Conference Links

2024 Annual Membership Meeting & Conference

July 26-27, 2024

Washington, D.C.

This year SER members will gather at the Sofitel Hotels & Resorts in Washington D.C. for their Annual Membership Meeting & 2024 Conference. Located in Lafayette Squre, the Sofitel is currently nominated for the prestigious Conde Nast Traveler Readers’ Choice Awards 2024 and was voted as a Top Ten Hotel in Travel & Leisure's World's Best in 2023. Home to the Nation's Capital, downtown D.C. is full of history, attractions, shopping and dining including National Monuments & Memorials, as well as Museums & Art Galleries. Held over two days, the SER conference provides in-depth presentations and discussions related to experts' experiences in financial industry related dispute resolution, as well as one-on-one conversations and networking opportunities.

Overview

Location   SOFITEL HOTELS & RESORTS
806 15th St NW Washington DC 20005 (see details below)
Dates Friday July 26th - Saturday July 27th
 
Sessions Beginning with Lunch on Friday and All Day Saturday
  • FINRA update from FINRA Dispute Resolution Services (FDRS)
  • Themed "A Masterclass On Expert Witness Skills and Mindset", session topics include:
    consulting engagements, report writing, deposition, testimony, cross-examination.
Friday Night  Cocktails and seated dinner hosted at The Sofitel
Keynote speaker: Tom Hardin,
Ex-FBI informant (Tipper X from "Operation Perfect Hedge") turned impactful corporate trainer and keynote speaker, Mr. Hardin advocates for ethical, accountable organizational culture.
After dinner events, Guided Walk outside or Group Trivia inside!

Spouse/ Guest Saturday Lunch

Spouses/guests are invited to come together on Saturday for lunch while members attend conference sessions. (Details forthcoming!) 


Saturday Night
 

Wrap up your conference experience with a trip to the prestigious Army Navy Country Club in Arlington for dinner and a Keynote Speaker (tbd).
Nestled within the privacy of more than 500 scenic acres less than five miles from downtown D.C., Army Navy Country Club combines the Club’s historic grandeur and traditional elegance with its welcoming warmth and modern amenities.

Highlights! New members/First time attendees, inquire about Friday New Member Breakfast.
Numerous networking with fellow members to enhance engagement opportunities.
Things to Do Visit the Washington.org website for events and things to do while you're here!

Why Attend?

"The experience was beyond my expectations from the amount of knowledge I gained over the two days, how friendly and willing to share all of the members were as well as how all the networking sessions played out."
James Karabas, New Member 2023

"The SER Conference is my favorite professional event. The opportunities to learn from and with my respected colleagues have been invaluable to my professional development and foundational to the growth of my practice.” 
Elizabeth Falk, Past President

"Attending the SER Conference is an investment in your career as an expert witness."
 Bruce Foerster, Past President

"Participating at the SER annual conference and networking among fellow members continues my dispute resolution education and adds value to services I provide engaging Attorneys."
Jack Herrmann, Former Board Member


2024 Moderators & Panelists

(click on photo for bio)
 

GUEST SPEAKERS

 

RICHARD W. BERRY, Esq.

Executive Vice President and Director, FINRA Dispute Resolution Services (FDRS)

Peter c. buckley, Esq.

Partner, Fox Rothschild Philadelphia
 Securities Litigation, Shareholder/Partnership Disputes and Real Estate Litigation

VICTORIA CRANE, Esq.

Vice President & Associate General Counsel, Office of General Counsel, Financial Industry Regulatory Authority (FINRA)

tom hardin-Keynote

Ex-FBI informant (Tipper X) turned impactful corporate trainer and keynote speaker, Mr. Hardin advocates for ethical, accountable organizational culture.

Christine Lazaro, ESQ.

Professor, Clinical Legal Education
Director, Securities Arbitration Clinic
St. John's University School of Law

JENICE L. MALECKI, ESQ.

Founder, Malecki Law.
Chair of the NYS Bar Association’s Commercial & Federal Litigation Section’s Securities Arbitration Committee

 

LUCIAN t. PERA, ESQ.

Partner, Adams and Reese LLP, Memphis
Legal ethics work, Media Law, and Commercial Litigation

 

Jennifer Rego

Director of ADR Services
(NE Region)
American Arbitration Association

 

JeFFREY t. ZAINO, ESQ.

