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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

Thursday, July 23, 2020

 
Class Actions: Are You Keeping Up With The Surge?
7/23/2020
Time: 2:00 PM ET
Class Actions: Are You Keeping Up With The Surge?

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 22, 2020

 
Midwest Regional Meeting - Chicago
9/22/2020
Location: Chicago, Illinois    Time: 9:00 - 4:00
Midwest Regional Meeting - Chicago

Friday, September 25, 2020

 
Northeast Regional Meeting - Boston
9/25/2020
Location: Boston, Massachusetts    Time: 10:00 - 4:00
Northeast Regional Meeting - Boston

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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