2026 Fairview Client Conference Survey

Thank you for attending Fairview's 2nd Annual Client Conference. Please take a few minutes to fill out the Post-Event Conference Survey below.

2026 Post-Event Conference Survey

About You

Name(Required)

Conference Venue

How would you rate the conference venue overall?(Required)
1 being poor to 5 being excellent
please explain:
your response:

Dinner Venue

How would you rate the dinner venue and experience?(Required)
1 being poor to 5 being excellent
please explain:
your response:

Pre-Event Communications

How would you rate the clarity and timeliness of pre-event communications?(Required)
1 being poor to 5 being excellent
What was unclear or missing?
your response:

Keynote Speaker & Presentation

How valuable was the keynote presentation overall?(Required)
1 being not valuable to 5 being very valuable
What fell short for you?
How applicable was the keynote content to your role and day-to-day work?(Required)
1 being not at all to 5 being very much so
your response:

Tabletop Discussions

How valuable was the tabletop discussions overall?(Required)
1 being not valuable to 5 being very valuable
What could have worked better?
How applicable were the discussion topics to your day-to-day work?(Required)
1 being not at all to 5 being very much so
your response:

Networking Opportunities

How would you rate the networking opportunities at this year's event?(Required)
1 being poor to 5 being excellent
What could have been improved?
Were there enough dedicated opportunities to connect with other attendees?(Required)
your response:
Please indicate whether you consent to the sharing of your contact information with other attendees for networking purposes.(Required)

Looking Ahead

How likely are you to attend next year's conference?(Required)
1 being very unlikely to 5 being very likely
If we are able to hold the conference at the Umstead again, how likely are you to reserve a room in the room block?(Required)
1 being very unlikely to 5 being very likely

Additional Feedback

your response:
your response:
your response:

If you have any additional questions regarding the conference please contact Grace Balk at Grace.Balk@viewpointpartners.co

Fairview

Fairview has been providing streamlined solutions to providers in the financial services industry since 2005. We are part of ViewPoint Partners, our employee-owned parent company for both Fairview and FilePoint, which provides regulatory reporting solutions for registered investment companies.

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Suite 400
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info@fairviewinvest.com
919.706.4100
FAX: 800.770.9925