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Event Calendar

MAR
29

MBA's National Technology in Mortgage Banking Conference & Expo

Orlando, FL

Make infinite connections with leading mortgage technology experts, vendors and customers at MBA’s National Technology in Mortgage Banking Conference & Expo. Discover emerging technologies to develop the solutions you need to thrive in today’s ever-changing real estate finance industry. The conference boasts over 20 sessions targeting emerging technologies and regulatory compliance, multiple opportunities to develop new relationships and strengthen existing ones and a full service exhibit hall with the latest solutions tailored to your business needs.   Read more >

APR
07

SIFMA Private Client Conference

Chicago, IL

The SIFMA Private Client Conference is North America's leading event designed specifically for financial professionals who service the individual investor. The conference will allow you to hear from top industry leaders on tactical ways to enhance client service, advice and trust to help investors achieve their financial goals. Join senior delegates from across the wealth management spectrum – including global, regional and small firms – as they discuss innovative approaches to effective strategies, leadership, management and client service. Take away strategic ideas that you can implement today to improve service for today’s clients, from baby boomers to millennials. Gain expert insight into top industry challenges including – succession planning, advisor recruitment, the impact of technology and the diverse and changing needs of clients. And share best practices with colleagues and counterparts from across the industry. Interact with your peers from firms of all sizes, as well as vendor-partners with services that can help you improve service and productivity.   Read more >

APR
13

SIFMA Operations Conference

San Diego, CA

SIFMA's Annual Operations Conference & Exhibition is the trusted resource for Broker-Dealers and Asset Managers on the evolution of operations, regulation, and implementation strategies. 2015 marks a new era in the capital markets with a number of reforms and initiatives either in progress, under review, or pending approval of a new rule. OPS 2015 will provide valuable information on what to expect in the year ahead and the tools that are available to firms to prepare for the changing operational landscape. Read more >

MAY
07

LinkedIn: Finance Connect

New York, NY

In an uncertain economic environment with intense margin pressure and rapidly evolving regulatory frameworks, thriving financial institutions are placing valued customers at the heart of their business. Come hear how the world’s most successful marketers are refocusing on a customer-centric approach by integrating content and social media. Read more >

More events >

Complete List of Events

MAR 29
MBA's National Technology in Mortgage Banking Conference & Expo
Orlando, FL

Make infinite connections with leading mortgage technology experts, vendors and customers at MBA’s National Technology in Mortgage Banking Conference & Expo. Discover emerging technologies to develop the solutions you need to thrive in today’s ever-changing real estate finance industry. The conference boasts over 20 sessions targeting emerging technologies and regulatory compliance, multiple opportunities to develop new relationships and strengthen existing ones and a full service exhibit hall with the latest solutions tailored to your business needs.   Learn more >

APR 07
SIFMA Private Client Conference
Chicago, IL

The SIFMA Private Client Conference is North America's leading event designed specifically for financial professionals who service the individual investor. The conference will allow you to hear from top industry leaders on tactical ways to enhance client service, advice and trust to help investors achieve their financial goals. Join senior delegates from across the wealth management spectrum – including global, regional and small firms – as they discuss innovative approaches to effective strategies, leadership, management and client service. Take away strategic ideas that you can implement today to improve service for today’s clients, from baby boomers to millennials. Gain expert insight into top industry challenges including – succession planning, advisor recruitment, the impact of technology and the diverse and changing needs of clients. And share best practices with colleagues and counterparts from across the industry. Interact with your peers from firms of all sizes, as well as vendor-partners with services that can help you improve service and productivity.   Learn more >

APR 13
SIFMA Operations Conference
San Diego, CA

SIFMA's Annual Operations Conference & Exhibition is the trusted resource for Broker-Dealers and Asset Managers on the evolution of operations, regulation, and implementation strategies. 2015 marks a new era in the capital markets with a number of reforms and initiatives either in progress, under review, or pending approval of a new rule. OPS 2015 will provide valuable information on what to expect in the year ahead and the tools that are available to firms to prepare for the changing operational landscape. Learn more >

MAY 07
LinkedIn: Finance Connect
New York, NY

In an uncertain economic environment with intense margin pressure and rapidly evolving regulatory frameworks, thriving financial institutions are placing valued customers at the heart of their business. Come hear how the world’s most successful marketers are refocusing on a customer-centric approach by integrating content and social media. Learn more >

MAY 21
LIMRA and LOMA Canada Annual Conference
Toronto, ON

More than ever, today's business leaders must understand often complex relationships between conceptual ideas at one end and desired results at the other (and everything in between). Connecting the dots – either forwards or backwards as advocated by Steve Jobs – is an increasingly critical skill. Speakers, including Hearsay Social COO and President Michael Lock, at this year’s conference will present fresh perspectives and strategic insights that will help link your organization to success. Learn more >

MAY 27
FINRA Annual Conference
Washington, DC

FINRA's Annual Conference provides compliance professionals, securities attorneys and other industry leaders with the opportunity to hear regulatory priorities and share compliance solutions. The conference will provide over 30 panels and more than 100 speakers, and an opportunity to network with industry experts, peers and regulators Learn more >

MAY 27
LIMRA Marketing & Research Conference
Baltimore, MD

Effective marketing results from insightful research. But today, there are so many variables: the variety of products is immense, the methods of consumer engagement are many, and customers’ preferences are constantly changing. It’s never been more important to keep up. With workshops and sessions focusing on Generations X and Y, customer centricity, Big Data, social media, branding, and more, LIMRA’s 2015 Marketing & Research Conference will prepare you for success. And as always, there will be excellent networking opportunities. Learn more >

JUN 08
5th Annual Digital Marketing for Financial Services Summit
Toronto, ON

The 5th Annual Digital Marketing for Financial Services Summit will give you an opportunity to activate your brand, cultivate affinity and strengthen relationships. Don't get left behind by your competition-- establish a digital marketing blueprint for maximum ROI, personalize your customer’s path-to-purchase and Enhance strategic integration. By attending the summit you will realize how to increase revenue, ignite conversations, and deepen relationships via digital while leveraging disruptive technologies and transforming your customer experience. Help your company develop trust, meet compliance, and engage customers on their terms. How will you reinvent your brand in the digital era?
Learn more >

SEP 17
Social Media & Compliance for Financial Services
New York, NY

Join FTF for our annual Social Media and Compliance in the Financial Services conference. From social media strategies to compliance issues, this is the premier event for new ideas, stronger systems, and increased connections for banks, asset managers, and insurance firms.   Learn more >

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