Registration Fees
$1,250 per person Standard Rate: (Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys, Credit Enhancers, Corporate Trust, Rating Agencies)
$700 per person Investor Rate: (Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers)
$400 per person Issuer/Governmental Rate
Registration fee includes course materials, breakfast, lunch, and breaks during the conference.
Payment by credit card, company check or personal check is required prior to the event.
Group Discounts
Groups of 3 or more Standard Rate — $1,125 per person.
Groups of 3 or more Investors — $630 per person.
Groups of 3 or more Issuer/Governmental Rate — $360 per person.
Cancellations
Cancellations are subject to a $100 service fee. Cancellations will be accepted up to 30 days prior to the Conference in order to receive a refund. Cancellations after the 30 day cut-off will receive a registration credit toward a future Smith’s conference program. Credits will be issued at the paid registration rate and will be valid for 12 months. Registration credit requests must be received by the last day of the conference.
Substitutions
Substitutions from your company will be accepted any time prior to the conference.
Program Cancellation
In the event that Smith's Research & Gradings cancels a scheduled program, all registrants will be notified in writing via email.
Registration fees will be refunded. In the event that the scheduled program is canceled, Smith's Research & Gradings cannot be held liable for non-refundable transportation costs. In the case of inclement weather, or acts of God, if the scheduled program takes place, the registration fee is not refundable.
Complaint Resolution
Address any complaints to Pamela Kilbourn, Smith's Research & Gradings, P.O. Box 1195, Great Falls, VA 22066; email to pamkilbourn@smithsresearch.net or phone (571) 299-4954. Complaints will be handled in as timely a manner as possible.
Privacy Policy & Records Retention
Smith's Research & Gradings values your privacy. Smith's retains information submitted during the registration process with regard to your name, company and contact information. We will never willfully sell, lease, or rent any of your personally identifiable information to any third party
As a Smith's Conference attendee, you will receive a complimentary edition of Smith's Research & Gradings — the leading independent source for credit opinions.
Registration
Business Casual
Register by Phone: (571) 299-4954;
Email: smiths@smithsresearch.net ;
Online: Smith's Store
Mail: TMS Holdings, Inc., P.O. Box 1195, Great Falls, VA 22066
Payment
Payment is required prior to the conference. We accept company or personal checks; MC, Visa, American Express and Discover credit cards or, via PayPal using all major credit or debit cards.
Duty of Care Agreement
The safety of those attending Smith’s Municipal Bond Conference is our top priority. In response to COVID-19, attendees must agree to the following requirements prior to attending the conference.
We are strong in our commitment to keeping the municipal bond community informed, engaged, and connected. Therefore, we are relying on everyone to do their part to keep themselves and everyone else safe during the conference. Your conduct impacts others.
Smith’s Research & Gradings will exercise reasonable efforts to utilize protocols that will comply with or exceed any local public health requirements and be consistent with then-prevailing public health standards.
Rhode Island travel restrictions:
Visitors coming from states with a positivity rate of COVID-19 greater than 5%, are required to quarantine for 10 days while in Rhode Island. If you're fully vaccinated or have tested positive for COVID-19 in the past 90 days and completed your isolation period, you do not need to quarantine. If you're not yet fully vaccinated, you can end quarantine with a negative result from a test taken after you arrived or no more than 72 hours before you arrived. Learn more about Rhode Island’s guidance for travelers on covid.ri.gov/travel.
Before Leaving Home
•Attendees must adhere to government-issued travel guidance and all applicable restrictions issued by the region to which they will be traveling, and the region from which they are traveling.
•Attendees shall evaluate their own health and that of people with whom they are in close contact within 14 days prior to the conference dates and should contact Smith’s Research & Gradings if they have any concerns.
•Attendees must STAY HOME if they feel ill, actively experience COVID-19 symptoms, or have been exposed to someone who has tested positive or presumed to be positive with COVID-19 within 14 days prior to the conference dates. In that case, they should contact Smith’s Research & Gradings to cancel their registration and receive a full refund.
On-Site During the Conference
•Attendees and their guests who are fully vaccinated are not required to wear masks.
•Attendees and their guests who are not fully vaccinated are required to wear a mask indoors and at outdoor gatherings where social distancing is not possible.
•Hand sanitizer products will be available for attendee use throughout the conference space. Attendees are expected to use these available resources regularly and to practice everyday preventive actions to help prevent the spread of respiratory viruses.
