July 15, 2009
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Achieving Cost Savings with Technology Series:
Collaboration Success Stories: Adding Business Value by Leveraging the Power of Web 2.0
Presented by NICSA’s Technology Committee |
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July 22, 2009
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Introduction to Securities Lending
Presented by NICSA’s Fund Administration and Custody Committee
Webinar |
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September 9, 2009
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Advisors in Transition:
Reinventing Your Sales Organization to Adapt to the Changing Landscape
Presented by NICSA's
Distribution Committee
Webinar |
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September 16, 2009 |
Cost Basis Reporting Series:
Upcoming Changes in Cost Basis Reporting
Webinar
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Sept. 22-23, 2009
|
18th ALFI/NICSA
Annual Global Funds Conference
Co-sponsored by NICSA and the
Association of the Luxembourg Fund Industry (ALFI)
Hemicycle Conference Center
Luxembourg-Kirchberg
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September 23, 2009
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Advisors in Transition:
Building a Hybrid Sales Model that Delivers the Mileage
Presented by NICSA's
Distribution Committee
Webinar |
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October 1, 2009
|
East Coast Regional
Meeting
Seaport Hotel
Boston |
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October 7, 2009
|
Massachusetts Privacy Series:
Massachusetts Privacy Law: Operational Concerns
Presented by NICSA’s Compliance and Risk Management Committee
Webinar |
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October 21, 2009
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Massachusetts Privacy Series:
Massachusetss Privacy Law: Technology Concerns
Webinar |
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November 4, 2009
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Omnibus/Subaccounting from a Distribution Viewpoint
Webinar |
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November 11, 2009 |
Cost Basis Reporting Series: Technical and Operational Implementation Issues of the New Cost Basis Reporting Rules
Webinar
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Fall 2009
|
Abandoned Property and the Escheatment Process
Webinar |
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December 2009
|
Tax Reporting Update: IRS audits of Investment Advisors
Webinar |
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February 14-17, 2010
|
28th Annual Conference & Expo
Featuring Operations, Technology and Marketing/Distribution
Doral Golf Resort & Spa
Miami
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January 2009
|
Omnibus/Subaccounting from a TA Viewpoint
Webinar |
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