NICSA Announces Events Calendar –
Not Business as Usual for Spring 2009

Contact:  Ellen Weinraub
Marketing Director, NICSA

Marlborough, MA — April 9, 2009 — As the industry copes with the challenges of doing business in touch economic times, so must NICSA, a not-for-profit trade association which has served the mutual fund industry for over 47 years.   “We are responding to the times”, says NICSA president, Theresa Hamacher, CFA.  “We are offering new solutions to mutual fund industry professionals, but we are also holding true to our values”.  That’s especially evident as NICSA rolls out it’s spring calendar of events aimed at providing free education for all aspects of investment industry operations.

We are doing a number of new things to help keep the industry informed and connected, including a series of short conference calls updating the members on hot topics, called “NICSA Now Briefings, ” webinars and networking through Linkedin.  NICSA’s committees will be offering relevant educational sessions via webinars, which will be archived for members to view at their convenience.  NICSA has always been known for providing high quality, independent educational content.   In this environment of strained budgets and needing to do more with less, NICSA is offering more desktop delivery of programs for the industry ultimately preparing them to better serve their shareholders.

Spring webinars, which will be free to NICSA members and offered at a nominal fee to others, include:

  • Advisors in Transition:  Why Yesterday’s Distribution Model No Longer Works
  • Advisors in Transition: Reinventing Your Sales Organization to Adapt to the Changing Landscape
  • Advisors in Transition: Building a Hybrid Sales Model that delivers the Mileage
  • Massachusetts Privacy Law Overview
  • Assessing and Mitigating Operational Risk in a Changing Environment
  • Creating Mutual Understanding and Shared Goals Across Cultures, Genders and Generations
  • The Changing Prime Broker Model
  • Collateral Management
  • Cost Basis Accounting

Beginning in April, a series of NICSA Now Briefing Calls is planned to discuss the effects of changes in 403(b) Regulations.

Even in this environment, NICSA is not counting out live conferences, but they are not business as usual either.  In May and June, NICSA will host shorter, local events that will keep members up to date at a very nominal out-of–pocket cost.  Look for these in Denver, Kansas City, Milwaukee, Los Angeles and Boston.  Information is available at

The National Investment Company Service Association (NICSA) provides leadership and innovation in educational programming and information exchange within the operations sector of the investments industry worldwide.

NICSA was established in 1962 as a forum for operations and shareholder servicing professionals in the mutual fund industry. Today, NICSA membership totals more than 250 companies operating in major financial centers around the globe, and includes mutual fund complexes, investment management companies, custodian banks, transfer agents and independent providers of specialized products and services. 

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