Evolution, Disruptors, and Opportunity: Insights from Industry Leaders

Wednesday, March 15, 2017

2:00 pm - 3:00 pm ET











 Jim Fitzpatrick
President, NICSA
 Bob Adams
Executive Vice President, Fund Brokerage Services, Fidelity Investments
  Steve Duncan
President, American Funds Service Company
 Stacy Roode
Senior Vice President, Transfer Agent, OppenheimerFunds
 Rheeta Wise
President, MFS Service Center, Inc.




Evolution, Disruptors, and Opportunity: Insights from Industry Leaders from NICSA


The rapid pace of change within financial services is catalyzing exciting developments in our business models, our operational processes, our approach to talent retention and development, and our product offerings.

Singularly, each of these areas –be it share class evolution, distribution modernization, data analytics, robotics, or regulatory compliance to name a few--could keep change management professionals busy for a long time to come. However, the interdependent nature of business functions requires that they be collaboratively addressed.

Not sure which issues to tackle first? Looking for guidance on how today’s business decisions will impact longer term strategic outlooks? Join us for a collaborative discussion about the different strategies for managing change within our firms and our industry.
Participants in this session will:
  • Learn strategies for managing change within the asset management industry
  • Gain insight into how different firms define, prioritize, and approach change in our industry
  • Understand the interdependent nature of industry “disruptors”


CPE Information

Please note: CPE credit is not available for this session.


For more information regarding refunds, cancellations and complaints, please contact Travis Orton at 508.683.1618.