Registration Request Form
June Client Reporting Executive Roundtable
Please make plans to join DeskNet on June 25th for an innovative and collaborative discussion on Client Reporting at our Executive Roundtable.
To request an invitation please complete the following form and our representatives will contact you to answer any questions you may have and assist you with your plans to attend.
Date: Wednesday, June 25th
Time: 8:30am - 4:30pm
Location: NY Yacht Club, New York City
Attendees:
The Roundtable is appropriate for institutional investment and wealth management executives who set strategy for: client servicing, client reporting, marketing operations and distribution.
Purpose:
Establish a forum for innovative investment management executives to collaborate and discuss best practices, greatest challenges, and lessons learned in the process of client reporting.
What participants can expect:
- Networking: Meet other innovators and remarkable executives in your business at the top financial firms in an informal environment.
- Leadership: Broaden your perspective and increase your knowledge for driving your firm's strategy.
- Validation: Assessment of your organization's relative strengths and challenges in responding to evolving market demands.
- Problem Solving: Through collaborative discussions with your colleagues, you will have opportunities to hear how others address common challenges, and discuss topics that will assist in solving your own unique challenges.
- Education: Information about what the market expects from the reports your team creates and how this relates to your internal processes.
