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Roundtable FAQs

Our roundtable meetings are structured so that all participants have an opportunity to gain insights from the discussion by contributing their perspective and experiences, as well as being able to ask questions of their peers.  We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.


We hope this FAQ will answer any questions you may have,  however please feel free to contact us directly if you need additional information.


  • What does it cost to attend?

    Ready for this? Thanks to the support of our sponsors, there is No Charge to attend a Saltzman Associates Roundtable for qualified attendees. Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage and travel reimbursement up to $600.

  • How do I qualify to attend a Saltzman Associate's Roundtables?

    Invitations are sent out by us based on the topic and relevant distribution channel.  If you would like to receive an invitation to a meeting, join our mailing list and you will be added to the distribution list to receive an invitation.  You may also contact us directly at events@saltzmanassociates.com or (704) 243-4512 to be added to our list.

  • Who will be attending the Saltzman Associates Roundtable?

    We are fortunate to regularly host some of the most influential organizations in our industry at our roundtable meetings.  Attendees typically include executives from broker dealers, banks, and credit unions who are tasked with providing guidance and solutions to this critical need for their firm’s clients.  We also include other industry experts, including representatives from insurance companies, asset managers, service providers, marketing organizations and other related firms.  Click Here to view a list of firms that have participated in our roundtables.


  • Can I attend more than one Saltzman Associates Roundtable?

    Absolutely.  The way we plan our meetings, most topics are held two times a year allowing for industry updates to be relevant and conversations to progress.  We encourage all of our participants to attend any of our meetings that are relevant to their business.

  • Should I make my own travel arrangements?

    Yes.  We allow our attendees to make their own travel arrangements to better accommodate your personal schedule.  Feel free to contact us to confirm dates and times needed to be there.   Refer to our travel reimbursement policy for more detail.

  • Do I need to make my own hotel reservation?

    No. Information regarding your lodging needs will be asked during your online registration and from that your reservation will be made.  Please do not contact the hotel directly as a block of rooms have already been reserved for our group.

  • Will there be transportation provided at the airport?

    No.  We allow our attendees to make their own travel arrangements to better accommodate their personal schedule.  Most people will use a taxi or other service such as Uber.  In addition, many of the hotels we use will provide shuttle service.  For qualified attendees, any costs for transportation to and from the airport may be included in your travel reimbursement.

  • May I arrive early or extend my stay?

    Yes. Regarding early arrivals, if your travel schedule does not allow you to fly in the morning of our meeting, we will be happy to accommodate an extra night’s stay at the hotel.  If you would like to extend your stay, we are happy to assist you with those arrangements—however the costs associated with the extra days will be your responsibility.  Often, we are able to secure discounted rates for the extra day(s) you might need.  During the registration process, please make sure that you include your additional dates and someone will contact you to confirm the availability of your request.


  • What is the time format of the meeting?

    Generally, our roundtables start at noon with a group lunch and end the following day at 1:00 pm.  The first day will consist of lunch, a general session, cocktail reception and a group dinner.  The second day will start with a group breakfast followed by the general session and then a group lunch.  The times for individual events may vary, so please make sure to check the time format listed for each meeting on its related page within our website.


  • What should I wear?

    Business Casual attire is recommended. Any themed or formal events requiring alternate attire such as gentlemen's jackets, will be detailed in the preliminary agenda. We recommend dressing in layers as indoor temperatures and individual comfort vary.



  • How do I sponsor a Saltzman Associate's Roundtable?

    Our roundtable meetings are made possible through the financial support of our sponsors.   If you are interested in learning more or sponsoring this event, please contact Steve Saltzman at steve.saltzman@saltzmanassociates.com or by calling (704) 243-4512.

  • What is your travel reimbursement policy?

    Representatives from broker dealers, banks and credit unions will be reimbursed for travel expenses and lodging and meals are complimentary. Reimbursement for travel expenses are available of up to $600, and hotel accommodations (excluding incidentals) are complimentary for the evening of the meeting.

  • What if I have additional questions?

    Feel free to contact us directly with any questions you may have by calling 704-243-4512.

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9218 Skipaway Drive

Waxhaw, NC



+1 704 243 4512

+1 704 243 4513

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