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AGENDA
| Monday, June 14 (Click on the session title to see an abstract) |
| 7:30am |
Registration open |
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| 8:30-9:30 am |
Keynote Presentation
Rebuilding Relationships Through Effective Communications
Speaker:
Tim Armour
Managing Director
Morningstar
Click here to download a copy of the presentation |
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| 9:30-9:45 am |
Break |
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| 9:45-10:45 am |
Getting Clued In to the Practice of Experience Management
Speakers:
Lou Carbone
CEO, ExperienceEngineering
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Best Practices in Marketing Communications
Speaker:
Carolyn Valiquette
General Manager, Print on Demand Initiative (PODI)
Click here to download a copy of the presentation
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| 10:45-11:00 am |
Break |
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| 11:00 am-12:30 pm |
Managing Shareholder Communications Costs
Moderator:
Mark Decollibus, Senior Strategist, Art Plus Technology
Panel:
Dave Maher, VP Corporate Marketing Services, Fidelity Investments
Kyle Purcell, Manager of Shareholder Communications, T. Rowe Price,
Bill Roche, CEO, Dynagraf
Click here to download a copy of the presentation
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Composition Tools - An Analyst Shoot-out
Speakers:
Elizabeth Gooding
President & CEO, Art Plus Technology, Inc.
Panel
Kemal Carr
President, Madison Advisors
Carolyn Valiquette
General Manager, PODI
Rich Medina
Senior Research Analyst, Doculabs
Click here to download a copy of the presentation
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| 12:30-2:00 pm |
Lunch & Networking Break
- Exhibits Open
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| 2:00-3:00 pm |
Designing Award-Winning Statements
Speaker:
Deborah Ryan
Director, Wystar Global Retirement Solutions
Click here to download a copy of the presentation
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Sixteen Scandals: Rebuilding Trust & Addressing New Compliance Challenges
Moderator:
Elizabeth Gooding, President & CEO, Art Plus Technology
Speakers
Phil Edwards, Managing Director, Standard & Poor's;
Neil Bathon, President, Financial Research Corporation
Russ Kinnel, Director of Mutual Fund Research,
Morningstar
Click here to download a copy of the presentation
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| 3:00-3:15 pm |
Break |
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| 3:15-4:30 pm |
Getting Personal
Speaker:
Cam Shapansky and Brent Klassen Partners, Blue North
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Selecting and Integrating Content Management Products
Speaker:
Jeetu Patel
Executive Vice President, Doculabs
Click here to download a copy of the presentation
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| 4:30-6:30 pm |
Cocktails & Networking
- Exhibits Open |
| TUESDAY, JUNE 15
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| 7:30 - 8:30 am |
Registration and Networking
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| 8:30-9:30 am |
Designing Documents that work
Speaker:
Cheryl Kay
Vice President, Art Plus Technology
Click here to download a copy of the presentation
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E-mail Accountability & Compliance
Speaker:
Priscilla Emery
President, e-Nterprise Advisors
Click here to download a copy of the presentation
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|
| 9:30-9:45 am |
Break |
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| 9:45-10:45 am |
A Plan Analysis That's a Cut Above
Speakers:
Donna Wong
Director e-business Solutions, Manulife Financial
Nick Romano
President & CEO, Prinova Technology
| New NASD Regulations & Crisis Communications
Speaker:
Pat McAnally
Senior Director- Professional Services, SunGard Data Systems
Click here to download a copy of the presentation
Click here to download
the 2004 NASD BC requirement
Click here to download
the NASD bcp template
Click here to download
the NASD BC Notice to Members |
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| 10:45-11:00 am |
Break |
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| 11:00 am- 12:00 pm |
Post Merger Redesign - Keeping the Dream Alive
Speaker:
Cheryl Kay
Vice President, Art Plus Technology
Click here to download a copy of the presentation
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Overview of FCS Portfolio Award-Winners
Speaker:
Bill Wreaks, President, Financial Communications Society
Click here to download a copy of the presentation
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| 12:00-1:30 pm |
Lunch & Networking break
- Exhibits Open |
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| 1:30-2:30 pm |
Best Practices in Online Advisor Resources
Speaker:
Michael Ellison
Vice President, Corporate Insight
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Archive Vendor Shootout
Moderator:
Donna Wong, Director, eBusiness Solutions, Manulife Financial
Speakers:
Ray Dieter
Regional Vice President, INSCI
Ron Radojkovic
Senior Director for EDM Operations, Group1
Mike Fee
Director of Banking, Financial Services
Mobius
Curtis Thompson
Data Impact
Click here to download a copy of the presentation
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| 2:30-2:45 pm |
Break |
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| 2:45-3:45 pm |
Best Practices to Attract & Capture Online Leads for Financial Services
Speaker:
Sherri Neasham
Founder & CEO, FinanCenter
Click here to download a copy of the presentation
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Making Personalization Work: A Technical Perspective
Speakers:
Elizabeth Gooding
President & CEO, Art Plus Technology
Andrew Seibert
General Manager & Editor, SmartMoney Custom Solutions
Pat McGrew
Director of Document Solutions, Pitney Bowes Management Services
Robert Reeder
Chief Technology Officer, W.A. Wilde
Click here to download a copy of the presentation
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| 3:45-4:00 pm |
Break |
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| 4:00-5:00 pm |
Content Delivery: Meeting the Demand for Web-Based Access
Speaker:
Ray Dieter
Regional Vice President, INSCI
Milind Agtey
Chief Operating Officer of Corporate Services, INSCI
Click here to download a copy of the presentation
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Strengthening Your Brand by Simplifying the Client Experience
Speakers:
Madeleine Yates
Director-Total Merrill Marketing, Merrill Lynch
Max Dietshe
Senior Consultant, Addison
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| 5:15-5:30 |
Conference Closing / General Remarks |
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