- Arrival Day | Wednesday
- 6:00 - 8:00 pm Welcome Reception
- *Please note:
Agenda is tentative and subject to change.
- Thursday | 3.14.13
- 7:00 - 8:00 am Attendee Check In/Breakfast
-
8:00 am - Noon
General Session Presentations
Broker/Dealer Technology Survey Results - Noon - 1:00 pm Lunch
- 1:00 - 3:00 pm General Session Presentations
- 3:00 - 6:00 pm Breakout Sessions
Deep-Dive Workgroup Discussions
- 6:00 pm Dinner on your own
- 8:00 pm "Theme Party"
- Friday | 3.15.13
- 7:00 - 8:00 am Reception/Breakfast
- 8:00 am -11:30 General Session Presentations
- 11:30am -12:30 pm Lunch
- 12:30 - 1:30 pm Lunch
-
1:30 - 3:30 pmBreakout Sessions
Deep-Dive Workgroup Discussion - 3:30 - 4:30 pm Closing General Session
Take advantage of presentations covering:
- New Product Launches
- Latest Technology Innovations
- Technology Movers & Shakers
- Account Opening
- Forms Management
- Enterprise Data Aggregation
- Data gathering, Reconciliation & Simple Reporting (Including performance)
- Data gathering & Simple Reporting
- Data gathering — Account Aggregation
- Portfolio Management
- Rebalancing Software
- Financial Planning
- Client Relationship Management
- Marketing Services
- Enterprise Compliance Surveillance
- Social Media Monitoring & Archiving
- Books & Records
- Document Management
- Compensation Management
- Business Intelligence
- Dynamic Workstation