Category: Conferences and Events

Upcoming 2017 Events


It’s a new year full of new events and dates to mark your calendars! Boston Financial will be bringing you opportunities to network and learn in 2017 at the following forums and industry events.

January 29 – January 31: NICSA Strategic Leadership Forum (SLF), Diplomat Resort & Spa, Hollywood, FL. Hear from the experts themselves as they update attendees on today’s most important industry topics. Connect with peers, participate in discussions, and network with professionals of all levels. Attendees will be walking away from this conference with new knowledge, inspiration, and contacts. Register today!

February 20 – February 22: DST Advance Conference, JW Marriott Desert Ridge, Phoenix, AZ. Are you interested in connecting with over 450 like-minded asset management professionals at ADVANCE, the only conference where the power of DST’s entire Financial Services organization comes together? View the full agenda, spanning more than 60 sessions, 75 speakers, and 10 hands-on labs here. Register today!

March 8 – March 9: MFEA Digital Council Summit, Janus Headquarters, Denver, CO. Make plans now to join digital strategists to identify today’s best practices, key trends, challenges and opportunities in the asset management industry. Boston Financial is a sponsor. Reserve your spot today.

March 12 – March 15: ICI Mutual Funds & Investment Management Conference, JW Marriott Desert Springs in Palm Desert, CA. The conference offers panel discussions and keynote speakers addressing a wide range of regulatory and legislative issues affecting the fund industry. Boston Financial will join DST and State Street in hosting a client dinner on Sunday night. Registration is now open.

April 24 – April 25: Boston Financial Blue Sky Roundtable, Boston, MA. At this event, our Blue Sky Administration team gives our clients the opportunity to network with peers, discuss strategies, and discover best practices to improve the efficiency and effectiveness of their blue sky programs.

May 3 – May 5: ICI General Membership Meeting (GMM), Washington, DC. At this year’s GMM, a forum for industry executives to discuss key issues, Boston Financial joins DST and State Street as conference sponsors. A client dinner will be hosted at the Hay Adams on Wednesday night.

*June 8: Expect Miracles East Coast Classic Charity Golf Tournament, Pinehills Golf Course, Plymouth, MA. Boston Financial is once again a sponsor and will attend.

September 11 – September 13: Boston Financial Client Forum, Pendry San Diego, San Diego, CA. Our annual Client Forum is a great opportunity for our clients to network with their peers and hear from leading industry experts.October 4 – October 5: NICSA General Membership Meeting, Boston, MA. Boston Financial is a sponsor and will attend.

*October 12: Expect Miracles West Coast Classic Charity Golf Tournament. The Resort at Pelican Hill, Newport Beach, CA.

November 7: Boston Financial Chief Compliance Officer Forum, Mandarin Oriental, Boston, MA. Our annual CCO Forum provides insights into Boston Financial’s culture of compliance and how we use controls and oversight to help assess and mitigate risk.

November 9: Expect Miracles Wine & Spirits Charity Event, House of Blues, Boston, MA. Boston Financial is a sponsor and will attend.

Make sure to follow @BFClients for updates and announcements on our conferences and events for 2017!

*Subject to change.

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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