when you register for the conference. Please do not reach out to the hotel to reserve your room(s). Hotel and travel costs are not included in the Immersion registration fee and are the responsibility of the attendee. Attendees will be required to provide payment for their room reservation at check-in. The cutoff date for hotel reservations at the discounted rate (subject to room availability) is Friday, October 4.

Learn more about the venue.

How much does Immersion 2024 cost to attend?

Immersion User Conference

November 6-8

Experience the full in-person event including 18 educational sessions to choose from, opportunities to earn CPE credits, and exciting evening events.

$1,200

Register for Immersion 2024 →

New User Workshop

October 29

Reserve your spot at our virtual training program focused on understanding the fundamentals of the Archway Platform before heading to Nashville.

$300

Register for the New User Workshop →

Questions?

Email SEI’s Events team.