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National Member Meeting 2018
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National Member Meeting 2018

Registration Now Open!

4/23/2018 to 4/24/2018
When: April 23 - 24, 2018
Where: Loews Portofino
Orlando, Florida  32819
United States
Contact: Jennifer Litchfield

Online registration is closed.
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April 23 - 24, 2018 / Loews Portofino/ Orlando, FL



The video above is a snapshot of the Sponsors that make it possible for us to have events such as the National Member Meeting. If you would like to read full descriptions of each sponsor, please click here: Sponsor Descriptions.


Premiere Sponsors:

  • CSSI
  • Compass
  • Clearwater Analytics
  • Broadridge

Event Sponsor for NMM: Clearwater Analytics

Welcome Reception Sponsor NMM: Satuit

Member Appreciation Reception Sponsor NMM: SS&C Advent


NMM Sponsors:

  • Versoft Consulting
  • Zacks
  • Telemet/Orion
  • SS&C Salentica
  • Thomson Reuters
  • Charles Schwab
  • Fiduciary Trust
  • Archer



Meeting Agenda


The Exchange invites you to attend our 4th annual National Members Meeting, April 23 -24, in Orlando Florida!  Join us and take advantage of the opportunity to network and collaborate with your peers on best practices and topics most relevant to your firm.


Schedule of Events

April 22  6:00 PM - 8:00 PM  Welcome Reception and Registration
April 23 8:00 AM - 5:00 PM Registration and All Day Event
April 23 7:00 PM - 9:00 PM Client Appreciation Reception
April 24 9:00 AM - 12:00 PM Executive Roundtables (Members Only)




You simply cannot afford to miss the best networking and best practices event of the year.  We will have special presentations from guest speakers, general information sessions, as well as our breakout sessions that will cover the industry topics most relevant to YOU!  This event will also offer the chance to demo and discuss solutions with some of the top vendors and solution experts of our industry in THE EXCHANGE. 


General Topics will include:





Best Practices



Thought Leadership

Firm Management


The best networking opportunity of the year with:


Chief Compliance Officers

Compliance Professionals

Operations Managers

Operations Staff

Financial Officers

Firm Principals

Chief Operating Officers


Performance Analysts


              And More!!            


Hotel Accommodations


Loews Portofino Bay Hotel

Preferred rate $239/night


As of April 1st to make reservations:


Shamise Smith

Group Reservations Coordinator

Call 407-503-9253 or email arrival and departure dates to


Benefits of booking at this hotel include Universal:

Express Unlimited Ride Access

Early Park Admission (Valid Theme Park Admission Required)

City Walk VIP Access



Your Exchange Membership includes:


Complimentary Registration to the NMM for up to two employees per firm

(please inquire about 3rd and 4th firm member opportunities and cost)



We are pleased to be able to offer these member events as a complimentary member service while keeping membership dues low to this non-profit organization. As a courtesy, we kindly ask that you give us 7 days’ notice if you must cancel. Otherwise, we request a $200 donation be made by your firm to help defray AUG operational expenses. 


Thank you for your continued participation and support.


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