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Event Schedule:
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Thursday Morning Sessions

  Start DateEnd DateStart TimeEnd Time 
Cost Basis Reconciliation & Reporting – “Making the Move”
Description
4/27/20174/27/201710:30 AM11:45 AM
CRM Best Practices
4/27/20174/27/201710:30 AM11:45 AM
Current SEC Exam Trends
Description
4/27/20174/27/201710:30 AM11:45 AM
Cybersecurity
Description
4/27/20174/27/201710:30 AM11:45 AM
Keynote Breakout - "Influence"
Description
4/27/20174/27/201710:30 AM11:45 AM
Marketing: Strategy, Tracking, and Branding
Description
4/27/20174/27/201710:30 AM11:45 AM
Mergers & Acquisitions – “Bringing Systems Together”
Description
4/27/20174/27/201710:30 AM11:45 AM
SS&C Advent Update - General & Axys
4/27/20174/27/201710:30 AM11:45 AM
Visit with Vendors in THE EXCHANGE
4/27/20174/27/201710:30 AM11:45 AM

Thursday Afternoon Sessions

  Start DateEnd DateStart TimeEnd Time 
Custody Confusion - Surprise Exams
Description
4/27/20174/27/20171:30 PM2:45 PM
Keynote Breakout - "Influence"
Description
4/27/20174/27/20171:30 PM2:45 PM
Leadership – Collaboration, Communication, and Culture
Description
4/27/20174/27/20171:30 PM2:45 PM
SS&C Advent Update - General & APX
4/27/20174/27/20171:30 PM2:45 PM
Technology – Best New Solutions Panel
4/27/20174/27/20171:30 PM2:45 PM
Trading Efficiencies and Managing a Compliant Desk
4/27/20174/27/20171:30 PM2:45 PM
Using Technology for Back Office Efficiencies
Description
4/27/20174/27/20171:30 PM2:45 PM
Vendor Due Diligence
4/27/20174/27/20171:30 PM2:45 PM
Visit with Vendors in THE EXCHANGE
4/27/20174/27/20171:30 PM2:45 PM

Friday Sessions - Members Only

  Start DateEnd DateStart TimeEnd Time 
CCO
4/28/20174/28/201710:00 AM12:00 PM
COO
4/28/20174/28/201710:00 AM12:00 PM
FAMILY OFFICE
4/28/20174/28/201710:00 AM12:00 PM
PEER-TO-PEER
4/28/20174/28/201710:00 AM12:00 PM
TECHNOLOGY
4/28/20174/28/201710:00 AM12:00 PM
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