Category: Conferences and Events, Event Center

Our 2016 Events Calendar


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Our 2016 events calendar is here! We’re excited to share the Boston Financial and industry events we’re participating in. We realize when it comes to choosing the industry events you’ll be attending in 2016, you’re selective. We hope you find our holistic view beneficial.

Can’t attend an event? Throughout the year, we’ll share key takeaways on Perspectives.



January 31 – February 2: NICSA Strategic Leadership Forum (SLF), Hilton Diplomat, Hollywood, FL. Spanning three days and featuring sessions on risk and compliance, operations, and products and distribution, the SLF conference kicks off the 2016 event calendar. Boston Financial joins DST and State Street as conference sponsors, exhibitors in the Resource Center, and hosts of a client dinner at the Diplomat Landing on Monday night.

Cindi Boudreau, Managing Director of Proxy Solutions at Boston Financial will moderate the panel, “Proxy Advisory Firms: Understanding the Impact” on Monday, February 1. The panel will explore the relationships advisory firms have with institutions and managed broker accounts and how they evaluate and recommend on proposals put forth by mutual fund companies.

February 29 – March 2: DST ADVANCE Conference, Westin Kierland Resort & Spa Scottsdale, AZ. Spanning more than 50 sessions over two days, DST ADVANCE is the only conference where the DST’s entire Financial Services organization comes together to exchange ideas and insights on advancing technology and innovative business trends.

Attended by nearly 500 financial services executives, DST ADVANCE explores the newest innovations, latest industry solutions, and key trends shaping financial services. Senior executives from Boston Financial will present, and you’ll have ample opportunities to network with them.

March 9 – 10: MFEA Distribution & Digital Summit, St. Petersburg, FL. The Distribution and Digital Councils come together for the first time to examine strategies, best practices, and technology tools being used to manage sales force. Boston Financial is a sponsor of the Summit and will attend.

March 13 – 16: ICI Mutual Funds & Investment Management Conference, JW Marriott Grande Lakes in Orlando, FL. Hear from SEC and industry experts as they assess today’s regulatory environment, market trends, and evolving business practices and what they mean for the fund industry. Boston Financial is a conference sponsor and will join DST and State Street in hosting a client dinner on Sunday night.

April 25 – 26: Boston Financial Blue Sky Roundtable, Boston Financial headquarters, Quincy, MA. Our Blue Sky program will address best practices in exemption processing and oversight, omnibus sales reporting, and transfer agent Blue Sky flags. We’ll spotlight industry trends we’re watching and their impact to your Blue Sky program. The event kicks off with cocktails and dinner Monday evening, followed by a full day of interactive learning with your peers and Boston Financial. Look for our invitation in February.

May 18 – 20: ICI General Membership Meeting, Washington Hilton, Washington, DC. Providing a forum for industry executives to discuss key issues, Boston Financial joins DST and State Street as conference sponsors. Please visit us in the Exhibit Hall at Booth 200. A client dinner will be hosted at the Hay Adams on Wednesday night.

June 9: Expect Miracles 22nd Annual East Coast Classic, Plymouth, MA. Boston Financial is a sponsor and will attend.

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September 14 – 16: Boston Financial Client Forum, Omni Hotel, Nashville, TN. Known as “Music City,” Nashville is also the host city for #BFCF16. We’re looking forward to connecting with over 90 clients representing 50+ firms this September. At #BFCF16, you’ll hear from leading industry experts, gain unique perspectives, and leave with key takeaways that you can implement in your organization. More details about the ForumĀ  activities coming your way soon!


September 19 – 20: NICSA General Membership Meeting, Boston, MA. Boston Financial will attend and is a sponsor.

October 13: Expect Miracles 8th Annual West Coast Classic, Newport Coast, CA. Boston Financial is a sponsor.

October 18 – 19 (pending) Boston Financial 2016 Chief Compliance Officer Forum, Boston, MA. Our annual CCO Forum provides attendees with insight into how Boston Financial uses controls and oversight to help assess and mitigate risk and gain a better understanding of today’s regulatory environment. The annual event helps supports our clients’ and their CCO’s 38a-1 due diligence obligations and draws CCOs as well as mid-to senior-level managers.

November 10: Expect Miracles 13th Annual Wine & Spirits Event, Boston, MA. With nearly 400 financial executives in attendance last year, this evening event raises critical funds for the cancer research and patient care programs. Boston Financial is a sponsor and attendee.

What events will you 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 2016 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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