Membership FAQs

Access to a 24/7 community of platform professionals, year-round programming, and tailored resources. Learn more about our membership offering.

Do I have to apply to join the community?

Yes, all members must first apply and meet our eligibility requirements. If accepted, you will receive a secure link to submit your membership dues. Payment is not collected in the membership application.

How much does membership cost?

Membership dues are based on your firm’s AUM (Assets Under Management) and paid annually. Learn more about our membership pricing.

Is there a free version of membership?

No, there is not. Access to the community, including our online forum, Summits, events, and resources, is all included in a paid membership. 

What happens if I leave my firm after I pay for membership?

If you are no longer actively employed at the firm tied to your membership, your membership will become inactive. If you join a new firm in a qualifying role before the end of your current membership billing cycle, the remaining duration of your membership can be transferred to your new role. At the time of renewal, you will be invoiced to your new firm.

If you are no longer actively employed at your firm and are not employed in a new qualifying role, you are granted a 3-month alumni membership, which gives you the same access to the community. Your membership will conclude at the end of your 3-month grace period.

Can I attend the Global or European Summits if I am not a member?

No, only paying members of the community have the opportunity to register for our Summits. Ticket cost is paid at the time of Summit registration. 

When does my membership renew?

Memberships renew annually. For example, if you pay for membership on November 15, 2025, your membership will automatically renew on November 15, 2026, and the payment method on file will be charged. 

Do you offer team or firm-wide discounts on membership?

No — we don’t offer team or firm-wide discounts. We’ve designed our membership model to be consistent and equitable across all members, regardless of team size or firm affiliation. If you have feedback on pricing or how your team engages with the community, we’d love to hear from you.

Can I cancel my membership?

Yes, you can cancel your membership at any time, with a minimum 30 days’ notice given ahead of your renewal date. If you cancel your membership before your renewal, you will retain access to the community through the end of your current membership cycle. 

Can I get a refund? 

Refunds are not permitted.

How is payment collected?

A secure payment link is sent via Stripe upon acceptance to the community. Major credit cards, Google Pay, and bank payment are accepted. You can update your payment method at any time ahead of renewal.

Can you help me make the case to my manager?

Yes! You can use our template to help pitch membership dues to your firm.