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The latest news from Boston Financial

Events

  • 2011 Boston Financial Chief Compliance Officer Transfer Agency Due Diligence Forum
    • November 14 - 15, 2011
    • Boston, MA
  • 2011 Boston Financial Client Forum
    • September 20 – 21, 2011
    • Chicago, IL
  • 2010 Boston Financial Chief Compliance Officer Transfer Agency Due Diligence Forum
    • November 1 - 2, 2010
    • Boston, MA
  • 2010 Boston Financial Client Forum
    • September 14 - 15, 2010
    • Chicago, IL

Voices in the Industry: Speaking Engagements

  • NICSA 30th Annual Conference & Expo
    • February 12 – 15, 2012
    • Miami, FL
    • Regulatory Hot Topics: Operations and Distribution
      • Panel Member - Joan Dowd, Chief Compliance Officer
    • Intermediary Oversight
      • Panel Member (and Conference Co-Chair) - Mike McNeill, Division Vice President
  • NICSA General Membership Meeting and Best Practices Symposium
    • October 5 - 6, 2011
    • Boston, MA
    • Achieving Transparency in the Evolving Shareholder Servicing Paradigm
      • Moderator - Anne Hebard, Division Vice President
  • NICSA East Coast Regional Meeting
    • June 3, 2011
    • New York, NY
    • Cost Basis Reporting: Lessons Learned
      • Panel Member - Barbara Browne, Vice President
  • ABA 2011 Business Law Section Spring Meeting
    • April 14 - 16, 2011
    • Boston, MA
    • How to Maximize the Value and Reduce the Cost of Corporate Legal Services –
      A View from the Top
      • Panel Member - Sharon L. James, General Counsel and Head of Compliance
  • NICSA 29th Annual Conference & Expo
    • February 13 - 16, 2011
    • Miami, FL
    • Cost Basis Reporting Regulations are Final – Now What?
      • Panel Member - Joan Dowd, Chief Compliance Officer
  • NICSA Midwest Regional Meeting
    • October 28, 2010
    • Chicago, IL
    • Re-Evaluating the Retirement Plan Model
      • Panel Member - Raoul Manchand, Vice President
  • NICSA East Coast Regional Meeting
    • October 6, 2010
    • Boston, MA
    • Retirement Regulatory Environment and Technology Implications
      • Moderator - Raoul Manchand, Vice President
  • NICSA 28th Annual Conference & Expo
    • February 14 - 17, 2010
    • Miami, FL
    • Retirement Regulatory Changes: Operations, Marketing and Sales Implications
      • Moderator - Jude Metcalfe, President, DST Retirement Solutions
    • Collaboration Tools: Achieving Breakout Performance While Managing Risk
      • Panel Member - Doug Billings, Group Manager, Web Solutions
  • NICSA East Coast Regional Meeting
    • January 14, 2010
    • Boston, MA
    • Regulatory Update
      • Panel Member - Joan Dowd, Chief Compliance Officer
  • NICSA East Coast Regional Meeting
    • October 1, 2009
    • Boston, MA
    • Managing and Incenting Employees in Today’s Economic Environment
      • Panel Member - Lynda W. Kaplan, Chief Administrative Officer
  • NICSA 27th Annual Conference & Expo
    • February 15 - 18, 2009
    • Miami, FL
    • Ask the Regulators
      • Moderator - Sharon L. James, General Counsel and Head of Compliance
    • Incentive Perks and High Performance
      • Roundtable Facilitator - Chris Newman, Vice President
  • 8th Annual ITAS (International Transfer Agency Summit)
    • February 3 - 6, 2009
    • Abbaye de Neumünster, Luxembourg
    • TA USA: Challenges And Opportunities In The United States
      • Speaker - Terry Metzger, Executive Vice President & Chief Operations Officer
  • College Savings Foundation Conference
    • January 28 - 30, 2009
    • Miami Beach, FL
    • Operations, Processing and Compliance Issues
      • Panel Member - Arthur Dunn, Division Vice President
  • NICSA East Coast Regional Meeting
    • January 15, 2009
    • Boston, MA
    • Collaborative Technology Solutions for a 21st Century Workforce
      • Panel Member - Gary Mercier, Vice President

Press Releases and Articles

2011
2010
2009
2008
Press Contact:

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