Terms & Conditions

Attendee registration fees are nonrefundable, however you may send a substitute from your company to the Forum 2025 in your place. To transfer your ticket to a co-worker, please send an email to our Attendee Concierge.

Privacy Policy

1. DATA COLLECTED. While using this website, we may ask for certain personally identifiable information. When registering for the Conference, we ask attendees to provide us with their name, employer, title/role, email address, phone number, mailing address, and the type/size of the company/organization they work for.

We also collect information that browsers send whenever someone visits our website. This data may include the time and date of website visits, IP addresses, browser type, browser version, pages visited, time spent on those pages, cookie identifiers (if/when allowable), geographic location, and other similar information/statistics related to the usage of this website. Nearly all of the web usage data we collect is anonymous and The Financial Brand cannot directly connect any of it back to the personally identifiable information. To see what data we have on record for you, please send us a request in an email.

2. COOKIES. By visiting our site, third parties may place cookies within your browser(s) for targeted advertising purposes, if/when allowable.

3. CREDIT CARD PAYMENT INFORMATION. The Financial Brand does not collect nor store any credit card information. All credit card transactions for the Conference are handled by third parties.

4. USE OF DATA. The Financial Brand, our partners, and Conference sponsors may use personally identifiable information data in the following ways:

a. Conference Communications. The Financial Brand, our partners, and Conference sponsors may use personally identifiable information provided by attendees when registering for communications related to the Conference, including invitations to dinners, private functions, parties, and other similar offers. The Financial Brand will also send email newsletters to everyone participating in the Conference. If you don’t want The Financial Brand to contact you, please send us a request in an email, but be advised that you will not receive any emails from us about the Conference (e.g., how to pay your invoice, where to check-in, changes to the schedule, surveys about your preferences and dietary restrictions, etc.).

b. Conference Attendee List. The Financial Brand publishes and circulates a list of Conference attendees that includes the following information specific to each attendee: company/organization name; title/role; city; state or country; company’s asset tier (applicable to banking providers and financial institutions only). This list is publicly distributed online, in print, and via email. If you don’t want to be included in this database, please send us a request in an email.

c. Attendee Direct Mail List. Conference sponsors will receive a list of all attendees at the Conference, including each attendee’s name, title/role, employer, mailing address, and the type/size of the company/organization they work for. If you don’t want to be included in this spreadsheet, please send us a request in an email.

d. Attendee Email List. A limited number of Conference sponsors will receive a lit of all attendees at the Conference, including each attendee’s name, title/role, employer, email address, mailing address, and the type/size of the company/organization they work for.  If you don’t want to be included in this database, please send us your request in an email.

e. Badge Scanning. Conference badges worn by every attendee will include a QR code (or similar identifier) linking to each attendee’s personally identifiable information, including name, title/role, employer, mailing address, email address, phone number, and the type/size of the company/organization they work for. Anyone allowing a Conference sponsor to scan the QR code on their badge is giving that sponsor access to this information and granting them permission to use that information for marketing and communication purposes. Whenever a sponsor scans a badge, any issues surrounding how that data is stored, used and managed becomes the sponsor’s responsibility, and they are required to adhere to whatever privacy policies and/or data management regulations may apply.

f. Advertising. Data collected by The Financial Brand may be used by third parties to target advertising on other sites based on your online activity.

g. Sale of Data. In the context of California’s CCPA rules, The Financial Brand does not “sell” your data to any third party with the exceptions noted in items (b), (c), (d), and (e) in this section. If you don’t want your data/information circulated to Conference sponsors, please let us know and send us a request in an email.

5. OPT OUT. Attendees can be removed from all email marketing campaigns related to the Conference and/or request that The Financial Brand stops sending them any emails by sending us a request. It is also possible to opt out of targeted advertising campaigns by visiting networkadvertising.org/choices where online advertising preferences can be managed.

6. SECURITY. The Financial Brand takes precautions to protect everyone’s information. When someone submits sensitive information via our website, that information is protected both online and offline. Only employees and agents of The Financial Brand who need the information to perform specific job functions (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which personally identifiable information is stored are kept in a secure environment. If The Financial Brand ever experiences a data breach and/or personally identifiable information is compromised, we will contact all those impacted within 72 hours from the time the breach is first discovered.

