8g. ALL - Off Channel Communications Talk Group (Small to Medium Firms) - (CLOSED)

Tuesday
Written By Meghan Flanagan

This interactive group discussion will focus on issues related to off-channel communications for small to medium-size firms. This moderated discussion will focus on best practices and approaches firms have taken related to off-channel communications and the growing list of available tools and technologies. Attendees are encouraged to share their experiences and learnings within this talk group. This session is not eligible for continuing education credits. 

This session is closed to both regulators and members of the press.

Featured
Bart McDonald
Bart McDonald

Executive Vice President

Renaissance Regulatory Services

Shachi Bhatt
Shachi Bhatt

Chief Compliance Officer

Office of the NYC Comptroller - Bureau of Asset Management

Sponsored by:

Meghan Flanagan
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8h. IA - Multi Family Office Considerations Talk Group (CLOSED)