Finance & Fintech Conferences in the U.S. (2026-2027)

The short version: there are 29 major finance, fintech and banking conferences scheduled in the United States between now and the end of 2027. The largest are Money20/20 USA (Las Vegas, October 2026) for fintech, AICPA ENGAGE (Las Vegas, June 2027) for accounting, Schwab IMPACT (Boston, October 2026) for wealth management, and Fintech Meetup (Las Vegas, February 2027) if your goal is volume of scheduled meetings. Every date below was read off the organizer's own site on September 20, 2026.

Finance is not one conference market, it is six. A community bank CEO, a payments product manager, an RIA and a corporate treasurer share almost no events in common, and a single undifferentiated list is useless to all four of them.

Below is the full calendar in date order first, so you can see what collides, then the same events grouped by discipline with detail on each. If you exhibit rather than attend, skip to the last section.

The full U.S. finance and fintech conference calendar

Every event below takes place in the United States and starts on or after September 20, 2026. Dates are the organizer's own published dates as of that date.

Dates verified against each organizer's own website on September 20, 2026. Association conferences in particular change cities year to year, so confirm the venue before booking.

Three things that changed since last year's lists

These are the differences between this calendar and the finance conference roundups that have been circulating since the start of 2026.

Fintech & Payments conferences

The densest part of the U.S. finance calendar and the fastest moving. These events cover payments infrastructure, banking technology, lending and the companies building all three. If you sell into financial institutions, this is where the buyers are.

Money20/20 USA

Dates: October 18-21, 2026
Location: Las Vegas, NV

4 days · in-person · 11,000+ attendees · 300+ sponsors

The largest fintech event in the United States and the one most likely to produce a deal. Four days covering payments, banking, crypto and the money movement stack, with an attendee list that skews heavily toward decision-makers and investors. Dates and registration on the Money20/20 USA site.

Best for: fintech founders and BD leads hunting partnership, funding or enterprise buyer meetings
Skip if: you want deep technical workshops rather than a crowded dealmaking floor

Fintech Meetup

Dates: February 22-24, 2027
Location: Las Vegas, NV
Venue: The Venetian Expo

3 days · in-person · 5,000+ attendees · tickets from $1,400

Built entirely around its meetings program, which schedules tens of thousands of double opt-in meetings across the event. If your goal is volume of qualified conversations rather than sessions, it is the most efficient event in fintech. Qualified banks and credit unions attend free. Dates and registration on the Fintech Meetup site.

Best for: fintech sales leaders and BD teams stacking dozens of pre-matched buyer meetings
Skip if: you came for deep content, keynotes, or technical learning between conversations

FinAI Banking Summit (formerly Bank Automation Summit)

Dates: March 1-2, 2027
Location: Denver, CO
Venue: Westin Denver

2 days · in-person

Focused on AI and automation inside banking operations, renamed from Bank Automation Summit. Practical implementation content aimed at the people actually deploying the systems. Dates and registration on the FinAI Banking Summit site.

Best for: bank operations and technology leads rolling out AI into core workflows
Skip if: you sell to fintech startups or want broad payments industry dealmaking

Nacha Smarter Faster Payments

Dates: April 11-14, 2027
Location: National Harbor, MD
Venue: Gaylord National Harbor Resort & Convention Center

4 days · in-person

Nacha runs the ACH network, which makes this the event where U.S. payments infrastructure changes get explained by the people implementing them. Operational rather than strategic. Dates and registration on the Nacha Smarter Faster Payments site.

Best for: payments operations and ACH compliance staff tracking rule changes before they take effect
Skip if: you want big-picture fintech vision, dealmaking, or startup partnerships rather than rulebook detail

TRANSACT

Dates: April 19-21, 2027
Location: Las Vegas, NV
Venue: Mandalay Bay

3 days · in-person

The Electronic Transactions Association's show, focused specifically on the business of payments technology: acquiring, processing, hardware and the partner economy around them. Dates and registration on the TRANSACT site.

Best for: ISO, merchant acquirer and payfac execs hunting distribution partners and processing deals
Skip if: you build consumer fintech apps or crypto and need investor-heavy programming

FinovateSpring

Dates: May 3-5, 2027
Location: San Diego, CA
Venue: Gaylord Pacific Resort & Convention Center

3 days · in-person · 1,200+ attendees

Finovate's format is its differentiator: seven-minute live demos with no slides. The fastest way to see what is actually shipping in financial technology rather than what is being promised. Dates and registration on the FinovateSpring site.

Best for: bank and credit union product leads scouting vendors they can deploy this year
Skip if: you want deep technical workshops or long-form strategy sessions over rapid-fire demos

FinovateFall

Dates: September 14-16, 2027
Location: New York, NY
Venue: The Marriott Marquis Times Square

3 days · in-person · 2,000+ attendees

The larger of Finovate's two U.S. events, in New York and timed to the fall funding cycle. Same demo-driven format, with a heavier investor presence. Dates and registration on the FinovateFall site.

