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Dallas, TX Roundtable Meeting
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Roundtable Meeting Sponsored by CSSI and eSentire

 Export to Your Calendar 10/25/2017
When: Wednesday, October 25, 2017
Noon to 4:00 pm
Where: Prestonwood Country Club
15909 Preston Road
Dallas, TX  75248
United States
Contact: Jennifer Litchfield


Online registration is available until: 10/25/2017
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Topics of discussion will include:

 

 - Reconciliation, Group Maintenance, Performance

 - Report Generation, CRM, Client Portal

 - Protecting Your Environment

 - Companywide usage Best Practices

 

CSSI and eSentire will be hosting this roundtable meeting.

We will have discussions on Operational Efficiencies, Cyber Security, and much more!

 

When integrating your front and back office - are you considering your security as well?

We will look at front office, back office, and firm wide integration. Additional topics will include how you can be sure to protect your enterprise. From what you can do for your network to how to train your employees and maybe even your clients.

 

 

Agenda

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