Fund Assembly
How and when will I receive Fund Assembly materials?
Your Fund Assembly conference name badge and materials will be available at the Fund Assembly pre-registration check-in desk.
Fund Assembly Conference Manual
- All attendees receive a digital manual. A link to download the manual will be sent via email in advance of Fund Assembly. It is recommended to save the file on your personal device. We encourage all in-person attendees to download the digital manual before the event starts to ensure a smooth, seamless experience and to be fully prepared.
- If you ordered a printed manual, it will be provided when you pickup your conference materials at the Fund Assembly pre-registration check-in desk.
What are the scheduled events for Fund Assembly?
View the current Fund Assembly schedule here.
- Thursday Lunch on Thursday, May 15 from 1:00 pm - 2:00 pm.
- Welcome Reception on Thursday, May 15 from 5:30 pm – 7:30 pm at the Expo.
- Friday Breakfast on Friday, May 16 from 8:00 am - 9:00 am.
- Friday Luncheon on Friday, May 16 from 1:00 pm - 2:00 pm.
- Friday Gala on Friday, May 16 from 6:30 pm – 9:00 pm in the Floridian ballroom.
- Saturday Breakfast on Saturday, May 17 starts at 8:30 am and is included during the workshop.
No other social events have yet been announced; please check back for further details.
What should I wear?
Educational Sessions
- Business casual attire is appropriate. It is recommended to wear pants, long sleeved shirt or top, a jacket or sweater when in the air conditioned ballrooms.
Friday Gala
We are so excited to see you at the gala! The dress code is semi-formal; think of it as a step up from your office attire, but not quite as fancy as a formal event. The gala starts at 6:30 pm, so dress to impress and get ready to have a fabulous evening!
- Women
- Short afternoon or cocktail dress
- A “little black dress”
- Long dressy skirt and top
- Dressy separates
- Men
- Dark, business suit
- Matching vest (optional)
- Dress shirt
- Tie
- Leather dress shoes and dark dress socks
When and where will Fund Assembly be held?
Fund Assembly will be held May 15-17, 2025, at the Signia by Hilton Orlando Bonnet Creek.
Signia by Hilton Orlando Bonnet Creek
14100 Bonnet Creek Resort Lane
Orlando, FL 32821
Phone: 1-(407)-597-3600
https://hiltonbonnetcreek.com
Driving directions: https://hiltonbonnetcreek.com/map-directions/our-location
When should I plan to arrive at Fund Assembly?
Allow plenty of time (at least one hour recommended) to park, check in at the hotel and Fund Assembly at the Registration Desk.
- The Registration Desk will open at 9:00 AM on Thursday, May 15.
- The Education Session begins at 11:00am on Thursday, May 15.
Will Fund Assembly be filmed and photographed?
Yes. We’ll have videographers and photographers on-site to record the action at Fund Assembly. By attending this event, you give consent to The Fund to possibly be photographed and videotaped. Photos and video footage will be used for broadcasting and social media purposes.
Does the Fund Assembly have a code of conduct policy?
Yes. We all deserve to work and participate in events with a professional environment in which we are treated with dignity and respect.
The Fund is committed to creating such an environment because it brings out the full potential in each of us, which, in turn, contributes directly to our business success.
The Fund is an equal employment opportunity employer and is committed to hosting events and providing a work environment free of discrimination and from abusive, offensive or harassing behavior.
Unacceptable behavior, such as offensive comments, intimidation, inappropriate physical conduct and unwelcome sexual attention at Fund Assembly functions will not be tolerated.
Consequences for participants violating the Fund Assembly Code of Conduct will include expulsion from the Fund Assembly event and there will be no refund of registration or other fees.
Complaints should be brought to the immediate attention of any Fund staff person present. Alternatively, complaints may be emailed to concerns@thefund.com.
The Fund Assembly Code of Conduct applies to participants, vendors, guests and Fund employees.
Registration
How do I change my name on my name badge?
