Midwest Regional Meeting

 
Tuesday, June 26, 2012 Share:
 

10:00 a.m. - 2:30 p.m.

The Standard Club
320 South Plymouth Court

Chicago, IL  60604

 

 

 


Program Highlights:

10:00 – 10:30 a.m.  
 Registration
10:30 – 11:15 a.m. 

Welcome & Keynote Address

A Birds Eye View into the U.S. and International ETF Markets
Fearghal Woods, SVP & Director
Northern Trust Ireland

Fearghal Woods has over 20 years experience in the investment funds industry in both Dublin and Luxembourg. He is currently a Director of Northern Trust Ireland where he has overall responsibility for business development. Prior to joining Northern Trust in 2011, Fearghal worked with Bank of Ireland Securities Services as Director of business and product development and State Street International (Ireland) Limited as Director of Client Services and Operations. Fearghal is an active member of the Irish funds industry and is also an elected member of the Council of the Irish Funds Industry Association. Fearghal is also the current Chairman of the Irish Funds Industry Association for 2012.

11:15 – 11:30 a.m.  


Break
Sponsored by:


11: 30 – 12:45 p.m. 


Luncheon Roundtables
Enjoy lunch with your colleagues and join in the discussion. Pick up (and share) information that you can use as soon as you get back to the office. Topics to be determined.
 

 Luncheon Sponsored By:

 

 

12:45 – 1:00 p.m.  


Break
Sponsored by:


1:00 – 2:15 p.m.

Accounting, Operations and Compliance Hot Topics

Moderator: Curtis Holloway
Calamos

Ellen Drought
Godfrey & Kahn, S.C.

Ken Larsen
Boston Financial Data Services

Kim Zavislak
KPMG

Our interactive panel will cover a wide variety of the latest developments in Accounting, Operations and Compliance.

2:15 p.m.

Closing Remarks

 

Thank you to our remaining Sponsors:

 

 

 

 

Hotel and Travel Information

Details about the hotel are available from their website: click here.  No sleeping rooms have been blocked for the conference.

 

 

 

CPE Information

 

NICSA is pleased to offer this group-live learning activity to attendees who are seeking CPE credits. Up to 2 CPE units may be available for attendees of this conference. The conference sessions require no advanced preparation, no pre-requisite study and are appropriate for all who have a basic understanding of the investment management industry.

 

NICSA is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

 

Cancellation Policy

CANCELLATION DEADLINE: Tuesday, June, 19 2012
Cancellations must be received in writing no later than 4:00 p.m. (Eastern Time) on the above date to qualify for a refund.  No refunds will be issued for cancellations received after the deadline.
 
Substitutions are permitted with advance written notice.

Please call NICSA at 508.485.1500 if you have any questions or need assistance

 

Registration Information

 


Forward to a Friend