Agenda

Registration/Breakfast

Conference Welcome & Ice Breaker

Keynote Address: Juggling Your Communication Options — What Tools Should You Use for Today’s Needs?
Steve Crescenzo, Crescenzo Communications

Meet our Exhibitors & Break

Concurrent Workshops (Choose from the following)

• Everything You Wanted to Know But Were Afraid to Ask About Investing
• The Changing Nature of How Databases are Used
• Writing Effective Employee Evaluations
• How to Retain Clients in Tough Markets — Strategies and Tactics to Use with Retail, Intermediary and Institutional Investors
• Proposals 101 — Getting Back to the Basics

Lunch

Concurrent Roundtables (Choose from the following)

• Star Search: Building and Defending a Great Team
• Global Marketing: It’s Already Tomorrow Over There
• Proposals 101 — Getting Back to the Basics — Continuation from the A.M. Workshop
• The Wonderful World of Consultant Databases
• It’s Not Just Pretty Pictures and Great Graphics — Selling the Value of Communications/Marketing/Branding Internally
• Practical Tips to Managerial Challenges: Writing Evaluations, Setting Goals, Motivating Employees and Managing Drama
• Marketing and Client Service Challenges for Small Firms (also repeats on Friday)
• Marketing and Client Service Challenges for Large Firms
• How to Implement a “Getting Things Done” Mindset into Your Everyday Life

Break

General Session: Looking to the Future with Consultants and Investors
Panelists: John Casey, Casey Quirk & Associates and Stewart Dier, NYC Comptroller’s Office; Moderators: Jackie Charnley & Christine Røstvold, Charnley & Røstvold

Break

PAICR’s 10th Anniversary Celebration, a General Session

Cocktail Reception for All Attendees

Breakfast

Conference Welcome

Keynote Address: It’s How You Say it That Matters Most — Creating and Communicating Messages That Are Convincing, Inspiring and Real
Dene Cohen, DCODE

Meet our Exhibitors/Break/Hotel Check-out

Concurrent Roundtables (Choose from the following)

• It’s How You Say It That Matters Most — Continuation from the Keynote Address
• Developing Eco-Friendly Materials
• Break Out of the Box…Marketing During Uncertain Times
• Developing Your Employees’ Investment Knowledge — What They Don’t Know CAN Hurt You!
• Marketing to the Retail Audience
• Maintaining Web Freshness — Timely and Relevant Content for Institutional Audiences
• Marketing and Client Service Challenges for Small Firms (repeated from Thursday)

Lunch

Concurrent Workshops (Choose from the following)

• Fixed-Income Strategies…Are They on the Decline Due to the Economy?
• Employee Engagement
• Reducing the Pain of Producing Prospectuses and Reports
• Performance, Marketing, GIPS Compliance — Practices and Procedures
• The Pen is Mightier than Performance: Upgrade Your Firm’s Written Communications

Closing Remarks

Conference Concludes