Name badge changes may be made with Fund personnel at the Registration desk after arrival to the Signia by Hilton Orlando Bonnet Creek.
How do I make a change to my Fund Assembly registration?
Changes may be made online or call 407-240-3863 or toll free 800-336-3863 and ask for the Conferences and Events Department.
After April 23, 2025, changes may be made with Fund personnel at the “Onsite Registration” desk after your arrival to the Signia by Hilton Orlando Bonnet Creek.
How do I register?
Registration opens February 2025. You can register online by visiting the Registration page.
I can't attend the full conference. Is partial or daily registration available?
No partial or daily registration is offered.
May I bring a guest?
Absolutely! Additional guest tickets can be purchased at the Fund Assembly Onsite Registration desk.
- Thursday reception tickets are $65.
- Friday luncheon tickets are $55.
- Friday gala tickets are $125.
Guest tickets do not provide access to attend the educational sessions.
What is included in the Fund Assembly price?
- Admittance to education sessions
- Conference materials
- Thursday lunch
- Thursday reception
- Friday luncheon
- Friday gala
- Friday and Saturday breakfasts
- Refreshment breaks
- Discounted Daily self-parking at the Signia by Hilton Orlando Bonnet Creek. Pick up your pass at Registration.
- FREE WiFi
Please note: No discount is offered for not attending the Thursday Lunch, Thursday Reception, Friday Lunch, Friday Gala, Friday and Saturday Breakfasts.
What is the cancellation policy?
If you cannot attend, your cancellation may be made online or emailed to events@thefund.com on or before Wednesday, April 23, 2025.
Refunds are subject to a $50 processing fee.
No refunds will be issued after April 23, 2025 deadline.
What is the cost to attend?
| In-Person | ||
|---|---|---|
| Member | Non-Member | |
| Early Bird Ends Mar. 7 | $725 | $875 Save $85 on Standard |
| Standard Ends Apr. 23 | $810 Save $65 on On-Site | $960 Save $60 on On-Site |
| On-Site May 15-17 | $875 | $1,020 |
| Live Online | ||
|---|---|---|
| Member | Non-Member | |
| Early Bird Ends Mar. 7 | $725 | $875 Save $85 on Standard |
| Standard Ends May 12 | $810 | $960 |
Hotel
Does the Signia by Hilton Orlando Bonnet Creek have onsite parking? How much is parking?
*Disclaimer: The below prices are based on current hotel parking rates and are subject to change.
Yes, there is onsite parking.
The Signia by Hilton Orlando Bonnet Creek offers 24-hour valet parking and self-parking options.
Hotel guest parking will be charged to the hotel room.
Discounted Parking Rates for Fund Assembly Attendees:
- Valet Parking: $36.40 plus tax
- Overnight Self-Parking: $18 plus tax
- Daily Self-Parking: $25.20 plus tax (Discount Pass at Registration)
The Waldorf Astoria offers 24-hour valet parking and self-parking options. Overnight guests have in/out privileges.
- Valet Parking: $36.40 plus tax (with 30% discount)
What are the hotel rates?
A block of hotel rooms at discounted rates for Fund Assembly attendees have been reserved at the Signia by Hilton Orlando Bonnet Creek and the Waldorf Astoria Orlando.
Signia by Hilton Orlando Bonnet Creek:
- $235-$485/night (plus applicable taxes).
- Call 1-800-445-8667. Group Code is HFUND.
- Signia by Hilton Orlando Bonnet Creek is located at 14100 Bonnet Creek Resort Lane, Orlando, FL 32821.
Waldorf Astoria Orlando:
- $275-$435/night (plus applicable taxes).
- Call 1-800-445-8667. Group Code is WFUND.
- Waldorf Astoria Orlando is located at 14200 Bonnet Creek Resort Lane, Orlando, FL 32821.
To make an online hotel reservation, visit the Fund Assembly Hotel page.
Is there a daily resort charge and what does it include?
