The Money Management Institute’s 2026 Annual Meeting in Boston was a fantastic three days of learning and networking. Many thanks to the Board, the Conference Committee and the entire MMI staff for all the work that went into this event that kept 650 of my friends and clients on the edge of their seats the entire time. The highlight of the conference was the final day thanks to our successful candidate Craig Pfeiffer for his over a decade of hard work guiding the association to where it is today. Member engagement is at an all time high, programs are impactful as Paul Zettl takes over leading that effort, and the finances are secure and growing.
Thanks to Craig’s guidance and the countless hours of service by current and former board members and the entire membership, the MMI enjoys a stellar reputation. It made our search for the next CEO really interesting because of the fantastic candidates that stepped forward with interest in this highly visible and impactful leadership position. We look forward to an announcement on the outcome of the search in the coming weeks before the end of the year.
Fun to share some memories of the all interesting visits I had with friends and clients in Boston last week.