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 clients make the event what it is.

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For three days, every September, clients can count on uninterrupted time with like-minded peers. Time spent engaging in conversations, exchanging meaningful ideas, having personal interactions, and building relationships. The value of meeting in person is unmistakable.

One of my favorite aspects of the Forum is the client interaction, and based on your feedback, we know it’s important to you too.

As you may know, one of my responsibilities includes creating and managing the agenda, so I make sure there is time for networking. I identify speakers to ensure we’re bringing you new ideas and delivering content that is tailored to your interests and challenges. It’s a job I don’t take lightly because your time is valuable. I know attendees look to the Forum for actionable ideas they can take back to their team. I want to make sure we deliver that promise.Client Forum 2015 Collage

This year’s speaker lineup, based in large part on client feedback, includes election politics and the markets, cybersecurity, FinTech, DOL, third-party risk, and more. This year we’re introducing a new segment, “Insights & Experiences from the Client Community.” It’s where we turn the discussion over to you, our clients.

Three client panels are planned; each panel will delve into an industry challenge. Hear from your peers at AFS, Charles Schwab, Dodge & Cox, MFS, Putnam, Pioneer, and Wells Fargo.

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What else is new at this year’s Forum? This year the Forum is headed to the Music City. We’re thrilled to be in Nashville. Amy Gordon, our event planner, has been busy locking down the final details for all the fabulous events we have planned. We know during the day you’re focused on getting the most out of the sessions, but come the evening it’s time to unwind and have fun. And we know how to have fun at the Forum!

If you’re in Nashville on Wednesday evening, join us for dinner at Acme Feed & Seed with entertainment by Johnny Carter Cash. Thursday’s evening event will take place at a private estate — one of Nashville’s most prestigious. You’ll enjoy cocktails, dinner, and music in this sure to be stunning setting.

I believe the 2016 Client Forum will be the best forum to date. Clients can count on valuable content, amazing events, and the opportunity to meet a variety of people and build new relationships. Each year, the Forum experience gets better thanks in large part of you. I can’t wait to see what this year’s event brings!

Join us at the Client Forum in Nashville this September 14-16. Register today. A limited number of guest rooms are available for Client Forum attendees at a discounted rate. The rate is available until Friday, August 12 or until the room block has been filled. Don’t miss out, reserve your room today! #BFCF16.  


Lisa Light

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.


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