Print Page   |   Contact Us   |   Sign In   |   Join
Sponsor Registration 2020 National Members Meeting
Register Tell a Friend About This EventTell a Friend
Sponsor Registration 2020 National Members Meeting

Registration now open!

 Export to Your Calendar 4/22/2020 to 4/24/2020
When: April 22 - 24, 2020
Where: Hotel Contessa
306 W. Market St.
San Antonio, Texas  78205
United States
Contact: Jennifer Litchfield


Online registration is available until: 4/22/2020
« Go to Upcoming Event List  

Preliminary Agenda                 Preliminary Program                  Things To Do in San Antonio

 

The Exchange invites you to attend our annual National Members Meeting, April 22 - 24, in San Antonio, Texas!  Join us and take advantage of the opportunity to network and collaborate with your peers on best practices and topics most relevant to your firm.

  

Schedule of Events

 

April 22   10:00 AM – 3:00 PM   

Hands-on Workshop: Learn how to extract data from APX using SQL

     See site for further details
 April 22   6:00 PM - 8:00 PM   Welcome Reception and Registration
 April 23  9:00 AM - 5:00 PM  Registration and All Day Event
 April 23  6:00 PM - 9:00 PM  Client Appreciation Reception
 April 24  9:00 AM - 4:00 PM  All Day Event

 

 

Highlights

2020 Speakers include: Paul Batz, Chuck Garcia, and CeCe Smith. Click on each link for further details.

 

 

We will start this year off with a hands-on workshop sponsored by Versoft Consulting:

Extracting Data from APX using SQL

    

 

Keynote Presentation:

How Goodness Pays for your Clients, Culture and Financial Results

 

Good leaders create great results by leading with goodness. It's an others-orientation, and reflective of an ability to maintain a healthy tension between taking a long-term view and having short-term performance expectations.

 

 

Breakout Sessions Include:

Round Robin  

session will be broken up into 3 segments with 20 – 25 minute demonstrations with the following presenters


 Clearwater Analytics  
 Indata  
 SS&C Salentica  
 Versoft  
 Zacks Research  

 

Presenter:

 

 Paul Batz Leadership Epoxy – The Secret to Bonded, High-Performing Teams 
 Chuck Garcia  A CLIMB TO THE TOP: Stories of Transformation
 CeCe Smith  Marketing:  An Investment or an Expense?

 

Session Favorites:

 

Operations

IT/Cybersecurity

Compliance

Family Office

Peer-to-Peer

 

Hotel Accommodations

 

The Contessa

Preferred rate $229/night

 

Reservations: The Exchange Network: National Members Meeting

 

Event Sponsor for NMM: Telemet

Member Appreciation Reception Sponsor NMM: SS&C Advent

 

 

Premiere Sponsors:

·     Clearwater Analytics

·     CSSI

·     Indata

·     Telemet

·     SS&C Advent

·     SS&C Salentica

·     Versoft Consulting

NMM Sponsors:

·     Clearwater Analytics

·     CSSI

·     Fiduciary Trust

·     Indata

·     Satuit

·     SS&C Advent

·     SS&C Salentica

·     Versoft Consulting

·     Zacks Research

 

 

Your Exchange Membership includes:

 

Complimentary Registration to the NMM for one employee per firm

(please inquire about cost for additional firm members to attend)

 

EVENT CANCELLATION & NO-SHOW POLICY

We are pleased to be able to offer these member events as a complimentary member service while keeping membership dues low to this non-profit organization. As a courtesy, we kindly ask that you give us 7 days’ notice if you must cancel. Otherwise, we request a $200 donation be made by your firm to help defray AUG operational expenses. 

 

Thank you for your continued participation and support.

 

 

Association Management Software Powered by YourMembership  ::  Legal