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The latest news from Boston Financial

Events

  • 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
  • 2009 Boston Financial Chief Compliance Officer Transfer Agency Due Diligence Forum
    • November 9 - 10, 2009
    • Boston, MA
  • 2009 Boston Financial Client Forum
    • September 15 - 16, 2009
    • Boston, MA
  • 16th Annual Mutual Fund Industry Awards
    • Cipriani Wall Street, New York City, NY
    • March 19, 2009
    • Nicole DeBlois recognized as one of Institutional Investor News’ 2009 Rising Stars of Mutual Funds

Voices in the Industry: Speaking Engagements

  • 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

2010
2009
2008
Press Contact:

Anne Hebard
Phone: 617-483-3158
Fax: 617-483-7107
Email: ahebard@bostonfinancial.com