Policies & Expectations
Financial ConNEXTion Policies & Expectations
The Financial ConNEXTion Conference (“Conference”) is held for the purposes of professional development, educational interchange, networking, and mentorship opportunities. All participants at the Conference are expected to abide by this Policy in all meeting venues, both in-person and virtual, including ancillary events as well as official and unofficial social gatherings. “Participant” in this policy refers to anyone present at the Conference, including financial service professionals, university students, professors, contractors, vendors, exhibitors, and all other attendees. The following Policy outlines expectations for all those who attend or participate in the Conference.
A considerable amount of time goes into identifying and developing programs that will foster professional development and interchange. While the venue has many attractions we expect students, professors, and professionals to participate in all the educational programs. Scholarship funds will be reduced for students and professors who do not attend the programs. The schedule includes ample time to enjoy ship activities and port excursions.
All participants are encouraged to attend dinner in the main dining area. Reservations are made so that our group dines together, giving everyone an opportunity to socialize and get to know each other. The first evening the cruise assigns everyone to a specific table. All other evenings you are encouraged to sit with participants you would like to get to know better. The ship has other dining options available, but you are strongly encouraged to use this main dining opportunity to socialize with other participants.
First Day/Departure Day
Luggage will be checked prior to boarding the ship and may not be delivered to your room until after dinner. Consequently, you may want to pack a carry-on bag.
Career Competition Presentations & Educational Meetings
Students presenting in the ConNEXTion Career Scholarship Competition will be taped so dress accordingly – school color attire is encouraged. For all other programs casual attire is acceptable including jeans, shorts etc.
Dinner in Main Dining
There is one “formal night” where suits and dresses are encouraged/requested. This is the night where we try to do a group picture. For the other nights the cruise line requests business attire, however business casual is acceptable – no jeans.
We are committed to providing all participants a safe and welcoming environment. Professional ethics and norms apply as standards of behavior and interaction.
Harassment of any participant is not acceptable. Harassment may consist of a single intense and severe act or of multiple persistent or pervasive acts which are demeaning, abusive, or offensive, or create a hostile environment. Harassment may include sexual solicitation, physical advance, or verbal or non-verbal conduct that is sexual in nature; it may also include threatening, intimidating, or hostile acts; circulation of written or graphic material that denigrates or shows hostility toward an individual or group. Participants are encouraged to immediately report instances of harassment to a member of the planning committee. Reports will be treated as confidential. Violations of this policy may lead to removal from the meeting and denial of student scholarships.
If information is brought forward it will be evaluated by the planning committee. Once information is received, the committee may engage in limited additional fact-finding, with an understanding that confidentiality should be maintained to the extent practicable.
If the committee determines that violation of this policy should preclude someone from receiving a scholarship or bar an individual from attending a future event, that individual will be notified promptly. It will be at the discretion of the executive committee to determine how much information should be shared.
Assumption of Risks
Participants are encouraged to discuss the advisability of travel with their personal physicians and to review the U.S. Centers for Disease Control (“CDC”) website for updated information. The CDC has identified elderly persons and persons with certain chronic medical conditions as being at increased risk of life-threatening complications from being infected with COVID-19. PARTICIPANTS ACKNOWLEDGE, UNDERSTAND AND ACCEPT THAT THEY MAY BE EXPOSED TO COMMUNICABLE ILLNESSES, INCLUDING BUT NOT LIMITED TO COVID-19, INFLUENZA, COLDS AND NOROVIRUS. PASSENGER FURTHER UNDERSTANDS AND ACCEPTS THAT THE RISK OF EXPOSURES TO THESE COMMUNICABLE ILLNESSES AND OTHERS IS INHERENT IN MOST ACTIVITIES WHERE PEOPLE INTERACT OR SHARE COMMON FACILITIES, IS BEYOND COMMITTEE CONTROL, AND CANNOT BE ELIMINATED UNDER ANY CIRCUMSTANCES. PASSENGER KNOWINGLY AND VOLUNTARILY ACCEPTS THESE RISKS, INCLUDING THE RISK OF SERIOUS ILLNESS OR DEATH ARISING FROM SUCH EXPOSURES, AND/OR ALL RELATED DAMAGES, LOSS, COSTS AND EXPENSES OF ANY NATURE WHATSOEVER