The Sum of Us is about the power of connection and the collective knowledge, experiences, and relationships that make our planning community stronger together. Through perspectives from EFE leaders, insights from industry professionals, and peer connections, this event is designed to help us learn from one another and celebrate our successes. Together, we create something greater than any one of us could achieve alone.

Register by September 18, 2026

Travel & Accommodations

Hotel accommodations will be arranged on your behalf following the completion of your registration – you will not need to reserve a guest room. 

All attendees are responsible for booking their own airfare through the Concur travel portal available in Okta. Conference ends at noon on Wednesday, 11/11/2026, plan your return travel accordingly.

For travel policies, meeting logistics, and additional event details, please review the FAQs and explore the other navigation tabs on this site.

Let’s Meet in Vegas 

The National Planner Meeting is built from your feedback. The experience blends EFE leadership insights, industry expertise, planner-to-planner learning, recognition, and meaningful connections. We'll explore the future of our firm, strengthen our practices, showcase contributions, and invest in what comes next. 

Register today and get ready to go all in on The Sum of Us.