Best for: fintech founders raising a Series A and bank innovation heads scouting vendors
Skip if: you want deep technical sessions rather than seven-minute product pitches

Banking & Credit Unions conferences

Association-run conferences for bank and credit union leadership. Policy, regulation, M&A and the operational reality of running a depository institution. Membership often lowers the ticket price substantially.

ABA Annual Convention

Dates: October 25-27, 2026
Location: Salt Lake City, UT
Venue: Salt Palace Convention Center

3 days

The American Bankers Association's flagship, aimed at bank CEOs and senior leadership. Policy, regulation and industry direction rather than tactics, with the ABA's political weight on display. Dates and registration on the ABA Annual Convention site.

Best for: bank CEOs and board-level executives tracking legislative shifts and peer benchmarking
Skip if: you need vendor demos or hands-on product training for day-to-day operations

Acquire or Be Acquired

Dates: February 7-9, 2027
Location: Phoenix, AZ

3 days · in-person · tickets from $2,495

Bank Director's M&A conference and the most concentrated gathering of bank executives and board members thinking about buying, selling or merging. Blunt about valuations in a way most industry events are not. Dates and registration on the Acquire or Be Acquired site.

Best for: bank CEOs, CFOs and directors weighing a sale, purchase or merger
Skip if: you handle daily operations or lending and have no deal mandate

ABA Conference for Community Bankers

Dates: February 14-16, 2027
Location: Chula Vista, CA
Venue: Gaylord Pacific Resort & Convention Center

3 days

Built for community bank leadership specifically, with content pitched at institutions where the CEO still knows most of the commercial borrowers by name. Practical rather than policy-heavy. Dates and registration on the ABA Conference for Community Bankers site.

Best for: community bank CEOs and senior executives seeking operational tactics they can apply immediately
Skip if: you run a regional or national institution needing regulatory and policy depth

ICBA LIVE

Dates: March 1-4, 2027
Location: Las Vegas, NV
Venue: Fontainebleau Las Vegas

4 days · in-person · 200+ exhibitors · tickets from $1,575

The Independent Community Bankers of America's annual convention. Community banking's largest gathering, mixing advocacy, peer networking and a sizable vendor hall. Dates and registration on the ICBA LIVE site.

Best for: community bank CEOs and directors seeking policy influence, peer contacts and core vendor comparisons
Skip if: you run a regional or national bank where small-institution regulatory concerns rarely apply

CBA LIVE

Dates: March 15-17, 2027
Location: Orlando, FL

3 days · in-person

The Consumer Bankers Association's annual conference, centered on retail banking: deposits, lending, fraud and the regulatory environment around consumer products. Dates and registration on the CBA LIVE site.

Best for: retail banking executives owning deposit growth, consumer credit, or compliance strategy
Skip if: you work in commercial, wealth, or fintech infrastructure rather than consumer products

The Financial Brand Forum

Dates: April 5-7, 2027
Location: Las Vegas, NV
Venue: Aria Resort & Casino

3 days

The main conference for marketing and growth leaders at banks and credit unions. Strong on acquisition, digital experience and brand in a sector where those disciplines are often underfunded. Dates and registration on the The Financial Brand Forum site.

Best for: bank and credit union CMOs building customer acquisition and digital experience roadmaps
Skip if: you handle core processing, lending ops or compliance rather than growth marketing

ABA Risk and Compliance Conference

Dates: May 18-20, 2027
Location: Baltimore, MD
Venue: Baltimore Convention Center

3 days

Where bank risk and compliance functions compare notes on examinations, BSA and AML programs, and the shifting regulatory perimeter. Dry, and genuinely useful if that is your job. Dates and registration on the ABA Risk and Compliance Conference site.

Best for: bank BSA officers and compliance heads preparing for exams and supervisory change
Skip if: you want fintech partnership deals or vendor demos rather than regulatory detail

Wealth Management & Advisors conferences

Events for RIAs, financial planners and the custodians and technology vendors that serve them. The independent advisor market has more conferences per capita than almost any other part of finance.

NAPFA Fall National Conference

Dates: October 14-17, 2026
Location: Atlanta, GA
Venue: Hyatt Regency Atlanta

4 days · in-person · 400+ practitioners · 60+ exhibitors

The fee-only planner association's fall meeting, smaller and more practice-focused than the big custodian conferences. Sessions lean toward the mechanics of running an RIA rather than market outlook. Dates and registration on the NAPFA Fall National Conference site.

