Conference of African American Financial Professionals 2026

August 4-6, 2026 · Chicago, IL

CAAFP is one of the longest-running gatherings for Black professionals across financial services, spanning insurance, investments and financial planning. Its breadth across disciplines is unusual — most industry events pick a lane, while CAAFP holds the whole profession in one room.

Who attends

Black financial professionals across insurance, investments and planning, from new entrants through firm owners, alongside carriers, broker-dealers and asset managers investing in the community.

What was on the agenda

• Practice growth and business development

• Career pathways, leadership and firm ownership

• Technical education across insurance and investment disciplines

• Serving communities the industry has historically underserved

Why multi-discipline practices feel the data gap most

A professional working across insurance and investments runs on two separate technology worlds: carrier portals and agency management on one side, custodians and portfolio software on the other, with a CRM in the middle that only ever sees part of the picture. Producing a single view of what a client actually owns usually means logging into six systems.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems across insurance, custodial and advisory technology.

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