Vice President-Commercial Division 
American Arbitration Association

 


MEMBER SPEAKERS
 

ALAN J. BESNOFF

Securities Expert Witness & Litigation Support, LLC

PAUL CARROLL

Sententia, LLC

Ross S. Delston

Law Office of Ross Delston

JERRY DENIGRIS

Riverside Financial Group, LLC

colleen diles

Diles Consulting
 

ELIZABETH FALK

Falk Financial Analysis
In-Coming SER President

ROBERT e. GRAHAM

REG Consulting
Current SER President

David Hinman

Hinman Capital Services, LLC.
 

JOHN IVAN

Oyster Consulting, LLC.
 

Robert N. Jones

Securities Claims Management, LLC.
 

Richard Leisner

Trenam Law

Keith Loveland

Loveland Consulting

ROBERT W. LOWRY

RL Consulting Services Inc.

David F. MacNair

MacNair Consulting, LLC

HOLLIE M. MASON

Kroll

CHARLES w. RANSON

Charles W. Ranson Consulting Group LLC

ROSS TULMAN

TIA Group

gordon yale

Yale Forensics

 


Program / Agenda

See the Agenda


Sponsor / Advertise

Thank you to this year's Sponsors!

~PLATINUM~

 

~GOLD~

~SILVER~

Sponsorship/Advertising Opportunities

Sponsorship Level Cost

Silver: Acknowledgment on conference related registration emails, newsroom, newsletter; your marketing materials included the registration bag; logo on website Sponsor page.

$250
(member)/
$500
(non - member)

Gold: Silver benefits above PLUS logo on Sponsor page and Agenda linked to company website; signage on location.

Sponsor Coffee at Friday Lunch  SOLD
Sponsor Friday Afternoon Coffee Break SOLD
Sponsor Audio/Visual on Friday PM SOLD 
Sponsor Coffee at Saturday Breakfast SOLD
Sponsor Audio/Visual on Saturday AM
Sponsor Saturday Morning Coffee Break 
Sponsor Coffee at Saturday Lunch SOLD
Sponsor Audio/Visual on Saturday PM

$500
(member)/
$1,000
(non-member)

 

Platinum: All Silver and Gold benefits above PLUS company name linked on Agenda; recognition on LinkedIn and Ads.  

Sponsor New Member Breakfast SOLD
Sponsor Appetizers @ Cocktail Hour on Friday SOLD
Sponsor Cocktails on Friday SOLD
Sponsor Dessert @ Friday Dinner 
Sponsor Appetizers @ Cocktail Hour on Saturday SOLD
Sponsor Dessert @ Saturday Dinner

$1,000
(member)/
$1,500
(non-member)

 

 

Platinum Plus/Other Opportunities: All Silver, Gold and Platinum benefits above PLUS

Table/Booth with Marketing Material


5 Minute Presentation in front of attendees @ Member Meeting 

$1,250 (member)/
$2,000 (non-member)

$1,500(member)/
$2,500 (non-member)

To purchase a sponsorship click here, or for additional information,
please email Patricia Koetting or call at 919-967-9040.


Conference Registration Information

 

Registration
Early Bird
thru 5/24/24  
5/25/24-
thru 6/24/24  
     After       
 6/24/24 
Member-Conference & Saturday Night Dinner $1,225  $1,325  $1,425
Member & Guest-Conference & Saturday Night Dinner $1,775 $1,875 $1,975
Member-Conference Only $1,095 $1,195 $1,295
Member & Guest-Conference Only  $1,515 $1,615 $1,715

 

Register Now

Early Registration Ends May 24th. Prices increase on May 25th and again on June 25th. 
 
Member Registration: The registered member fee includes participation in the annual membership meeting; all conference sessions; Friday lunch, cocktail hour, and dinner; and Saturday breakfast and lunch.

Spouse/Guest Registration: The spouse/guest registration fee includes Friday lunch, cocktail hour, dinner; Saturday breakfast. The fee does not include conference materials, attendance at any scheduled meetings or breaks or Saturday lunch. 