Best for: fee-only RIA owners refining firm operations, compliance, and succession planning
Skip if: you want market outlook keynotes or a large custodian's tech expo floor

Schwab IMPACT

Dates: October 27-29, 2026
Location: Boston, MA

3 days · in-person · tickets from $1,995 (standard rate); $2,300 on-site

The largest gathering of independent registered investment advisors in the country. Schwab's custodial platform is the anchor, but the agenda covers practice management, succession and technology broadly. Dates and registration on the Schwab IMPACT site.

Best for: RIA principals scaling their firms, planning ownership transitions, or reviewing custodial and tech stacks
Skip if: you custody elsewhere and want vendor-neutral content rather than a Schwab-centered agenda

FPA SUMMIT

Dates: November 9-11, 2026
Location: National Harbor, MD
Venue: Gaylord National Resort

3 days · in-person

The Financial Planning Association's annual conference for CFP professionals. Heavier on the planning craft and client relationships than on products, and a reliable source of continuing education credits. Dates and registration on the FPA SUMMIT site.

Best for: CFP practitioners deepening advice technique and client work while earning CE hours
Skip if: you're sourcing asset managers, fintech vendors, or distribution deals on an exhibit floor

Future Proof Citywide

Dates: March 14-17, 2027
Location: Miami Beach, FL
Venue: South Beach, citywide

4 days · in-person · 6,000+ attendees · 200+ sponsors · tickets from $395

The wealth management event that broke the conference-center format, run across a city rather than inside a hall. Skews young, technology-forward and heavily toward independent advisors. Dates and registration on the Future Proof Citywide site.

Best for: independent RIA founders and fintech partners hunting new tools, talent and referral relationships
Skip if: you need structured CE sessions and a tidy single-venue schedule

T3 Technology Conference

Dates: March 22-25, 2027
Location: Las Vegas, NV
Venue: Cosmopolitan Hotel & Resort Las Vegas

4 days · in-person

The advisor technology conference. Vendors launch here, and the annual T3 software survey gives the event an unusually concrete evidence base for what advisors actually use. Dates and registration on the T3 Technology Conference site.

Best for: RIA operations leads and advisors choosing or replacing their core tech stack
Skip if: you want investment strategy and practice growth content rather than platform demos

NAPFA Spring National Conference

Dates: May 5-9, 2027
Location: San Diego, CA
Venue: Hilton San Diego Bayfront

5 days · in-person · 400+ practitioners · 60+ exhibitors

The larger of NAPFA's two annual meetings, for fee-only financial advisors. Practice management, planning technique and the business of running an independent firm. Dates and registration on the NAPFA Spring National Conference site.

Best for: fee-only RIA owners and lead planners sharpening advice craft and firm operations
Skip if: you sell commission products or need enterprise broker-dealer and wirehouse audiences

Accounting & CPA conferences

Conferences for CPAs, auditors and accounting practice owners, most carrying substantial CPE credit. The technical events and the practice-growth events attract quite different crowds.

AICPA & CIMA Conference on Current SEC and PCAOB Developments

Dates: December 7-9, 2026
Location: Washington, DC
Venue: Washington Hilton

3 days · hybrid · tickets from $1,945, non-members $2,595

The technical accounting event of the year. Regulators speak directly, and what is said here often sets the tone for how filings and audits are handled the following year. Essential for SEC registrants and their auditors. Dates and registration on the AICPA & CIMA Conference on Current SEC and PCAOB Developments site.

Best for: controllers, technical accounting leads and audit partners serving public filers
Skip if: you advise private companies and need practical close or tax workshops

AICPA Personal Financial Planning Symposium

Dates: January 25-27, 2027
Location: Nashville, TN
Venue: JW Marriott Nashville

3 days · in-person · tickets from $1,625, non-members $2,200

A focused event for CPAs who advise on personal financial planning, tax and estate matters. Smaller than ENGAGE, and correspondingly more specialized. Dates and registration on the AICPA Personal Financial Planning Symposium site.

Best for: CPAs building advisory practices around wealth, tax and estate client work
Skip if: you want broad accounting tracks and a large vendor hall like ENGAGE

AICPA ENGAGE

Dates: June 7-10, 2027
Location: Las Vegas, NV
Venue: ARIA Resort & Casino

4 days · in-person · tickets from $2,195

The largest AICPA event of the year, effectively several conferences running in parallel across tax, audit, personal financial planning, technology and practice management. Priced accordingly, with strong CPE value. Dates and registration on the AICPA ENGAGE site.

Best for: CPA firm partners and practice leaders banking a year's CPE across multiple specialties
Skip if: you want a focused single-track deep dive rather than a sprawling multi-conference schedule

Scaling New Heights

Dates: June 27-30, 2027
Location: Orlando, FL
Venue: Orlando Marriott World Center

4 days · in-person · 1,000+ accountants and bookkeepers · 100+ solution providers · tickets from $1,095

The main conference for accounting and bookkeeping practice owners, focused on the technology stack and the business model rather than technical accounting. Strong community around it. Dates and registration on the Scaling New Heights site.

