About The Author

Lisa Light

About Lisa Light

Lisa’s career at Boston Financial has spanned over 25 years and she has held various positions in Operations, Training and Development, Human Resources and Corporate Marketing. She is responsible for corporate sales support, business event management, and corporate communications. Collaborating with our executive and relationship management teams, Lisa facilitates key organizational messages and communication strategies. In conjunction with the sales team, Lisa leads the corporate sales support function resulting in numerous successful key client rebids, new client wins from competitors and additional business process outsourcing. When she’s not working hard, she enjoys guiding her boys through the turbulent teenage years, kibitzing with her girlfriends, and trying to stay alive during her workouts.

Category: Client Forum, Conferences and Events

Why #BFCF16 Is The Can’t Miss Conference for Clients

When it comes to industry conferences, I know you have plenty of choices. So what’s the compelling reason to attend the Boston Financial Client Forum? The short answer: you. Our…

Keep Reading »


Category: Conferences and Events, Creating Future Value, Innovation

Making Room for Innovation

“Vision without execution is hallucination.” Walter Isaacson in his keynote address at the 2016 #ICIGMM on Thursday, May 19. And with that, Isaacson delivered one of the most memorable quotes…

Keep Reading »


Category: Conferences and Events, Industry Trends

Planning to attend the 2016 GMM? Don’t Miss These 4 Sessions

For asset managers, competing in the fast paced global marketplace has always required long-term thinking. However, you can’t ignore current events and the business impact they can have. Take the…

Keep Reading »


Category: Conferences and Events, Industry Trends

Where Are We Headed; How Are We Getting There? Insights From Industry Leaders

Why clients attended DST ADVANCE? But, how did we get clients to leave this and attend one of the 60+ sessions?  (View from the conference center) At ADVANCE, Tracy Shelby, Boston…

Keep Reading »


Category: Conferences and Events, Industry Trends

ADVANCE: What You Missed

“We are not a wave; we are part of the ocean.” – Steve Hooley, President & CEO of DST, opening remarks from ADVANCE. The ADVANCE conference wrapped up yesterday in…

Keep Reading »