Spouse/Guest Lunch (Saturday): A Saturday event for spouse/guests to participate while members are in the conference sessions is in the planning. Details forthcoming.
 
Saturday Dinner: Members are highly encouraged to stay for dinner and the Saturday Keynote address at the prestigious Army Navy Country Club. Nestled within the privacy of more than 500 scenic acres less than five miles from downtown D.C., Army Navy Country Club combines the Club’s historic grandeur and traditional elegance with its welcoming warmth and modern amenities. Transportation will be provided both directions.
 
Non-Member Expert (Invitation Only): Potential members can request an invitation to attend the conference for a $100 premium. If the potential member joins SER after the conference, the $100 premium will be applied to the current year membership.
 
Registration Deadline: Early registration deadline is MAY 24, 2024. (see dates and price increases above).

Meeting Refund/Cancellation Policy: Cancellations received in writing on or before June 24, 2024, will receive a full refund less a $100 per person processing fee. No refunds will be issued for cancellations received after June 24, 2024If SER cancels the conference for any reason at any time, SER members who have paid the registration fee will receive a 100% refund.

Please note: Hotel/Lodging Reservations are a separate reservation from your conference registration. (CONFERENCE REGISTRATION IS REQUIRED PRIOR TO MAKING OVERNIGHT RESERVATIONS) Please see Lodging section
 
SER reserves the right to deny admission to any session to any individual for any reason.

Conference Venue & Lodging

The Sofitel

806 15th St NW Washington DC 20005

Currently nominated for the prestigious Conde Nast Traveler Readers’ Choice Awards 2024, the Sofitel is conveniently located in Lafayette Square only two blocks from the White House and walking distance to local monuments and museums. The hotel draws "inspiration from both the local culture and the French art de vivre" where you will "find a celebration of innovation as well as luxurious touches and design details. Take in a stunning array of Art Deco style in our historic building when you check-in, then settle into your refined room with elegant accents and timeless décor. During your time with us, indulge in our unparalleled amenities to enhance your stay."

THERE ARE A LIMITED NUMBER OF ROOMS BLOCKED FOR THE CONFERENCE, AVAILABLE ON A FIRST COME, FIRST SERVED BASIS. YOU MUST FIRST REGISTER AS AN ATTENDEE AT THE CONFERENCE. HOTEL RESERVATIONS WITHOUT A CONFERENCE REGISTRATION WILL NOT BE HELD.

OVERNIGHT RESERVATION PROCESS: Once you have registered for the conference, please contact the hotel directly to reserve a room by using this customized link to reserve online. (Make sure to click all the way through to confirm your reservation.) You may also call their Reservations Department at (202) 730-8428. Please identify yourself as being with Securities Experts Roundtable to receive the contracted rate. Please advise the hotel of any accessible room requirements as soon as possible so that they may endeavor to fulfill your specific needs. We encourage members to stay at The Sofitel as we have committed contractually to these rooms. It also makes for easy access to all events!
 

RATES: Superior Double or King Room $249 + taxes/Luxury King Room $269 (City Taxes and State/Provincial Hotel Room Tax are currently 15.95%.) 
Complimentary WiFi included in rooms, space and public areas.

HOTEL CUTOFF DATE: A limited number of rooms have been blocked and availability is offered on a first come, first served basis. The cut-off date for accepting reservations into this room block is FRIDAY, JULY 6, 2024. Reservation requests exceeding the room block OR received after 5:00 PM local time at the Hotel on the cut-off date, will be accepted based on a space and rate available basis only. 

HOTEL CANCELLATION/EARLY DEPARTURE POLICY: Should you need to make changes or cancel your overnight room reservation, please contact the hotel at least 72 hours prior to the check-in time to avoid no-show fee OR an early departure fee. 
 
HOTEL CHECK-IN/CHECK-OUT: Check-in time is 3:00PM. The hotel will make every effort to accommodate attendees arriving before the check-in time, however, rooms may not be immediately available. Check-out time is 12:00 noon. Requests to retain rooms beyond that hour should be directed to the Front Desk. If a late check-out is requested, a late departure charge may be applicable.
 
TRANSPORTATION AND PARKING
 
FOR ADDITIONAL INFORMATION AND AMENITIES, PLEASE VISIT THE SOFITEL WEBSITE.