Board of Directors

Scott Brady
Head of US Product Development and Strategy
Columbia Threadneedle

Scott Chelton, Director

DST Systems, Inc.

Elisa Colkitt, Director
Senior Vice President, Mutual Fund Operations
Wells Fargo Advisors

Michael DeNofrio, Director
Manging Director, Head of Enterprise Investor Services Client Service Delivery
BNY Mellon

Lawrence Fahey
, Director
Vice President, Director of Corporate Operations
Eaton Vance Management

Lisa Halbach
Vice President, Director, Fund Administration
Bank of America/Merrill Lynch

Jennifer Hanes, Director

Head of Investment Management & Operations


Anne Hebard-Duduch, Director, Chair of Content Committee

Managing Director

Boston Financial Data Services, Inc.

Lisa HIll, Director
Managing Director


Dan Houlihan, Chair,
Chair of Operational Strategy Committee
Executive Vice President, Head of Global Fund Services, North America

Northern Trust Company

Tim Johnson
Reed Smith

Philip Kolb, Director
Managing Director, Head of Product Group Services

Morgan Stanley Services Company, Inc.

Joshua Lovell
, Director
Senior Vice President

State Street Corporation

Jay Martin


Ian McCoy, Director
Senior Vice President
Franklin Templeton Investments

Kevin O'Connell, Director


Michael O'Reilly, Director

SVP, Risk & Compliance
Fidelity Investments

Rick Poluch, Director

Vanguard Group, Inc.

Peter Poulin, Treasurer



Rich Prior
Vice President
American Funds

Joseph Quirk, Director
EVP - Head of Mutual Fund Operations
Allianz Global Investors, Inc.

Stacy Roode, Director, Chair of Audit Committee
Senior Vice President, Transfer Agent

Keith Slattery
Managing Director and Head of Fund Services, NA
JP Morgan

Mark Trenchard
Director of Operational Compliance

Margarheeta (Rheeta) Wise
MFS Service Center, Inc.

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    February 28 - March 2, 2018 | Miami, FL
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  • NICSA 2019 Strategic Leadership Forum (SLF)
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    February 27 - March 1, 2019 | Ponte Vedra Beach, FL

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    October 16-17, 2019 | Boston, MA

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    (38th Annual Conference)
    February 26 - 28, 2020 | Ft. Lauderdale, FL