2021 Annual Membership Meeting & Conference

September 24-25, 2021


The University Club of Washington DC
1135 16th Street NW, Washington, DC

A reminder that the University Club is currently requiring masks indoors regardless of vaccination status while not actively eating/drinking and that attendees practice physical distancing. You can read more about their protocols here. All attendees and speakers will be required to complete a standard liability release and Health Certification Form online each morning, confirming they are not experiencing Covid-19 symptoms and, to their knowledge, have not had exposure. The Health Certification is the same form and process that FINRA is using for their in-person hearings. Notices were sent to members September 2nd and September 10th.

Members of the Securities Experts Roundtable will once again gather in the nation's capital at The University Club of Washington DC for their Annual Membership Meeting & Conference in 2021. Held over two days, the 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.

Location   The University Club of Washington DC, 1135 16th Street NW, Washington, DC
Dates Friday September 24th Noon - Saturday September 25th 5pm (add on Saturday night dinner option)
Friday Night  Cocktails and seated dinner hosted at The University Club of DC. Keynote speaker: Pamela Parizek, Managing Director-Business Intelligence & Investigations, Kroll, LLC
Spouse/ Guest Saturday Lunch

Guests/Spouses are invited to come together on Saturday for lunch while members attend conference sessions. Check back for updated details.

Saturday Night    Join us for a fun night out on the town with our traditional off-site Saturday night dinner. This year, Saturday night is complimentary for members who register by July 23rd ($125 value). Boasting the 2020 Tripadvisor Travelers' Choice and Open Table's 2020 Diners' Choice awards, as well as the 2019 RAMMY award, Taberna Del Alabardero offers the best of traditional Spanish, classic tapas, traditional paellas, fresh fish and premium meat, paired with well known wines and warm hospitality! 


"Attending the SER Conference is an investment in your career as an expert witness."
— Bruce Foerster, SER 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, SER Board Member


Conference Links