Maximize Your Impact at ICI Tax and Accounting Conference 2025
ICI Tax and Accounting Conference 2025, taking place on October 5, 2025, in Palm Desert, California, serves as one of the most influential gatherings for leaders in the financial services and accounting sectors. Hosted by the Investment Company Institute, the event draws senior tax professionals, accounting executives, legal experts, and policy stakeholders from top asset management firms and advisory organizations.
This conference is not only where regulatory strategies are shaped and compliance implications are clarified—it’s also where critical decisions are made regarding fiscal policy alignment, operational technology adoption, outsourcing partnerships, and vendor evaluations. Attendees typically have direct influence over annual budgeting, vendor selection, and service contracts for accounting platforms and tax advisory solutions.
Engaging early with the enriched attendee list from Vendelux gives your team a powerful edge—enabling you to identify which high-value prospects from your target accounts are expected onsite. Prepare insights-driven outreach, map strategic priorities, and arrive ready to convert visibility into long-term pipeline value through highly relevant conversations.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The enriched conference attendee list is a high-value tool for companies selling to the tax, accounting, and financial compliance markets. It allows go-to-market teams to pinpoint key decision-makers responsible for overseeing tax strategy, new accounting technology adoption, and operational risk planning.
Use the attendee data to segment contacts by function—such as VPs of Tax, Heads of Fund Administration, or Directors of Regulatory Reporting. Structure outreach to align with the policy debates and rule changes highly relevant to conference attendees. Start scheduling personalized touchpoints with budget holders now, before their meeting calendars fill. By booking meetings in advance with decision-makers, your team improves visibility and increases deal velocity during and after the event.
Beyond the event, follow up with materials that reflect both the regulatory updates discussed at ICI and your conversations onsite. The enriched attendee list helps you show up with clarity about each contact’s role, firm priorities, and procurement timeline—leading to more meetings and stronger conversion rates.
Timing Is Everything
ICI Tax and Accounting Conference 2025 will take place on October 5, 2025. With key budget holders and executive decision-makers attending, early outreach is a strategic requirement. Vendelux enables your sales and marketing teams to begin engagement months in advance, helping you identify top targets and align campaigns to strategic intent before invitations are sent out or travel is booked.
Use the attendee list to plan your messaging and reach out with data-driven context between now and late Q3. Advance registration windows present the best timing to secure meetings, and reaching out too close to the event often results in missed opportunities.
What’s Included in the ICI Tax and Accounting Conference 2025 Attendee List?
Vendelux provides visibility into executives expected to attend ICI Tax and Accounting Conference 2025 through a combination of organizer-provided data and proprietary predictive insights. Clients can upload a list of top prospect accounts to automatically match those organizations to the attendee list.
The enriched attendee list includes first and last names, job titles, company names, company websites, cities, states, countries, LinkedIn profiles, verified email addresses, and phone numbers when available. This information equips your team to plan highly targeted outreach aligned to account strategy and revenue planning cycles.
Where Is ICI Tax and Accounting Conference 2025?
The event will be held in Palm Desert, California, United States. Venue details are to be announced.
When Is ICI Tax and Accounting Conference 2025?
ICI Tax and Accounting Conference 2025 is scheduled for October 5, 2025.
What Type of Event Is ICI Tax and Accounting Conference 2025?
ICI Tax and Accounting Conference 2025 is a specialized industry conference serving accounting leaders, tax professionals, and compliance executives from across the asset management ecosystem. The event includes keynote presentations, in-depth panels, and collaborative roundtables that focus on policy guidance, regulatory reporting, and operational trends. It offers direct engagement with top-tier decision-makers active in the financial services space.
How Many People Attend ICI Tax and Accounting Conference 2025?
The event is expected to draw approximately 300–500 attendees, primarily from within the United States. Most participants hold director-level and executive roles, including tax leads, chief compliance officers, fund accountants, and legal counsel from prominent investment firms and service providers.
