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The latest news from Boston Financial

Events

  • 2013 Boston Financial Client Forum
    • September 12 – 13, 2013
    • Boston, MA
  • Boston Financial 2012 Chief Compliance Officer Forum
    • November 7 - 8, 2012
    • Boston, MA
  • 2012 Boston Financial Client Forum
    • September 11 – 12, 2012
    • Chicago, IL

Voices in the Industry: Speaking Engagements

  • 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, 2:00 pm ET
    • 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, 2:00 pm ET
    • Managing Financial Intermediaries: Challenges and Opportunities
    • Featuring Ken Larsen, Vice President and Michael McNeill, Managing Director
  • NICSA General Membership Meeting
    • October 17 - 18, 2012
    • Boston, MA
    • Oh, How The World Has Changed! Omnibus and Its Evolving Requirements for Funds and Firms
      • Moderator - Mike McNeill, Managing Director
    • Identity Theft
      • Moderator - Craig Hollis, AML Officer and Managing Director
  • NICSA Midwest Regional Meeting
    • June 26, 2012
    • Chicago, IL
    • Accounting, Operations and Compliance Hot Topics
      • Panel Member – Ken Larsen, Vice President
  • 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

Press Releases and Articles

2012
2011
2010
Press Contact:

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