Next Generation Financial Services Compliance & Risk Mitigation

Next Generation Financial Services Compliance & Risk Mitigation is an invitation-only roundtable lunch that is limited to 40 executives in the New York Tri-State area. We will host an interactive lunch that will share lessons learned and experiences about how leading financial institutions are preparing for and executing their next generation compliance and risk mitigation strategies, especially as the market consolidates.

Financial Services Social Business Leadership Forum

This forum explored how technology impacts the way financial services companies communicate and collaborate with customers, employees, recruits, agents, advisers, partners, media, and the public. As they embracing new social technologies, they also must meet compliance and legal requirements.

The Future of Financial Services Communications Summit

Our summit will examine how the future industry leaders will earn trust, differentiate from their competition, and strategically use technology to connect with customers, employees, sales channels, media and the government.