Free · Live online · Dec 1–2, 2026 · 1:30–3:00 PM CT

The IB down the road isn’t your competition.

Grow Together: The IB Community Conference

Two free afternoons of training for IB owners and their associated persons. Your APs know your clients better than anyone, so bring the whole team and grow your book together.

Why we’re doing this

A stronger industry is good for every IB in it.

IBs spend a lot of energy treating each other as rivals. Meanwhile the real work gets harder every year: helping hedgers, producers, commercial firms and individual traders use futures and options markets that were built for them, whether that’s grains, energy, metals, financials or softs.

This conference is about pulling in the same direction: better communication, better-trained brokers, more referrals, and an IB community that grows together instead of fighting over the same accounts.

For IB owners

Your APs know your clients best. Give them the training.

They’re on the front line

Your APs take the calls, hear the concerns and earn the trust. Better-trained APs mean better-served clients.

The Series 3 is the start

Passing the exam doesn’t make anyone an expert. Two afternoons of practical skills your team can use the next morning.

One sign-up, whole team

The agenda

Two days, 90 minutes each

DAY 1Tue, Dec 1 · 1:30–3:00 PM CT

Grow the industry, grow your business

Our industry today, and why we’re hosting these conferences
Communication that works with clients, with each other, inside your shop, and with your FCM
Customer focus: what’s happening across the markets, and why futures and options were made for our clients
Staying trained and sharp, because passing the Series 3 doesn’t make you an expert
The 3-step call process for turning a lead into an account

DAY 2Wed, Dec 2 · 1:30–3:00 PM CT

Build your pipeline, together

Lead generation that works for an IB and its APs
Writing your 1–2 year and 3–5 year business plan
Why referrals matter, and how to ask for them
The case for doing more together as a community
A first look at supervision, cybersecurity and succession, the focus of our next IB series

Presented by [PRESENTER NAMES, TITLES]. Can’t make it live? Every registrant gets the recordings.

Let’s talk first.

Want to know whether this is right for your team? Call us. We’d like to hear what’s working at your shop and where you’d like to grow. The community starts with that call.

Ask for Steve Georgy, President, or Greg McBride, Director of Brokerage.

800-262-7538

Reserve seats for you and your team

Free. Register yourself, then add your APs. Everyone gets their own join link and calendar invite.

You’re registered.

Watch your inbox for calendar invites and join links for you and every AP you added. Questions? Call 800-262-7538.

Something went wrong. Please try again, or call us at 800-262-7538 and we’ll register you by phone.