Category: Client Forum

2014 Client Forum Day One – Arriving in San Francisco


Muir WoodsOur Annual Client Forum officially kicked off yesterday in San Francisco, CA. We were pleasantly surprised that many of our client attendees took the opportunity to arrive early and enjoy the city. We coordinated a couple of tours that would allow attendees to see some of San Francisco’s token landmarks. One group cruised off to Alcatraz Island to visit the infamous federal penitentiary and another group went to Muir Woods to see some of the region’s famous Coast Redwoods.

At 3:30pm, it was back to business as everyone gathered at the St. Regis to focus on industry issues. Despite the beautiful Northern CA weather, all guests arrived on time for the Best Practice Sessions. Each session covered a pressing industry issue and had a full house!

  • Strategies that Help Deliver Effective Intermediary Oversight: Mike McNeill facilitated a session on intermediary oversight, addressing concerns identified in Boston Financial’s 4th Annual Financial Intermediary Administration Survey.
  • How You Can Stay Ahead of the Regulatory and Compliance Challenges: Craig Hollis facilitated a session on compliance and regulatory challenges facing the industry. It focused on escheatment, money market reform, and the changing shareholder service model which are all of immediate concern to attendees.
  • A Community of Defense: Mike Rizzo facilitated a session on cybersecurity, where attendees discussed the trends in security awareness programs and the future direction of cybersecurity.

Behind the scenes, conference planners spent the day making final preparations for day two, including a dress rehearsal for today’s main speakers and panels.  Everything is ready to go and all of the speakers are looking forward to meeting Forum attendees.

Interested in following the conference? Whether you are at the Client Forum or not, take a look at our event Tagboard to see photos and session highlights!

Look ahead to day two of the conference here.

Look ahead to day three of the conference here.

Kristin Ferguson

Kristin Ferguson

Kristin joined Boston Financial in 2012 as Social Media Community Manager. Kristin is responsible for Boston Financial's social media strategy as well as developing and managing internal and external online communities. Prior to joining Boston Financial Kristin worked in online marketing at Edvisors where she was also responsible for social media and community management. Kristin is a graduate of Stonehill College. Follow Kristin on Twitter @kferguson10.


Your comments mean a lot to us. We want to hear your perspectives, but please know that this section is being moderated and we reserve the right to edit or delete content at our discretion. Please keep your comments respectful and relevant.

+ Post a comment

Your email address will not be published. Required fields are marked *