Category: Conferences and Events

Our 2014 Events Calendar Announced


Calendar - 170189536Our calendar is filling up and we’re busy getting ready for all of your favorite events coming up in 2014! For your planning purposes, we are excited to share the dates and locations of some of the Boston Financial and industry events where you’ll find us this year. We look forward to seeing you!

February 9 – 11: 2014 NICSA Strategic Leadership Forum (32nd Annual Conference), Westin Diplomat, Hollywood, Florida.  Craig Hollis, AML Officer and Managing Director at Boston Financial will moderate a panel of compliance professionals on Tuesday at 10:30 AM: “No Ambien Required: How Compliance Helps You Sleep at Night.”  The panel will discuss current regulatory challenges and provide insights on maintaining effective compliance programs to address them and mitigate risk.   Boston Financial also joins DST, State Street and ALPs as golf tournament sponsors, exhibitors in the Resource Center, and hosts of a client dinner at the Westin’s Diplomat Landing on Monday night.

March 16 – 19: ICI Mutual Funds & Investment Management Conference, JW Marriott Grande Lakes, Orlando, FL.  Mike McNeill, Managing Director, Intermediary Services at Boston Financial will moderate a panel discussion on Monday morning at 7:00 AM focused on board reporting – striking the right balance.  Boston Financial is a conference sponsor, and will join DST and State Street in hosting a client dinner on Sunday night.

March 17-19: AWD Advance 2014, Omni at Championsgate, Orlando, FL. Boston Financial will attend.

May 20-22: ICI General Membership Meeting, Washington Hilton Hotel, Washington, D.C.  Boston Financial joins DST and State Street as conference sponsors.  Please visit us in the Exhibit Hall at Booth #203.  We will also be hosting a client dinner at the Top of the Hay Adams Hotel on Tuesday night.

Apri 22: NICSA East Coast Regional Meeting. Location TBA.   Boston Financial will sponsor and attend the meeting.

June: MFEA eCommerce Summit. Date and location TBA.  Boston Financial is a sponsor of the Summit and will attend.

June 12: 20th Anniversary Expect Miracles East Coast Classic, Pine Hills Golf Club, Plymouth, MA.  Boston Financial is a sponsor and attend.

September 8-10: Boston Financial 2014 Client Forum, San Francisco, CA.  West Coast here we come!  Be on the lookout for more details in late February.

October: Boston Financial 2014 Chief Compliance Officer Forum, Boston, MA.  Date and location TBA.  We are finalizing our location and anticipate the Forum being held the last week in October.  Once again, in response to client feedback, we will host it in conjunction with the State Street Chief Compliance Officer Forum.

October 23: Expect Miracles Foundation, 6th Annual West Coast Classic, The Resort at Pelican Hill, Newport Beach, CA. Boston Financial is a sponsor.

November 13: Expect Miracles 11th Annual Wine & Spirits Event, The Revere Hotel, Boston, MA.  Boston Financial is a sponsor and will attend.

We would like to know what events you’ll be at! Leave a comment to let us know where we’ll see you this year.

Be sure to follow @BFClients and @Amyplansevents for the latest announcements on our 2014 conference and event plans!

Amy Gordon

Amy Gordon

Amy began her career at Boston Financial in 2000 and is an Event Planner within the Corporate Marketing team. She is responsible for the research, planning and execution of events for Boston Financial, with primary focus on Client Forums, industry conferences and associate events. Working closely with Senior Management and our client community for over ten years, she has gained valuable insight and expertise on how to run a successful business event.


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