Conference Links

Unlock Exclusive Insights at SER’s Annual Member Meeting & Expert Conference!

July 17-18, 2025

Chicago, IL

This year SER members will gather at the Loews Chicago Hotel in Chicago IL for their Annual Membership Meeting & 2025 Conference. "Located in the vibrant Streeterville neighborhood, Loews Chicago Hotel sits along the Chicago River and just two blocks east of North Michigan Avenue making it an ideal home base to experience the wonders of The Windy City."

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. This year, in response to member feedback, the entire agenda is packed with outside guest speakers!

Overview

Location   LOEWS CHICAGO HOTEL
455 North Park Drive, Chicago IL 60611  (see details below)
Dates Thursday July 17th - Friday July 18th
 
Sessions Beginning with Lunch on Thursday and All Day Friday
(Please note this is a change from the usual Friday-Saturday schedule.)
Meals Included Thursday: Lunch; Cocktails and Dinner hosted at the Loews Chicago
Friday: Breakfast; Lunch; Offsite Cocktails and Dinner at a Local Restaurant
Spouse/Guest Lunch Spouses/guests are invited to come together on Friday for lunch while members attend conference sessions. (Details to follow.)
Highlights! Agenda packed with Attorney Guest Speakers!
Thursday Breakfast for New Members and First Time Attendees!
Longer break times to enhance networking opportunities!

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, President

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

SEE LAST YEAR'S RECAP


2025 Moderators & Panelists

(click  photo/NAME for FULL bio)
 

GUEST SPEAKERS

 

RICHARD W. BERRY, Esq.

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

GEORGE DOWD, Esq.

G. Dowd Law LLC

Douglas W. Hyman, Esq.

Lewitas Hyman

HARRIS KAY, Esq.

Jenner & Block

James L. Kopecky, ESQ.

Kopecky Schumacher Rosenburg LLC

Richard Levin, ESQ.

Taft Stettinius & Hollister LLP

Bruce Lewitas, ESQ.

Lewitas Hyman

Rondald C. Long, ESQ.

Stevens & Lee

David Luger, ESQ.

Katten Muchin Rosenman LLP

James G. LunDy, Esq.

Foley & Lardner LLP

Steven M. Malina, Esq.

Greenberg Traurig

Gene Phillips

PF2 Securities, Lexangle

RICHARD c. sZUCH, eSQ.

Stevens & Lee


MEMBER SPEAKERS
 

Andrew G. Auslander

Agile Financial LLC

PAUL CARROLL

Sententia, LLC

Patrick M. Dennis

Oyster Consulting, LLC
In-Coming SER President
 

David Hinman

Hinman Capital Services, LLC.
 

Robert N. Jones

Securities Claims Management, LLC.
 

JOHN IVAN

Oyster Consulting, LLC.
 

Jeffery Schaff

Ardor Fiduciary Services, Ltd.
 

 


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; on-site recognition.

Sponsor Coffee at Thursday Lunch  
Sponsor Thursday Afternoon Coffee Break 
Sponsor Audio/Visual on Thursday PM - SOLD 
Sponsor Coffee at Friday Breakfast 
Sponsor Audio/Visual on Friday AM
Sponsor Friday Morning Coffee Break - SOLD
Sponsor Coffee at Friday Lunch 
Sponsor Audio/Visual on Friday 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 
Sponsor Appetizers @ Cocktail Hour on Thursday 
Sponsor Cocktails on Thursday - SOLD
Sponsor Dessert @ Thursday Dinner 
Sponsor Appetizers @ Cocktail Hour on Friday 
Sponsor Dessert @ Friday 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. Once purchased, you will be contacted for your logo and specific placement.  For additional information,
please email controller@securitiesexpert.org or call at 919-967-9040.


Conference Registration Information

 

Registration
Early Bird
thru 5/20/25  
5/21/25-
thru 6/17/25  
     After       
 6/17/25 
Member-Conference & Friday Night Dinner $1,395  $1,495  $1,595
Member & Guest-Conference & Friday Night Dinner $1,995 $2,095 $2,195
Member-Conference Only $1,245 $1,345 $1,445
Member & Guest-Conference Only  $1,695 $1,795 $1,895

 

Register Now

 

Early Registration Ends May 20th! Prices increase on May 21st and again on June 17th. 
 
Member Registration: The registered member fee includes participation in the annual membership meeting; all conference sessions; Thursday lunch, cocktail hour, and dinner; and Friday breakfast and lunch!

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

Spouse/Guest Lunch (Friday): A Friday event for spouse/guests to participate while members are in the conference sessions is in the planning. Details forthcoming.
 
Friday Dinner: Members are highly encouraged to stay for the off-site dinner on Friday night, so spend time catching up with collegues in a fun and relaxing atmosphere!  
 
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 20, 2025. (see dates and price increases above).

Meeting Refund/Cancellation Policy: Cancellations received in writing on or before June 17, 2025, will receive a full refund less a $100 per person processing fee. No refunds will be issued for cancellations received after June 17, 2025If 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

Loews Chicago Hotel

455 N Park Dr, Chicago IL 60611

"Located in the vibrant Streeterville neighborhood, Loews Chicago Hotel sits along the Chicago River and just two blocks east of North Michigan Avenue making it an ideal home base to experience the wonders of The Windy City. With easy access to The Loop, shopping on the Magnificent Mile and the entertainment options of Navy Pier, Loews Chicago Hotel provides guests with the perfect combination of business and pleasure."

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. (The days default to Jul 16-Jul 19, but you can edit at the top if needed.) You may also call their Reservations Department at (877) 868-8232. 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 Loews as we have committed contractually to these rooms. It also makes for easy access to all events!
 

RATES: King $269/Double-Double $299 (Plus taxes-State/City/County Occupancy Tax are currently 17.4%.) 
Destination fee will be waived; Complimentary WiFi included in guest rooms; Complimentary access to Fitness Center & Pool.

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 WEDNESDAY, JUNE 25, 2025. 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 a cancellation fee of one night's room and tax. 
 
HOTEL CHECK-IN/CHECK-OUT: Check-in time is 4:00PM. 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 LOEWS CHICAGO HOTEL WEBSITE.