Study Groups

After pioneering the concept of convening a group of executives with similar responsibilities to learn from each other and interact with emerging research findings in a roundtable discussion setting, Kehrer Study Groups remain the gold standard in the industry. Participants return to their home offices with concrete strategies to drive performance, and the backup needed to sell the concept up the chain at their institution. That must be why our participants frequently describe Kehrer Study Groups as the most valuable meeting they attend all year.

Upcoming Study Groups

All of our study groups are by invitation only. Mark your calendars for our upcoming in-person and virtual meetings. Invitations and registration links are sent out approximately 2 months before each in-person meeting. If you haven’t been receiving our invitations, please contact us for more information.

2024 Spring Leadership Study Group

April 9–10, 2024

Durham, NC

Integrating Investment and Wealth Management Services

June 4–5, 2024

Chapel Hill, NC

2024 Fall Leadership Study Group

September 11–12, 2024

Durham, NC

Developing Holistic Advisors Study Group

October 21–22, 2024

Chapel Hill, NC

Our study groups offer a valuable and efficient opportunity to leverage the experience and knowledge of your peers and industry experts at no cost—thanks to our sponsors, travel, hotel accommodations, and group meals are complimentary.

Past Study Groups

Click on a past study group to view the agenda.

2023 Spring Leadership Study Group

May 18–19, 2023

Chapel Hill, NC

Integrating Investment and Wealth Management Services

June 22–23, 2023

Chapel Hill, NC

2023 Fall Leadership Study Group

September 21–22, 2023

Durham, NC

Developing Holistic Advisors Study Group

December 4–5, 2023

Chapel Hill, NC