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Find out about upcoming member events where valuable networking connections are made and best practices shared!  Click the event name to view more details. Members - please sign in prior to registering.

Upcoming Events

Tuesday, August 11, 2020

 
Family Office Focus Group Call
8/11/2020
Time: 2:00 PM ET
Family Office Focus Group Call

Wednesday, August 12, 2020

 
UMA/SMA Focus Group Call
8/12/2020
Time: 2:00 PM ET
UMA/SMA Focus Group Call

Thursday, August 13, 2020

 
Custodian Reconciliation Focus Group Call
8/13/2020
Time: 2:00 PM ET
Custodian Reconciliation Focus Group Call

Wednesday, September 2, 2020

 
Cybersecurity Focus Group Call
9/2/2020
Time: 2:00 PM ET
Cybersecurity Focus Group Call

Thursday, September 3, 2020

 
CRM Hacks for Better Collaboration and Effortless Automation

Tuesday, September 8, 2020

 
How Goodness Pays for your Clients, Culture, and Financial Results
9/8/2020
Time: 2:00 PM ET
 
September Speaker Series
9/8/2020 » 9/29/2020
Time: Varies Depending on Session
 

Tuesday, September 15, 2020

 
Virtual Communication That Creates Connection
9/15/2020
Time: 2:00 PM ET
 

Wednesday, September 23, 2020

 
Leadership & Communication Tactics to Take Your Career to New Heights with Chuck Garcia
9/23/2020
Time: 2:00 PM ET
 

Tuesday, September 29, 2020

 
Virtual Cooking and Mixology Class
9/29/2020
Time: 4:00 PM ET
 

Wednesday, September 30, 2020

 
GIPS Focus Group Call
9/30/2020
Time: 2:00 PM ET
GIPS Focus Group Call

Tuesday, November 17, 2020

 
Billing Focus Group Call
11/17/2020
Time: 2:00 PM ET
Billing Focus Group Call

Thursday, November 19, 2020

 
Custodial Reconciliation Focus Group Call
11/19/2020
Time: 2:00 PM ET
Custodial Reconciliation Focus Group Call

Wednesday, December 2, 2020

 
Cybersecurity Focus Group Call
12/2/2020
Time: 2:00 PM ET
Cybersecurity Focus Group Call

Tuesday, December 8, 2020

 
Family Office Focus Group Call
12/8/2020
Time: 2:00 PM ET
Family Office Focus Group Call
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