An optional daily resort charge will be charged to your room rate per room, per night and includes:
- Premium High Speed Internet access (excluding meeting rooms) for up to 2 devices
- Two (2) Bottles of Water Daily
- Access to the Waldorf Astoria Golf Club practice facility
- Access to the Fitness Center
- 20% discount on Spa Treatments at the Waldorf Astoria Spa
- Free Golf Club Rental after 2pm
- Use of Signia by Hilton Lazy River Tubes
- Shuttle Service to all 4 Disney Theme Parks & Disney Springs
Complimentary dinner for children 12 & under at Harvest Bistro when ordering from the kids menu and accompanied by an adult entrée. Limit one comp child’s meal per paying adult. Complimentary dinner for children will be available at Beech or Zeta Asia when Harvest Bistro is not open for dinner.
Children 5 & under eat free for breakfast at Harvest Bistro.
Education
How does the Saturday Morning session work?
The Saturday morning session is a two-part workshop where attendees will have an interactive platform to participate in focused small-group discussions addressing two key issues.
Workshop is available to in-person attendees only. It will not stream live online, be recorded or available on-demand.
When do the programs begin?
Educational programs begin Thursday, May 15 at 11:00 AM and conclude Saturday, May 17 at 10:30 AM.
We recommend that you plan your arrival to the hotel to allow ample time to park and check-in well in advance of the start of the event.
Which hotel will be hosting Fund Assembly?
All educational sessions and events will be held at the Signia by Hilton Orlando Bonnet Creek.
Will I be able to view Fund Assembly sessions after the conference has ended?
Members-only on-demand access will be available to the recorded sessions in June.
Thursday and Friday sessions will be recorded. The Saturday Workshop will not be recorded.
A link to view the recorded sessions will be sent via email to Members-only registrants in June.
Will there be accreditation for Fund Assembly?
Yes, continuing legal education accreditation is available for The Florida Bar and Florida Department of Financial Services.
Networking
Is the networking reception included with registration?
Yes, the networking reception is included for Fund Assembly attendees.
Guest tickets for the Thursday reception are $65 per person and can be purchased at Registration.
When is the networking reception?
The Thursday evening networking reception will be held from 5:30 pm – 7:30 pm at the Expo.
Is the gala included with registration?
Yes, the gala is included for Fund Assembly attendees.
Guest tickets for the Friday gala are $125 per person and can be purchased at Registration.
When and what is the gala?
Join us for a truly memorable dinner party as we honor individuals whose selfless acts of kindness and dedication have made a lasting impact on our community. We will shine a spotlight on those who have inspired positive change, while also celebrating the retirement of a cherished leader whose legacy will continue to inspire us all.
The Friday evening gala will be held from 6:30 pm – 9:00 pm in the Floridian Ballroom.
Dress Code
We are so excited to see you at the gala! The dress code is semi-formal; think of it as a step up from your office attire, but not quite as fancy as a formal event. The gala starts at 6:30 pm, so dress to impress and get ready to have a fabulous evening!
- Women
- Short afternoon or cocktail dress
- A “little black dress”
- Long dressy skirt and top
- Dressy separates
- Men
- Dark, business suit
- Matching vest (optional)
- Dress shirt
- Tie
- Leather dress shoes and dark dress socks
Miscellaneous
Are there any local attractions?
Signia by Hilton Orlando Bonnet Creek, our host hotel, is an oasis in the middle of Orlando’s theme park magic. The resort offers the best of both worlds: a convenient “insider” location surrounded by Walt Disney World® Theme Parks and the peaceful serenity of the surrounding 482-acre Bonnet Creek nature preserve.
Enjoy nearby world-famous theme parks, attractions, restaurants, shopping and entertainment for adults, kids and families. Create memories that will last a lifetime.
What if I still have questions about Fund Assembly?
Contact us via email at events@thefund.com or call 407-240-3863 or toll free 800-336-3863 and ask for the Conferences and Events Department.
Who should I contact if I have special needs?
Submit your needs and/or restrictions during the registration process or email events@thefund.com.
We will contact you to confirm arrangements and associated cost of provision, if applicable.