NICSA 2017 Midwest Regional Meeting

Midwest Regional Meeting | September 20, 2017




Multiple Locations:

Harbor Funds, Chicago, IL
KPMG LLP, Columbus, OH
Deloitte, Denver, CO
PwC, Kansas City, MO

Venue information provided below.





THEME | De-Mystifying Robotic Process Automation

Attend the Midwest Regional Meeting (MWRM) and you will:
  • Develop new partnership opportunities with influential decision makers and peers
  • Share strategies and concepts with peers and thought-leader panelists
  • Advance leading practices among industry participants 


De-mystifying Robotic Process Automation from NICSA


2:30 - 3:00 pm CT
Registration & Welcome Coffee
3:00 - 3:05 pm CT
Opening Remarks

Midwest Regional Committee Co-Chair
Lisa Shea, Senior Vice President, Northern Trust

3:05 - 3:45 pm CT

Webcast: Robotic Process Automation in 2017 - What You Need to Know

Robotic Process Automation (RPA) is certainly not a new concept. Yet, for whatever reason, it’s still surprisingly misunderstood. To truly understand the value proposition RPA offers companies, as well as debunk some misinformation, our panel of experts will:

  • Share ideas and approaches to leveraging RPA for both front and back office operations.
  • Dicsuss the practical applications of this emerging technology within the asset management industry.
  • Discuss why some RPA projects fail while others succeed.
    Amber Krueger, Assistant Vice President, Investor Services & Process Solutions, U.S. Bancorp Fund Services, LLC

    Andy Curtis, Senior Vice President, Northern Trust
    Randy Guy, Chief Technology Officer, FIS
    John Sjosten, Senior Manager, Deloitte & Touche LLP

3:45 - 4:30 pm CT

Roundtable Discussion

Spend time with your industry colleagues sharing experiences, lessons learned, and key success factors for implementing RPA into your organization.

4:30 - 4:35 pm CT
Closing Remarks
4:35 - 5:30 pm CT

Networking Reception

This special cocktail reception will convene conference participants who are interested in networking, discussion, and industry collaboration.

Chicago Location: Lloyd’s Chicago, 1 South Wacker Drive
Sponsored by: Northern Trust

Columbus Location: Nada, 220 West Nationwide Boulevard
Sponsored by: Northern Trust

Denver Location: Onsite
Sponsored by: Deloitte

Kansas City Location: Onsite
Sponsored by: PwC











Platinum Sponsor 








CANCELLATION DEADLINE: Friday, September 15, 2017

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.

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




Harbor Funds - 111 South Wacker Drive, 33rd Floor, Chicago, IL 60606

KPMG LLP - 191 W. Nationwide Blvd. Suite 500, Columbus, OH 43215

PwC - 1100 Walnut Street, Suite 1300, Kansas City, MO 64106

Deloitte - 1601 Wewatta Street, Suite 400, Denver, CO 80202