Best for: firm owners rebuilding their app stack, pricing, and advisory service model
Skip if: you need CPE on tax law, audit standards, or technical compliance updates

Corporate Finance & Treasury conferences

For finance teams inside operating companies rather than financial institutions: treasury, FP&A, controllership and the systems behind them.

AFP Finance & Treasury Conference

Dates: November 8-11, 2026
Location: Las Vegas, NV
Venue: Mandalay Bay Convention Center

4 days · in-person · 7,000+ attendees · 200+ solution providers · tickets from $1,600

The Association for Financial Professionals' annual meeting and the main event for corporate treasury and FP&A teams. Strong on payments operations, liquidity, risk and the technology that runs them. Dates and registration on the AFP Finance & Treasury Conference site.

Best for: corporate treasurers and FP&A leads benchmarking cash, payments and banking technology stacks
Skip if: you work in buy-side investing or want deep certification-style coursework

Gartner Finance Symposium/Xpo

Dates: June 2-4, 2027
Location: National Harbor, MD
Venue: Gaylord National Resort & Convention Center

3 days · in-person · 2,500+ attendees · 80+ solution providers

Gartner's event for CFOs and finance leaders, built on the firm's research agenda. The included analyst meetings are the real draw, as with Gartner's other symposia. Dates and registration on the Gartner Finance Symposium/Xpo site.

Best for: CFOs and finance VPs wanting one-on-one analyst time to pressure-test strategy
Skip if: you want peer-led war stories rather than sessions shaped by one firm's research

Investment & Capital Markets conferences

Allocator and manager gatherings across private equity, private credit, hedge funds and alternatives. Meetings-driven, senior, and priced for institutional budgets.

SuperReturn North America

Dates: February 1-3, 2027
Location: Hollywood, FL
Venue: Signia by Hilton Diplomat Beach Resort

3 days · in-person · 800+ attendees

The North American edition of the private capital series, built around LP and GP meetings. Expensive, senior, and organized so that most of the value comes from scheduled conversations rather than panels. Dates and registration on the SuperReturn North America site.

Best for: GPs raising North American funds and allocators sourcing new manager relationships
Skip if: you need educational content or lack the seniority to secure meetings

iConnections Global Alts Miami

Dates: February 22-25, 2027
Location: Miami Beach, FL
Venue: Miami Beach Convention Center

4 days · in-person

One of the largest allocator and manager gatherings in alternatives, run on a meetings-first model. Attendance skews to hedge funds, private credit and the institutions that fund them. Dates and registration on the iConnections Global Alts Miami site.

Best for: hedge fund and private credit IR teams booking allocator capital-raise meetings
Skip if: you want conference programming and thought leadership rather than a packed meeting schedule

Milken Institute Global Conference

Dates: May 2-5, 2027
Location: Beverly Hills, CA
Venue: The Beverly Hilton & Waldorf Astoria Beverly Hills

4 days

Less a finance conference than an annual gathering of capital, policy and industry leadership. Expensive and invitation-weighted, with an agenda spanning finance, health and geopolitics. Dates and registration on the Milken Institute Global Conference site.

Best for: fund principals and C-suite decision makers seeking senior LP, policy and industry access
Skip if: you need tactical deal sourcing or open-door networking without an invitation

How to choose which ones to attend

Finance conferences are expensive, and several on this list run north of $2,000 before travel. The question worth asking is which two or three change something about how you work or who you know.

One quirk of this market worth knowing: several of these events are effectively free for the right attendee. Fintech Meetup hosts qualified banks and credit unions at no cost and contributes toward travel, and client-side association members attend a number of the ABA and AICPA events at member rates that are a fraction of the public price. If you work at a financial institution, check the hosted-buyer or member track before you buy a standard pass.

If you are exhibiting rather than attending

Exhibiting at a finance conference carries a problem the rest of the trade show world does not have to think about as hard: the follow-up has to survive compliance review. A lead record that is just a name and a job title is not only weak, it is difficult to action at all when the institution on the other side has procurement and vendor risk processes waiting.

The common failure is familiar. A team scans a few hundred badges across three days, the file lands the following week as a spreadsheet, and by the time anyone has enriched it and cleared a message the buyer has moved on. The scanning is not the hard part. The gap between the scan and a complete, CRM-ready record is.

Conference calendars for other industries

This page covers finance and fintech. We maintain the same verified calendars for these:

Technology conferences and trade shows

Marketing conferences and trade shows

Sales conferences and trade shows

Insurance conferences and trade shows

Legal conferences and trade shows

Finance conference questions, answered