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The latest news from Boston Financial

Events

  • 2014 Boston Financial Client Forum
    • September 8-10, 2014
    • Boston, MA

Voices in the Industry: Speaking Engagements

  • NICSA Webinar: Helping Part the Clouds for Blue Sky Compliance
    • April 10, 2014, 2:00 pm ET
    • Moderator – Craig Hollis, CCO, AML Officer and Managing Director
  • NICSA Strategic Leadership Forum (32nd Annual Conference)
    • February 9-11, 2014
    • Hollywood, FL
    • No Ambien Required: How Compliance Helps You Sleep at Night
    • Moderator – Craig Hollis, AML Officer and Managing Director
  • NICSA Risk Management Workshop: An Integrated Approach to Managing Fraud and Operational Risks
    • November 20, 2013
    • San Francisco, CA
    • Operational Risk Management Panel
    • Panelist - Ken Larsen, Vice President
  • 2013 NICSA General Membership Meeting
    • September 19-20, 2013
    • Boston, MA
    • Client Relationship Models in TA: Sales Support or Client Service?
    • Panelist - Liz D'Allessandro, Vice President
    • I Can Outsource That?
    • Presenter - Fran Corcoran, Vice President
  • NICSA West Coast Regional Meeting
    • Thursday, May 9, 2013
    • Los Angeles, CA
    • Intermediary Oversight: Effective Omnibus Management for Omnibus Account
    • Panel Member - Mike McNeill, Managing Director
  • ICI General Membership Meeting
    • May 1-3, 2013
    • Washington, DC
    • Fund Transfer Agents: What the Future Holds
    • Moderator – Tracy Shelby, Managing Director, U.S. Mutual Fund Transfer Agency Services
  • NICSA Webinar: Hot Topics: National Exam Priorities for 2013
    • March 27, 2013
    • Panelist – Mike McNeill, Managing Director
  • Knowledgent Presents: The Business of Big Data: Maximizing the Value of Information
    • March 13, 2013
    • Boston, MA
    • Panelist - Mike Rizzo, Chief Information Officer
  • NICSA 31st Annual Conference & Expo
    • February 10-13, 2013
    • Miami, FL
    • Mobile Technology Update
    • Moderator - Brian Melter, Managing Director
  • Mutual Fund Directors Forum Webinar Series
    • January 15, 2013
    • Managing Financial Intermediaries: Challenges and Opportunities
    • Featuring Ken Larsen, Vice President and Michael McNeill, Managing Director

Press Releases and Articles

2014
2013
Press Contact:

Ann Marie Mierzykowski
Phone: 617-483-8109
Email: amierzykowski@bostonfinancial.com