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Title

FinTech Conference: Noise vs. Knowledge

Event Description

 ​FinTech Conference: Noise vs. Knowledge

FinTech Image.jpg

The catch all term “FinTech” has become synonymous with efficiency, enhancement and automation. However, sorting through the deluge of offerings out there can be time consuming and daunting. By studying the mistakes and successes of others we can make this process of “streamlining the chores” more effective and less expensive with the addition of powerful software that is right for your unique business. Come hear from CEOs, portfolio managers, compliance officers and regulators on what pitfalls to consider when building out your tech stack as well as hear about what is to come in the world of financial software.

Learning Objectives:

  1. Walk away with a framework for considering new technologies in the wealth management business
  2. Get an idea for how other CEOs think about deploying technology in their wealth management firms
  3. Understand how portfolio management software offers differ
  4. Understand how compliance software offers differ
  5. Gain a better understanding for regulatory trends in cybersecurity and FinTech
Who Should Attend:  C Suite strategy, PMs, CCOs, CTOs, CEOs, RIA employees, analysts, portfolio managers, wealth managers. ​

Event Type

Educational

Education Topic

 

Start Time

9/26/2019 12:00 PM

End Time

9/26/2019 6:00 PM

City

Tysons

State/Province

VA

Event Country

United States

Event Region

Americas

Location Info

Hilton McLean Tysons Corner
7920 Jones Branch Drive  
McLean, VA 22102  

Click here for map
 
Metro: McLean (Silver Line)

Speaker

 

CE Credits

5.00

SER Credit

0.00

Currency

USD

Member Price

125.00

Non-Member Price

185.00

Candidate Price

185.00

Registration

Click here to register

**For CFAW Members 
Please login to register.
 
**For CFAW Student/Candidate/Guest Members
Please Register as Guest and select the Student/Candidate/Guest Member ticket. If you have any issues registering online, click here​ to email.
 ​
The online registration system should now work for most browsers. If you are having trouble with the online registration, please register here with a manual form: FinTech Conference Payment Form 09-26-2019.pdf
 
Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to events@cfawashington.org​.
 
Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.or​g​​​ on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows ​​

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

9/26/2019 12:00 PM

Attachments

Content Type: MyCFA Calendar
Created at 7/5/2019 11:56 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 8/23/2019 10:46 AM by serena.roche@gmail.com[CASMSTS:username]