7. CHANGES. This Privacy Policy may change from time to time, and all updates will be posted on this page.

If you feel that The Financial Brand and/or Conference sponsors are not abiding by this privacy policy, please contact us immediately.

This Code of Conduct outlines expectations for all participants at the Conference, including attendees, speakers, conference staff, sponsors,  exhibitors, guests, and family/friends of the aforementioned. Registration for- and participation in the Conference is considered an expressed agreement to abide by this code of conduct. Similarly, anyone wearing a Conference badge is agreeing to abide by this code of conduct.

Whenever Conference participants engage with others — including Conference staff, hotel staff, and fellow participants — whether that interaction occurs online, in person, in the Conference mobile app, or otherwise, they agree they will:

• Maintain a respectful, considerate, and courteous attitude;
• Secure their belongings and be mindful of their surroundings to ensure their safety;
• Not harass anyone (physically, emotionally, sexually, or otherwise);
• Not badger, abuse, or demean others;
• Not threaten others, nor engage in acts of aggression or violence of any kind;
• Not carry any weapons of any kind;
• Not engage in lewd or obscene behavior, nor make lewd or obscene comments;
• Not engage in any acts of discrimination, bigotry, or hate speech;
• Not record, broadcast or livestream any speaker, session or presentation without prior express permission from The Financial Brand;
• Not sell or promote their company’s products or services unless they are an official Conference sponsor.

Unacceptable behavior includes (but is not limited to) unwanted verbal attention, unwanted touching, unwanted sexual advances, intimidation, stalking, shaming, or bullying. Harassment presented in a joking manner is still harassment and constitutes unacceptable behavior. Retaliation for reporting harassment is also unacceptable, as is reporting an incident in bad faith. Discrimination on the basis of gender or gender identity, sexual orientation, age, disability, physical appearance, race, religion, national origin, or ethnicity will not be tolerated.

Reporting Code of Conduct Violations. If you are impacted by- or witness anyone failing to adhere to this code of conduct, please contact a member of The Financial Brand or someone on the Conference team immediately. If you find yourself in a situation that is concerning or could be dangerous, please notify a member of The Financial Brand, someone on the Conference team, and/or hotel security immediately. In the event of an emergency, please contact local authorities immediately utilizing 911.

Please report any situation that is not in compliance with these polices to The Financial Brand by calling or texting 206-661-5070. If the matter is not urgent, we can be reached via email: hello@thefinancialbrand.com.

Consequences of Violating the Code of Conduct. Unacceptable behavior will not be tolerated. The Financial Brand reserves the right to escort any individual from the Conference who is not complying with this code of conduct. Violators may be permanently expelled from the Conference, and have their Conference badge revoked. Violators may also be banned from registering for- or attending any future Conferences hosted by The Financial Brand. Furthermore, anyone who may be engaging in criminal behavior or behavior that creates a hostile environment for attendees may face legal action, either civil, criminal, or both.

The following guidelines and recommendations are based on input from the U.S. Centers for Disease Control & Prevention (CDC), the World Health Organization (WHO), the U.S. Department of Health & Human Services (HHS), the National Institute of Health (NIH), and the Southern Nevada Health District (SNHD). To help protect the health and wellness of everyone, all participants and attendees at the Conference agree to adhere to these policies.

GENERAL HYGIENE & SANITATION. Masks, latex/nitrile gloves, hand sanitizer and disinfectant wipes will be made available to those who request them.

• Wash your hands frequently, particularly before eating, after using the restroom, and taking smoke breaks.
• Avoid touching your eyes, nose, and mouth unless you’ve just washed your hands.
• If you sneeze or cough, cover your mouth with your sleeve into a flexed elbow.
• Clean and disinfect objects and surfaces that are frequently touched.

SIGNS OF ILLNESS. Should you develop any symptoms of illness (e.g., sneezing, coughing, fever, shortness of breath and other respiratory issues, sore throat, tiredness, aches, nasal congestion, runny nose, diarrhea, etc.), during the Conference or while traveling to it, please immediately inform both the Aria Resort & Casino and The Financial Brand. If you suspect that you are ill, please wear a mask at all times, and remain in your hotel room. Avoid contact with people, and warn anyone you may interact with — specifically housekeeping staff and room service — that you may be ill. Anyone who appears to have the flu, a cold, or other similar illness will not be allowed to participate in the Conference.